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Documentation Index

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Fulfillment is the operational handoff between sales and the warehouse. If the order still needs customer, address, payment, tax, or line-item cleanup, correct that on the order before the warehouse completes the package.

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Where Fulfillment Starts

Open the order detail page and review the order state before sending it to the warehouse. The order page shows the customer, addresses, fulfillment progress, documents, line items, payment state, and action buttons in one place. Use this view to confirm the order is the right work item before opening the fulfillment tools.

Order detail page with customer context, address cards, fulfillment progress, action buttons, documents, and line items

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Before You Pack

A clean fulfillment starts with a clean order. Review the order before packing or printing because downstream fulfillment actions can update inventory, serial records, customer communication, carrier records, and external integrations.

  • Order status: the order should be active enough for fulfillment, not cancelled or only a quote.
  • Fulfillment status: check whether the order is unfulfilled, partially fulfilled, or already complete.
  • Delivery option: confirm ship, pickup, local delivery, freight, or other handling instructions.
  • Shipping address: shipped orders need a usable address before label purchase.
  • Line items: verify product, quantity, kit components, serial requirements, and available stock.
  • Payment or approval holds: follow company policy before shipping orders that are unpaid or on hold.
Do not fulfill the wrong order state If the order is cancelled, voided, missing required address data, or blocked by payment or approval rules, stop and fix the order. Fulfillment should not be used to bypass a business hold.

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The Standard Fulfillment Flow

  1. Confirm the order after customer, address, product, and pricing details are correct.
  2. Open the fulfillment workflow from the order or the Fulfillment Station.
  3. Pick the items from the station pick list or order pick list.
  4. Pack the items into the correct package or pickup group.
  5. Capture required serial numbers for serialized products.
  6. Purchase or attach labels for shipped packages when Shippo or the carrier process is used.
  7. Print labels or documents through PrintNode or the approved manual print process.
  8. Mark the package fulfilled only after the physical package is ready or handed off.
Use package-level completion Multi-box and partial shipments are easier to audit when each package is completed only after that package is actually ready. The order can remain partially fulfilled while the remaining items stay open.

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Use The Fulfillment Station

The Fulfillment Station is the warehouse workspace for open fulfillment work. It combines product picking, printer controls, package search, package detail, label state, and completion actions. This is the best place to work through the daily queue without bouncing between unrelated screens.

Fulfillment Station showing pick list, printer controls, package search, package status, package items, and Mark as Fulfilled

The left pick list helps the warehouse pull products. The right package panel confirms which order and package are active. Search by order number or package number when a picker needs to jump directly to one job.

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Confirm The Package Detail

Package detail is the final checkpoint. Confirm the package number, order link, customer, item list, quantity, box details, carrier, and label state before marking anything fulfilled.

Package detail showing package summary, missing label warning, item in package, Add Item to Package, and Mark as Fulfilled button
  • No shipping label: purchase, attach, or print the label before completing a shipped package.
  • Pickup order: no carrier label may be required, but the packed items still need review.
  • Missing item: add or move package items instead of manually changing inventory.
  • Wrong quantity: fix package quantity before fulfillment so inventory and audit history match the box.

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Partial Fulfillment

Use partial fulfillment when only part of an order is leaving now. Pack and fulfill the available items, then leave the remaining quantity open for a later package. This is common for backorders, split shipments, pickup plus shipping, or orders where one product is delayed.

  • Only place the quantity leaving now into the package.
  • Leave unavailable items unpacked instead of forcing the full order complete.
  • Use clear internal notes when the remaining shipment depends on purchasing, receiving, or customer action.
  • Review the order after completion to confirm the fulfillment status is partial, not complete.

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Serial Numbers And Kits

Serialized products require one valid serial number per unit before completion. Kits need extra attention because the customer buys the kit, but the warehouse packs the physical components that satisfy the kit. If a kit component is missing, do not mark the kit fulfilled until the physical items are correct.

  • Serialized products: scan or enter each serial number assigned to the package.
  • Kit parents: confirm the sellable kit is represented by the correct component products.
  • Component shortages: fulfill only available components when a partial shipment is intentionally allowed.
  • Returns later: serial and package history help the returns team verify what was sent.

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What Fulfillment Updates

Fulfillment is not just a visual status change. Depending on the order and entity setup, completing package fulfillment can update package status, order fulfillment progress, inventory movements, serial number state, fulfillment history, shipment tracking, customer communication, and connected platform sync.

Use returns for reversals If a fulfilled package needs to be reversed after the fact, use the approved return, correction, or adjustment workflow. Do not try to erase fulfillment history by directly editing order lines or inventory quantities.

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Common Blocks

  • Order does not appear in the station: check order status, fulfillment status, active location, line items, and delivery option.
  • Address blocks label purchase: correct the shipping address or complete the address validation workflow.
  • Printer does not appear: configure PrintNode and confirm the workstation printer is online.
  • Label cannot be printed: confirm the label exists, is not voided, and belongs to the selected package.
  • Mark as Fulfilled should wait: missing items, missing serials, wrong quantity, or no required label should be corrected first.
  • Inventory looks unavailable: review warehouse location, receiving, holds, transfers, bins, and reserved quantities.
  • Order is already fulfilled: use history and package records to audit what happened instead of creating duplicate fulfillment.

Creating Orders

Build a sales order, add customers, set addresses, and add products.

Packing and Shipping

Use package suggestions, freight decisions, labels, and tracking.

Fulfillment Station

Operate the station view for picking, packing, and shipping.

Shipping Labels

Buy labels, void labels, track shipments, and handle carrier errors.

Serial Numbers

Track serialized products from receiving through fulfillment and return.