The Fulfiller mobile application takes advantage of native mobile features like animation, printer communication, use of the camera for barcode and QR Code scanning, and the SDK for barcode scanning with Linea devices.
This application is very similar to the desktop Fulfiller UI and follows the same shipment methods and actions. This guide will familiarize the user with the mobile version of the UI.
Logging In
Upon launching the app for the first time, the splash screen appears with an animation. This appears only once, and will be skipped on future logins.
Once the splash screen animation is over, the Fulfiller UI view will load. If this is the first launch or there is no previously logged-in user, then the login screen will appear as shown below (Android on the left, iOS on the right). If a user is already logged in and cookies are valid, then the authentication is bypassed.
After logging in, the user must select a tenant. If the user is a fulfiller-only user, then they will be navigated directly to the Fulfiller UI dashboard after making their selection. If the user is not fulfiller-only, then the app will open the Unified Commerce Admin screen and the user can click Fulfiller from the navigation menu to access the UI.
The Android version is shown on the left, iOS on the right.
Dashboard
There are two widgets on the homepage – the Shipment Quick View and the Assigned Shipments – in addition to the navigation menu.
The menu provides links to:
- Store Selection: Choose the fulfillment location.
- Shipments in Process: Shows each fulfillment step and number of associated shipments.
- Pick & Pack: Prepare shipments for fulfillment.
- Receive Transfers: If transfers are enabled, accept shipments from another fulfiller.
- Links to Home, Help, Settings, and Log Out.
The Android version is shown on the left, iOS on the right.
The Shipment Quick View displays shipments that may require immediate attention – late shipments, express shipments, and pickup shipments. This module provides information about these shipments at first glance.
Click an order entry in the table to open its order view page and begin or continue fulfillment. Or, click Add Note to go straight to editing the order notes.
The Android version is shown on the left, iOS on the right.
On the homepage below the Quick View, the Assigned Shipments widget displays the number of shipments assigned to the fulfiller. Each fulfillment process that is available to the fulfiller has a table within this module, and the shipments are listed by their current step.
Clicking an entry in this widget will take the user to the listing page that lists all shipments for that fulfillment type and current status. This is the same as selecting the same fulfillment type and status combination from the dropdown menu of Shipments in Process.
The Android version is shown on the left, iOS on the right.
Shipments can also be found via the search bar at the top of the interface, which includes a dropdown menu of Advanced Filters similar to those found in the Order Admin UI.
The terms that can be searched for include customer information and phone number, shipment status, the submitted date of the shipment, and the return number and status. Multiple terms can be applied in one search query.
The Android version is shown on the left, iOS on the right.
Shipment Fulfillment
Clicking on any of the fulfillment type/status links under Shipments in Process in the site menu, the homepage's Shipment Quick View, or by searching in the search box, will open the Shipment Listing Page. This page shows all shipment results based on the selected fulfillment type and status.
The example below shows the first result from viewing Pickup shipments in the Validate Items in Stock step. The Android version is shown on the left, iOS on the right.
At the bottom of each result, the option to fulfill the shipment can be found as a green button indicating whether to begin or finish fulfilling the shipment. Clicking this will open the fulfillment process for the shipment, which has different steps depending on fulfillment type.
The Android version is shown on the left, iOS on the right.
Shipment Fulfillment
After clicking the button to begin Ship to Home (STH) fulfillment from the Shipment Listing View, the first step of the process will be displayed. At any point in this process, the shipment can be cancelled from the button in the top right. However, note that this will NOT cancel the actual order – it will only cancel this individual shipment from the assigned location, and any other shipments tied to the order will not be cancelled.
Acknowledge the order and indicate that it is ready to start fulfillment. Click Yes in the Accept Shipment tab that is displayed.
The Android version is shown on the left, iOS on the right.
Use the Validate Stock step to indicate how many of each product can be fulfilled. On entering into this step the device camera automatically get launched for scanning.
The Android version is shown on the left, iOS on the right.
Upon all barcode successfully scan or on tapping close or back button , the scanner camera get dismissed and the validate stock screen appears.
The In Stock indicator appears as a checkbox if the product has a quantity of 1, and a pulldown menu if the item has a quantity greater than 1. This allows the user to accept only a partial quantity.
The quantity can be entered manually, or the barcode(s) can be scanned to be automatically populated or user can tap on Scan Items button to relaunch the device camera scanner.
If this app is running Linea Pro Devices, then user can also use the device's built-in scanner to san the barcode. Upon scanning, the In Stock value is increased.
The Android version is shown on the left, iOS on the right.
Upon scanning or adding all the quantity, the Scan Items button will be hidden and Proceed To Packing Slip appears.
The Android version is shown on the left, iOS on the right.
Note that in the case where an item could not be found, and thus were not indicated as being in stock, then all the items that were not accepted can be assigned to another store for fulfillment. This "splits the shipment" by creating a new shipment for the missing items that goes through order routing for assignment. That shipment will then be sent to a new fulfiller that can process it.
Once the shipment has been accepted, the next step will prompt the user to print the pack sheet.
The Android version is shown on the left, iOS on the right.
The packing slip is inserted into the package for the customer. It generally includes information about the order and order items, relevant contact details for customer service and fulfillers, return instructions, and more.
On tapping Print Packing Slip the app will open the native Android Print (left) or iOS Air Print (right) with the print preview.
In Prepare for Shipment, the packed box is made ready for pickup by a carrier. Provide the following details before printing the shipping label or providing a tracking number:
- Carrier Information
- Box Size (choose from the displayed types that auto-fill the dimensions, or enter custom package dimensions)
- Weight
The Android version is shown on the left, iOS on the right.
