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Fulfillment: Edit a Fulfillment Order

Edit a Fulfillment Order

Note: Before continuing, verify all the Fulfillment Settings are configured. For additional information, please visit the Enable Fulfillment Settings page. 

Once the Fulfillment settings are configured correctly, all orders that will be shipped, and have a 'Completed' order status, should display in the Order Fulfillment page.  

 

1) In the vinSUITE admin panel, navigate to the 'Orders' section and click on 'Order Fulfillment'.

Dashboard_to_Orders_Fulfillment.jpg

 

2)The Order Fulfillment page will open in the work space.  

Fullfilment_Search_WS__Item_Count_.jpg

 

3) Enter the appropriate search criteria and click the 'Search' button. 

Fullfilment_Search_CU__Item_Count_.jpg

A.png  From Date

Select the From Date, the beginning of the date range for the search parameters. 

B.png  To Date

Select the To Date, the end of the date range for the search parameters. 

C.png  Shipment Status

Select a Shipment Status from the drop-down menu to filter orders by their shipping status. You can select:

Any/All - Allows all shipment statuses to display in the search results. 

 

No Tracking; Needs Label - Only allows orders that do not have a tracking number, or a label, to appear in the search results.

 

Label Generation in Progress - Only allows orders that are undergoing label processing to display in the search results.

 

Returned to Winery - Only allows orders that have been returned to the winery to appear in the search results.

 

Delivery Attempted - Only allows orders with attempted delivery to appear in the search results.

 

Preparing for Shipment - Only allows orders that are prepared for shipment to display in the search results.

 

Shipped - Only allows orders that have been shipped to appear in the search results.

 

In Transit - Only allows orders that are currently in transit to appear in the search results.

 

Delivered - Only allows orders that have been successfully delivered to display in the search results.

D.png  Shipping Type

Select a Shipping Type from the drop-down menu to filter orders by their shipping method.

Example: Golden State Overnight, Ground, 2 Day, Will Call, etc.

Note: All Shipping Types that have been logged in the vinSUITE Shipping section will appear in the drop-down menu.

However, for the Fulfillment feature, the user has the opportunity to change to their preferred  shipping method when creating a shipping label. 

E.png  Order Type

Select an Order Type from the drop-down menu to filter where the order was created. You can select:

Any/All - Allows all Order Types to display in the search results. 

 

Admin - Only allows orders created in the vinSUITE Admin Panel to display in the search results.

 

Club -  Only allows Club orders to display in the search results. 

 

Mobile POS - Only allows orders created in the Mobile POS to display in the search results.

 

POS - Only allows orders created in the Desktop POS to display in the search results. 

 

Store - Only allows orders created in the Website Store to display in the search results.

F.png Order Item Count

Enter the number of items in an order. 

 

4) The Search results will appear.

Fullfilment_Search_Results_WS__122585_Fulfilled_1.jpg

Note: The entries with an 'Add Shipping Label' icon Add_Label_icon.jpg have not been fully processed and do not have a shipping label yet. 

The entries with a 'Shipping Label' icon Icon_-_Shipping_Label.PNG already have a shipping label that is ready to print. These entries also have a shipping status that can be altered.  

For more information about creating a label, visit the Fulfill an Order page.

 

5) Click one of the action icons to edit the order.  

Fullfilment_Search_Results_WS__122585_Fulfilled_Icons.jpg

Icon_-_Magnifing_Glass.PNG   Click the 'Magnifying Glass' icon to review the Order Summary and manage order transactions. 
Icon_-_Shipping_Label.PNG  Click the 'Shipping Label' icon to view the Shipping details, repackage the shipment, or create new labels. 
Icon_-_Picklist.PNG  Click the 'Note' icon to go straight to the Packing Slip. 

 

Order Summary Icon_-_Magnifing_Glass.PNG

Order_Summary.jpg

A.png  Order Buttons

The Order Buttons allow the admin user to edit an order transaction.

Note: The 'Shipping' button leads right to the Fulfillment Shipping page. 

B.png  Order Summary

From the Order Summary tab, the summary displays:

  • Order Details
  • Billing information
  • Shipping information
  • Payment information
  • An itemized product list
  • Total amounts, with reductions and discounts
  • Compliance information 

Note: The Compliance Information can also be accessed from the Order Compliance tab.

C.png Order Notes

From the Order Notes tab, a user can add or review any admin notes related to an order.

Note: Any notes describing processing errors can be found in the System Notes section.  

D.png Order Refund  From the Order Refund tab, a user can add or review any refund information related to an order.

 

Shipping Details Icon_-_Shipping_Label.PNG

Shipping_Details.jpg 

A.png  Packaging

From the Packaging tab on the Fulfillment Shipping screen, a user can:

  • Select a new Fulfillment Shipping Method for a package
  • Redistribute products among package boxes by adding an 'Additional Package' to the order  

Note: For more detailed information about distributing products in packages, please visit the Package Distribution page. 

B.png  Labels

From the Labels tab, a user can view and print the most recent label(s). 

Note: For more detailed information about the Shipping Details screen, please visit the Fulfill an Order page. 

C.png  Packing Slip

From the Packing Slip tab, a user can view and print the itemized Packing Slip for the order. 

Note: The Packing Slip can also be directly accessed from the 'Notes' icon Icon_-_Picklist.PNG.

D.png  Invoice From the Invoice tab, a user can view and print the invoice for the order.  

 

Packing Slip mceclip0.png

Packing_Slip__Organized_.jpg

A.png  Order Number The Order Number is listed on the Packing Slip. 
B.png  SKU The Stock Keeping Unit (SKU) for each product in this package is listed. 
C.png  Product The name of each product in this package is listed.
D.png Package The type of package is listed. 
E.png Tracking Number 

The tracking number for the entire order shipment is listed.  

Click the tracking number to return to the previously generated label(s).  

F.png

Package Quantity

The quantity of products for this package is listed. 
G.png Print Button  The 'Print' button enables you to print the Packing Slip for this entire order. 

 

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