The Fulfillment Settings in HandiFox define how sales orders and invoices are processed through the fulfillment process.

These settings control:

• the number of fulfillment stages for Sales Orders
• the structure and behavior of stages
• processing options used during fulfillment

Sales Orders

Number of fulfillment stages

You can select the number of stages in the fulfillment process:

• 2 stages
• 3 stages

1st stage

• Stage name: Pick
• Stage status: Picked
• Report name: Pick List

The first stage is fixed and represents the start of the fulfillment process. Items are picked from inventory and marked as picked. This stage cannot be renamed or removed.

Available options:

• Block manual edit of quantity. When enabled, manual entry is disabled and scanner input is required (Mobile app).

2nd stage

• Stage name: Pack (default, can be renamed)
  
• Stage status: Packed (default, can be renamed)
• Report name: Packing Slip (default, can be renamed)
  

2nd stage button in Sales Order page: Default name (left), renamed stage name (right)

• Stage name: Check
• Stage status: Checked
• Report name: Pre-shipment

Then:

• Action button for the second stage becomes "Check Order" instead of "Pack Order" (Web app)
• Status shows "Checked" instead of "Packed" (Web app)
• Documents reflect the new name 
  

Example: Packing Slip (Default) renamed to Pre-Shipment

Available options:

If 3-stage fulfillment is enabled:

• Block manual edit of quantity. When enabled, manual entry is disabled and scanner input is required (Mobile app).

If 2-stage fulfillment is selected:

• Enable Check All feature (when enabled, Check quantity is disabled and items can be processed in one action)
• Check quantity (when enabled, allows the user to manually enter the quantity being fulfilled)
• Block manual edit of quantity. Only available when "Check quantity" is enabled; otherwise it is disabled/greyed out. When enabled, manual entry is disabled and scanner input is required (Mobile app)
• Can be completed if not all items  are checked/scanned
• Include not shipped items into report

3rd stage (if enabled)

This stage is available only when the three-stage fulfillment process is enabled and represents the final step of the Sales Order fulfillment process.

This stage is fully configurable, and all fields can be renamed. Changes are reflected across the system, including the fulfillment interface, transaction preview, transaction status, and printed documents.

• Stage name: Deliver (default, can be renamed)
  
• Stage status: Delivered (default, can be renamed)
• Report name: Delivery Note (default, can be renamed)
  

• Stage name: Ship
• Stage status: Shipped
• Report name: Shipping List

Then:

• Action button becomes "Ship Order" instead of "Deliver Order" (Web app)
• Status shows "Shipped" instead of "Delivered" (Web app)
• Preview and reports reflect the new names
  

Example: Delivery Note renamed to Shipping List

Available options (only when 3-stage fulfillment is enabled):

• Enable Check All feature (when enabled, Check quantity is disabled and items can be processed in one action)
• Check quantity (when enabled, allows the user to manually enter the quantity being fulfilled)
• Block manual edit of quantity. Only available when "Check quantity" is enabled; otherwise it is disabled/greyed out. When enabled, manual entry is disabled and scanner input is required (Mobile app)
• Can be completed if not all items are checked/scanned
  
• Include not shipped items into report
  

 If the three-stage fulfillment process is selected, the mobile app uses the first stage (Pick) and the third stage of the fulfillment process.

Invoices

Invoices use a 2-stage fulfillment process:

• Pick
• Pack

Available options:

• Pack All feature (process all items at once without scanning each item individually)
• Block manual edit of quantity. When enabled, manual entry is disabled and scanner input is required (Mobile app)
• If invoice is not picked/packed in full, then create a new transaction for backordered items. if items are not fully processed, a new transaction can be created (Sales Order or Invoice must be selected)