CheckoutChamp Fulfillment Batch Update

Owned by Developer Support (Unlicensed)
Last updated: Jul 28, 2022 by Robby Delgado
3 min read

 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 Checkout Champ 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 Checkout Champ 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.