Our Fulfilment Dashboard is specifically designed to enhance the online shopping experience for customers while streamlining the in-house order fulfillment process. Orders placed online through the eCommerce engine are fed to the Fulfillment dashboard where employees can walk through the process of verifying recommendations and IDs, processing orders, and preparing them for pick-up or delivery. 

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• Filters, Search, and Sort
• Dashboard Settings
• Order Cards
• Order Status Columns
• Order Updates and Tracking

NOTE: Creating a memorable and high-quality eCommerce experience begins by configuring your shop’s online menu and order fulfillment preferences. The configurations you set will determine how your online menu looks, what types of orders will appear on the Fulfillment dashboard, how and when you communicate with customers, and much more. To set your desired eCommerce more navigate to Configurations > Config Page > eCommerce. 

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Filters, Search, and Sort

Across the top of the Fulfillment dashboard are tools to help you sort or locate pending orders. 

Filters

Click the Filter button to the right of the Search box to open the filer sidebar. Check any boxes to apply that filter.

• Order Type
• Channel (Shows orders submitted via the selected method)
• Payment Status
• Order Status
• Delivery Sync (Shows orders with the selected Onfleet sync status)
• Order with Item in Location (Shows orders that have inventory from the selected location)
• Customer Type

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Search

Use the search bar to look up orders by a variety of criteria.

• Customer Details: Name, Phone Number, Driver License Number, Email Address
• Product Details: Brand Name, Product Name, Barcode
• Order Details: Ticket ID #

You can also scan the barcode at the bottom of receipts into the search bar to save time and effort.

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Sort

Order cards can be sorted by the following criteria. Tap any sort button to apply it, and tap it again to reverse the sort. 

• Total Time: Sort by the total amount of time since the order was created.
• Time In Status: Sort by the amount of time the order has been in its current status.
• Total Amount: Sort by the total cost of the order.

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Dashboard Settings

You can customize the display and behavior of the dashboard by clicking the Settings button in the upper right-hand corner to open the settings sidebar.

Notifications

• New Order Sound: Toggle this on to enable a chime when a new order is submitted. 
  TIP: The notification will not sound for any new orders that have been filtered out of the display. 
• Order Changing Status: Toggle this on to enable a visual notification when the number of orders in a status column changes. In the example below, notice how the order count in the 'Awaiting Processing' and 'In Process' columns flashes when Charles Bennett's order changes statuses.
  TIP: This feature is particularly helpful when multiple employees are fulfilling orders simultaneously, to stay aware of changes to order statuses performed by other team members. 

View

• Compact Cards: Toggle this on to display a reduced card view, useful for when you'd like to see more orders on the screen.

• Hide Location Filter: Toggle this on to hide the 'Order with Item in Location' filter from the list of available filters.
  Tip: This allows a cleaner filter view for shops with a large number of inventory locations.
• Hide Customer Type Filter and Badges: Toggle this on to hide the Medical badges from the order cards, and the Customer Type filter from the list of available filters.

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Order Cards

Once a customer places an order online, it will populate on the Fulfillment dashboard. Each order is shown on the Fulfillment Dashboard as a different card. Clicking on an order card will open the order details, customer information, and specific actions you can take on that order — like editing the order or pushing it on to the next stage in the fulfillment process.

NOTE: You can configure which order types on the Fulfillment screen to best suit your store’s needs for tracking and completing orders. Navigate to Configurations > Config Page > eCommerce > Saved Sales Fulfillment > Ticket Types. 

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Card Colors

The stripe color on the left-hand side of the cards corresponds to the type of order: Delivery, Express, In-Store, or Pick-Up. 

• Blue: In-Store orders are traditional “walk-up” orders that originate when a customer enters the store and starts an order. 
• Green: Delivery orders are typically placed online or over the phone, and then delivered by the dispensary to a location specified by the customer.
• Yellow: Pick-up orders are typically placed online or over the phone and prepared by the dispensary in advance of the customer arriving at the shop.
• Red: Express orders are used to expedite the processing time for in-store orders. For example, when a customer already knows what they want and don’t need to consult with a budtender. 

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Card Badges

All cards show a variety of small badges so you can easily reference details about the order. 

• Authorized Status: Displays a yellow AUTHORIZED badge if the order was successfully verified by a third party who checks the status of the customer’s bank account to ensure the account is active and funded.
• Paid/Unpaid Status: Displays a green PAID badge if the order is prepaid, or a gray UNPAID badge if the order's payment is still outstanding.
• OnFleet Send Status: Displays a green truck badge if the order is successfully synced with Onfleet, or a red truck badge if the order encountered an Onfleet sync error.
• Customer Type: Displays a red Medical badge on orders for Medical customers. 
  TIP: You can hide the customer badges by clicking Settings and turning the 'Hide Customer Type Filter and Badges' toggle on. 
• New Customer: Displays a purple NEW badge on orders for a customer that hasn't made a purchase before.
• Customer Warnings: Displays a red BANNED badge on orders for customers who have been banned in Customer Management, and an orange WARN badge on orders for customers who have warnings on their profile.

