Pick, pack and ship orders
Approved orders wait in one queue. Ship all of an order or part of it, with the carrier, tracking, a packing slip and an email to the customer.
3 min readUpdated
Fulfilment lists every approved order with goods still to ship, and says which are Ready to ship (every line in stock), Partly in stock or Backordered. An order with a ship-by date that has passed is marked Late.
- 1
Open the order
Each line shows what was ordered, what's left, and what's on the shelf at the location it ships from.
Fulfilment - 2
Start a shipment
Pick now is filled in with what's available. Change it to ship part of the order, then click Start shipment. The Pick list is under the shipment's menu.
- 3
Pack it
Pack records the packages: weight and size, as many boxes as it takes.
- 4
Ship it
Ship takes the carrier, service, tracking numbers and what it cost you. Stock leaves the shelf now, and the customer is emailed what's in it, with tracking and the Packing slip attached.
- 5
Mark it delivered
Delivered, once it has arrived.
When plans change
- Cancel a shipment that hasn't left: no stock moves, and its lines go back on the order to pick again.
- Void one that has shipped (it came back, or went to the wrong place): its stock returns to the shelf it left, and its lines go back on the order.
- Close short when the rest isn't coming. The order stops waiting for stock; see Invoice once it ships.
- Shipped elsewhere for an order that went out some other way, such as a counter pickup. It leaves the queue and no stock moves here.
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Related
- Inventory & shippingInventory: products, locations and stockKeep stock in thruflow alongside the orders it's for: on hand, committed to orders and available, per product and per location.
- Inventory & shippingInvoice once it ships, and close an order shortChoose whether orders are invoiced when they're approved or once they've shipped, and bill only what went when the rest isn't coming.
- Inventory & shippingReceive, count, adjust and move stockThe four ways stock changes outside an order, each kept as a movement with what was on hand after it.
- Orders & pricingFrom purchase order to invoiceA customer's order comes in, is checked and approved, priced from their price list, then invoiced.
Still stuck?
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