Merchants can allocate Fulfillment Priority for orders in the “To Process” and “To Ship” status. By setting up a Fulfillment Priority rule, the system will lock the inventory for top priority orders and ensure the fulfillment according to the current inventory level.
In addition, merchants can also check the Stock Status and Locked Inventory Status of the orders in the “Order Fulfillment Priority” page.
How to Enable Order Fulfillment Priority?
STEP1. Go to [Application] > [Application center] of menu bar, click [Order fulfillment] > [Installations] > [Authorize and install]
After the installation is complete, the system will add "" under the "Orders" column in the menu bar.
STEP2. Click "Use now", the system will automatically jump to the "Orders" > "" interface.
STEP3. After clicking "Enable Order Fulfillment Priority" and setting up the fulfillment priority, you can start order fulfillment.
There are two fulfillment priority rules available:
- Allocate fulfillment priority by order paid time.
- Allocate fulfillment priority by In-stock Product Ratio. (When the In-stock Product Ratios are the same, fulfillment priority will be given to orders with earlier paid time.)
Modify distribution rule settings
On the "Order Fulfillment Priority" interface, click "Fulfillment rule setting" to modify it.
Notes on Order Fulfillment Priority feature statuses:
- After enabling the feature, all connected SKUs in all orders will be allocated with stock based on the chosen fulfillment priority rule.
- Merchants won’t be able to disable the feature, if there are orders still being allocated or there are allocated orders still in the process of shipping. It is necessary to cancel all allocation progress in order to disable the feature.
- After modifying the fulfillment priority rule, only orders created after the modification will be applied to the newly changed rule. Old orders that haven’t been allocated will still follow the previous rule.
Please note: Because there is no paid time information in Lazada and COD orders, the system will use their order created time to allocate the available stock instead.
How to Use Order Fulfillment Priority?
After enabling the Order Fulfillment Priority, enter “Order > Order Fulfillment Priority.” Merchants can allocate stock for all orders as well as allocate stock for one specific order.
Allocate for all orders: Click the button “Start allocation” in the top-right corner. System will allocate stock for all orders that haven’t been allocated yet in the account.
Allocate/Cancel allocation for one specific order: In the “Actions” field, click “Allocate” to allocate stock for a single order. Merchants can also unlock the inventory and release the product stock from an order by clicking “Cancel Allocation.”
Priority Allocation Status
After enabling the feature, there will be “Priority Allocation Status” shown in the order list header. In this column, it will display the allocation progress of an order. The following will explain the status meanings:
- Unallocated: Orders will be in this status when the ordered SKUs are all connected and synced right after the feature is enabled without starting allocation.
- Partially allocated: Some of the SKUs in the order have been allocated. The allocation progress will be calculated in percentages. By clicking the percentage, merchants can check how many stock quantities the SKU lacked.
- Completed: All SKUs in an order have been allocated with stock.
- Allocation not required: SKUs in the order are not connected with any ShopHub SKUs
Notes:
- If the SKUs in the order are not connected with any ShopHub SKUs, it means that their stocks are not tracked in the ShopHub Inventory > Warehouse Stock. In this case, only when the available unlocked stock is enough, will it be possible to ship the order with unconnected SKUs.
- If the SKUs in the order are connected with ShopHub SKUs, but their Warehouse Stock quantity is not yet set up, the system will mark the SKU as zero stock (Stock Status will be “Out of Stock”).
- If the connection status of the SKUs in an order is “Abnormal,” then ShopHub will use the stock count of the previous connected ShopHub SKU to allocate the stock for the order.
- After enabling Order Fulfillment Priority, the “Stock” status column will be hidden.
Locked Inventory
After enabling Order Fulfillment Priority, allocated product stocks will be locked. In “Inventory > Warehouse Stock,” there will be a “Locked Inventory” column. It will show the sum of the SKU’s allocated stock quantities.
For example,
If there are three orders of product A, each of them respectively orders 2 units of product A. And three of the orders are completely allocated. Then, the “Locked Inventory” of product A will be 3*2 = 6 units.
By clicking the quantity shown in the “Locked Inventory” column, there will be a pop-up showing all the orders that contain this product. Merchants can click “Cancel Allocation” to release the locked stock for this SKU that was allocated to those orders.
Please note:
- After enabling the Order Fulfillment Priority, it won’t be possible to edit the Warehouse Stock quantity in any ways during the allocation process. Only after the allocation for the orders is done can merchants proceed to adjust the Warehouse Stock quantity.
- When Order Fulfillment Priority is disabled, merchants won’t be able to edit the Warehouse Stock of a SKU which is in the process of shipping. They will be able to edit it after the shipping process finishes.
After enabling the Order Fulfillment Priority, a new filter option “Modify Locked Inventory” will also be available in “Inventory > Operation Log.” If merchants delete SKUs or modify product connections, the system will recalculate the allocation ratio of the “To Process” and “To Ship” orders that contain the corresponding ShopHub SKUs.
Update Order Information At the Channel Store Side
If merchants modify the product quantity or product in an order at the SHOPLINE admin panel, after ShopHub syncs the orders, the order’s “Priority Allocation Status” will be “Not yet been allocated.” If the order had been allocated before the update from the SHOPLINE side, the locked stock will be returned to “Warehouse Stock” count. Merchants will also have to re-allocate the updated order.
Note:
- Merchants won’t be able to ship the order if any of the SKUs in the order are out of stock or have insufficient stock. Only when the inventory level is sufficient enough for all SKUs can the merchants proceed to ship and fulfill the order.
- If there are unconnected SKUs in the order, the system will see them as “In Stock” products during the order allocation process.
- If there are connected SKUs with unset Warehouse Stock quantities, the system will see them as “Out of Stock” products (equivalent to 0 Warehouse Stock count).
- If orders contain SKUs with abnormal connections, the system will follow the old connection and allocate the order based on the old connected ShopHub SKU’s Warehouse Stock count.
Disable order fulfillment
Click "Fulfillment rule setting" and click "Disable Function" in the pop-up window to disable the order fulfillment function.
- Note:
1. The deactivation function will not delete historical data, but only suspend the distribution of the current order, and clear the distribution progress of all orders
2. After deactivation, the "Order Fulfillment Priority" column will remain below the "Orders" column. Click "Enable Order Fulfillment Priority" to reopen
Uninstall order fulfillment
Go to [Application] > [Application center] > [Order fulfillment] interface, click [Uninstall] to remove the [Order fulfillment] plugin
- Note:
1. Uninstall after disabling the order fulfillment function
2. After uninstalling, the historical data in the order distribution plugin will be cleared
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