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Fulfillments

Orders → Fulfillments is where you run the day's dispatch. Each warehouse's share of a sales order becomes a fulfillment order here, and you move it toward shipped on the Orders Board, in the list, or by handing it to your 3PL. Start with how the five lifecycles work, then work the board and the list, and keep the two references for lookups.

To…Go to…
understand the five fulfillment lifecycles and how each one shipsHow fulfillment lifecycles work
look up what each fulfillment status and board stage meansFulfillment status reference
look up the list's columns, filters, and Edit Details optionsFulfillment orders list reference

Set up dispatch​

Decide which warehouses dispatch on their own, require signatures on delivery, and flag problem shipping addresses. Start at Set up dispatch.

To…Go to…
choose which warehouses dispatch orders on their own, which shipping methods wait for you, and what happens when a sent order changesSet up fulfillment dispatch
make a fulfillment order need a signature on delivery, from a Shopify tag or by handRequire a signature on delivery
flag risky shipping addresses on orders and packing slips before you shipFlag problem shipping addresses

Work fulfillments​

Run the fulfillment board, work the fulfillment orders list, dispatch to a provider, and track shipments. Start at Work fulfillments.

To…Go to…
run the day's dispatch from the fulfillment boardWork the fulfillment board
filter the fulfillment orders list and check an order's progressBrowse & work fulfillment orders
send or release a fulfillment order to your 3PL, see which provider will ship it, and route shipping methods to different providersDispatch to a fulfillment provider
see every shipment, with tracking and cost, across all ordersTrack shipments

Who can do this: each fulfillment order action has its own permission, and locked actions show which one they need. See Control who can act on fulfillment orders.

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