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coreSTORE - Fulfillment: How to do Fulfill Orders Using EasyPost

First, go to Sales > New Sale.

Next, add in the inventory to be shipped.

Once the inventory items are pulled in, select the customer that the shipment will be for.

Once everything is pulled, we can select the "Fulfillment" button.

This can be found right below the customers information.

In this pop-up screen, you can choose a shipping method to be used.

Next, click the "Address" tab.

Inside of here, you can select a Supplier or an alternate Customer to ship these items to instead of the customer you rang up on the sales screen prior if neccessary.

If shipping to a Supplier or Customer, searching them will pull in their information and populate the matching fields.

If you're shipping to an FFL, you can also validate their FFL using the "Validate FFL" button.

This will do a check and bring back if they are in fact valid or not.

Next, we can select the "Fees" tab and enter in a "Delivery Fee" if we so choose to.

Delivery Fees: What ever gets typed in as a Delivery Fee will be defaulted moving forward. However, you can still change the Delivery Fee at any time prior to finalizing the sale.

Step 12 screenshot

Next, we will want to click the "Save Delivery" button to feed this into the sale and create the Fulfillment.

Now, we can see that it added the "Delivery Fee" to the sale.

It will also inform you that a fulfillment has already been started indicated by the new symbol on the "Fulfillment" button.

Next, we can take the payment by clicking "Continue"

We can then select our Payment Type or Types.

We then simply select the "Add Payment" button but we DO NOT complete the sale.

Instead of completing the sale, we instead want to select a "Suspended Sale Type" indicated by the orange buttons to suspend this sale. In this instance, I'm choosing to use "Special Order".

Suspended Sale Types: These can be setup underneath Company > Settings > Suspended Sales/Layaway's. Inside of here, you can create multiple Suspended Sale Types by simply clicking on the blue "Add Suspended Sale Type" button. The system will by default have a few Suspended Sale Types generated for you. You can have as many or as few of these as you desire.

Step 19 screenshot

Finally, we want to click "OK" for suspending the sale.

You will then get a receipt generated.

After that, we can start the shipping process for the Fulfillment. To do this, go to Fulfillment > Dashboard.

This screen will show you all open fulfillments or closed fulfillments depending on if you have the "Hide Completed Orders" checkbox enabled.

We can use the "🝖" funnel icon to filter for specific Fulfillments

In the filter, we can control what's displayed in the grid by simply selecting want we want.

We can also search by "Fulfillment" such as Name or Sale ID. You can also search by specific items as well using the "Search for Item" field.

Using these filters, we can narrow down the specific fulfillment we want.

Once you have your Fulfillment, select the "Ship" option.

Next, we need to fill out the Dimensions & Weight fields.

We also need to make sure we have the items we want to be fulfilled and shipped are pulled into the "Qty to Fulfill" column.

Be sure to also have a "Serial Number" selected for your serialized items

Once we have all that filled in, we can click on "Get Rates"

From here we can select which Rate we want to use for this Fulfillment

Once selected, the Rate will be pulled in and displayed on your screen

Lastly, we can click the "Create Label & Shipment" button.

Once generated, it will ask if we want to complete this order. If all items are fulfilled, click "Yes".

Finally it will give you your "Tracking #" and an option to view and print the "Shipping Label".

Now that order is shipped, inventory is updated and your sale is completed!

Updated on: 06/26/2024

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