====== Fulfillment Tab Overview ======

**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.

The **Fulfillment Tab** shows you an overview of where all of your orders are in the **Fulfillment** process and allows you to change the **Fulfillment Status** very easily.

**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 Tab and Controls =====

  - Open the **Liberty REACT Listing Manager** and click on the **Fulfillment** tab. \\ {{libertyreact:lib:newitem4470.png|NewItem4470.png}}
  - Click on the **Location** drop-down to select which location you would like to work with. \\ {{libertyreact:lib:newitem4469.png|NewItem4469.png}} \\ **Note**: It is not recommended that you select the <All> option if you have multiple store locations.
  - Click on the **Filter Date** checkbox if you want to see orders within a specific time period.  For the **Created After** date drop-down, select the after date you would like to view items entered for \\ {{libertyreact:lib:newitem4468.png|NewItem4468.png}}
  - Select whether you want to show **Orders/Packages** that have already been **Fulfilled**. \\ {{libertyreact:lib:newitem4467.png|NewItem4467.png}}

===== Changing Fulfillment Status Detail From The Fulfillment Tab =====

  - Either Double-Click on an **Item** or Left-Click an **Item** and click the **Open Item** button. \\ {{libertyreact:lib:newitem4466.png|NewItem4466.png}}
  - You will be taken directly to the **Fulfillment** sub-tab for the **Order/Item**. \\ {{libertyreact:lib:newitem4465.png|NewItem4465.png}}
  - 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:newitem4464.png|NewItem4464.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:newitem4463.png|NewItem4463.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:newitem4462.png|NewItem4462.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:newitem4461.png|NewItem4461.png}}
  - For the **Delivery Notes**, you can type any information you think would be relevant to the **Delivery** of the order. \\ {{libertyreact:lib:newitem4460.png|NewItem4460.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:newitem4459.png|NewItem4459.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:newitem4458.png|NewItem4458.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:newitem4457.png|NewItem4457.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:newitem4456.png|NewItem4456.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:newitem4455.png|NewItem4455.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:newitem4454.png|NewItem4454.png}}
  - The single item will have a **Green** indicator to show that it has been successfully **Picked**. \\ {{libertyreact:lib:newitem4453.png|NewItem4453.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:newitem4452.png|NewItem4452.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:newitem4451.png|NewItem4451.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:newitem4450.png|NewItem4450.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:newitem4449.png|NewItem4449.png}}
  - Finally, click the **OK** button. \\ {{libertyreact:lib:newitem4448.png|NewItem4448.png}}
  - In this example, the order will show as **Shipped** for **Two Packages** in the **Fulfillment** tab \\ {{libertyreact:lib:newitem4447.png|NewItem4447.png}}

===== Quickly Mark A Ready To Ship Order As Shipped From The Fulfillment Tab =====

  - Click on the item from the **Fulfillment** grid view and the click the **Mark Shipped** button. \\ {{libertyreact:lib:newitem4446.png|NewItem4446.png}}
  - Click the **Yes** button. \\ {{libertyreact:lib:newitem4445.png|NewItem4445.png}}
  - A **Green** indicator as well as the status of **Shipped** will appear on the item in the grid as long as **Show Fulfilled** is checkmarked. . \\ {{libertyreact:lib:newitem4444.png|NewItem4444.png}}

===== Quickly Mark A Ready To Deliver Order as Delivered From The Fulfillment Tab =====

  - Click on the item from the **Fulfillment** grid view and the click the **Mark Delivered** button. \\ {{libertyreact:lib:newitem4443.png|NewItem4443.png}}
  - Click the **Yes** button. \\ {{libertyreact:lib:newitem4442.png|NewItem4442.png}}
  - A **Green** indicator as well as the status of **Delivered** will appear on the item in the grid as long as **Show Fulfilled** is checkmarked. \\ {{libertyreact:lib:newitem4441.png|NewItem4441.png}}

===== Printing An Invoice From The Fulfillment Tab To Be Included In A Package =====

  - Click on an item within the **Grid-View** and then click **Print Invoice(s**) \\ {{libertyreact:lib:newitem4440.png|NewItem4440.png}}
  - If you need to change the default printer windows is set to print to, drop down the **Printer Selector** and select your printer.  Click the **OK** button. \\ {{libertyreact:lib:newitem4439.png|NewItem4439.png}}
  - Here is a sample of what the **Invoice** will look like: \\ {{libertyreact:lib:newitem4438.png|NewItem4438.png}}

===== Emailing An Invoice From The Fulfillment Tab =====

  - Click on an item within the **Grid-View** and then click **Email Invoice**. \\ {{libertyreact:lib:newitem4437.png|NewItem4437.png}}
  - You can change the **Sent To** email address, the **Subject** and the **Message** fields.  Click the **OK** button when you are done.

An email will be sent to the customer with the **Invoice** attached in **PDF** form.

{{libertyreact:lib:newitem4436.png|NewItem4436.png}}

===== Sending A Custom Email To The Customer That Placed An Order =====

  - Click on an item within the **Grid-View** and then click **Send Email**. \\ {{libertyreact:lib:newitem4435.png|NewItem4435.png}}
  - The **Send To** field will be filled in with the email address of the customer that placed the order but you can change this if you need to.  You can also fill in the **Subject** field and the **Body** field, then click the **Send** button to send the **Email**. \\ {{libertyreact:lib:newitem4434.png|NewItem4434.png}}
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:listingmanager:fulfillmenttab:intofulfilltab|Getting to the Fulfillment Tab and Controls]]

==== Related Topics ====

[[listingmanager:fulfillmenttab:fullfillmentoverview]]
[[listingmanager:fulfillmenttab:intofulfilltab]]
[[listingmanager:fulfillmenttab:changefulfill]]
[[listingmanager:fulfillmenttab:markordershipped]]
[[listingmanager:fulfillmenttab:markorderdelivered]]
[[listingmanager:fulfillmenttab:invoicefulfillment]]
[[listingmanager:fulfillmenttab:emailinvoicefulfill]]
[[listingmanager:fulfillmenttab:sendcustomemail]]
[[listingmanager:ebaylisting:addingebaydesc]]
[[listingmanager:ebaylisting:addingimagesebay]]
[[listingmanager:ebaylisting:defofebaydesc]]