Fulfilling Shipping Orders in Retail Center

The process of fulfilling shipping orders in Retail Center is different for orders to be shipped and orders to be picked up by customers. Orders that are shipped are marked as packed and shipped in a single step, while orders that are picked up by a customer are first marked as packed and ready, then are marked as picked up.

  1. In Order Management Retail Center: click the Waiting Fulfillment tab.
  2. Browse for the shipping order you want to process.
  3. If needed, use the Search form at the top of the page to search for orders.

    These are the search fields:

    • Shipping Method: restrict the list to shipping orders that use a specific shipping method.
    • Search Key: restrict the list based on the following search criterion and an entered search term:
      • Shipping Order No.
      • Order No.
      • Item No.
      • Name (default)
      • Email
      • Phone
    • Range: restrict the list based on a date range, such as All, Today, This Week, or Last Week.
  4. You can reject or print multiple shipping orders pick sheets, pick labels, or pack sheets using the selection checkboxes.
    Selecting at least one shipping order opens the Actions menu on the right side of the page, which includes options to reject or print the shipping orders. By default, the Pack Sheet print option is selected. You can alternately select to print Pick Sheet Grouped (all order items on a single pick sheet), Pick Sheet, or Pick Labels.
  5. Click the order number of the shipping order you want to fulfill, or the Detail arrow icon at the right end of its row.
  6. On the Shipping Order details page, you can do the following:
    • Click Print Pack Sheet to print a pack sheet for that shipping order. Note that if shipping labels are purged, the shipping label print capability is no longer active; this button is not visible.
    • Mark line items that can't be shipped as zero inventory, even if you want to partially fulfill the shipping order.
    • Click Reject at the bottom of the page to reject the shipping order.

    A confirmation window opens where you can select a reason for the rejection. The reason is recorded in the shipping order record.

    When you reject a customer pickup order, you or a customer service representative might need to contact the customer directly to make alternate pickup or shipping arrangements. This depends on your policies and business processes.

  7. For each line item in the order, enter the quantity that you will fulfill in the Can Ship form.
    • Click the +Qty button to increment the number.
    • Select None to put a 0 in the form and mark the item as zero inventory.
    • Select any number lower than the order amount to cause the unfulfilled quantity to be returned to the allocation process.
  8. In the Create Shipment form at the bottom of the page, select the shipping carrier and shipping method from the drop-down lists.
    The original carrier and method for the order is selected by default, but can be changed. Be aware of your company's policies on changing the shipping carrier/method before making any changes because it might affect the shipping cost.
    • Select Manual from the Shipping Carrier drop-down to use a shipping method not shown but configurable. The Tracking No. field is visible.
      • From the desired shipping carrier's web site, process the shipment and obtain the tracking number.
      • Enter the package tracking number in the Tracking Number field on the shipping order in Retail Center.
      • The tracking number then automatically appears on the Shipping Order detail page in Order Management. This tracking number can also be send via the shipping confirmation email.
      Note: Retail Center is currently not integrated with any European shipping carriers. European retailers need to manage the shipping carrier labels and shipping documentation as described in this step.
    • Select a carrier from the Shipping Carrier drop-down to make the No. of Packages field visible. Enter the number of packages to be shipped. You can click the +Pkg button to increment the number.
  9. If the order is to be shipped, then the Pack/Ship button is visible at the bottom of the page. When the order has been packed and handed off to the shipping carrier, click this button to move the order to the History, where it is in Waiting Filing or Closed status, depending on your configuration.
  10. If the order is to be picked up by a customer, then the Pack button is visible at the bottom of the page.
    1. When the order has been packed and is ready to be picked up, click this button to move the order to the Waiting Pickup Queue.
    2. Contact the customer to inform them that the order is ready for pickup.