Order Fulfillment is the pick/pack/ship queue. It shows every confirmed sales order that hasn’t been fully shipped yet, so your warehouse or counter staff knows what to work on next.

How to get there #

Menu: Customers → Order Fulfillment
Direct URL pattern: https://yourdomain.com/?bizRt=phreebooks/fulfillment/fulfillMain

What you see #

One row per open sales order, sorted by promise date. Typical columns:

• Order # — the SO number.
• Order Date — when the customer placed it.
• Promise Date — the date you committed to deliver or pickup.
• Customer — who it’s for.
• Items / Qty — number of lines and total quantity on the order.
• Status — Unshipped (yellow) or Partial (if some lines shipped but not all).

The Search box at the top narrows by customer name or order number.

Working an order #

1. Click the order to open the fulfillment view.
2. Review the line items. Each line shows ordered qty vs. on-hand qty so you can flag shortages before picking.
3. Mark items picked (or print the pick list from the Print menu).
4. When the goods are ready to ship, click Ship. Bizuno:
   • creates the shipment record,
   • relieves the shipped quantities from inventory,
   • and — if the order is fully shipped — moves it to Copy to Invoice so you can post the sale.
5. For partial shipments, the order stays in the queue with the remaining open quantity.

Printing pick and pack documents #

From the row’s action menu or from inside the order:

• Pick List — a warehouse-friendly list sorted by bin location (if you set bins under Inventory).
• Packing Slip — goes in the box. Shows item names and quantities but not prices.
• Shipping Label — if you’ve connected a shipping gateway (ShipStation, EasyPost, etc.) under Admin → Integrations.

Important: Shipping an order relieves inventory immediately, even before the invoice is posted. If you ship in error, use the order’s Action menu to Reverse Shipment; that puts the stock back and returns the order to Unshipped.

Tips for Ridgeline Cycles #

• Sort the queue by Promise Date first thing in the morning — anything past today is either late or at risk.
• Check the Items count on large orders and match it to your build list before starting a custom build.
• Use Partial Ship when a special-order part is on back-order — you can send the customer the in-stock parts immediately and keep the open line for the missing item.

Where to go next #

• Sales Manager — post the invoice once the order is fully shipped.
• Returns Manager — handle a shipment that came back.
• Inventory → Stock Levels — resolve the red-flag shortages before picking.