This guide will define some of the new functionality you will see in the enhanced data entry experience. Use the walk-through guide for additional assistance!
For additional guidance on current Fulfillment functionality, check out our existing help center articles.
Auto Fill vs. User Entry
When creating a return document, you will be asked to choose between Auto Fill (previously Quick Entry) and User Entry (previously Full Form Entry).
✅ Current | ❌ Former |
Auto Fill | Quick Entry |
User Entry | Full Form Entry |
Selecting Auto Fill instructs Fulfillment to automatically complete item details using default assumptions. This option is recommended because it minimizes the need for manual data entry.
For Invoices and Order Acknowledgements, Auto Fill will automatically populate all item details—including quantities—from the original Order. If you are not acknowledging or invoicing the order in full, be sure to update any remaining details before sending.
For Advance Ship Notices, this will not only bring all Item details from the source Order, but also auto pack those items based on Auto Sourcing settings. By default, the full order quantity of each line item will be packed in its own single carton.
Share Page
Copy a collaboration link for the page to share with other people in your organization who need to work on the documents.
Short vs. Full View
Short View is similar to what used to be called Quick Entry, where only required fields left to be completed (or fields you have chosen to always show in any view via Auto Sourcing) will appear. This makes it easier to focus on what you need to complete without the distraction of completed or optional fields.
Full View will show the entire form with all fields that are possible to complete and communicate with your Trading Partner. This includes fields that may not be required for you to send and fields that have already been completed.
You can toggle back and forth between these views without leaving the data entry experience.
✅ Tip: You can set Full View as your default option!
Check for Errors
Whether you enter data using Auto Fill or manually through User Entry, you can always verify mandatory and conditionally mandatory fields using the Check for Errors icon. In the previous interface, this was labeled "Check for Errors," but it’s now represented by an
exclamation mark.
✅ Current | ❌ Former |
Check for Errors |
Check for Errors in Batch Processing
The Check for Errors icon is also useful when Batch Processing documents. For example, when creating multiple Advance Ship Notices, you can check for errors across all documents at once to display missing mandatory or conditionally mandatory fields.
As displayed below, you can check for errors across all Orders to identify any required fields that still need to be completed before processing.
click to enlarge
Continuous Check for Errors
Want to see which fields you need to complete without ever needing to click the Check for Errors button? Set your preference to continually check for errors when you create new documents!
Create a document you need to send to a Trading Partner.
Click the gear
icon.
Select Continuous Check for Errors.
Any field that is required and not completed will be highlighted in red.
click to enlarge
✅ Any new document you create will now highlight errors immediately. When you fix an error, the red border will disappear, showing that the field is complete.
View Content
Sometimes you may want to open a document you’ve already sent and view the fields exactly as they appeared when you filled it out. While the Business View provides a summary, the View Content option lets you see all fields without the ability to change any data.
To use View Content:
Go to the Transactions tab and locate the document(s) you’ve already sent.
Click the ellipses icon.
Or, select the checkboxes for the documents you want, then click the ellipses icon.
Select the View Content
option.
click to enlarge
💡 In this view, the document opens in a limited mode. Although it appears editable, options such as Check for Errors, Save, and Send are disabled and unavailable.
Recall that you cannot edit a sent document. If you need to resend a document, create a new one from the original Order.
Edit Auto Sourcing in Data Entry
Auto Sourcing allows you to create rules that automate data entry, saving time and reducing manual input. With the Edit Auto Sourcing feature, you can now create or modify these rules directly within your document—no need to open a separate Auto Sourcing tab!
When you turn on Edit Auto Sourcing, Edit buttons will appear next to each field that can be automated, allowing you to easily define your rules as you work.
To Edit Auto Sourcing while creating a new document:
Open the document you want to complete.
Select the gear
icon.
Choose Edit Auto Sourcing.
Edit buttons will appear next to each field.
This setting will remain active until you turn it off.
Click Edit next to the field you want to automate.
Example: When the Remit To Address is 123 Maple Street, set the Ship To Name to Chewy.
Create your rule directly in the document.
Need help? Learn how to create a rule.
click to enlarge
✅ You added an Auto Sourcing Rule while creating a document! Now, next time you create a document with your set rule, data will be automatically populated to speed up your processes.
Refresh
After completing additional required fields in Short View, Refresh will hide those completed fields to show a refreshed view of what is still required to complete.
Detailed View
When viewing condensed fields in Short View, the context of where those fields are in the hierarchy of the form will not appear. For example, if you have a Ship From address and a Ship To address needed, two "Zip" fields may appear without context as to which each is.
Detailed View will toggle on a hierarchy view of the remaining fields to help navigate.
More Information
📚 To see all articles regarding Fulfillment, check out our Fulfillment Collection.
👩💻 Need to contact Customer Support? Try Chat!