To search for Fulfillment Requests:
From the Applications menu, select POS Front Office > Fulfillment and Return Receiving > Fulfillment Request Search. This opens the Fulfillment Request Search window.
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Enter the search criteria.
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Sales Request information
Receipt Number - The tracking number associated with the sales request. This number is based on the store and register of the Sales Request.
Order ID - The identifier of the POS sales order.
From and To dates - Range of Sales Request creation dates to include in the search.
Fulfillment Request information
Receipt Number - The Receipt Number is the tracking number associated with the fulfillment request. This number is created when the system creates the Fulfillment Request. The number is based on the store abbreviation and register of the Sales Request location.
Order ID - The Order ID is the identifier of the POS fulfillment order. Note: A POS fulfillment order may include more than one Fulfillment Request. This can occur when items in the POS fulfillment order are not shipped together.
Reference Number - The Reference Number is the distributor's tracking number used to cross-reference to the CostGuard Fulfillment Request.
From and To dates - The From and To dates specify the range of Fulfillment Request creation dates to include in the search.
Fulfillment Type
The Fulfillment Type specifies how the sales order will be fulfilled.
Pickup at the Same Location - The customer will pick up their products from the location creating the sales request.
Pickup at a Different Location - The customer will pick up their products from a location other than the location creating the sales request, such as another store.
Delivery from the Same Location - The customer's products will be sent from the location creating the sales request.
Delivery from a Different Location - The customer's products will be sent from a location other than the location creating the sales request, such as another store or warehouse.
Customer Information
Account Number - The Account Number is the subscriber's account number in CostGuard.
Customer Name - The customer's name as it appears on the account. This field accepts wildcards.
Sent to 3rd Party
Sent to 3rd Party is the date range to include when searching for Fulfillment Requests sent to a distributor who does not have access to your CostGuard system.
Received by 3rd Party
Received by 3rd Party is the date range to include when searching for Fulfillment Requests received by a distributor who does not have access to your CostGuard system. This date is populated by the file received from the distributor verifying receipt of the Fulfillment Request.
Fulfilled Date
The Fulfilled Date is the date the Fulfillment Request's status is changed to Shipped.
Sales Request Location
The Sales Request Location is the "store" that created the Sales Request.
Fulfillment Location
The Fulfillment Location is the "store" selected to ship the items to the customer.
Request Status
The Request Status is the current status of the Fulfillment Request. See Fulfillment Request Statuses.
Order State
The Order State is the stage the order has reached in its execution plan. Order States are set up in Admin Console under Data Management.
Click Search. This displays the Fulfillment Request Search Results window.
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See also: