How to mark items delivered
Items in Inventory:
Marking Items as Delivered can occur immediately at the end of a transaction if your sales order only has items from inventory on it.
- Option 1: On the Fulfillment step select Apply different fulfillment methods to each item and choose Immediate Fulfillment to assign inventory.
- Click Assign Inventory.
- Click the checkbox on the individual item(s) that will be used to fulfill the order for the sku.
- You will see inventory is now assigned. Repeat steps 2-4 for all items on the order.
- Notice, if you had selected Apply the same fulfillment method to all items the assign inventory button does not populate. You will have the option to assign inventory after review and confirmation.
- Once all items have had inventory assigned click Review and Confirm.
- Proceed with ensuring all prices, discounts, etc. are applied and click Fulfillment.
- If you previously assigned inventory you'll see the inventory is already assigned.
- If you had not yet assigned inventory you will have the option to do so now. After you have assigned the inventory you can proceed to payment.
- Review the invoice and click Pay.
- Process the payment and click Sales Completed.
- Click on the Fulfillment Tab and you will have the option to mark each item as delivered. You will notice the status is ready.
- Once an item is marked as delivered the action items on that line will change. Once all items are marked as received the status will automatically change to complete.
Note: if you forget to mark as delivered right after payment you can always reopen the sales order at a future time and do so.
Items being delivered to customer:
- Once a PO has been created a delivery can bet set up. Refer to How to Schedule a Delivery.
- After the delivery is completed, update the delivery status to Delivered.
- The items within the Sales Order will update to delivered
- If the full Sales Order is now fulfilled the Sales Order will update to a Complete status and the fulfillment tab will show all items as Delivered.
Updated on: 05/04/2025
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