Congratulations! You set up your E-commerce store and made your first sale give yourself a pat on the back. However, your journey is not over yet. Now it's time for you to send the client their product and fulfill the order.
Since you will be making lots of sales, keeping track of them might become complicated but your CRM has your back. You can keep track of all orders that have been placed and the details, and status of that order in one place. By fulfilling orders inside the system, you can keep the details easily accessible to you and your customers.
To start head over to the Orders tab inside of the Payments section. Here you will see all orders that have been placed.
Click the three dots Icon to open View Order, here you will find all the relevant order information.
Click on Fulfill Items. This will open a pop-up for you to add the fulfillment information.
In that window fill out the tracking number, carrier, and tracking link.
You have the option to toggle Notify Customer, this will send an email to the client with their order information.
Once completed click on Save, this will mark the order as Fulfilled inside the system.
Whenever you encounter an order for which you don't have all items in stock you can do a Partial Fulfillment. This allows you to retain customer satisfaction by not delaying the whole package for a missing piece, instead sending what you have in stock and following up later with the rest of the order.
In Fulfill items, choose the quantity of each item that needs to be fulfilled in this case. Follow the rest of the steps as mentioned in the previous section.
These orders will be marked as Partially Fulfilled, which allows you to access the order details and fulfill the rest of the order.
In the order details page, items that have been partially fulfilled will have their details listed. You can click on Fulfill Items to complete the order, the Items already sent will be subtracted from the list.
You might wonder why you go through this process. This feature will help you keep track of the status of your orders and the stock you have. You can use this to upsell related products or collect feedback from customers.
Overall, keeping track of the order fulfillment ensures you don't over or understock, your clients are happy with their service, and you have control over the next steps to take to market to your audience.
