The Fulfillment tab The Fulfillment tab is where you record order fulfillments for purchase items in your POs. Approved POs will appear in the "Outstanding POs" list until they have been fully fulfilled, at which point they will appear in the "Fulfilled POs" list. Each purchase item within a PO may have more than one fulfillment associated with it. For example, if the purchase item specified five units of a product, and you only received four units in one shipment, you would need to create a fulfillment record for the four that have been received. Later you would need to create another fulfillment record for the last unit when it is received. To create a fulfillment: 1. Click on the "Fulfillment" tab. 2. Click on the "Outstanding POs" tab. 3. Click on the PO number of the PO containing the purchase items that have been fulfilled. 4. Select the purchase items that have been fulfilled, and the quantity fulfilled. 5. Click on the "Next" button. 6. In the "New fulfillment" dialog box, select the carrier that delivered the items. Enter the date of the fulfillment and the waybill (receipt) number associated with the delivery. 7. Enter any notes, if desired. 8. Click on the "Create fulfillment" button. You will see a message saying, "The fulfillment was saved." |
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