This guide will define some of the new functionality you'll see in the enhanced data entry experience. For additional guidance on current Fulfillment functionality, check out our existing help center articles.

When creating a return document, you will be asked to choose between Auto Fill (previously Quick Entry) and User Entry (previously 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.

Copy a collaboration link for the page to share with other people in your organization who need to work on the documents.

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.

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.

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.

After completing additional required fields in short view, Refresh Fields will hide those completed fields to show a refreshed view of what is still required to complete.

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.

📚 To see all articles regarding Fulfillment, check out our Fulfillment Collection.

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