Fulfillment Batch Update
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Schedule Sales DemoInside the CRM, go to Customer >Fulfillment:
Choose your filters for your search.
Notice: If you are trying to reship failed fulfillment, you will filter to orders in Failed status.
Date Range
Date Created - The date the fulfillment was created
Date Shipped - The date the fulfillment was shipped
Date Delivered - The date the fulfillment was delivered
Date Returned - The date the fulfillment was returned
Order Id: The Order Id for the fulfillment
Fulfillment Status
Hold: Every order starts in this status. If you see it in a hold status longer than the fulfillment delay please contact Konnektive support.
Pending: The fulfillment house has received the order
Pending Shipment: A tracking number has been assigned to the package and is ready to be picked up by the carrier.
Shipped: Fulfillment has shipped the order
Delivered: The order was delivered to the customer
Cancelled: The fulfillment was cancelled
RMA Pending: Awaiting returned merchandise
Returned: Merchandise was received
Failed: The fulfillment failed and needs to be reshipped
Freeze: The fulfillment house is out of stock but once they have more quantity they will ship
Phone Number: The number used on the order
RMA: Returned merchandise tracking number
Company: The fulfillment company that shipped the order
Campaign: The campaign the order came through
Email Address: The email used on the order
Tracking Number: The tracking number associated with the order
First Name: The first name used on the order
Last Name: The last name used on the order
Company Name: The company name used on the order
Address: The address that was used on this order
City: The city used on the order
State: The state used on the order
Country: The county that was used for the order
Postal Code: The postal code used on the order
Card Last 4: The last 4 digits of the card used on the order
Your results will populate below, and from there clicking Show/Hide Batch Updates:
You can choose all orders by clicking Select in the table header, or individually checking the box that corresponds to the order you need to update.
Batch Update:
Status: To update the status of the fulfillment
Hold: Every order starts in this status. If you see it in a hold status longer than the fulfillment delay please contact Konnektive Support.
Pending: The fulfillment house has received the order
Shipped: Fulfillment has shipped the order
Delivered: The order was delivered to the customer
Cancelled: The fulfillment was cancelled
RMA Pending: Awaiting returned merchandise
Returned: Merchandised was received
Failed - The fulfillment failed and needs to be reshipped
Freeze - The fulfillment house is out of stock but once they have more quantity they will ship
Fulfillment Company: If you wanted to change the fulfillment company its shipped through
Date Shipped: If you wanted to change the shipped date on a customer's fulfillment
Date Delivered: If you wanted to change the date the order was delivered on
Date Returned: If you wanted to change the the date the product was returned
Reship Fulfillment: If you wanted to reship a single or multiple fulfillment at once
Once you have finished selecting your options, click Update Batch.