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Order Fulfillment

Processing orders through picking and shipping

Order Fulfillment

Fulfillment is the process of picking, checking, packing, and shipping orders through picklists.

Fulfillment Workflow

The order itself stays Open during fulfillment. Its status changes to Partially completed or Completed once items are delivered.

Picking

Picklist Creation

Picklists are created from a sales order's reserved stock:

  1. Open the sales order
  2. Choose to pick reserved stock
  3. Select the warehouse
  4. Select the reserved stock to pick
  5. Confirm the picklist (with a priority and optional deadline)

Manage all picklists from Logistics > Picklists.

Pick Process

  1. Assign a picker to the picklist
  2. Start picking
  3. Pick items, verify quantities
  4. Complete the pick

Handling Shortages

If unable to pick the full quantity, pick the available amount — the unpicked remainder stays reserved or pending on the order and can be picked later.

Checking and Packing

Quality Check

A picklist can optionally be checked before packing:

  1. Assign a checker
  2. Request a check
  3. Pass or fail the check (with a note)
  4. Failed checks return for re-picking

Packing

  1. Assign a packer
  2. Pack items securely
  3. Record package details per picklist

Package Details

FieldDescription
DimensionsL x W x H
WeightPacked weight
LocationWhere the package is staged

Shipping

Shipment Details

Record shipping information on the picklist:

  • Courier and shipping method
  • Tracking number and tracking URL
  • Weight and dimensions
  • Packing and shipping notes
  • Shipping date and delivery date

Shipping Labels

Generate and print a shipping label for the picklist directly from Alpha.

Dispatch

  1. Mark the picklist Ready for dispatch
  2. Dispatch the picklist — the customer receives a shipping notification email
  3. Mark the picklist Delivered once it arrives — the order status updates

Partial Fulfillment

Orders can be fulfilled across multiple picklists:

  1. Reserve and pick available items first
  2. Ship them while the remaining items await stock
  3. The order becomes Partially completed when nothing is pending but not everything was delivered, and Completed when all items are delivered

Fulfillment Status

Picklist Statuses

StatusMeaning
Ready to pickCreated, awaiting picking
PickingBeing picked
CheckingUndergoing a quality check
Check failedCheck failed, needs attention
PackingBeing packed
Ready for dispatchPacked, awaiting dispatch
DispatchedShipped, in transit
DeliveredArrived at the customer
ClosedManually closed
CancelledPicklist cancelled
Return started / Partially returned / ReturnedItems being or already returned

Per-Product Tracking

Each order line shows the reserved, picked, shipped, delivered, returned, cancelled, and pending quantities.

Returns

Processing Returns

Returns are handled per picklist:

  1. Start a return for the delivered items
  2. Receive and inspect the returned goods
  3. Mark the items as returned

The order status becomes Partially returned or Returned depending on how much comes back.

Best Practices

Efficiency

  • Reserve stock as soon as orders are approved
  • Use picklist priorities and deadlines to sequence work
  • Assign picker, checker, and packer roles explicitly

Accuracy

  • Verify items at each step
  • Use the optional check step for high-value orders
  • Record package and shipment details before dispatch

Communication

  • Dispatching sends the customer a shipping notification
  • Record tracking numbers so customers can follow their shipment

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