Orders

Introduction

The Task Overview provides an overview of all orders for the selected facility.

When an order is routed to a specific facility, it becomes a task and appears in the Task Overview.

The Task Overview lists all tasks currently in the picking, packing, or handover process. The list can be filtered by criteria such as status and date. Supervisors can use the Task Overview to monitor the operational process and check the status of each task.

Description

Processes in order fulfillment

The task of fulfilling an order can consist of multiple steps. In fulfillmenttools, this can cover picking, packing, and handover. The Task Overview provides an overview of each step via a tab navigation showing:

• Overview (default, contains info about all process states)

• Picking

• Packing

• Shipping Label

• Handover

Task overview

While picking takes place, a supervisor or an administrator can use this view to monitor all ongoing tasks. A list of all tasks for a facility is displayed, including:

• Status

• Customer name and address

• Order date

• Amount of ordered and picked items

• Short identifier

Short identifier

To identify a task more easily, a short identifier is added. The system generates this identifier based on the first letter of the customer's first and last names, as well as an incrementing number for each subsequent occurrence of a customer with the same initials. This number can have a maximum of two digits (e.g., 99). When this limit is reached, the numbering restarts at 1. The identifier is facility-specific and is not unique like an orderId.

Example: The identifier for a task that belongs to an order of Jane Doe would be called JD1, assuming that no other customer in this facility that has a first name starting with a J as well as a last name starting with a D exists.

Task details

Additionally, each task can be expanded. In the Overview, Picking, and Packing tabs, this shows a list of all ordered items. In the Shipping Label tab, this view is replaced by a list of all shipping labels. In the Handover tab, it is replaced by a list of handover task line items, which are filled manually via API. The detailed view includes:

• Item picture

• Item title

• tenantArticleId

• Status of the pick line. A pick line can have the following states:

  • open: None of the ordered items have been picked.

  • incomplete: A portion of the ordered items have been picked.

  • complete: All ordered items have been picked.

Filters

Filtering options include showing only tasks that are in progress or filtering for a specific date or time frame. Additionally, users can search by criteria including:

• Order ID

• Name

• Short ID

• Address

Filter by status

Each domain has its own set of statuses. For clarity in the Task Overview, these specific statuses are mapped to a more general status. This view shows all four statuses of each domain to provide an overview of the task's progression. It is not possible to filter by every status available for each task type.

The Obsolete status is hidden in every tab and cannot be displayed.

Picking

Filter Status	Explanation	Picking Task Status
Open	Tasks that are not picked yet, were paused, or have been reset.	Open
In Progress	Tasks that are currently picked or have been restarted.	In Progress
Finished	Tasks that are finished or have been aborted.	Picked, Closed, Aborted

Packing

Filter Status	Explanation	Packing Task Status
Open	Tasks that are not packed yet.	Open
In Progress	Tasks that are currently packed.	In Progress
Finished	Tasks that are finished or have been canceled.	Canceled, Closed

Shipping Label

Filter Status	Explanation	Shipment Status
Open	Shipments for which no send label has been created yet.	Initial
In Progress	Shipments that are currently requesting a shipping label from the carrier. This status is transient and typically only lasts for a few seconds.	Request
Finished	Shipments that have at least one valid shipping label.	Confirmed, Completed
Error	Shipments for which the shipping label request failed, but a new request can be made via the fulfillmenttools apps.	Retryable
Canceled	Shipments that were canceled, for example, because the order they belong to was canceled.	Canceled

Handover

Filter Status	Explanation	Handover Task Status
Open	Handover tasks where the customer or the carrier did not take the ordered items yet.	Open
Finished	Handover tasks that already left the store or warehouse.	Handedover

Actions

Actions that can be performed for each task can be found on the right side of the task. Not all actions are available in all tabs.

Restart task

Restarting a task allows it to be altered again. Existing shipping labels must be regenerated, and subsequent processes must be executed again. This action is available in the Overview and Picking tabs.

Reset task

Resetting the task status allows a task to be picked again. The count of already picked items is reset to zero. If the task was picked concurrently with other tasks, all tasks are reset. This action is available in the Overview and Picking tabs.

Resetting a task does not correct stock levels. Stock that was reduced after picking must be added back manually.

Re-route task

Re-routing the task assigns it to another facility. After re-routing, users can no longer pick the task in the previous facility. This action is available in the Overview and Picking tabs.

Change carrier

This action changes the carrier for the task. It is only available if an alternative carrier can be used. Changing the carrier might result in different delivery costs and is only possible as long as the handover task has not been completed. In the Overview tab, only the carrier for the first shipment can be changed. In the Shipping Label tab, it is possible to change the carrier for all shipments of a task. This action is available in the Overview and Shipping Label tabs.

Do or undo handover

Users can mark a task as handed over to the customer or shipping provider. If a task has already been marked as handed over, users can also undo this status. This action is available in the Overview and Handover tabs.