You are here: Commerce Manager > Order Management > Order Workflow > Fulfilling an Order

Fulfilling an Order

Once the Purchase Order form is completed, the order fulfillment process begins. This means that the payment will be cleared and the order will be released for packing and shipping.

The order form consists of five sections:

Tab Name	Description
Summary	Displays an overview of the order, including the customer information, billing address, and other data. From here you can cancel orders, edit information, and place an order on hold.
Details	Displays the shipment details, including shipment status, items to be shipped, and a list of applied discounts/coupons. Returns/Exchanges are also created here.
Payments	You can create and assign payments to the order here. Payments are automatically processed when saved.
Returns	Displays the details of a return, if made.
Notes	Displays the notes attached to the order. Notes are automatically logged when certain events occur within the order (e.g. the shipment status changed)

Processing the Order, Submitting a Payment, and Releasing to Shipping

The basic workflow from purchase order to shipping is done this way.

Add a payment to the order.
Enter the amount of the payment. The Amount field auto-populates the value of the total order, including shipping costs. However, you can change the value of the payment (useful for splitting payments between two or more payment methods at the request of the customer).
Select the Payment Method from the drop-down list.
Click OK. The order goes into Edit Mode.

Note: When in Edit Mode, you can add more payments to the order. However, once you click Save, you finalize the payment. This means that you cannot add or delete any further payments.
Once you have finished adding one or more payments, click Save to exit Edit Mode and save your changes. The payment gets automatically processed for the amount specified.
Check the Details tab. You will see that the Shipment Status has changed to "Awaiting Inventory." Once the availability of the item has been determined, click on Release Shipment to release the order to your shipping department.
By clicking on Release shipment, the status changes to "Released." For further processing of the order, your shipping department will go to Order Management > Shipment.

If you click Cancel shipment, you will end up canceling the entire order. (At the moment, there is no way to undo the cancellation, so you must be careful.)

Canceling an Order

Under the Summary tab, click on Cancel Order. This will completely cancel the order. The status of the order changes to "Canceled."

The cancellation of the order will be logged under the Notes tab.