Creating New Fulfillment Requests

MacroFab Fulfillment Services

With the fulfillment capabilities of MacroFab, you can ship products stored with us to your customers quickly and easily. You can create fulfillment requests one at a time, or upload multiple requests in a single spreadsheet.

Getting Started

Once you have Products built and stored with us, you can start creating fulfillment requests.  To create or manage fulfillment requests, click on Inventory and then Manage Fulfillment in the top navigation bar.

There are four key states for fulfillment requests:

  • New
  • Approved
  • In Progress
  • Completed

 
New fulfillment requests are ones that are currently being input or have not yet been approved.  On the New tab is where you can create new fulfillment requests.

Approved fulfillment requests are ones you have approved for sending, but have not shipped yet.  On the Approved tab, you can select shipping methods, see quotes, and place orders for fulfillment.

In Progress fulfillment requests are those that have been ordered and paid for, but not yet shipped out. On the In Progress tab, you can see the fulfillment requests that are currently being shipped.

Completed fulfillment requests are those that have been shipped already.
 

Only Products can be Fulfilled. Only Products can be shipped to customers via fulfillment requests.  Inventory Items that are not products lack complete information for shipping to customers.  If you want to include inventory items in a shipment to a customer, combine them via a Kitted Product or Final Electronic Assembly.  For more information on the differences between Products and standard Inventory Items, see the article The Difference Between Products and Other Inventory Items.

Creating A New Fulfillment Request

You can manually input a new fulfillment request by inputting an address and then adding products to ship.
 

Step 1: Input Address

On the New tab, the default display provides the area to enter a new shipping address.  Start by typing in complete shipping information for the customer, and then hit the Save Address button.

MacroFab-Fulfillment
 

Step 2: Add Products

Now, you’ll need to add some Products to the order.  After the address has been saved, the Product Selector will appear.

You can come back and edit later. After you’ve saved the address, the request will appear in the sidebar, and you can come back and make changes or add Products later.

Select a Product from the drop-down, enter a quantity in the provided box, and then use the + icon to add the Product to the shipment.  To remove a Product from a shipment, use the – icon next to the product line.

macrofab-fulfillment-2
 

Step 3: Approve the Shipment

Once you’ve set the recipient address and added Products to the shipment, you can use the Approve button to move the request to the approved queue.  Doing this will enable you to get shipping and labor quotes.

Not enough inventory. If you don’t have enough inventory for a product to fulfill the request, you will not be able to approve the request and you will get the error displayed below.

macrofab-fulfillment-3
 

Step 4: Select Shipping Method

Click on the Approved tab to move to the approved requests queue.  On this screen, you’ll see all of your approved requests, along with quotes for each shipment.  Use the drop-down under Shipping to select the appropriate shipping method.

Quotes and Pricing. We pass through shipping charges based on the sizes and weights you provide to us, and we charge a separate labor fee to pick, pack, and ship the order for you. For more information, see Fulfillment Costs.

fulfil-4

Once you’ve selected the correct shipping method for each shipment, use the Ship All button to proceed to the order page.  After you’ve paid for the fulfillment order, each request will appear in the In Progress tab until they have been shipped.

Missing a Shipping Method? If you’re not seeing a shipping method you expect to be available for a particular shipment, it means that method is not available for that combination of destination/weight/size/contents.

Bulk Shipments

Have a lot of shipments to send out?  You can upload an entire spreadsheet of shipping requests at once.  See the article Importing Multiple Fulfillment Requests Using a Spreadsheet for more information.