By default, shipments are created immediately upon order submission, which means users must make edits to order items and pricing at the “shipment” level. We can change this behavior to delay shipment creation and inventory allocation to a preset time after submission.Delaying shipment creation gives Customer Service Representatives more flexibility to edit orders after submission. This allows for a “remorse period”, in which orders can be cancelled within a certain time frame with minimal downstream effects. This reduces the rate of item returns and cancellations after shipments are already fulfilled or in the process of being fulfilled.When we have configured shipment creation to a later date, future inventory and reservations will still be supported by those shipments. By default, shipments are created immediately upon order submission, which means users must make edits to order items and pricing at the “shipment” level. We can change this behavior to delay shipment creation and inventory allocation to a preset time after submission. Delaying shipment creation gives Customer Service Representatives more flexibility to edit orders after submission. This allows for a “remorse period”, in which orders can be cancelled within a certain time frame with minimal downstream effects. This reduces the rate of item returns and cancellations after shipments are already fulfilled or in the process of being fulfilled. When we have configured shipment creation to a later date, future inventory and reservations will still be supported by those shipments. KIBO’s “General Site Settings” determine when to create the shipment and allocate inventory after order submission. If not configured, shipments will be created immediately.To navigate to the “General Settings” menu page, in the left menu, on the “SYSTEM” tab, click “Settings”, then click “General”. KIBO’s “General Site Settings” determine when to create the shipment and allocate inventory after order submission. If not configured, shipments will be created immediately. To navigate to the “General Settings” menu page, in the left menu, on the “SYSTEM” tab, click “Settings”, then click “General”. This is the General Settings menu page. We discussed all sections of the General Settings menu in separate videos. This is the General Settings menu page. We discussed all sections of the General Settings menu in separate videos. First, we need to make sure we have selected the correct “Site”, based on the “Parent Catalog”, at the top of the menu page. General Settings are configured per “Site”. When we have selected the correct “Site”, we’ll click the “Site” tab under the “General” setting section. First, we need to make sure we have selected the correct “Site”, based on the “Parent Catalog”, at the top of the menu page. General Settings are configured per “Site”. When we have selected the correct “Site”, we’ll click the “Site” tab under the “General” setting section. Scroll down to the “Fulfillment Settings” section and toggle “on” the “Enable configurable shipment release” setting. This is what allows orders to be held in the “Pending Shipment” state before being released for fulfillment.Then, we’ll enter an integer between “1” & “7200” in “Release orders ‘blank’ minutes after order submit”. This is required whenever Configurable Shipment Release is enabled. Scroll down to the Fulfillment settings section and toggle on the enable configurable shipment release setting. This is what allows orders to be held in the pending shipment State before being released for fulfillment. then we’ll enter an integer between 1 and 7200 and release orders blank minutes after order submit This is required whenever configurable shipment releases enabled. Enabling “Reserve inventory when order status is PendingShipment” will reserve inventory when the order is submitted. If disabled, then inventory will be reserved upon shipment creation. Enabling Reserve inventory. When order status is pending shipment will Reserve inventory. When the order is submitted If disabled, then inventory will be reserved upon shipment creation. Enabling “B2B Order Rules” allows users to determine the order in which B2B Orders are released based on “Account Priority”, and to set “Purchase Limit Rules”. This is not required, but may be configured if we want to further fine-tune the B2B fulfillment process.We discussed B2B Order Release and Purchase Limit Rules in separate videos. Enabling B2B order. Rules allows users to determine the order in which B2B orders are released based on account priority and to set purchase limit rules. This is not required, but may be configured if we want to further fine tune. The B2B fulfillment process. We discussed B2B Order release and purchase limit rules in separate videos. When we have configured the “Configurable Shipment Release” settings, we’ll click “Save”. When we have configured the “Configurable Shipment Release” settings, we’ll click “Save”. Now, when any new Order is created, it will enter a “PendingShipment” status. All normal sections of the Order will appear, such as “Returns”, but the “Shipment” tab will not appear until the shipment has been created. The “Audit Log” will also reflect that the Order is in a “PendingShipment” state. Now, when any new order is created, it will enter a pending shipment status, all normal sections of the order will appear such as returns, but the shipment table will not appear until the shipment has been created. The audit log will also reflect that the order is in a pending shipment state. Even though the Order has been “Submitted”, we are still able to click the “Edit Details” button on the “Order Details” tab to edit the items, pricing, or discounts on the Order.In this example, we’ll replace line item “2”, the “Sleeping Bag”, with another product. Even though the Order has been “Submitted”, we are still able to click the “Edit Details” button on the “Order Details” tab to edit the items, pricing, or discounts on the Order. In this example, we’ll replace line item “2”, the “Sleeping Bag”, with another product. We’ve replaced the “Sleeping Bag” with “Hiking Boots”. We can continue to edit this Order until we hit the time limit established in the General Site Settings for “Configurable Shipment Release”. We’ve replaced the “Sleeping Bag” with “Hiking Boots”. We can continue to edit this Order until we hit the time limit established in the General Site Settings for “Configurable Shipment Release”. Once the Configurable Shipment Release window is reached, the system will automatically create the shipment, and will change the status of the Order to “Accepted”. Once the Configurable Shipment Release window is reached, the system will automatically create the shipment, and will change the status of the Order to “Accepted”. The “Shipments” tab will appear on the Order with all relevant shipment details. The “Shipments” tab will appear on the Order with all relevant shipment details. Finally, the Order Details tab will not allow any further Order updates using the “Edit Details” button. At this time, any further edits to order items and pricing will occur at the shipment level. Finally, the Order Details tab will not allow any further Order updates using the “Edit Details” button. At this time, any further edits to order items and pricing will occur at the shipment level.
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