Retail fulfilment moves a retail order's goods to the customer and records the money taken: the delivery that ships the items, and the payment receipt that captures what was paid. Together they close the loop on a retail sale.
What you will learn
- The two parts of fulfilment
- How delivery tracks against the order
- How payments are captured
The two parts
- Retail delivery – a fulfilment document (with Deliverables and Progress views) that ships the order's items from a location. It runs New, Review, Processing, Complete, with Cancel available, and matches against the order's deliverables so partial shipments are tracked.
- Payment receipt – records a payment against the order, capturing the provider, the reference and the amount. It runs Pending, Paid, Cancelled, and posts to the ledger.
How it behaves
The split mirrors the sales side: goods and money are separate concerns. The deliverables on an order track what has shipped against what was ordered (matched line by line), so an order can be fulfilled in parts as stock and logistics allow. The receipt records the gateway, card or cash payment that settles it. An order is fully done when both its goods are delivered and its payment received.
Edge cases and good practice
- Delivery is goods, receipt is money; a retail order needs both to be complete.
- Partial fulfilment works through the deliverables, as on the sales side.
- Capture the payment provider so reconciliation against the gateway is clean.
Related
- Reference: Retail Order
- Reference: Delivery Order (the business-side parallel)