Updated Fulfillment App

documents/store-operations/SUMMARY.md

@@ -18,21 +18,21 @@
   * [Settings Page](bopis/settings-page.md)
   * [Troubleshooting](bopis/troubleshooting/README.md)
     * [Notification Error](bopis/troubleshooting/notifications-error.md)
-* [Fulfillment](fulfillment/README.md)
-  * [Order Fulfillment](fulfillment/ship-orders.md)
-  * [Service Products](fulfillment/service-products.md)
-  * [Kit Products](fulfillment/kit-products.md)
+* [Fulfillment App](fulfillment/README.md)
+  * [Open Orders](fulfillment/open-orders.md)
+  * [In Progress Orders](fulfillment/in-progress.md)
+  * [Completed Orders](fulfillment/completed-orders.md)
   * [Rejection](fulfillment/rejection.md)
-  * [Gift Card Activation](fulfillment/gift-card-activation.md)
-  * [Picking App](fulfillment/picking-app.md)
+  * [Gift Card and Kit Products](fulfillment/gift-card-and-kit-product.md)
+  * [Transfer Order](fulfillment/transfer-order.md)
   * [Settings Page](fulfillment/fulfillment-setting-page.md)
   * [Order Lookup](fulfillment/order-lookup.md)
-  * [Transfer Order Creation](fulfillment/transfer-order.md)
   * [Shipping Label Generations](fulfillment/shipping-label-generation.md)
   * [Change Shipping Method](fulfillment/change-shipping-method.md)
   * [Troubleshooting](fulfillment/troubleshooting/README.md)
     * [Change Language](fulfillment/troubleshooting/change-language.md)
     * [Unable to Login](fulfillment/troubleshooting/unable-to-login.md)
+* [Picking App](fulfillment/picking-app.md)
 * [In-Store Returns](in-store-returns/README.md)
 
 ## Inventory

documents/store-operations/fulfillment/README.md

@@ -1,8 +1,18 @@
 ---
 description: >-
-  Discover user manuals for HotWax Commerce Store Fulfillment App that helps
-  store associates in fulfilling orders from the store.
+ The Fulfillment App is designed for store managers and associates, providing a focused interface to easily Pick, Pack, and Ship orders. The app also includes features to create and update rejection reasons, manage carriers and shipping methods, and more.
 ---
 
-# Fulfillment
+# Fulfillment App
 
+## Key Features
+
+Along with core functions like Pick, Pack, and Ship, the app includes helpful tools for both associates and managers:
+
+- **Picklist QR Code**: Associates can scan QR codes to quickly open their picklist in the Picking App.  
+- **Download Shipping Manifest for Carriers**: Managers can generate and download a shipping manifest. It is a detailed list of all ready-to-ship packages that will be shipped by a carrier.  
+- **Gift Card Activation**: Associates can activate gift cards directly from the app to speed up in-store gift card fulfillment.  
+
+## Pre-requisites to Use the App
+
+To access the Fulfillment App, users must have the `FULFILLMENT_APP_VIEW` permission.

