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Fulfillment Accounts

Fulfillment accounts are the customers (or other entities) you fulfill items to.

Manage fulfillment accounts

Section titled “Manage fulfillment accounts”

Use Fulfillment Accounts to:

  • Create fulfillment accounts
  • Edit account details
  • Deactivate accounts
  • Manage each account’s locations

Use Manage sales channels on this page to control available sales channels.

Fulfillment account locations

Section titled “Fulfillment account locations”

A fulfillment account can have multiple locations, each with independent order schedules.

Within a location, you can manage:

  • Orders
  • Order blackouts
  • Location details

Order quantities/prices cascade forward until changed.

By default, all fulfillment accounts have one location that can be renamed, but not deleted.

Orders
Section titled “Orders”

This is where you can administer the location’s orders for a selected date range. It has actions for including a new item, and changing item quantities and prices for orders.

If you use client order-management access, submitted changes stay pending until you review them. See Order amendment requests.

To see a change log of all order assignments for an item, select “See all assignments” in the item row’s action menu.

Order blackouts
Section titled “Order blackouts”

This is where you can administer blackout periods on the location’s orders. It has actions for adding a new blackout, editing an existing blackout, and deleting a blackout.

Deleting a fulfillment account location

Deleting a location makes it unavailable for future order assignments, but the location and it’s orders will still be visible in past fulfillment schedules. Any future items scheduled to be fulfilled to the location will cease the day after deletion.

Invoicing behavior

Section titled “Invoicing behavior”

For accounts with multiple locations, choose one of two invoice grouping rules:

  • Include all locations in one invoice
  • Create a separate invoice for each location

See Multi-location grouping rules.

Import from Square

Section titled “Import from Square”

Use Create fulfillment account -> Import from Square.

  • Search or browse Square customers
  • Select records
  • Click Import fulfillment accounts

Square invoice flows require each fulfillment account to be linked to a Square customer profile.

Import from QuickBooks

Section titled “Import from QuickBooks”

Use Create fulfillment account -> Import from QuickBooks.

  • Browse QuickBooks customers
  • Select records
  • Click Import fulfillment accounts

For integration prerequisites and failures, see Integrations.

Next step

Section titled “Next step”