How to fulfill Purchase Orders / Deliveries

Created by Matt Reid, Modified on Mon, 15 May 2023 at 08:15 PM by Matt Reid

In Zulu, fulfilling a purchase order or delivery is the same process.

First start by navigating to the link below relevant to what you are doing:

Find the appropriate order / delivery to fulfil:

Scroll down the page and you will see a list of various deliveries / orders. Click on the blue dropdown arrow on the edit button, then click on 'Fulfillment'.

You will see a pop-up box appear with the fulfillment page...

A summary of the document you are fulfilling will appear at the top of the page. Ensure you have opened the correct document before fulfilling it!

Fulfilling each line...

Firstly, depending on your Zulu configuration, you will have certain options.

If you use Location Zones: Then you will see buttons appear on EACH line that are labelled either 'Batch Source' for products which are batchable.

If you use Locations: Then you will likely only have to select at the top of the page what location the product is being received into. Because the location is a whole, it does not need to be set line by line. From this point, you don't actually have to do anything further - you can select the receiving location of the stock then click 'Save & Process'.

If you have batchable products in your order / delivery:

You will need to regardless of whether you use Locations or Location Zones, need to define WHAT batch (existing or new) will receive the stock.

If you're using location zones and/or batch-able products, you will have these options...

Clicking on "Zone Source"

Within this window, you can enter a quantity of stock to allocate to each Location Zone.

You must allocate the exact number of units defined on the line that is being fulfilled. You can split this across multiple location zones.

Clicking on "Batch Source"

Within this window, you can create a NEW batch at the top by defining the fields required. And optionally a manufacture and expiry date.

Alternatively (depending on your settings), you can also type in the quantity of stock to allocate to each batch within the current Zones / Locations available.

Stock must already exist in this location zones to be able to receive stock into them.

Once complete, you can click 'Save Selection' to complete the allocation.

Once you have allocated the line(s) in the order / delivery you're fulfilling, press the 'Save & Process' button.

Once ALL lines are fully fullfilled, the status will then be 'Fulfilled'.