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.
- 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.
- 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
Thank you!