Order Fulfillment allows you and your customers to track where you are in the
process of completing a transaction through the different phases of your specific
process. Tracking issues such as Just-In-Time inventory, packing merchandise,
receiving funds, shipping a package and monitoring the progress of shipping via
an on-line shipper. Tracking this process, and allowing your customers to review
the status and completion of your order via SalesCart, can reduce customer calls
about simple status items, reduce overhead costs associated with these functions
and increase customer satisfaction. Tracking fulfillment is accomplished the the
Order Retrieval screen via the Manage Orders button on the main menu. Getting
to the Order Retrieval is covered in a previous section. For your review, this
screen looks like this:
To begin the process of tracking, monitoring, updating, or to disseminate order
fulfillment information, follow these steps. First, retrive the necessary orders
from the Order Management Menu,
click on ManageOrders>>Purchase
Orders>>The Order Retrieval screen should appear>>{enter the necessary order information
you desire>>Retrieve>>Select the desired order>>Fulfill. The Order fulfillment
screen for that particular order is retrieved.
There are 3 actions that you can perform relative to order fulfillment for
each order.
- You may add a fulfillment action: A
fulfillment action is simply an action in "your process" necessary for you to
translate a "received order" to a product delivered. You may edit the 3_do-fill.asp
web page and change the drop drown list of items for Available Actions to any
actions you deem appropriate for your operation. Some basic actions are already
defined. Each action may be flagged as complete or partially complete, include
a person that is notified, a note of information, and an email or phone number
of the person contacted. By default, these are determined from the placed order
but may be changed. Clicking the
Add button adds the action to order which
the customer can see when they retrieve and review the status of their order.
- You may change an existing fulfillment action:
In the Edit Previous Fulfillment Actions Table,
you may change all of the same parameters for an earlier fulfillment action
already entered. For each action, make the change
and click on the Change
button to save the new action.
- Email Customer or Fulfillment house:
In this table, you may send a free-form email to any email address about this
particular fulfillment action. The form will be complete with the assumption
that you are going to mail the customer with an email with the shipper ID and
a link to an on-line shippers email address so they may track their shipping,
but you can place anything you want in there relative to the order. You may
also send information to a drop shipping merchant or other facility, etc. relative
to order fulfillment. Click on
Email when you are ready to send the email.
