Updated: April 16, 2024 1:24pm

Fulfill Order

When a customer is ready to receive the merchandise, fulfill the order. When fulfilling an order, you can fill any or all remaining items. When you fulfill an order, a new sales transaction linked to the original order is created so the customer can pay the balance for the items being filled.
Use Transaction Lookup to find and display the transaction you want to fulfill.
Click the Order Details button. Click Fulfill Order.  
order details menu

Select a fill option:
Fill All Due: Fills the Due Quantity for all order items on the transaction
Fill Item Due: Fills the selected item's remaining due quantity
Fill Item Qty: Fills a specified quantity for the selected item.  
Fulfill order

If you selected Fill Item Qty, enter the quantity to be filled and then click OK.
Click OK to close the Fulfill Order dialog.
Click Tender Transaction.If a deposit is available, a prompt is displayed. Click Yes to use the deposit. 
order deposit available

Click the Take button to tender the deposit. Take additional tenders, if necessary and Print/Update.    
Upon transaction update you will first see a prompt asking if the order should be closed. 
Close order prompt
 
Clicking Yes displays a second modal where users can click Confirm & Print to close and print the order or click OK to close the order without printing.
Confirm and Print message

Deposit Available when Fulfilling Order
When you fulfill an order and click the Tender Transaction button, if a deposit has been taken, a prompt will show the deposit amount available. Click Yes to use the available deposit. Click No if the deposit will be used later (when fulfilling any remaining items).
Global Discounts on Orders
Currently there is no way to bring a transaction discount to the fulfilling document when fulfilling an order (send-sale or regular order fulfillment). There are two workarounds for send-sale: DO NOT enter global discounts on send-sale orders (unless they spread the global discount to the items manually), or turn on auto-spreading of order global discounts in Preferences.

Change Fulfilling Store of Customer Order
You can fulfill an order at a different store than where the order was created. This enables a customer to order an item at one location and then pay for and pick up the item at a different location (e.g. the store in the customer's own hometown). This is especially useful if the item is difficult to transport. Previously, orders had to be fulfilled at the store where the order was created.
Limitations:

  • The user must have the POS > CHANGE ORDER FULFILLMENT STORE permission.
  • The only stores available for selection are those to which the Associate is assigned in Store Assignments.
  • All order items on the document must be set to the same fulfillment store.
  • If any of the order items have been fulfilled (or partially fulfilled), the Change Fulfillment Store button is disabled.


To fulfill an order using a different fulfillment store:
Use Transaction Lookup to find and display the order. Click the Order Details button on the transaction form. Click Fulfill Order. 
If you have the permission enabled and are at a different store than the original fulfillment store, you will be able to proceed.