Manage Order's Fulfillments
In this tutorial, you’ll learn about order fulfillments and how to manage them, including how to create fulfillments and mark them as shipped.
Overview
When a customer places an order, the fulfillment status of the order will be “not_shipped”. You can then create fulfillments and mark them as shipped once you ship the items.
You can create more than one fulfillment, with each fulfillment used for at least one item in the order.
If some items of the order are fulfilled, the order’s fulfillment status will be “partially_shipped”. Once all items are shipped, the order’s fulfillment status will be “shipped”.
Create Fulfillment
The steps mentioned here regarding an item's location and quantity are only available if you have the Inventory and Stock Location modules installed. You can learn more in the Multi-Warehouse documentation.
To create a fulfillment for an order:
- Open the order details page.
- Scroll down to the Fulfillment section.
- Click on the Create Fulfillment button.
- In the window that opens:
- Choose the location you want to fulfill the items from.
- Under Items to fulfill, enter the quantity of the items you want to fulfill.
- Optionally enter any additional information you want to associate with the fulfillment under the Metadata section.
- If you don’t want the customer to receive an email that a fulfillment has been created, uncheck the “Send notifications” checkbox.
- Once done, click on the "Create fulfillment" button.
You can check the fulfillment details in the Fulfillment and Timeline sections.
Mark a Fulfillment Shipped
Once a fulfillment is marked as shipped, it can’t be reverted. You must create a fulfillment first before you can mark it as shipped.
To mark a fulfillment as shipped in an order:
- Open the order details page.
- Scroll down to the Fulfillment section.
- Find the fulfillment you want to mark as shipped, then click on the icon next to it.
- Click on Mark Shipped in the dropdown.
- In the new window that opens:
- Enter a tracking number for the shipment.
- If you have more than one tracking number, click on the “Add Additional Tracking Number” to add more numbers.
- If you don’t want the customer to receive an email that the fulfillment has been shipped, uncheck the “Send notifications” checkbox.
- Once you’re done, click the Complete button.
Shipment details can be seen in the Timeline section.
Cancel a Fulfillment
If you cancel a fulfillment, it can’t be reverted. Only a fulfillment that hasn’t been marked as shipped can be canceled.
To cancel a fulfillment in an order:
- Open the order details page.
- Scroll down to the Fulfillment section.
- Find the fulfillment you want to cancel, then click on the icon next to it.
- Click on Cancel Fulfillment in the dropdown.
- Confirm canceling the fulfillment by clicking the “Yes, confirm” button in the pop-up.