How to Fulfill Orders in Operations

Most of your time in RoasterTools will be spent Completing Tasks and Fulfilling Orders. Completing Tasks helps you to create inventory in order to Fulfill Orders. Learn more about Completing Tasks here.

Once you have completing all the necessary tasks to create inventory, you can now Fulfill your orders. Fulfilling orders is the action you take when you are actively gathering the components of an order into one place. To navigate to Fulfill, select the Fulfill Items box on your Today's Checklist or navigate to Fulfill from the drop down menu in Operations.

How to Fulfill Orders

To fulfill orders, you will check off the individual items in each order as you gather them together. Once you have gathered each component of the order and selected the appropriate check boxes, your order in now considered Fulfilled.

Fulfilling orders uses up the inventory you have created previously. For example, if you have a positive inventory of 10 bags of Whole Bean Medium Blend, Fulfill will pull from that inventory prior to creating demand for more inventory to be roasted. Likewise, if certain items do not require roasting, such as dry goods or retail items, they will simply appear in Fulfill and not any previous task categories.

Using Filters in Fulfill

Our powerful filtering feature allows you to search your orders in Fulfill for specific items and more. Simply select Add Filter and choose the option that best works for you. You can also search by keyword.

Viewing Invoices in Fulfill

To quickly access an order's invoice, select the invoice icon next to the order number and customer's name.