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Fulfillment Features in Detail
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Using Batch Fulfillment, authorized administrators can quickly and easily fulfill batches of orders based on specified search criteria.  Batch Fulfillment can also be used to adjust order item quantities that have been canceled.  Batch Fulfillment provides the option of processing batches immediately or saving the work in process so they can be retrieved, completed and processed at a later time.

 

Third Parties (Vendors) can be setup to directly fulfill ordered items.  They will be limited to viewing and fulfilling only items where they are designated as the responsible party.  The following steps  should be taken to implement third party fulfillment:

§         Create a Security Group for each Vendor that will fulfill orders online.

§         Create Company record for each Vendor.

§         Create Contacts for each Vendor and assign the Vendor’s security group to each contact record.

§         Set each Product Item record’s Responsible Group to its Vendor’s Security Group.

§         Either provide each vendor with the URL to the Batch Fulfillment page, or create a contact menu containing the link and assign this menu to each contact that is setup to fulfill orders.

Administrators should follow the steps outlined in the Tutorials section of this chapter in order to batch fulfill orders.


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