Fulfillment is the process of picking, packing, and shipping goods to complete a sales order. In Peasy, fulfilling an order creates a shipment — and the shipment is the record that actually deducts inventory.
How It Works in Peasy
- A sales order is a promise. It commits stock (it counts as pending), but it does not move inventory on its own.
- Fulfilling the order creates a shipment — a record of what physically left your warehouse. The shipment is what deducts on-hand quantity, and it does so on the shipment's ship date (not the day you clicked the button), so your inventory history stays accurate even if you record a shipment after the fact.
- One-click: click the order's Status chip (on the Sell > Sales Orders list, the order panel, or the order detail) and choose Fulfill remaining — Peasy creates a single shipment for everything not yet shipped, dated from the order's Order Date. You can edit the ship date afterward.
- More control: open the order's Fulfill tab and use + Fulfill to ship specific quantities, pick the lot for each line, and set the ship date, carrier, and tracking number. This is how you ship part of an order now and the rest later. Each shipment you record appears there as a numbered Fulfillment (Fulfillment 1, Fulfillment 2, …).
- A sales order can be fulfilled in one shipment or several. Each partial shipment leaves the remaining quantity open to ship later.
- Scheduling ahead: set a future ship date and the shipment reads Scheduled until that date arrives — the button reads Schedule, inventory isn't deducted yet, and the units stay reserved in pending inventory. Any quantity not covered by a future shipment is shown separately as Unfulfilled demand. (Other systems call unshipped order demand a backorder; Peasy shows it as Unfulfilled demand.)
- Fixing a mistake: edit a shipment line's shipped quantity directly in the fulfillment lines. Enter 0 to remove a line from that fulfillment. If the shipment is linked to an unpaid invoice, Peasy syncs that invoice line and returns the invoice to draft for review; if the invoice has payments, Peasy asks you to confirm before applying the edit, since reducing a paid invoice may leave a credit to reconcile.
- Every order carries a Fulfillment status (Unfulfilled → Partial → Fulfilled) that updates automatically as you ship, shown as its own column on the Sell > Sales Orders list. Future shipment quantities show as Scheduled; only the still-unallocated remainder shows as "N unfulfilled".
- Fulfillment and billing are tracked separately: an order also has a Billing status (Uninvoiced → Partial → Invoiced), so you can bill before an order is fully shipped or ship before you bill. See Status.
- After a shipment exists, you can create an invoice for just that shipment, or invoice the whole order.
Why It Matters
Fulfillment is where sales orders become real — inventory leaves your warehouse and goes to the customer. Because the deduction is tied to a dated shipment rather than the order itself, your on-hand counts and inventory history reflect exactly what shipped and when.