Streamline the sales order process for nonprofit

How to create outlook signature

this video gives us a broad introduction to the concepts of sales order fulfillment a process you'll be doing in bright Poole all the time so what is sales order fulfillment it's the point at which you decide how to get the goods to your customer and this can be done in two ways either creating a Goods out note for a warehouse or a drop ship purchase order from A supplier but every sale containing inventory items needs to be fullfilled in one way or another so we take the sales order on the left hand side and we fulfill which is the Green Arrow to create the shipment or a Goods out note different words for the same thing the shipment is then transferred to the carrier where you type in the address details and then the carrier delivers the goods to the customer it's the shipment that you print pick pack and ship and there's a separate video that goes into shipment processing in much more detail one of the reasons we have this separate stage is to allow you to fulfill a sales order in multiple stages so perhaps as in this example from two different warehouses Warehouse 1 and Warehouse 2 or maybe at two different times so you've got half the goods now which can ship and then half later there's also the ability to create a drop ship purchase order for the sale and you could do this for items that are out of stock or always drop ship you send that drop ship purchase order to the supplier who then sends the goods to the customer so when you're working with sales orders in briole you need to see which ones are fulfilled and which ones are not fulfilled and here you can see three colored icons the white one indicating a sale has not yet been fulfilled the blue one indicating it's been part fulfilled and the green one saying that it's all fulfilled and it can be fulfilled either from a drop ship purchase order or a Goods out note fulfilling by creating a Goods out note effectively hands the process over to your Warehouse team and they work through a list of goods out notes you can see these in your bright pear account by going sales Goods out notes due to ship the creation of the goods out note also decreases onhand inventory Levels by allocating inventory to that particular sales order if the sale already had inventory allocated to it of course there'll be no change and you can see when inventory is been allocated to a Goods out note by clicking the allocated figure on the product list dropping into the allocations tab where we can see under the reference column that these two allocations are due to Goods out notes the bottom one sale 46 5 the first Goods out note and the top one sale 10867 is the second Goods out note for that particular sale this Goods out note is open it's not been processed yet and the second Goods out note is in progress so it's either been printed picked or packed when you ship a Goods out note this is the point at which items are removed from inventory it also creates the cost of sale accounting entries updates the sales order ship status and if you've got any integrated sales channels it also updates those with a tracking reference and the ship stage of a Goods out note is irreversible so once it's shipped it's gone here we can see an example of a Goods out note for order 1463 we can see the four different stages involved in processing it print pick pack and ship okay so there are a number of different ways to fulfill a sales order you can fulfill from your own Warehouse in one Consignment from your own Warehouse in multiple Consignments from more than one Warehouse you can drop ship directly from supplier or you can ship from an outsourced three 3pl warehouse and that's third party Logistics and finally the goods could be fulfilled by being picked up by the customer directly and to see how to fulfill orders in bright Poole watch the following videos we've got fulfillment batch fulfillment Drop Shipping dealing with items out of stock working with sales order statuses and then two videos on shipment processing and that completes the introduction to sales order fulfillment