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Fulfillments Guide

Modified on Fri, 17 Nov 2023 at 12:14 PM

A Fulfillment is an Order for a Product that has a paid Invoice and needs to be shipped/delivered. This is usually associated with a Physical Product and Shipping; However, it can be used with non-physical products as well (for example, software licenses). Using Fulfillments with Physical Products allows you to automatically create shipping labels that you can print out and use to ship your product. Fulfillments are closely tied to the Inventory system as well.

Requirements:

  • An active ClickFunnels 2.0 account
  • A Product
  • A paid Invoice for an Order for the Product
  • Optionally, Shipping configured (for automatic label creation with Physical Products)

TABLE OF CONTENTS


Configure Shipping (optional):

If you are selling and fulfilling Orders for a Physical Product that requires Shipping, and you want to generate the shipping label from ClickFunnels, you must have your Shipping settings configured in your Workspace.

Please see our documentation on Shipping (article coming soon) for more information.

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Enable Fulfillment Requirement:

To begin using Fulfillments, you must turn on the “Fulfillment Required” setting for the Product.

  1. Access the Product Settings. For step-by-step instructions, see the “Edit an Existing Product” section of “ How to Manage Products”.

  2. From the Product Settings, check the box labeled “Fulfillment Required”.

    Important Note: When the product includes Variants, the “Inventory & Shipping” changes to “Shipping.” Inventory (SKU and Fulfillment requirement) is managed on each Variant individually.




  3. With Fulfillment enabled, you will see the following options:
    • Track Quantity: Use the Inventory (article coming soon) system to track stock and availability of the Product.
    • Don’t Track Quantity: Don’t track stock and availability.

Example:


  1. When tracking the quantity, the following information is counted:
    • On-hand:  Each Location (article coming soon) will be listed with their individual total inventory minus the number of “fulfilled” Orders from that location for the Product.
    • Committed: The committed quantity is the number of Orders for the Product with paid Invoices that are still “unfulfilled.”
    • Available: The available quantity is the total on-hand quantity minus the committed quantity. This indicates the amount of inventory you have available to sell that you can still fulfill.


Example:

Tip: Click “Inventory History” to see all events and corresponding adjustments made to the quantities.


  1. You will also have the option to continue selling when you run out of stock.
    Example:

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Fulfilling an Order:

When an order is placed for a Product with the Fulfillment requirement enabled, and the invoice for the Order is paid, you can handle the Fulfillment for that Order in the Order details.

Accessing an Order Pending Fulfillment:

  1. Click on “Orders” from the left navigation menu.


  2. Click on “Invoices” from the submenu.


  3. Click on the “Pending Fulfillment” tab.


  4. Click the “Order Number” to access the Order details associated with the invoice.
    Example:


  5. Scroll down to the “Fulfillments” section.
    Example:


  6. There will be an option to “Fulfill Items” here. If this is an Order for a Physical Product and the Workspace’s Shipping settings are configured, there will also be an option to “Create Shipping Label.”
    • Fulfill Items: The Fulfill Items button allows you to fulfill the Order manually. This option will always be available for any Product, even if it is a Digital Product or you do not have Shipping settings configured.


    • Create Shipping Label: The Create Shipping Label button is only available if you have configured Shipping settings and this is a Physical Product. It allows you to create a shipping label and fulfill the Order simultaneously.



Fulfill Items (Manual):

  1. Ensure the Shipping Address and “Fulfilled From” location is configured for your needs. If this is a non-physical product, this can be empty.

    Important Note: You can only fulfill an order for a Physical Product if the Location and Order have a valid Address.


    Example:


  2. Change the Fulfillment location by selecting from your configured Locations in the dropdown menu if needed.
    Example:


  3. Ensure the listed items and quantities are correct.
    Example:


  4. (Optional) Manually enter the Shipping Informationyou used for this Order.
    • Shipping Provider: Manually type in the provider or service that will ship and deliver the product to the customer.
    • Tracking Code: Manually type in the tracking code obtained from the shipping provider or service.
    • Tracking URL: Manually type in the tracking URL obtained from the shipping provider or service.

Example:


  1. Choose to send an “Order Fulfilled” email to the customer.
    Example:


  2. When ready, click the “Create Fulfillment” button.



Create Shipping Label:

  1. Ensure the customer's Shipping Address and your “Fulfilled From” shipping location is configured for your needs.

    Important Note: You can only fulfill an order for a Physical Product if the Location and Order have a valid Address.


    Example:


  2. Change the Fulfillment location by selecting from your configured Locations in the dropdown menu if needed.
    Example:


  3. Ensure the listed items and quantities are correct.
    Example:


  4. Select the Package you wish to use for this Order and ensure the weight, date, and label options are accurate.
    Example:


  5. Choose to send an “Order Fulfilled” email to the customer.
    Example:


  6. Select which Shipping Option you wish to use from the list. At a minimum, you should choose one that meets the customer’s selection.
    Example:


  7. Click the “Purchase Label” button.
    Example:


  8. Confirm the label information and carefully read the agreement and the amount your Shippo account will be charged.
    Example:


  9. Click the “Confirm Purchase” button to continue.
    Example:


  10. The Fulfillment will be marked completed with the selected shipping information automatically populated. Click the “Download Label” button to download your printable shipping label.
    Example:


  11. When finished, click the “Done” button.
    Example:

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Additional Information:

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