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Order Fulfilment (Video Tutorial Included)

  • Updated

Once an order is received, it is in the pending stage until accepted/ rejected. Before accepting an order, do ensure to check your inventory and serviceability of customer’s address under delivery details. You can view pending orders by clicking on 'My Orders' and navigating to 'Pending' tab.

In this article we will cover:

How do I fulfil an in-store pick up order?

How do I fulfil a home delivery order?

How do I fulfil an in-store pick up order?

  1. Click on order details.
  2. Check the customer details section on the order to identify whether it is a customer-self-pick up order or a home delivery order.
  3. Accordingly, click on the ‘Accept Order’ button.
  4. After packing the product (if needed), mark the product as 'Ready for pick up'.
  5. Mark the order as 'Picked up' when the customer has received the order.
  6. Share the invoice with the customer by clicking the ‘Share invoice’ button

What should I do after receiving a home delivery order?

  1. Confirm that you wish to accept the order by clicking on the ‘Yes. accept order’ button
  2. Click on the ‘Ship Order’ button to process the order.
  3. Select either self-ship or courier partner for delivering the order.
  4. In case you want to deliver using a courier partner, you will be routed to the ShipRocket dashboard.
  5. Select pick up address and product details such as package dimensions. Next, select a courier partner from the list of available options. To understand how to deliver an order using Shiprocket, click here.
  6. Mark the order as 'Delivered' when the customer has received the order.
  7. Share the invoice with the customer by clicking the ‘Share invoice’ button.

Note: For a home delivery order, you can fulfil the order either via your own courier partner or Shiprocket. Mark the order as ‘Shipped’ after it has been dispatched to a customer and ‘Delivered’ once the order has been delivered.

To track the status of a shipped order, click on ‘Track’ on the order details page.

Note: We currently do not allow a customer to return the product from the Smartbiz store front. In case you want to accept a return, you will need to reach out and coordinate with the customer directly.