====== Fulfillment From The Order Tab Overview ======

~~CONTEXTID:986~~

~~OLDHREF:fulfilllmentorderov.html~~

**Fulfillment** allows you to keep track of where the items are in terms of shipping, delivery and whether they have reached the customer.  Keep in mind that this is strictly for tracking with **Liberty** and does not communicate with **Shopify** in terms of where the items are in this process.

Generally, it is a good idea to handle fulfillment of an order after the items have been picked using the **PickList** tab. Items can also be picked from within the **Fulfillment** sub-tab of a selected **Order**.

**Note**: **Fulfillment** of orders is not required in order to complete the orders. It is a system that is designed to help make shipping and deliveries easier to track within the **Liberty** **Listing Manager**.

===== Getting To The Fulfillment Sub-Tab From An Order =====

  - Open the **Listing Manager** and navigate to the **Orders** tab.  Most of the orders you will be working with will be under the **Paid Orders** sub tab but you can access fulfillment from any sub tab.  **Change** the date range under the **Ordered Within** drop down to select the period of time you wish to work with.  Then Double-Click on the order you want to **Fulfill**. \\ {{libertyreact:lib:newitem4412.png|NewItem4412.png}}
  - Click on the **Fulfillment** tab. \\ {{libertyreact:lib:newitem4411.png|NewItem4411.png}}
  - You will now have access to the **Fulfillment** sub-tab of an order. \\ {{libertyreact:lib:newitem4410.png|NewItem4410.png}}

===== Changing The Account Used For the Fulfillment Of An Item =====

  - Click the **Select** button underneath the **Account** field. \\ {{libertyreact:lib:newitem4409.png|NewItem4409.png}}
  - You can then use the simple search field to find the account you want to use the fulfillment details from.  Click the **Search** button and then double click on the account you want to use. \\ You can also use the **Add Client** button if you would like to add a client from this screen. \\ {{libertyreact:lib:newitem4408.png|NewItem4408.png}}
  - You will be asked if you would like to overwrite the existing shipping address? Click the **Yes** button if you would like to do so. \\ {{libertyreact:lib:newitem4407.png|NewItem4407.png}}
  - The **Account #** and **Deliver To** address will reflect the changes you made. \\ {{libertyreact:lib:newitem4406.png|NewItem4406.png}}

===== Changing the Shipping Address Of An Order To Be Fulfilled =====

In some cases, it is necessary to change the **Deliver To/Shipping Address** without changing the **Account #**.

  - Click the **Change** button underneath the **Deliver To**. \\ {{libertyreact:lib:newitem4405.png|NewItem4405.png}}
  - You will get the following dialog box.  Keep in mind, changing the order in this manner can prevent future changes to the order on **Shopify** from refreshing the order in **Liberty**.  An example of this would be if you **Refunded** the order on **Shopify**.

You can click the **Yes** button if you are good with this.

