Once you receive an order, you can start processing it. Here is an overview of how it works:
1. Order Creation
Order is created manually in Primaseller or is fetched from an integrated online channel.
2. Assigning to a Facility
Facility Assignment can be done manually, or automatically using assignment rules on the channel.
When an order is assigned to a facility, a fulfillment is created for that order in that facility.
Then, inventory allocation will be attempted for each item in the order.
Fulfillments will then either remain unallocated, or move to partially allocated or allocated.
Fulfillments have three actions – split fulfillment, move fulfillment, and skip allocation.
- 'Split fulfillment' allows you to fulfill an order using multiple fulfillments – from the same or multiple facilities.
- 'Move fulfillment' will allow you to move the current fulfillment to another facility.
- 'Skip allocation' will skip the process of allocating inventory from a facility to the fulfillment.
Once inventory is allocated, you can start picking the items in a fulfillment.
To pick items, you can either mark the fulfillment as picked or create a picklist.
You can add to an existing picklist or create a new picklist.
Once the picklist is created and items are picked, the status on the fulfillment changes to Picked.
After items are picked you can pack them into boxes.
Click on 'Pack' on a picked fulfillment to pack it. The status of the fulfillment then changes to Packed.
Enter the dimensions of the packed box and click on ‘Mark as packed’, the fulfillment will be packed into a Shipment.
You can split a shipment into multiple packed items by using the 'Split shipment' option.
4. Assigning a Shipper
Click on 'Assign Shipper'
Then 'Select the type of shipper' and 'Get rates'.
Select the type of service and click on 'apply'.
You can print a Shipment Label, the layout of which depends on the shipper.
Once a shipper is assigned, it moves to the Ready to Ship stage
There are three shipment actions you can take – 'Add to manifest', 'Discard label', and 'Void'.
Once picked up by the assigned shipper, the status will change to Shipped.
Once the customer receives the shipment, the status will be displayed as Delivered.
Invoices can be automatically created along with a Shipment (configured on the channel) or can be done manually.
For manual invoice creation, go to Sale Orders -> Select order -> Invoice -> Create invoice.
Select the shipment for which you would like to create an invoice and select 'Create invoice' or 'Print invoice'.
You can either collect an advance against an order or add a payment to the invoice.