Fulfillment

View Fulfillment Requests opens the Fulfillment Request Search Results window displaying only the Fulfillment Requests related to the selected Sales Request. (More)

Set Status To lets you change the status of the Sales Request to either Paid in Full or Fulfillment Pending, depending on its current status.

Note:

Set Status To is not available for Sales Requests with a status of Completed, Canceled, Incomplete, Fulfillment In‑Progress, or On Hold.

Send to Fulfillment changes the Sales Request Status to Fulfillment In Progress and adds the Fulfillment Request to the file to be sent to the fulfillment location.

Note:

If your company sends Fulfillment Requests to a third party location manually, you must tell the system this has been done. Selecting "Send to Fulfillment? displays the Third-Party Fulfillment window. You must complete the information in the window before the Sales Request status is changed to Fulfillment In Progress

If some items in a Sales Request cannot be shipped, Fulfillment Shortage lets you complete that Sales Request and refund the money for the unshipped items to the customer. Fulfillment Shortage is available only if the Sales Request status is Fulfillment In‑Progress.

1. Right-click the Sales Request and select Fulfillment > Fulfillment Shortage. This displays a confirmation box.

2. Click Yes. This opens the Tender window with the amount to be returned to the customer in the Tender Amount field.

3. Click the tender type used to return the amount to the customer.

4. Click Finalize. This displays a confirmation box.

5. Click Yes. This changes the status of the Sales Request to Completed and Cancels the request for the missing items in the Fulfillment Request.

   Note:

   If a third party location fulfills your company's requests, a message box reminds you to notify that location of the shortage.

   What happens when some items in a Sales Request cannot be shipped:

• The status of the original Fulfillment Request (A) changes to Shipped.

• A second Fulfillment Request (B), with a status of Submitted, is created containing the Unshipped items.

• A Fulfillment Sale (C) transaction, with a status of Completed, is created containing the Shipped items.

• When you select Fulfillment Shortage on the Original Sales Request, its status changes to Completed.

• The status of the second Fulfillment Request (B), for the unshipped items, changes to Canceled.

• A Return (D) transaction, with a status of Completed, is created for the unshipped items.

  You can view the various transactions on the POS tab on the customer record.