Fulfilling an order in Peasy means recording a shipment — what physically left your warehouse. The shipment is what deducts inventory, and it's dated by the day the goods shipped, so your stock counts stay accurate. You can ship a whole order at once or in pieces over time.
How to Get There
Go to Sell > Sales Orders, then click an order to open it on the customer page. Scroll to the Shipments section. Click the header to expand or collapse it.
The Fast Way: Mark the Order Fulfilled
If you're shipping the entire order in one go, just set the order's status to Fulfilled using the status dropdown in the order header. Peasy automatically creates a single shipment covering everything that hasn't shipped yet, dated from the order's order placed date. You can open the shipment afterward to change the ship date or add tracking.
Shipping with the Fulfill Button
For partial shipments or more control over what ships, use Fulfill in the Shipments section header. It opens the Fulfill order window:
- Set the shipment details — Ship date (defaults to today), Carrier, and Tracking number are all optional and editable.
- Choose what ships — Under Items to ship, each line shows how much is left to ship (for example, "8 of 10 remaining"). Each line defaults to its remaining quantity; type a different number to ship less.
- Pick the lot per line — If an item is lot-tracked, use the lot picker on the line to choose which batch is in this shipment. It defaults to the lot planned on the order line, but you can override it for this shipment.
- Ship it — Click Ship N units. Peasy creates the shipment, deducts inventory on the ship date, and adds it to the Shipments list.
Anything you didn't ship stays open on the order, so you can come back and fulfill the rest in another shipment later.
Shipping More Than Was Ordered
Sometimes you need to ship more than the order called for — replacements, samples, or an extra case as a courtesy. Enter a quantity higher than what remains and the line flags the overage. A confirmation appears: "Ship more than was ordered. This deducts the extra from inventory." Check it to confirm, then ship. The extra units are deducted from inventory like any other shipment.
Editing or Cancelling a Shipment
Each shipment in the list can be edited inline after it's created:
- Ship date and Delivery date
- Tracking number and Carrier
- The lot on each line — handy when the batch you actually picked differs from the plan
To undo a shipment, click Cancel on it. Cancelling a shipment returns those units to inventory.
Invoicing a Shipment
Once a shipment exists, you have two ways to bill for it:
- Invoice this shipment — On the shipment, click Invoice this shipment to create an invoice for exactly what went in that shipment. This is the natural fit when you ship and bill in pieces. After it's invoiced, the shipment shows a View invoice link that opens the invoice.
- Invoice the whole order — Use Create Invoice in the order header to bill across the order. See Creating an Invoice.
One order can have several invoices — for example, one per shipment. Manage them all on the Sell > Invoices page.
Good to Know
- Inventory moves on the ship date, not the click date. If you record a shipment for goods that left last week, set the ship date to last week and the deduction lands then in your inventory history.
- The order is just a promise. Creating a sales order commits stock (it shows as pending) but doesn't deduct anything. Only a shipment deducts inventory. See Understanding Availability.
- Lots live on the shipment. Because each shipment records the lot that actually moved, a single order line can ship from more than one lot across multiple shipments.
- Imported and Shopify orders. Orders that come in already fulfilled (such as shipped Shopify orders) arrive with their shipment already recorded, so their inventory is accounted for automatically.
Related
- Shipment — What a shipment is and what it tracks
- Fulfillment — The fulfillment concept in Peasy
- Creating Sales Orders — Build the order first
- Creating an Invoice — Bill for a shipment or a whole order
- Understanding Availability — How orders and shipments affect available stock