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Fulfilment Rules Details

Completing the Fulfilment Rules helps ensure orders are fulfilled efficiently from the appropriate locations, reducing errors & improving order accuracy.

The Fulfilment Rules section allows you to define how the product should be fulfilled when an order is placed. Completing these settings helps ensure products are allocated and supplied from the appropriate locations according to your fulfilment requirements.

This document explains how to complete the Fulfilment Rules section of the Add Product form when adding a new product or editing an existing product in Supply’d.


Completing the Fulfilment Rules Details

1

Open the Add Product Form

  1. Select Products from the main menu to open the Products page.

  2. Click the Add + button in the top right to open the Add Product form.


2

Complete the Sections up to Fulfilment Rules Section

Following the guidelines for Adding a Product, complete the sections up to Buy Product.


3

Complete the Fulfilment Rules Section

Pack In Carton

Select whether the product should be packed in a shipping carton when shipped.

  • Yes: The product will be packed into an appropriate shipping carton during Pick & Pack and may be grouped with other items being shipped together.

  • No: The product will be shipped as is and will not be placed in a shipping carton. Use this for products already packaged for shipping or too large to fit in a carton.

Pack in Carton (Fulfilment Rules) vs Pack in Carton (Sales Channel)

Although these settings have similar names, they serve different purposes.

Pack in Carton (Fulfilment Rules) determines whether a product is packed into its standard fulfilment carton or tray before shipping. This is the carton used to group products during picking and packing.

For example:

  • A 4-pack of canned tomatoes may be managed as individual cans in inventory but sold as a single 4-pack. The 4-pack is the product's fulfilment carton.

  • In a bakery, bread may be packed into trays holding 20 loaves. The tray is the fulfilment carton, so Pack in Carton would be set to Yes.

Pack in Carton (Sales Channel) determines whether the completed product also requires an additional shipping carton for delivery to the customer.

For example:

  • The 4-pack of canned tomatoes may be placed into a cardboard shipping box for delivery, so Pack in Carton would be set to Yes.

  • Bakery bread delivered in trays does not require an additional shipping carton, so Pack in Carton would be set to No.

In short:

  • Fulfilment Rules = What is the product packed into as part of fulfilment?

  • Sales Channel = Does the packed product need an additional shipping carton for delivery?

Preferred Carton

Select the Preferred Carton for packing the product when shipping cartons are calculated for an order. If no carton is selected, Supply’d will automatically select the best-fit carton based on the product and order contents.

This field will only show if Yes is selected in the Pack In Carton field.

Qty Per Carton

Enter the number of units of the product that fit into the Preferred Carton. This is used to calculate the number of cartons required for an order and during carton-based Pick & Pack workflows.

This field will only show when Pack In Carton is set to Yes and a Preferred Carton has been selected.

Order Cut-off

An Order Cut-off defines how far in advance an order must be placed for a particular delivery day to be available. Once the cut-off time has passed, that delivery day will no longer be available to customers at checkout. Select Not Set to disable order cut-offs and allow delivery days to remain available without a cut-off.

Delivery Delay

Enter the number of processing days required before delivery. This ensures orders are only scheduled for delivery days that allow sufficient time for preparation and fulfilment.


4

Complete Remaining Fields

Complete the remainder of the form as outlined in the Adding a Product document.

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