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Order Status Columns

There are 6 main order status columns that relate to how far along an order is in the fulfillment process. At the top of each column is a count of how many orders are in that column's stage. The stage a card is in determines the actions you can take on the order. 

NOTE: Once the order reached ‘Awaiting Processing, the ‘Saved Sales’ view on SellTreez can be used in the same way as the Fulfillment dashboard to move orders through the process. Any adjustments to an order’s contents or status will be reflected on each of these pages simultaneously. 

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Verification Pending

The first time a customer places an online order, they’ll be required to create an eCommerce account and upload any necessary documentation, regardless of whether they’ve made a physical purchase in your shop before or not. 

Orders from new online customers will populate in the ‘Verification Pending’ column on the Fulfillment dashboard and the Customer Management Queue for verification. Once the Intake team verifies the profile in Customer Management, their order will automatically be pushed into the ‘Awaiting Processing’ stage on the Fulfillment dashboard.

TIP: eCommerce orders from verified customers will go directly to the ‘Awaiting Processing’ column.

Card Actions

• Remove Order: Opens a remove order modal where you’ll select a cancellation reason from the list and send the customer a message notifying them the order was canceled. Order removal reasons are configurable and can be created by navigating to Configurations > Config Page > eCommerce > General Requirements > Deleted Order Reasons. 
• Verify Customer: Opens the customer's profile in a new Customer Management tab. 

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Awaiting Processing

This stage acts as a new order queue, so you know exactly how many and what types of orders are awaiting fulfillment. To select an order for processing, click on it and tap Select for Processing.

As soon as an order reaches the ‘Awaiting Processing’ stage, it will also appear under the ‘View Saved Sales’ section of SellTreez.

Card Actions

• Remove Order: Opens a remove order modal where you’ll select a cancellation reason from the list and send the customer a message notifying them the order was canceled. Order removal reasons are configurable and can be created by navigating to Configurations > Config Page > eCommerce > General Requirements > Deleted Order Reasons. 
• Edit Order: Opens the order in a new SellTreez Tab. Then, tap Edit to adjust the order details.
• Print Order: Opens a modal where you can print the order receipt or a customer label.

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In Process

Orders that have been selected for processing will populate in the ‘In Process’ column. This is the stage where an order is being prepared and assembled for pick-up or delivery.

As you assemble the items, tap the + icon on each item's row or scan its label to add the item to the order.

When you've finished adding all the items to an order, tap the Complete Processing button.

If an order is selected for processing accidentally, you can use the Push Back button to send the order back into the previous stage.
TIP: Pushing an order back to the previous stage will reset your product fulfillment progress. This means, if you've begun scanning products and filling an order, this information will be wiped, and you'll need to start again once the order moves back into the 'In Process' column. 

Card Actions

• Edit Order: opens the order in a new SellTreez Tab. Then, tap Edit to adjust the order details.
• Print Order: opens a modal where you can print the order receipt or a customer label.

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Packed & Ready

This column includes all orders ready for pick up or delivery. When clicking into an order, the type will determine what actions are available to you.

• For pick-up orders (In-Store, Pick-up, Express): clicking into the order will allow you to Push Back the order to the previous stage, or Complete Transaction which will open the order in SellTreez so a sales associate can collect payment.
• For delivery orders: Clicking into the order will allow you to Push Back the order to the previous stage or send the order into the Out for Delivery column, and should occur when the delivery driver physically picks up the order for delivery.

Card Actions

• Remove Order: Opens a remove order modal where you’ll select a cancellation reason from the list and send the customer a message notifying them the order was canceled. Order removal reasons are configurable and can be created by navigating to Configurations > Config Page > eCommerce > General Requirements > Deleted Order Reasons. 
• Edit Order: Opens the order in a new Sell Treez Tab. Then, tap Edit to adjust the order details.
• Print Order: Opens a modal where you can print the order receipt or a customer label.

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Out for Delivery

This column shows all the orders that are currently with a delivery driver being delivered. When the driver is ready to close out the ticket, select the Complete Order button to open the order in a new SellTreez tab. 

For orders synced to Onfleet, you'll also have the option to open track the driver by clicking Open in Onfleet. 

Card Actions

• Cancel Order: Opens a confirmation modal that allows you to cancel the order. 

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Completed

This column displays all completed (paid) orders. However, please note that only the order types enabled to show on the fulfillment dashboard will populate here.

You can customize how frequently this column is automatically cleared to make your dashboard easier to navigate when you have many completed eCommerce orders. Navigate to Configurations > Config Page > eCommerce > General and scroll down the Remove Completed Sales After section. 

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Order Updates and Tracking

Each time an order moves to a different stage in the fulfillment process a variety of order status updates will occur on the customer’s side through the online menu.

Track Order

Customers can follow their order through the fulfillment process via the online menu by clicking on Menu > Orders > Track Order.

 

 

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