The "Fulfill order" Automation action will automatically create goods-out notes, ready for your warehouse staff to pick, pack and ship.
This is the equivalent to using "Fulfill and ship later" within the sales order screen.
Your business processes will determine at what stage your sales orders get picked up for shipping - some businesses will pick them up immediately, while others may need to perform some checks first.
Using the "Fulfill order" action
Once an order is fulfilled, it will be packed and shipped. As such, it is recommended to only use this rule against orders that you know are ready to be dispatched.
For example, you might want to set a condition to only fulfill orders that are fully paid, or exclude orders that are on a draft or incomplete status.
Configuring the "Fulfill order" action
You can choose to fulfill an order even if some items on the sales order are unavailable.
Do so by selecting "Yes" under "Partial fulfill".
Note: If using partial fulfillment, be aware that each rule runs only once per order. This means that if an order is partially fulfilled, you will either need to:
- manually complete fulfillment of that order, or
- fulfill the remaining items using another Automation rule
This additional rule should look for partially fulfilled orders and use the fulfill action.
Use alternative warehouse
You can choose to fulfill from alternative warehouses if inventory is not available from the order warehouse.
To do this select "Yes" from the drop-down menu and specify:
- which warehouses to include
- the order in which you want to attempt fulfillment.
You can choose a shipping method to apply to the resulting goods-out note(s) if one hasn't been assigned to the sales order.