Fulfilling Store Pickup Orders from Fulfillment Requests
After a fulfillment request is acknowledged (marked as In Progress), you can fulfill the store pickup order. When you fulfill a store pickup order from a fulfillment request, NetSuite creates a store pickup fulfillment record.
When fulfilling from a fulfillment request for a shipping order – as opposed to a store pickup order – NetSuite creates an item fulfillment record. See Fulfilling Orders from Fulfillment Requests for more information.
If there are picking fulfillment exceptions on a fulfillment request, the exceptions need to be resolved first. Fulfillment requests with resolved exceptions have the pickup hold status set to Customer Feedback Received and fulfillment instructions for each line on the fulfillment request. You can then acknowledge the instructions and continue with fulfillment – see Confirming Fulfillment Exceptions for more information.
Fulfilling a store pickup order from a fulfillment request typically involves two steps:
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Picking items from store shelves and marking them as picked. See Marking Items as Picked.
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Marking the items as picked up when the customer visits the store to collect them. See Marking Items as Picked Up.
Marking Items as Picked
When you are ready to start fulfilling a store pickup order, you pick the items from the shelves, create a store pickup fulfillment record from the fulfillment request, and enter the quantity of items picked. When all items on the store pickup fulfillment are picked, the status of the store pickup fulfillment is Picked. You can enter a quantity less than the ordered quantity; you might do this if there is insufficient stock at the location.
After you create a store pickup fulfillment, the original sales order is updated with information from the store pickup fulfillment record. For example, the quantity picked on the fulfillment request is also shown in the Picked column on the sales order record.
All lines in a store pickup fulfillment must have the same location. If you create a pickup from a sales order with multiple locations for store pickup, you must create a separate store pickup fulfillment for the items at each location.
In a sales order that has some line items set to Ship and other line items set to Store Pickup, you fulfill the order in two separate processes. For line items set to Ship, you create an item fulfillment; for line items set to Store Pickup, you create a store pickup fulfillment. You perform both of these actions from the same sales order.
To mark all items as picked:
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Go to Transactions > Sales > Manage Fulfillment Requests (Administrator).
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Click View next to the fulfillment request on which you want to mark items as picked.
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Click Fulfill. The Store Pickup Fulfillment page is displayed.
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In the Items subtab, make sure the Fulfill box of each item is checked and the quantity picked is correct.
Important:If all items cannot be picked because of an exception – for example, insufficient inventory or damaged items – you create a fulfillment exception. See Managing Exceptions on Fulfillment Requests.
The Remaining column shows the quantity of each item in the sales order that still needs to be picked.
Note:If there are lines in the store pickup fulfillment with different locations, you must choose a single location at which to mark the items as picked. You do this by clearing the Fulfill box of the lines with different locations. You can then create a separate store pickup fulfillment record at a later stage for the lines you cleared. You can create as many store pickup fulfillment records as required to fulfill the sales order.
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Click Save to create the store pickup fulfillment.
After you mark all items as picked, the status of the store pickup fulfillment is Picked. The status of the fulfillment request is Picked.
Marking Items as Picked Up
When a customer visits the store to collect the store pickup order, you mark the items (in the store pickup fulfillment) as picked up. You can mark all items picked up or just some of the items.
You can also cancel a store pickup order after items have been picked (and the corresponding store pickup fulfillment record has been created). After the pickup is canceled, no further actions can be performed on the store pickup fulfillment document. If you still want to fulfill the canceled items at a later stage, you need to create a new store pickup fulfillment record from the original sales order.
To cancel a store pickup fulfillment, go to Transactions > Sales > Manage Store Pickup (Administrator), click View next to the store pickup fulfillment record, and then click the Cancel Fulfillment button.
To mark all items as picked up:
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Go to Transactions > Sales > Manage Store Pickup (Administrator).
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Click View next to the store pickup fulfillment you want to confirm.
Note:Store pickup orders ready for pickup have the status Picked.
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Click Mark Picked Up to confirm the customer has collected all the items.
Important:If the customer only picks up some of the items, you can mark the collected items as picked up and create a pickup fulfillment exception (on the fulfillment request) for the other items. See Entering Pickup Fulfillment Exceptions.
If the customer does not pick up any of the items, you can cancel the store pickup fulfillment. Click the Cancel Fulfillment button to cancel the store pickup fulfillment. See Canceling a Store Pickup Order.
After you mark an order as picked up, the status of the store pickup fulfillment record is Picked Up. The status of the fulfillment request record is also Picked Up.