How to Use the Order Fulfillment Page

The Order Fulfillment page allows you to review an order, collect money, create a shipment, and complete an order, all from a single page. To use the Order Fulfillment page,

  1. Open any order you're ready to complete, then look to the top-right of the Order page to make sure you're opted-in to the Order Fulfillment feature. The switch should be "On."
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  2. Once you're opted-in, click "Complete Order" on the top-right corner of the order page.
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    • It's okay if you haven't collected the money yet; the Order Fulfillment page will attempt to collect the money before you create the shipment. Because money isn't collected until the last step, this means you can see and compare shipping rates before collecting money.
  3. The first thing you'll need to do at the top of the Order Fulfillment page is select how you want to fulfill the order: Print Shipping Label, Customer Pickup, or Enter Tracking Number.

Click a button below to learn more about that option

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The Print Shipping Label option allows you to enter package weight and dimensions to generate a shipping label through your connected shipping carrier account. To use this option,

  1. Click the large "Print Shipping Label" button.
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  2. Use the checkboxes on the left to decide which parts to add in this shipment.
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  3. Next, choose what packaging you'd like to use for this shipment.
    • You can use a Custom Box to enter your own weight and dimensions.
      Screen_Shot_2018-10-17_at_7.06.01_AM.png
    • Alternatively, you can create your own custom boxes by clicking the "Manage Boxes" button.
      Screen_Shot_2018-10-17_at_7.10.18_AM.png
      This allows you to add frequently used boxes to the system for faster selection, such as USPS Flat Rate boxes, or any other box you use often.
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      Once custom boxes have been added, you can then select them in the box dropdown above the package weight and dimensions.
  4. If your shipment requires more than one package, you can click the "+Add another box" button to create another package on your shipment.
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  5. If you want, you can check a box to save the packages you've entered for these products. If the same parts are ordered again, the system will remember the box you used last time and automatically enter that.
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  6. After selecting packaging, the system will calculate shipping rates for all available methods. The top method will be preselected based on the customer's delivery expectation and the profits the method would earn you.
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    You can also check a box to enable "Adult Signature Required" on certain methods, which will affect the method cost. Additionally, you can scroll down to select a different method if you'd like.
  7. Once you've selected a method, review the order details on the right.
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  8. Finally, review the checkboxes on the right to ensure that everything is good to go. This section will show you the money collected (or to be collected upon completion), how many items are in how many packages, whether the delivery will be early, on time, or late, and any profits made in shipping.
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    You can also check boxes to send the customer an email notifying them of the shipment (which contains their tracking number), or to print a packing slip automatically when the label prints.
  9. When you're ready to proceed, click the "Ship & Complete" button to collect any outstanding funds, generate a label, and complete the order.
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That's it! The order will automatically move into the "Completed" status, and you'll be presented with a shipping label (and packing slip, if you selected it). If payment collection fails, you'll be shown a warning, and the process will stop until you've collected money successfully.



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The "Customer Pickup" options allows you to mark the order as Completed, and sends the buyer an email telling them their order is ready for pickup. NOTE: only use this option if your buyer selected a "Local Pickup" shipping method on checkout. To use this option,

  1. Click the large "Customer Pickup" button.
    Screen_Shot_2018-10-17_at_8.27.12_AM.png
  2. Use the checkboxes on the left to decide which parts to add in this shipment.
    Screen_Shot_2018-10-17_at_6.35.08_AM.png
  3. Once you've chosen which parts will be available for pickup, you can check the order details on the right.
    Screen_Shot_2018-10-17_at_7.49.42_AM.png
  4. After reviewing the details to make sure you're good to go, the section underneath that will show you the money collected (or to be collected upon completion), and allow you to notify the customer via email that their parts are ready for pickup. You can also print a "packing slip" of sorts to include with the pickup.
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  5. Once you've verified that everything is good to go, click the big blue "Complete Order" button.
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That's it! The order will be moved automatically into the "Completed" status, and if you've selected to, the system will send the buyer an email letting them know of the pickup. You'll also be presented with a packing slip to hand to the buyer when they pick up their order, if you opted to print one.



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The "Enter Tracking Number" option allows you enter a previously generated tracking number, and will associate that tracking number with your order. Completing an order using this option will move the order into the "Completed" status and, if you want it to, email the tracking information to your buyer. To use this option,

  1. Click the "Enter Tracking Number" button.
    Screen_Shot_2018-10-17_at_8.27.20_AM.png
  2. Use the checkboxes on the left to decide which parts to add in this shipment.
    Screen_Shot_2018-10-17_at_6.35.08_AM.png
  3. Once you've chosen which parts will be available for pickup, scroll down to select the carrier for your shipment.
    Screen_Shot_2018-10-17_at_2.05.55_PM.png
    After selecting the carrier from the dropdown (or choosing "Other" and manually entering the carrier name), enter the shipment cost (what it costs you to ship the package, not what it cost the buyer) and the tracking number you generated elsewhere.

    NOTE: The tracking number will become a clickable link in the customer's shipment notification email, so make sure you select the right carrier. If you choose "Other" as your carrier, the tracking number will not be clickable.
  4. If necessary, you can click the "+Add Tracking Number" button to add an additional tracking number to your shipment.
    Screen_Shot_2018-10-17_at_2.26.21_PM.png
  5. Once you've entered the tracking information for your shipment, review the order details on the right to make sure everything looks good.
    Screen_Shot_2018-10-17_at_7.49.42_AM.png
  6. After reviewing the details to make sure you're good to go, the section underneath that will show you the money collected (or to be collected upon completion), and allow you to notify the customer via email that their parts are ready for pickup. You can also print a "packing slip" of sorts to include with the pickup.
    Screen_Shot_2018-10-17_at_2.05.13_PM.png
  7. Once you've verified that everything is good to go, click the big blue "Complete Order" button.
    Screen_Shot_2018-10-17_at_2.05.23_PM.png

That's it! The order will be moved automatically into the "Completed" status, and if you've selected to, the system will send the buyer an email letting them know of their shipment (including their tracking number). You'll also be presented with a packing slip, if you opted to print one.



If you have any questions, feel free to reach out to us by emailing
support@revolutionparts.com or calling 480-779-7278!

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