Once the label has been printed and the package is ready, clicking Yes, Complete Shipment will have the system consider the package shipped and mark the order as Fulfilled.
Upon tapping Print Shipping Label or Reprint Shipping Label, the app will open the native Android Print (left) or iOS Air Print (right) with the print preview.
Pickup Shipments
Pickup shipments follow a slightly different process than Ship to Home. Where STH shipments usually print a pack sheet after stock validation, pickup shipments instead print a pick sheet before validating stock. The shipment can be rejected at either the Print Pick Sheet or the Validate Stock step if inventory is not available.
Then, the shipment is provided for the customer to pick up instead of preparing for carrier shipment.
The Android version is shown on the left, iOS on the right.
Stock validation is similar to the validation in Ship to Home, but the shipment cannot be split and immediately reassigned if inventory is not available.
The Android version is shown on the left, iOS on the right.
Clicking Some Items Not Available/Transfer Shipment when the quantity has not been fully selected will reject the shipment. A popup will require the user to select a reason before confirming the rejection. Once confirmed, the shipment will then be sent to Customer Care.
The Android version is shown on the left, iOS on the right.
Pick Wave Generation
Pick waves are groups of shipments whose items can be gathered ("picked") by fulfillers or store associates at the same time, usually based on similar product type or location. Pick waves can group shipments together for printing packing slips, as well as move the status of all shipments in the wave once picked.
The Open Pick Waves page displays all existing pick waves, as shown (Android on left, iOS on right).
To create a pick wave, shipments are filtered based on order type before being added to the wave. The simple pick wave creation tool automatically creates a wave with a customizable amount of orders, while the Advanced options offer the following configurations:
- The number of items in an order
- Product matching via Part Number, UPC, or SKU
- The date the order was placed
The pick wave sheet, individual packing lists, and single order sheets can all be printed upon wave creation.
The Android version is shown on the left, iOS on the right.
Upon creation, associated shipments will be put into the In Pick Wave state and the wave will be displayed in the Open Pick Waves listing page. Click a pick wave to open its details view.
Individual items will be listed as part of their shipment and can be picked one by one. When all items have been picked, click Close Pick Wave and the shipments will be automatically moved to the next successful step in their fulfillment flow.
The Android version is shown on the left, iOS on the right.
Shipping Manifests
Support for shipping manifests, which are primarily used for the Canada Post carrier, can be enabled in location settings (the options presented when configuring a location in the admin interface). These manifests differ from shipping labels in that they can be generated to include the shipping information for a group of shipments in a single document and they provide detail about the actual items included in the packages.
If the location attribute Requires Manifest is enabled on a location, then the manifests page will be displayed in the navigation menu of the fulfiller interface as shown below (Android on left, iOS on right).
No manifests will be ready for generation or printing until there are shipments ready to be handed over to the carrier. During the Ship to Home (STH) fulfillment flow, the Prepare for Shipment step is the trigger that will mark a shipment as eligible for manifests. The usual package information is entered and the user can click Print Shipping Label to print out the label for this individual shipment. Once this step is completed, then the shipment will be available on the Shipping Manifests page as shown next.
After the shipment is successfully prepared, as well as any additional shipments that will also be handed over to Canada Post at the time, going to Shipping Manifests > Create Manifest will display the available shipments and their basic details in a table.
The Android version is shown on the left, iOS on the right. Note that there are no eligible shipments displayed in this example.
Check the box on the right-hand column to select all shipments that should be included in the manifest, then click Create And Print. After confirmation, a pop-up will display a preview and printing options.
After shipments have been included in a generated manifest, they will be removed from the table in the Create Manifest page. However, a record of past manifests can be viewed on the Shipping Manifests > Shipping Manifests page. By default, this page displays the manifests from the last 15 days.
The manifests are listed in the below table with basic information about their dates, package count, and shipment count. Click Reprint to immediately reprint the manifest document or click the Manifest ID to view a page with only the details of that manifest. The document can also be printed from this details page.
The Android version is shown on the left, iOS on the right.
User Management
The Settings tab of the interface contains all the user management functions that are available to fulfiller administrators. This includes editing existing users' details and creating new user accounts.
Click Settings to view a list of fulfiller users across all stores. Each result lists all account information, user contact details, and the store associations for the user – the locations that they belong to and whose orders they can access when using the interface.
The Android version is shown on the left, iOS on the right.
To edit an existing user, click the green pencil icon to the right of the user listing. This will enable editing on the fields that are able to be configured: username, role, name, and contact information. Changing the option under Role will display what locations the user can access under either a manager or employee role, so a user can be assigned as a manager at some locations and an employee at others. Clicking All instead of By Region and Store above the store list will set the user to a Global Fulfillment Manager/Employee instead of location-specific.
Make the desired changes and click the green checkmark to save or use the red trash can to delete the user account from the fulfiller interface.
Store associations can also be removed or added by clicking Manage Store Associations.
The Android version is shown on the left, iOS on the right.
When managing a user's store associations, a module will appear that displays a list of all possible fulfillment locations that the user could be associated with. Click Add next to a location to associate it to the user.
The Current Store Associations table shows all stores that the user is already associated with. Clicking Remove will take a location off this list.
Click Save when all changes have been made.
The Android version is shown on the left, iOS on the right.
Click Create New User in the top right above the user listings to open the new user options shown on the right. Click Save when all details have been provided to finish creating the user account and manage their store associations.
Required Details:
- Pick Username
- Password
- First/Last Name
Optional Details:
- Phone
The Android version is shown on the left, iOS on the right.
