Are you looking for an Order you are ready to ship? Are you looking to update the Invoice you were working on earlier? Do you need to find a sent document to confirm information?
Use the options below to find the documents you need!
Dashboard
When your trading partner sends an Order, it will appear on your Dashboard tab. If you are not seeing the Order, try to:
Sort your Open Orders list by date
Sort your Open Orders list by date
Click the Date column to sort by earliest or latest dates.
Adjust the date range
Adjust the date range
To see a wider scope of documents on your Dashboard, click the calendar icon. Then, choose which date range you would like to implement.
Click View All Open Orders
Click View All Open Orders
If you want an even more comprehensive list of your orders, click View All Open Orders.
This action will move you to the Transaction tab. Keep in mind, there may be several pages that you can look through.
Open vs. Complete Statuses
Once all required return documents for an Order are completed, the order status will change from Open ➡️ Complete.
Completed Orders will no longer appear in the Open Orders section on the Overview tab.
You can still find completed Orders by searching in the Transactions tab.
Additional return documents can be created from Orders with a Complete status.
Transactions Tab
The Transactions tab is where you can search for all documents connected to your Fulfillment account. This includes documents you have:
Sent to your Trading Partners
Received from your Trading Partners
Saved within your Fulfillment account
🔎 Using the search bar is the quickest and easiest way to locate a document in your account. Unsure of the document number? Try using Advanced Search filters to narrow down the results.
Other Advanced Search Settings
Your document may have been marked as an incorrect status in a document's workflow. Your document may have been marked as Complete, Cancelled, or Archived. Follow the steps below to perform a comprehensive search of alternate status Orders.
Select the Transactions tab.
Click Advanced Search.
Under Archived Documents, choose Include.
Under Status, select Cancelled and Complete.
Under Document Type, select Order if you are specifically looking for an Order.
Are you finding documents you do not want to see on your Open Orders? Learn how and when you may want to archive documents.
🚨 Still cannot find what you are looking for? Explore alternative actions to take if your document is still missing.
If you still have not located your document after reviewing the steps above, Contact Customer Support on Chat.
Want to learn more about Fulfillment? Try Training Center!