Fulfilling Orders for Shipping and Pickup with SCIS

This topic applies to

Applies to

SuiteCommerce InStore

Sales associates can use SuiteCommerce InStore (SCIS) to process orders for shipping and orders for pickup in-store. Click or touch the shopping bag icon in the SCIS header bar to view a list of all the orders that are ready for processing.

Page Element

Description

1

Fulfillment type filter

Select one of the following to view a certain type of fulfillment request in the list:

  • Any Type

  • Ship

  • Store Pickup

2

Order status filter

Select one of the following to view a certain type of order status:

  • Any Status

  • New

  • In Progress

  • Picked

  • Packed

Note

By default, packages that have been shipped are not displayed on the Fulfillment Request list.


3

Column headers

You can click on each column header to sort the list as you wish.

The following information is displayed:

  • Document Number

  • Customer Name

  • Fulfillment Type – Shows Ship or Pickup.

  • Date – Shows the date and time of the order.

  • Status – Shows the current status of the order.

Orders remain open until they are shipped. If the Open button is dim, that means you cannot access the order. Either someone else is working on the order, or it is being fulfilled from a location other than your own.

For more information, read the following topics:

Note

The following are limitations to ship from store and pickup in store capabilities:

— Serialized inventory and lot numbered items cannot be shipped.

— Partial quantities cannot be shipped or picked up in store. If the entire quantity on a line item is not available, then you must reject that line on the picking list. The order appears on the Fulfillment Request list again, assigned to a different location for processing.


Fulfilling Orders for Shipping

When you fulfill orders for shipping, you must go through each step in the process of order fulfillment: picking, packing and shipping. When you are working on an order, the order is displayed on the list as in progress, along with your name.

Only the sales associate who is working on an order can complete the fulfillment process. After you complete each step in the process, you are directed back to the Fulfillment Request page to complete the next step.

To pick an order for shipping:

This is the first step in preparing the order for shipping. You are taking and collecting the items from the stock in the warehouse, or wherever the items are stored at your location.

  1. Click the shopping bag icon to be directed to the Fulfillment Request list.

  2. Find an order on the list with Fulfillment type set to Ship and status New.

  3. Click or touch Open.

  4. On the Ship Request page, you can:

    • Choose Pick.

      Note

      You cannot ship partial quantities. If not all of the items are available for picking, you must reject the whole line on the picking list.


    • Choose Reject. If you choose Reject, you must select a reason and enter a note. When you reject an item for fulfillment, the fulfillment remains open.

  5. If you chose Pick, then you are directed back to the Fulfillment Request page.

To pack an order for shipping:

In this step you are placing the order into a box in preparation for shipping.

  1. Find the order that you have picked. It is displayed in the Fulfillment Request list with the status of Picked, along with your name. The order is still Open.

  2. Click Open. You are directed to the Ship Request page.

  3. Click Print to print the receipt and include it in the box for shipping to the customer.

  4. Put items from the order in the box along with the receipt.

  5. Click Shipping Method. The shipping method you select here determines the shipping label available for printing in the last step of the fulfillment process.

  6. Click Pack. You are directed back to the Fulfillment Request page.

To label and ship the order:

In this step you are labeling the box in preparation for shipping.

  1. Find the order that you have packed. It is displayed on the Fulfillment Request list with the status of Packed, along with your name. The order is still Open.

  2. Click Open. You are directed to the Ship Request page.

  3. Click Label Package. The Shipping Details window pops up. Depending on the shipping method selected, a shipping label with a barcode is displayed.

  4. Print the label and attach it to the box. It is recommended that you send the PDF shown in the Popup for printing. Enter the email address, then click Send Email. The administrator should have configured the system to print shipping labels in PDF format.

  5. After the order has been handed over to the shipping company, you can click or touch Mark Shipped.

Preparing Orders for Pickup In-Store

The workflow described below assumes that you are working directly with the customer.

To prepare an order for pickup in-store:

  1. Click the icon to be directed to the Fulfillment Request list.

  2. Find an order that is labeled Pickup, and has the status of New.

  3. Click Open.

  4. On the Store Pickup Request page, choose Pick. You must pick the quantity of items specified on the order.

    Note

    You cannot pick partial quantities. If not all the items are available for picking, you must reject the whole line on the picking list.


  5. Click Print to print the receipt and give it to the customer.

  6. Click Pick, and then hand the order over to the customer. You are redirected back to the Fulfillment Request page.

Adding an Item to the Order for Pickup

If the customer wants to add another item to the order, you can click Add Item on the Store Pickup Request page. In this case, you are redirected to the main SCIS screen. Here, you can see the items that the customer paid for online. These items are omitted from the subtotal amount. Only the new items added to this order are included in the order summary and the receipt.