{{libertyreact:lib:newitem4404.png|NewItem4404.png}}

===== Changing the Fulfillment Status Of An Order =====

  - Set the **Fulfillment Type** to the status that matches how the item is going to be **Fulfilled**.  For this example, we will select **Shipped**. \\ **Note**: You can use the types that are already built into **Liberty** **Listing Manager** or you can make your own by going to Settings > Maintain **Fulfillment** Status List. \\ {{libertyreact:lib:newitem4403.png|NewItem4403.png}}
  - We can now change the **Service Level** as to what shipping service will be used for the order.  The service level is not available if the **Fulfillment Type** is set to anything other than **Shipped**. \\ For this example, since we are setting the status to shipped we will select **USPS Priority** \\ **Note**: You can add your own Service Levels by going to Settings > Maintain Shipping Services \\ {{libertyreact:lib:newitem4402.png|NewItem4402.png}}
  - **Scheduled Date** can be used to set the date something will be **Delivered, Purchased In Store** or **Shipped**. \\ Simply click the drop-down and select the date. \\ {{libertyreact:lib:newitem4401.png|NewItem4401.png}}
  - You can set the **Scheduled Time**.  This drop-down will be empty until you create some entries by going to **Settings > Maintain Delivery Times**. \\ {{libertyreact:lib:newitem4400.png|NewItem4400.png}}
  - For the **Delivery Notes**, you can type any information you think would be relevant to the **Delivery** of the order. \\ {{libertyreact:lib:newitem4399.png|NewItem4399.png}}
  - You can change the **Location** of where the order is shipping from. \\ If you have multiple store locations, the system will automatically split the items into appropriate separate **Packages** based on where the items are located. \\ {{libertyreact:lib:newitem4398.png|NewItem4398.png}}
  - You can add another package if you have multiple items that need to ship with separate packages by clicking the **Change Pkg** button after clicking on an item you want in a separate package. \\ {{libertyreact:lib:newitem4397.png|NewItem4397.png}}
  - You can change which package an item is associated with by clicking the item first and then clicking the **Change Pkg** button again. \\ This time you will get to a separate dialog screen. \\ Here you can select which **Package** you want the item to ship with or **Add a New Package** if there is more than one item shipping in more than 2 packages. \\ {{libertyreact:lib:newitem4396.png|NewItem4396.png}}
  - You can change the **Delivery Route** by dropping down the **Route** field. \\ This field may be empty and you will need to add **Routes** by going to **Settings > Maintain Delivery Routes** \\ {{libertyreact:lib:newitem4395.png|NewItem4395.png}}
  - If the items have not been picked yet (indicated by a **Red** box), you can **Update** the item by first selecting the item you want to pick in this list and then clicking the **Update** button. \\ {{libertyreact:lib:newitem4394.png|NewItem4394.png}}
  - You will see an **Update Package Detail** box.  You can update which **Bin** you want the item assigned to, as well as add a **Note** to the item before clicking the **Pick Now** button.  Then click the **OK** button. \\ {{libertyreact:lib:newitem4393.png|NewItem4393.png}}
  - The single item will have a **Green** indicator to show that it has been successfully **Picked**. \\ {{libertyreact:lib:newitem4392.png|NewItem4392.png}}
  - Alternatively, if there is more than one item that has not been **Picked**, you can click the **Pick All** button if you have found and sorted all the items that were part of the **Web Order**. \\ {{libertyreact:lib:newitem4391.png|NewItem4391.png}}
  - You will see a **Pick All** dialog box come up.  You can select which **Bin** you want to sort the **Picked** items to and then click the **OK** button. \\ {{libertyreact:lib:newitem4390.png|NewItem4390.png}}
  - All items that originally had a **Red** indicator and were **Not Picked**, will now have a **Green** indicator and will show as **Picked**. \\ {{libertyreact:lib:newitem4389.png|NewItem4389.png}}
  - You can enter the tracking number if you have one in the **Tracking** field. \\ The tracking number is saved per package, all you have to do is select the package first and then type in the **Tracking** number. \\ {{libertyreact:lib:newitem4388.png|NewItem4388.png}}
  - Finally, click the **OK** button. \\ {{libertyreact:lib:newitem4387.png|NewItem4387.png}}
  - In this example, the order will show as **Shipped** for **Two Packages** in the **Fulfillment** tab \\ {{libertyreact:lib:newitem4386.png|NewItem4386.png}}
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:listingmanager:orderstab:fulfillinorder:tofulfillmentsubtab|Getting To The Fulfillment Sub-Tab From An Order]]

==== Related Topics ====

[[listingmanager:orderstab:fulfillinorder:fulfilllmentorderov]]
[[listingmanager:orderstab:fulfillinorder:tofulfillmentsubtab]]
[[listingmanager:orderstab:fulfillinorder:changeaccountfulfill]]
[[listingmanager:orderstab:fulfillinorder:shippingaddressfulfill]]
[[listingmanager:orderstab:fulfillinorder:fulfilltype]]
[[listingmanager:orderstab:fulfillinorder:deliverynotesfulfill]]
[[listingmanager:orderstab:fulfillinorder:fulfilllocation]]
[[listingmanager:orderstab:fulfillinorder:packagefulfill]]
[[listingmanager:orderstab:fulfillinorder:deliveryroutefulfill]]
[[listingmanager:orderstab:fulfillinorder:pickedstatusfulfill]]
[[listingmanager:orderstab:fulfillinorder:trackingnumberfulfill]]