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 Fulfillment documents you need!
Find New and Open Orders Dashboard
When your trading partner sends an Order, it will appear on your Fulfillment Dashboard tab. If you are not seeing the Order, try to:
Sort your Open Orders list by date
Click the Date column to sort by earliest or latest dates.
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
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.
Sticky Search
If you click into one of the Insights Tiles on the Dashboard or perform an Advanced Search in the Transactions tab, your search criteria will stay in place until you clear it out or replace it. Here's an example: You just performed an Advanced Search using Document Type: Invoice to find all the invoices you've sent. That search criteria will now stay in place until you remove it. If you type a PO number in the search bar it will not show in the search results, because the search criteria is still set to Document Type: Invoice.
If you go to the Transactions tab and see a number next to Advance Search, that tells you that search criteria are in place and will be applied to all searches. To remove criteria, hit the Clear Fields button next to the Search button.
Other Advanced Search Settings
The document you're looking for might have a different Status than you expect. 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.
Verify the account you are logged into matches the account assigned to the purchase orders.
Confirm with your trading partner that the order was transmitted via EDI and check for any errors in the inbound file.
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!