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The Fulfillment tab
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The Fulfillment tab is where you record order fulfillments for purchase items in your POs.
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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.
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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.
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To create a fulfillment:
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1. Click on the "Fulfillment" tab.
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2. Click on the "Outstanding POs" tab.
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3. Click on the PO number of the PO containing the purchase items that have been fulfilled.
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4. Select the purchase items that have been fulfilled, and the quantity fulfilled.
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5. Click on the "Next" button.
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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.
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7. Enter any notes, if desired.
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8. Click on the "Create fulfillment" button.
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You will see a message saying, "The fulfillment was saved."
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