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.
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
Thank you!