Sometimes under certain conditions, you want to make a transaction in which the products only want to be transferred partially (not all the products will be sent), you can make partial fulfillment to transfer only some products to a customer. This article explains how to use the split fulfillment feature on Sell menu.
I. Make Sales Transaction with Later Fulfillment
Step 1. Go to Sell, then Make Sales Transaction
Click on sell menu, input some products to the cart.
Step 2. Select Fulfillment Button
Click button More Action and Select Fulfillment, select Later, then Pay the transaction.
Step 3. Choose Later Fulfillment, then Click Ok
Step 4. Make Payment to Complete Transaction
II. Send Partial Fulfillment
Step 1. Go to Orders, then Click Invoice Number to View Invoice Detail
Go to the orders menu, click on the customer invoice number before that you made with later fulfillment. Check & view fulfillment status from the current transaction (Unsent).
Step 2. Click Send on Fulfillment to Send Product
Step 3. Send Partial Product, then Click Add
In the invoice below there was two products, try to send only one of them.
Step 4. Outbound Logistics was Complete
Partial fulfillment was sent successfully. Users can print packing slip from this page by clicking Print Receipt button.
III. View Invoice with Partial Fulfillment Detail
Step 1. Go to Orders, then Click Invoice Number to View Invoice Detail
Go to the orders menu, click on the customer invoice number, then you can see the fulfillment status from the current transaction is changed from Unsent to Partial.
Step 2. Click Check Fulfillment to View Unsent Product
Step 3. Check Unsent Product
After clicking Check Fulfillment button, items detail will displayed requested quantity and quantity that has been sent.
Step 4. Send Other Product Quantity to Complete Fulfillment
You can input the unfinished fulfillment and add another quantity from your products to complete your order status fulfillment. You can repeat the second step and the third step from second section (Send Partial Fulfillment) to complete the partial status.
Step 5. Recheck Fulfillment Status on Invoice Detail
Fulfillment status will be changed from Partial to Sent.
Step 6. Go to Logistics (Outbound Logistics) to View Packing Slip
After completing the fulfillment status from Partial to Sent, there will be two different outbound logistics (two different packing slip) from one customer invoice.
[Tutorial Video] Split Fulfillment Feature
You might also like to read these articles below:
To configuration customer invoices, you can check this article Customer Invoice Printing Configuration
If you want to see update history customer invoice you can check this article How to see Update History Customer Invoice
If you want to make write off customer invoices, you can check this article Write off Customer Invoices
If you want to import & export order by JSON you can also check this article How to Import & Export Order by JSON
