how to partially mark order as fufuille don shiphero

Daniel Parker

2 min read

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18-01-2025

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How to Partially Mark an Order as Fulfilled in ShipHero

ShipHero's robust order management system allows for flexible fulfillment, including the ability to partially fulfill orders. This is particularly useful when certain items are out of stock, backordered, or require separate shipping arrangements. This guide will walk you through the process of partially marking an order as fulfilled in ShipHero.

Understanding Partial Fulfillment in ShipHero

Before diving into the steps, it's crucial to understand what constitutes a partial fulfillment. It means marking only some of the items in an order as shipped, leaving the remaining items to be fulfilled later. This keeps your inventory accurate and provides transparency to both your customers and your team regarding the order's status. The remaining items will show as pending in ShipHero until they are also marked as fulfilled.

Steps to Partially Mark an Order as Fulfilled:

1. Locate the Order: Navigate to the "Orders" section within your ShipHero dashboard. Use the search bar to quickly find the order you need to partially fulfill. You can search by order number, customer name, or other relevant criteria.

2. Open the Order Details: Once you've located the order, click on it to open the detailed view. This page will show all the items included in the order, their quantities, and their current fulfillment status.

3. Identify Items to Fulfill: Carefully review the order items. Determine which items are ready to ship. It is essential to have accurate inventory information to avoid discrepancies.

4. Mark Items as Fulfilled: ShipHero typically provides checkboxes or similar controls next to each item. Select the checkbox(es) corresponding to the items you're ready to ship. You can select multiple items at once if necessary.

5. Enter Tracking Information: Once you select the items, ShipHero will prompt you to enter the tracking information for the shipment. This is crucial for providing your customer with visibility into their order's journey. Accurately input the tracking number provided by your shipping carrier.

6. Confirm Partial Fulfillment: Before finalizing, double-check that you've selected the correct items and entered the correct tracking information. Review the order summary to ensure everything aligns. Then, click the "Save" or "Mark as Fulfilled" button (the exact wording may vary slightly depending on your ShipHero version).

7. Update Remaining Items (if needed): The remaining items in the order will still show as pending fulfillment. You can update their status and shipping information at a later date when they are ready to ship. You'll repeat steps 4-6 for those items when they are ready.

Important Considerations:

• Inventory Accuracy: Maintaining accurate inventory levels within ShipHero is paramount. Incorrect inventory data can lead to errors in partial fulfillment.

• Customer Communication: Consider proactively informing your customer about the partial shipment. This helps manage expectations and prevents unnecessary inquiries. ShipHero often has features to automate such notifications.

• Shipping Costs: Depending on your shipping strategy, partial fulfillment may affect shipping costs. Ensure you understand how this impacts your pricing and profitability.

Troubleshooting:

If you encounter any issues while attempting to partially fulfill an order, consult the ShipHero help documentation or contact their support team. Screenshots of the error or specific steps you've taken can be helpful in troubleshooting the problem.

By following these steps, you can efficiently manage partial order fulfillment in ShipHero, ensuring accuracy and maintaining a positive customer experience. Remember to always double-check your work to avoid any errors.