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Introduction to Order Fulfilment
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Shopbay.org
8 months ago
DifficultyIntermediate
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When a purchase order (PO) is confirmed and paid, system will generate shipping orders (SO) for each of the shipping options identified in the purchase order. If a purchase order contains multiple shipping options, multiple shipping orders are generated in accord to respective shipping options.

Please note that order fulfilment is processed at shipping order level and only starts on shipping order with status ordered or deferred. The high level relationship between PO and SO under order fulfilment process are:-

  • If merchant fully fulfil all the SOs, both PO and SOs will go to status fulfilled -end-.

  • If merchant partially fulfil the SOs, both PO and SOs will go to status partial fulfilled -end-.

  • If merchant cancel an SO, the SO will go to status cancelled. PO may or may not enter cancelled.

  • If PO has more than one SOs, and some SOs are in status e.g. fulfilled, PO could stay at partial fulfilled.

Purchased Items Life Cycle

All purchased items in a PO / SO follow strictly on the status of purchase order and the chosen payment method. Each purchased item in PO/SO has its own life cycle which is driven by the status of order fulfilment by merchants. Item end stage varies and depends on order fulfilment is done by merchant.

There are 3 fulfilment methods available to process purchased items. They are:

  1. Process all items as a whole

  2. Process each item using 1-step Ship workflow.

  3. Process each item using 3-steps Pick, Pack, Ship workflow.

Method 1 - Process all items as a whole

  1. When shipping order and items are in ordered, all items in the order will be processed together.

    • If merchant fulfils the order, all items will go to status shipped

    • If merchant cancels the order, all items will go to status cancelled. Check out Refund.

  2. When shipping order and items are in deferred:

    • If merchant choose to cancel the shipping order, SO will be discarded since buyer has not yet made any payment. SO and all items will go to status cancelled -end-.

    • If all items are delivered and payment are collected on delivery, merchant updates order for the collected payment amount and related info, and set SO and all items to status shipped

  3. For item that is shipped, buyer needs to acknowledge receiving item.

    • If buyer acknowledges receiving the item, it will go to status received.

    • If buyer requests for item return, it will go to status pending return. Checkoout Return.

  4. For received item:

    • if buyer post a review on it, it will go to status reviewed -end-.

Method 2 - Process each item using 1-step Ship workflow

  1. When shipping order and items are in ordered, each item in the order will be processed individually using 1 step Ship.

    • If merchant choose to cancel the shipping order, SO and all items will go to status cancelled. Check out Refund.

    • For each item, if merchant ships it, item will go to status shipped

    • For each item, if merchant cancels it, item will go to status cancelled. Check out Refund.

  2. When shipping order and items are in deferred:

    • If merchant choose to cancel the shipping order, SO will be discarded since buyer has not yet made any payment. SO and all items will go to status cancelled -end-.

    • For each item, if it is delivered and payment are collected on delivery, merchant updates item for the collected payment amount and related info, and set item to status shipped

  3. For item which is shipped, buyer needs to acknowledge receiving item.

    • If buyer acknowledges receiving the item, it will go to status received.

    • If buyer requests for item return, it will go to status pending return. Checkoout Return.

  4. For received item:

    • if buyer post a review on it, it will go to status reviewed -end-.

Method 3 - Process each item using 3-steps Pick, Pack, Ship workflow

  1. When shipping order is in ordered, each item in the order will be processed individually using 3 steps: Pick, Pack, Ship.

  2. For item that is ordered, the first step is to pick it from warehouse.

    • If merchant picks the item, which means it has stock, it will go to status picked

    • If there is out of stock at this stage for any reasons, it will go to status Out of Stock. Check out Refund.

  3. For item that is deferred, the item processing workflow is handled slightly different.

    • If merchant picks the item, which means it has stock, it will go to status picked

    • If merchant decides to cancel the order, it will go to status cancelled -end-. Since buyer has not yet paid the order, the item will have end stage here.

  4. For item that is picked, merchant needs to start pack item.

    • If merchant packs the item, it will go to status packed

    • If items picked are in bad quality and not suitable for shipping out, it will go to status QC Failed. Check out Refund.

    • For items came from deferred, if items picked are in bad quality and not suitable for shipping out, merchant can cancel it at this point and item will go to status cancelled -end-.

  5. For item that is packed, merchant needs to start ship item.

    • If merchant ships the item, it will go to status shipped

    • For items came from deferred, at this step merchant will record the payment collected from customer on delivery, and marked item as shipped.

    • For items came from deferred, if for any reason customer did not pay the order or the deal is not going through, merchant can still cancel it at this point and item will go to status cancelled -end-.

  6. For item that is shipped, buyer needs to acknowledge receiving item.

    • If buyer acknowledges receiving the item, it will go to status received.

    • If buyer requests for item return, it will go to status pending return. Checkoout Return.

  7. For received item:

    • if buyer post a review on it, it will go to status reviewed -end-.
End

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Image
Shopbay.org
8 months ago
DifficultyIntermediate
Tagsnot set