Retail Orders

How do we process retail orders using Fulcrum? It's complicated.

ShipStation loads orders into Fulcrum but Fulcrum does not look for updated details; that means that when an order is actually marked as "Shipped" in ShipStation there is no update in Fulcrum. We have to manually go through and approve and "complete" all associated jobs (to pick inventory), marked all associated shipments as "fully shipped" and then mark the Sales Order as "complete". There is a lot of clicking around that happens to make this work.

Steps (initial, automatic):

1. Order is placed (Henryholsters.com uses a WooCommerce backend)

2. Order gets created in ShipStation (automatically)

3. Fulcrum integration automatically picks-up new orders from ShipStation and loads them as Sales Orders in Fulcrum

4. Fulcrum automatically creates new Jobs for each item in the Sales Order

Steps (manual):

5. Open Jobs page

6. Mark retail orders as "approved" (can select multiple from Jobs main page)

7. Mark approved retail orders as "complete" (this will auto-pick all inventory items needed for those products)

8. Find associated shipments

9. Mark each line item in the shipment as "full shipped" and click the "ship" button

10. Find the Sales Order

11. Mark the Sales Order as "complete"

12. Done!