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Fulfilling orders in eCom (E-Series)

When an online order is placed in your eCom store, it syncs to Retail POS and the purchased products are deducted from your inventory.

Fulfillment is a list of products that need to be packed to fulfill an order. When the products have been packed and received by the customer, you can mark the order as complete.

All eCom sales are viewable in Retail POS once they are paid. Pay at pickup sales that are Awaiting Payment in eCom do not sync to Retail POS until payment is completed.

Fulfilling orders in eCom

  1. In Retail POS, select eCom (E-Series) from the dropdown menu.
  2. Navigate to My Sales > Orders.
  3. Find the order and click on it to expand the details. You can use the filters to refine your search.
  4. Change the status to Processing.

    Retail-R-ecom-processing.png

  5. Pick and pack the order as required.
  6. Once the order is packed and ready for pickup or shipping, change the status depending on the type of order:
    • Ready for pickup for buy online pick up in store orders. Changing the status will email your customer to notify them that their order is ready for pickup.
    • Out for delivery for local delivery orders. Changing the status will email your customer to notify them their order is out for delivery.
    • Shipped for orders being shipped through a carrier. Changing the status will email your customer to notify them their order has been shipped.

      Retail-R-ecom-order-status.png

Adding tracking numbers

If you ship your orders through a carrier, you will need to purchase and print a shipping label. You can also add a tracking number to the order to send to your customer with their invoice.

To add a tracking number to an order:

  1. Beside the order on the Orders page, click Update > Assign tracking number.

    Retail-R-ecom-assign-tracking.png

  2. Select Shipped with tracking number.
  3. Enter the number in the Tracking number field.
  4. Click Mark as Shipped.

    Retail-R-add-shipping.png

If you have several locations synced to eCom, you may need to transfer items between locations or ship the order from a location capable of fulfilling the order. For more information about setting shipping and pickup rules, refer to Customizing shipping rules for eCom.

Fulfilling orders with multi-location inventory 

If you have multiple locations synced to eCom, all the inventory of all your synced locations becomes pooled for online orders. This means orders will be assigned to locations capable of fulfilling the order in full where possible but orders may be split between multiple locations if needed.

Fulfillments will follow this priority:

  • Fulfill order from a single location.
  • Split fulfillment location but not line items.
  • Split fulfillment location and line items.

For buy online, pickup in store orders, you can restrict customer pickup locations to locations that have all items in stock.

Fulfill order from a single location

Whenever possible, orders will be fulfilled from a single location. For example if a customer orders 2 shirts and 1 hat and location A has all the items in stock, the order will be fulfilled from that location. 

Split fulfillment location but not line items

If an order can’t be fulfilled from a single location, the next option is fulfilling items from different locations but keeping line items together. For example if a customer orders 2 shirts and 4 hats and location A has 2 shirts but no hats and location B has 4 hats but no shirts, the order fulfillment will be split between the two locations. 

Split fulfillment location and line items

If there isn’t enough stock at a single location to fulfill line items, the next option is to split line items. For example, if a customer orders 12 hats and location A has 10 in stock and location B has 2 in stock, the order fulfillment will be split between these two locations.

What's next?

Adding shipping methods in eCom

Add and customize shipping methods for online orders.

Learn more

Managing buy online, pickup in-store orders

Offer your location as pickup point for online shoppers.

Learn more

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