In-Store Sale Fulfillment

Fulfill partial or unfulfilled in-store sales and update their status.

Intro

• When a sale is created, it will appear in the In-store sales list which is found by navigating in Admin to Sales > In-store sales.
• When a sale that only includes special order products is completed, the default fulfillment status in the In-Store Sales list will be "Unfulfilled".

• When a sale that includes both special order and non-special-order products is completed, the default fulfillment status in the In-Store Sales list will be "Partial".
• Follow the steps below to fulfill unfulfilled sales, add off-line payments to Unpaid sales, and update the sale status.

Fulfill Special Order Items

• Paid sales for special order items will display as "Paid" and either "Unfulfilled" or "Partial" in the list view.

• Once the Special order items are added to a Purchase order and received, you can fulfill the sale.
• Click on the sale in the list you'd like to fulfill, then select "Fulfill Items" at the bottom of the Unfulfilled box.

• On the next screen select the Pickup in-store Fulfillment option, set the Quantity to fulfill, select a Pickup date and Pickup time (optional), and then click "Fulfill Items".

• In the sale details the item will now show as "Fulfilled" and "Ready for Pickup".

• After the items are picked up by your customer, set the sale status to COMPLETE.

Complete a Paid Sale

• Sales paid in full where no special order items are present are marked as Paid and Fulfilled in the In-Store Sales list.
• If the products on the sale have been fulfilled, change the status from NEW to COMPLETE.

• Once the sale status is changed to "COMPLETE", the sale will be removed from the Sales List as it no longer meets the default sales list view.

• • If you wish to view your completed sales, clear the default filters and filter by "Completed" sales.

Use Pay Later

• At this time, payment for sales and work orders where Pay Later is selected must be taken off-platform and recorded using the "Add off-line payment" button.

• This allows you to note that payment was taken off-platform.

Refunds & Exchanges

• To refund payments or exchange items, see our Help Center article on Refunds & Exchanges for In-store Sales.