1. Order Management
  2. Order Fulfillment and Shipping
  3. Order Fulfillment
  4. Fulfillment Requests
  5. Managing Exceptions on Fulfillment Requests
  6. Fulfillment Exceptions for Store Pickup Orders

Fulfillment Exceptions for Store Pickup Orders

You record exceptions for store pickup orders by entering fulfillment exceptions on the fulfillment request record. To view which fulfillment requests have exceptions, you must create a custom view of the Fulfillment Requests page – see Viewing a List of Fulfillment Requests with Exceptions.

Working with exceptions on fulfillment requests consists of the following steps:

  1. Store sales associates enter a picking type exception. See Entering Picking Fulfillment Exceptions.

  2. Customer service employees (or store employees) set fulfillment instructions to fulfill or not fulfill based on customer feedback. See Resolving Fulfillment Exceptions.

  3. Store associates confirm fulfillment instructions. See Confirming Fulfillment Exceptions.

  4. If the customer does not pick up the order, enter a pickup type exception. (No further actions are required after this.) See Entering Pickup Fulfillment Exceptions.

To record exceptions for shipping orders, reject the lines in the fulfillment request instead of entering a fulfillment exception – see Fulfillment Exceptions on Shipping Orders.

Viewing a List of Fulfillment Requests with Exceptions

To work with fulfillment requests for store pickup, you need to create a custom view of the Fulfillment Requests page. Add the Pickup Hold field to the list of columns shown on the page. The Pickup Hold field is used to indicate the status of a fulfillment request when exceptions have been entered for one or more line items. See Using the Pickup Hold Field for more information about the Pickup Hold field.

To create a custom view to show fulfillment requests with the Pickup Hold field:

  1. Go to Transactions > Sales > Manage Fulfillment Requests.

  2. Click Customize View.

  3. Click the More Options button.

  4. In the Search Title field, enter a name for the custom view.

  5. On the Criteria subtab, in the Standard sublist, add Type as a filter with its value set to Fulfillment Request.

  6. On the Results subtab, in the Columns sublist, add the Pickup Hold field to the list of fields.

  7. To specify a default sort order and column on the Fulfillment Requests page, select a field in the Sort By field. To sort in descending order, check the Descending box.

  8. To show the Pickup Hold field as a filter in the custom view:

    1. Click the Available Filters subtab.

    2. Add the Pickup Hold field to the list of fields in the Filter column.

  9. Add any other criteria, fields, or filters you want to be displayed in the custom view.

  10. Click Save.

Related Topics

General Notices