One order
An order opens on five tabs: Order, Payment, Purchase orders, Production and Shipping, so everything that happened to it sits in one place. An order that Fulfill Engine handles end to end shows only Order and Payment. Selecting a fulfillment tab that has nothing in it yet starts the work instead of showing you an empty tab. Production with no work order opens a new work order, Shipping with no shipment opens Buy shipping label, and Purchase orders with no purchase order but items still short opens a new purchase order with those items loaded. The Order tab lists every item with its decoration, color, sizes and price, and flags the lines that still need purchasing. Each fulfillment on it carries its own actions, and which ones appear depends on where it has got to:- Split fulfillment divides one fulfillment in two, so part can ship separately. It shows while the fulfillment is Unfulfilled, Needs purchasing or Awaiting PO, and only when it holds more than one item.
- New purchase order appears when items are short and no open purchase order already covers them. New work order appears on an unfulfilled fulfillment that has something to make.
- Print packing slip is always there. It reads Print receipt on a Fulfill Engine fulfillment.
- Buy shipping label becomes View shipment once a label exists. Buying a
second label for the same fulfillment moves into the
⋮menu, alongside Add tracking number.
Some status changes email the customer. In production, Cancelled, In transit,
Delivered and Picked up each send a notification.
Payment
The Payment tab breaks the money down twice. What the customer paid is subtotal, shipping and tax. What you keep is revenue, minus fees, giving net. Where credits paid part of the fees, the Fees row says how much they covered. Refund payment refunds up to what is still refundable, in full or in part, and emails the customer to say so. On an order that came from a quote the button is Manage refunds instead, and it takes you to the quote’s Payments tab.With QuickBooks connected
Connecting QuickBooks Online adds a sync badge to each order, a Needs QBO sync filter, and a Bill point redemptions action. None of that appears otherwise.Acting on several at once
There is no standing bulk button. Select orders and the filter row is replaced by a toolbar with Print packing slips, Buy shipping labels, and controls to set Fulfillment status and Delivery status across the selection. Post to QuickBooks joins them when QuickBooks is connected. A bulk status change emails the customer on the same statuses a single change does. A selection carries across pages and clears when you change the filter or the search. It holds at most 200 orders, which is the packing-slip limit. Buying labels and changing status run on 100 at a time, and posting to QuickBooks on 50.