Fulfillment
Fulfillment is the process of receiving, processing, and managing inventory for customer orders.
Getting Started
To access your order item's fulfillment, click ‘Fulfillment’ tab on order item details page.
Asset List Layout
Searching on Asset List
The search bar on the asset list allows you to search for specific asset in your order item. You can use the following parameters to search for your asset.
Searchable Parameters |
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Part No. |
Serial No. |
Update Fulfillment Status
Step 1: From the asset list, select asset you want to update.
You can select specific asset by expanding the asset group.
Step 2: Click ‘Update Status’.
Step 3: Update fulfillment status.
Step 4: Click 'Submit'.
Once the fulfillment status are successfully updated, a green banner will appear at the top of asset list.
Remove Asset
Step 1: From the asset list, select asset you want to remove.
You can select specific asset by expanding the asset group.
Step 2: Click ‘Remove’.
The assets associated with the claim cannot be removed.
Step 3: Add asset quantity you want to remove.
Step 4: Click 'Remove'.
Once the asset are successfully removed, a green banner will appear at the top of asset list.
Manage Asset
You can add asset from your asset list or create a new asset.
Add Asset
You can add asset from your serialized asset list.
Step 1: From the asset list, click ‘Manage Asset’ and then select 'Add Asset'.
Step 2: From the part list, select asset you want to add. Only the asset with the same part number as provided in order item details will be displayed.
Step 3: Click 'Select Assets'.
Once the asset are successfully added, a green banner will appear at the top of asset list.
Create Asset
Step 1: From the asset list, click ‘Manage Asset’ and then select 'Create Asset'.
Step 2: Provide asset details.
Step 3: Click 'Create'.
Once the asset is successfully created, a green banner will appear at the top of asset list.
Updated 6 months ago