1. Orders
  2. How To Use Order Fulfillment Assistant

How To Use Order Fulfillment Assistant

1. Introduction
2. Order Fulfillment Assistant Settings
3. Scan Orders Using Order Fulfillment Assistant
4. Additional Information

1. Introduction

Careful checking also helps to minimize your business loss by reducing human errors before you send out your parcels for delivery.

With SiteGiant Order Fulfillment Assistant, you are able to cross-check your marketplace order statuses before you start packing and an error message will be triggered upon scanning the wrong items for the order. You can also track and award your staff’s performance by checking the number of orders packed and the efficiency of your staff.


2. Order Fulfillment Assistant Settings

Step 1: Navigate to Orders > Fulfillment > Order Fulfillment Assistant.

Step 2: For the first-time user, click on the Settings icon at the top right to configure the Order Fulfillment Assistant Settings.

Step 3: Configure the General Settings.

1. Scan Order: Set the default cursor focused for orders scanning (By Tracking Number, Marketplace Order ID or Order ID).

2. Scan Item: Enable to allow the scanning of item to double-check the correct items are picked (By SiteGiant iSKU, UPC or Marketplace SKU).

3. Set "Ready To Ship" to Lazada Order: Auto update Lazada order status from "Packed" to "Ready To Ship" status when scanning the order.

4. Show Bundle Kit Items: Enable to list down the individual items in a kit.

5. Order Info Retrieved From: It is recommended to choose Marketplace as it will get the latest order information directly from marketplaces when scanning the order. If choose SiteGiant, it will retrieve the order information from SiteGiant.

6. Insert Serial Number: Enable to key in serial number for the item upon scanning. You can set whether by Default (can skip any item), Optional (based on the inventory item setting) or Force All (all items must insert serial number).

7. Show Packing Note: Enable to show packing note.

8. Show Buyer Comment: Enable to show buyer comment of the order.

9. Quick Item Fulfillment: Enable to allow bypass scanning items with multiple quantities. Choose whether it is required to scan at least 1 quantity of the item before bypassing the scanning.

10. Set "Ready To Ship" to Zalora Order: Auto update Zalora order status from "Packed" to "Ready To Ship" status when scanning the order.

11. Invoice Format: Select either general template or order processing as the invoice format.

12. Auto move to Pending Pickup tab: Upon scanning the orders, they will automatically move to the “Pending Pickup” status. (Except for Lazada/ Zalora)

13. Item Display: Set it to display either marketplace products or inventory items.

Step 4: You can set the Live Monitor Display Settings to monitor the performance of the packer. (optional)

Step 5: Click the Save button on top to save the settings.


3. Scan Orders Using Order Fulfillment Assistant

Step 1: Scan or insert the Tracking Number on Shipping Label/ Marketplace Order ID/ Order ID.

Step 2: The order details and products will be shown > if Scan Item is enabled, you may scan the item SKU/ UPC/ iSKU to double-check correct items are being picked > scan the serial number if it is enabled in the settings.

Step 3: A warning message with a beep sound will appear if the order is scanned before. Under Scan History, you may also identify the other user who has scanned the order previously.

Step 4: If the order has already been cancelled, the warning message will be shown.


📝Additional Information

1. Order Fulfillment Report

Step 1: Go to Reporting > click on View Report of the user to view details about the fulfillment done by the user.

2. Live Monitor Staff Performance

Step 1: You can click on the View Live Monitor button.

Step 2: Single view shows the live tracking details in a single display.

Step 3: Combo view shows the live tracking details in 2 different display options (compare performance by total amount, daily, weekly or monthly).

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