Advanced fulfil action

This Automation action is used to create goods-out notes, purchase orders and/or dropship purchase orders against specific order rows. This is the equivalent to using 'Partial/Advanced fulfil' within the sales order screen.

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Subactions

This action is different to the fulfil order action and the create purchase order action as it acts against specific order rows rather than against the entire order.

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The advanced fulfil action can have multiple subactions which instruct Automation on which rows to act and how to fulfil those particular rows. These are based on product attributes:

  • Product category
  • SKU
  • Product custom fields

Each subaction can have its own fulfilment method:

  • PO ship to warehouse
  • PO ship to customer
  • Fulfil from stock
  • Fulfil from stock if possible, otherwise dropship
  • Fulfil from stock if possible, otherwise PO

You can also specify a fulfilment method for 'all remaining rows', i.e. any items on the order that aren't fulfilled by your product-specific subactions.

Purchase order

If you choose either the 'PO ship to warehouse' or 'PO ship to customer' fulfilment method then you must choose which supplier to place the order with. This can be the product's primary supplier, the cheapest supplier or you can simply choose the specific supplier from the list.

You can also specify the order status for the resulting PO(s). If this is left blank, the default status will be applied. Finally, you can choose to automatically email the order to your supplier.

Please note: We recommend adding a manual approval step when setting up a new rule. Do this by giving the new POs a status that will allow them to easily found in the Recent Purchase Orders list. You can then check and email the orders manually. Once the rule has been tested, and you're happy that it's working as expected, then it's safe to enable automatic emailing.

Fulfil from stock

Choosing one of the 'Fulfil from stock' options as the fulfilment method will result in a goods-out note for items that are available in the selected warehouse(s). 

If 'Use alternative warehouse' is set to 'No' then the items can only be fulfilled from the warehouse assigned to the sales order. If set to 'Yes' then you can set a warehouse priority.

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If the methods 'Fulfil from stock if possible otherwise dropship' or 'Fulfil from stock if possible otherwise PO' are selected, then Automation will attempt to fulfil using inventory available in the selected warehouse(s). If there is insufficient stock, then a purchase order will be raised. 

Please note: This Automation action may result in multiple goods-out notes for the same sales order.

 

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