Fulfillment

Fulfillment

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

This stage prepares items for further processing and is fully configurable. All fields can be renamed, and changes are reflected across the system, including the fulfillment interface, transaction preview, transaction status, and printed documents.
  • 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)

Example
If renamed:
  • Stage name: Check
  • Stage status: Checked
  • Report name: Pre-shipment

Then:

  • Action button for the second stage becomes "Check Order" instead of "Pack Order" 
  • Status shows "Checked" instead of "Packed" 
  • 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)
Example
If renamed:
  • Stage name: Ship
  • Stage status: Shipped
  • Report name: Shipping List

Then:

  • Action button becomes "Ship Order" instead of "Deliver Order"
  • Status shows "Shipped" instead of "Delivered"
  • 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

When fulfilling an order multiple times, keep updating the existing invoice

This option controls how invoices are handled when a Sales Order is fulfilled more than once.

When enabled:

  • HandiFox will update the existing invoice instead of creating a new one
  • All additional fulfillments are added to the same invoice

When disabled:

  • Each fulfillment creates a new invoice for the newly processed items 

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)