Completing the Order Fulfillment Process

Take an open order to shipped: record payment, pack it, fulfill, and print the label and packing list.

Overview

When an order is ready to ship, four things happen in sequence: you take the customer's payment, pack the order into the right box, fulfill it, then print the shipping label and packing list. This tutorial walks that single path.

Step 1 — Take payment

  1. Open the order and record a Customer payment.
  2. Set the Payment date, choose a Payment method, and enter the Amount.
  3. Post it — the payment's Status moves to Posted.

Step 2 — Pick the order

  1. On the order, click Pick all so the line items are marked picked.

Step 3 — Select the package

  1. Add a Package and choose a Package type flagged For chicks — live birds and eggs must ship in a chick-rated box.
  2. Set a Manual weight override only if the calculated weight needs adjusting.

Step 4 — Fulfill

  1. Click Fulfill to create the shipment from the picked lines.

Step 5 — Print label and packing list

  1. Purchase the ShipStation label for the package.
  2. Benevia builds one combined printable file (labels + packing lists). Print it and attach it to the box.

Field reference

Field Notes
Payment method How the customer paid (cash, check, card, etc.).
Package type Only types flagged For chicks are allowed for live birds/eggs.
Manual weight override Replaces the calculated weight on the shipping label when set.
Fulfill Creates the shipment and advances the order toward Fulfilled.