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Create fulfillment upon order finalization

SOLVEDby QuickBooksUpdated 1 month ago

Learn how to pack and fulfill orders using the automation tool in QuickBooks Commerce.

Automatically create fulfillments after finalizing a sales order using the automation tool. This template sets the order status to packed, and finalizes the shipping address, shipping date, billing address, and stock location. Here’s how to use it.

QuickBooks Commerce is no longer available for purchase as a stand-alone product.
The features referred to in this article are only relevant for customers who still have QuickBooks Commerce bundled with their QuickBooks Online subscription.
If you want to learn more about e-commerce accounting features that are part of QuickBooks Online, check out Accounting for e-commerce FAQ.

Edit the workflow template

You can edit the existing template instead of creating a new workflow. 

  1. Go to Sales Orders, then select Automation.
    Note: If you haven’t yet, you need to authorize the automation tool first to use the templates.
  2. Select the Templates tab.
  3. Find the template Create Fulfillment upon Order Finalization, then select Edit before using this template.
  4. Select an option from the Which Items to Pack ▼ dropdown menu. Make sure to pack either all line items or items with available stocks.
  5. Select Save.

The workflow runs after the sales order is paid. To check the sales orders affected by the workflow, select View in the Workflows tab. 

This will also appear in the order history column of the sales order page, as an action by the user who created the workflow.

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