Sometimes in certain conditions, you want to make a transaction where the product only wants to be delivered partially (not all products will be sent simultaneously), you can do partial Fulfillment to send only some products to the customer. This article explains how to use the Fulfillment feature that is divided into 2 or more shipments.
I. Make Sales Transaction with Later Fulfillment
Step 1. Go to Sell Menu then Input the Products
Input multiple items to the shopping cart
Step 2. Select Fulfillment Button
Click More Actions button, and then select Fulfillment
Step 3. Select Later then Click OK
Step 4. Pay to Complete the Transaction
II. Send Partial Fulfillment
Step 1. Go to Orders Menu then Click the Invoice Number
Go to Orders menu, click on the invoice that you have created earlier. Check and see the Fulfillment status of the current transaction (Unsent).
Step 2. Click Send on Fulfillment
Step 3. Enter the Quantity of Products then click Add
For example, on the following invoice there are a total of 4 products, but only 2 products are shipped. Then for products that have not been sent, you need to adjust the number to 0.
Step 4. Outbound Logistics was Complete
Fulfillment partial successfully sent.
Note: press the Print Receipt button to print the delivery slip.
III. View Invoice with Partial Fulfillment Detail
Step 1. Go to Orders Menu then Click the Invoice Number
As you can see the Fulfillment status is yellow and written as Partial.
Step 2. Verify the Unsent Products
After clicking the Check Fulfillment button, the undelivered products will display as in the following screenshot.
Step 3. Send Remaining Products
Click the Send button again in the Fulfillment section to send the remaining products and finalize the product delivery status.
Click the Add button to complete the fulfillment status
Step 4. Verify Invoice Fulfillment Status Again
Return to the Orders menu, to view the fulfillment status again. Then click on the invoice number to see more details.
Step 5. Verify Product Delivery Slip
Then open the Logistic - Outbound Logistics menu and click the outbound logistics number that matches the previous invoice number.
[Tutorial Video] Split Fulfillment Feature
Related Articles:
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
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).