Inside the CRM, go to Customer >Fulfillment:
Choose your filters for your search.
Notice: If you are trying to reship failed fulfillment, you will filter to orders in Failed status.
Date Range
- Date Created - The date the fulfillment was created
- Date Shipped - The date the fulfillment was shipped
- Date Delivered - The date the fulfillment was delivered
- Date Returned - The date the fulfillment was returned
Order Id: The Order Id for the fulfillment
Fulfillment Status
Hold: Every order starts in this status. If you see it in a hold status longer than the fulfillment delay please contact Konnektive support.
Pending: The fulfillment house has received the order
- Pending Shipment: A tracking number has been assigned to the package and is ready to be picked up by the carrier.
- Shipped: Fulfillment has shipped the order
- Delivered: The order was delivered to the customer
- Cancelled: The fulfillment was cancelled
- RMA Pending: Awaiting returned merchandise
- Returned: Merchandise was received
- Failed: The fulfillment failed and needs to be reshipped
- Freeze: The fulfillment house is out of stock but once they have more quantity they will ship
Phone Number: The number used on the order
- RMA: Returned merchandise tracking number
- Company: The fulfillment company that shipped the order
- Campaign: The campaign the order came through
- Email Address: The email used on the order
- Tracking Number: The tracking number associated with the order
- First Name: The first name used on the order
- Last Name: The last name used on the order
- Company Name: The company name used on the order
- Address: The address that was used on this order
- City: The city used on the order
- State: The state used on the order
- Country: The county that was used for the order
- Postal Code: The postal code used on the order
- Card Last 4: The last 4 digits of the card used on the order
Your results will populate below, and from there clicking Show/Hide Batch Updates:
You can choose all orders by clicking Select in the table header, or individually checking the box that corresponds to the order you need to update:
Batch Update:
Status: To update the status of the fulfillment
- Hold: Every order starts in this status. If you see it in a hold status longer than the fulfillment delay please contact Konnektive Support.
- Pending: The fulfillment house has received the order
- Shipped: Fulfillment has shipped the order
- Delivered: The order was delivered to the customer
- Cancelled: The fulfillment was cancelled
- RMA Pending: Awaiting returned merchandise
- Returned: Merchandised was received
- Failed - The fulfillment failed and needs to be reshipped
- Freeze - The fulfillment house is out of stock but once they have more quantity they will ship
Fulfillment Company: If you wanted to change the fulfillment company its shipped through
- Date Shipped: If you wanted to change the shipped date on a customer's fulfillment
- Date Delivered: If you wanted to change the date the order was delivered on
- Date Returned: If you wanted to change the the date the product was returned
- Reship Fulfillment: If you wanted to reship a single or multiple fulfillment at once
Once you have finished selecting your options, click Update Batch.