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Fulfill Order

Fulfill Fields orders that were created by users. This functionality allows tool store staff to add tools to orders place by field users.

Steps

  1. Navigate Checkouts Tab [shift-c]
  2. Open Pending Requests and gather requested Tools.
  3. Click Ready to let user know tools are ready for pick
  4. When user pickups tools, click Check Out to mark request as completed.

Additional Actions

Cancel Order

You also have option to Cancel the Order. You can Cancel order at any time while it is pending and/or is being fulfilled. Once cancelled, any add inventory is returned back to stock. If you later change your mind, you can "Undo" and return order to Pending state.

Out Of Stock

If you can not fulfill any of the items requested, mark order as Out Of Stock to indicate at entire order can not be fulfilled. You can only mark order as OOS while it is empty. Once you add inventory, it can no longer be marked as out of stock.

Alternate Items

If the requested item inventory is not available, you can substitute that with alternate inventory. To add alternate inventory, select "Add additional Tools that were not requested".

Partial Fulfillment

System allows order to be partially fulfilled and mark as ready for pickup. This is done so that you can provid needed inventory on time, even if one or more items are not available at time of fulfillment. User can request unfulfilled items again or you can create Ad-hoc order and fulfill them when inventory is available.

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