Automatic Fulfillment 

Fulfillment plans defined in the Management Console, can be attached to a Sale, a Special Order and a Layaway transaction at the POS. Now with the introduction of iVend Retail version 6.5, this process is now automated. What this means is that the user no longer needs to select it manually, instead iVend Retail automatically assigns a Fulfillment Plan to a Sale transaction, Special Order transaction, Layaway with delivery fulfillment transaction – we call it as “Automatic Fulfillment”. 

 You can also choose to create your own Fulfillment Plan via the Management Console. Log into the iVend Management Console and navigate to: Operations > Inventory > Fulfillment Plan. 

Figure 1 – Fulfillment Plan Setup Screen 

Note: New fields are added to the Product master at Management Console with names “Fulfillment Plan for Sale”, “Fulfillment Plan for SO” and “Fulfillment Plan for Layaway". When the user at POS select a transaction type, the fulfillment type automatically attaches to the transaction type. Fulfillment plan is updated to be applied to Product and Product Group and Store. If the fulfillment plan is applied on all and all have different fulfillment plan then the Order of Fulfillment plan will be 1. Product, 2. Product Group, 3. Store. 

 The following are the configurations to enable Automatic Fulfillment Plan selection. 

• On the Management Console go to Operations > Inventory > Product. Select the option from the following for which Fulfillment plan is required to be set to Automatic: 

• Fulfillment plan for Sale 

• Fulfillment plan for SO 

• Fulfillment plan for Layaway 

Figure 2 – Product Master Screen 

Fulfillment Plan for Sale

Select this option for selecting fulfillment plan for sale transaction at POS.

 Fulfillment Plan for SO

Select this option for selecting fulfillment plan for sale order at POS. Click on the selection button for the above two options, the system will open the fulfillment plan search window. In this window, all the fulfillment plans having Inventory Allocation method as Delivery will appear. 

Fulfillment Plan for Layaway

Select this option for selecting fulfillment plan for Layaway at POS. 

Note: If transaction is a special order or layaway, and fulfillment plan is not applied on product or product group, in that case it will pick fulfillment plan from store. 

Click on the selection button, fulfillment plan search displays plans having Inventory Allocation method as Delivery or Sale. 

 The above three options for fulfillment plan are also available for the Product group. 

Figure 3 – Product Group Screen 

The Fulfillment Plan field on Sale Item Information screen has two columns, first column gives information about the fulfillment code and second column gives information about the description of the fulfillment plan. User can select a different fulfillment plan on this screen; this will change the fulfillment plan attached to the item. 

On Mobile POS when user selects the product transaction type, the Fulfillment plan attaches to the product or product group automatically and the user is not required to select the fulfillment plan manually. Option to select another fulfillment plan is also available on the Mobile POS.