documents/store-operations/fulfillment/completed-orders.md

@@ -0,0 +1,97 @@
+---
+description: >-
+ The Completed Orders page shows all orders that have been picked, packed, and are ready to ship. On this page, store associates can ship orders in bulk, unpack them if needed, download the manifest or historical manifest, and regenerate shipping labels if required.
+---
+
+# Completed Orders Page
+
+## Filtering
+
+Store associates can filter orders based on the carrier partner handling the delivery.  
+
+- Selecting **FedEx** will show all orders with FedEx as the carrier.  
+- Selecting **UPS** will show only the UPS orders.  
+- They can also filter orders by **shipping method**.  
+
+One carrier partner can be selected at a time, like FedEx, but more than one shipping method can be selected.  
+
+For example:  
+- If FedEx is selected along with both Standard and Next Day, the page displays all FedEx orders with those two shipping methods.  
+
+If store associates do not want to see all packed orders at once, they can use the `result size` in the top right corner to select how many orders to view.  
+
+For example:  
+- If UPS is selected in the filter option and 5 is selected for the result size, then only 5 UPS orders will be shown.  
+- This also applies when filtering by both carrier and shipping method.  
+
+## Shipping Orders in Bulk
+
+Store associates can ship orders in bulk using the `Ship` button.  
+
+- This action applies only to the orders visible on the page, based on the selected carrier, shipping method, or the number of orders chosen through the result size.  
+- For example, if 10 UPS orders are displayed, tapping the Ship button ships those 10 orders.  
+
+When the `Ship` button is tapped, a confirmation message appears. The message tells how many orders will be shipped and reminds that shipped orders can’t be changed. The associate can either cancel or confirm the shipment.  
+
+Packed orders are also shipped automatically by a background job called `Ship Packed Orders`. This job checks for orders that are packed and have a tracking number, if applicable. It then updates the status to **Shipped**.
+
+## Order Details Card
+
+Store associates can also ship orders individually. Store associates can see orders that need to be shipped as well as the ones that have already been shipped. Each order appears as a card with key details.  
+
+- **On the left**: Customer’s name along with the date and time of the order, product image, and product details like the SKU.  
+- **In the middle**: Order ID  
+- **On the right**: Shipment method, such as Standard or Next Day, and the tracking code if available.  
+
+Each order card shows action buttons such as:  
+- `Ship Now`  
+- `Print Shipping Label` 
+- `Print Customer Letter` (packing slip)  
+- `Regenerate Shipping Label`  
+
+When there is an issue with the shipping label, a `Shipping Label Error` button appears. Store associates can use the `Regenerate Shipping Label` button in cases like:  
+- No response from the carrier  
+- Incorrect address  
+- Switching the carrier  
+- When the file does not open  
+
+The `Unpack` button lets associates move the order back to the **In Progress** stage if changes are required. Shipped orders remain visible on the page for one day.  
+
+Once unpacked, the shipping label that was previously generated must be voided manually.  
+- If the label is not voided and there are changes to the order, a new shipping label will be generated automatically.  
+- If there are no changes and the label is not voided, the same label is used again.  
+
+To view more information about an order, store associates need to tap on the order name. A pop-up will appear with the options to **Copy ID** and **View Order Details**. Tapping on **View Order Details** will redirect them to the Order Details page.  
+
+## Manifest and Historical Manifest
+
+The `Generate Manifest` and `View Historical Manifest` buttons appear on the bottom right of the page once a carrier partner and at least one shipment method are selected. Without selecting both, the buttons will not be visible.  
+
+The `View Historical Manifest` option allows store associates to check manifests generated in the last seven days.  
+
+Once the `Generate Manifest` button is tapped, the app uses the packed orders to create the manifest. Store associates do not need to fill in any shipment details. The app prints three copies:  
+1. One for the store  
+2. One for the carrier  
+3. One for the receiving location  
+
+The manifest lists all items in the shipment. It includes quantity, weight, size, and customs details if required.  
+
+This helps during carrier pickups, supports international shipping, and works as a record that the order was handed over. It also helps if something goes missing or gets damaged. The receiving location can use it to check the items that arrive.  
+
+## Order Details Page
+
+The Order Details Page shows all the important information related to an order in one place, making it easier for store teams to process and fulfill shipments.  
+
+- Each product in the order is shown with its name, SKU, size, and quantity.  
+- Store staff can tap the `Ship Order` button to start shipping.  
+- They can use `Print Customer Letter` to download the packing slip.  
+- If any changes have to be made, they can tap `Unpack`.  
+- Below the product details, the delivery address and shipping method are shown.  
+
+Associates can select the carrier and method, then tap `Generate Label` or enter the tracking code manually.  
+
+There is a **Shipment Method** card that shows the carrier name, the shipping method, and the tracking code.  
+
+Next to the tracking code, there’s a three-dot menu. When tapped, it shows two options:  
+- **View Label** – opens the shipping label.  
+- **Void Label** – cancels the label if changes are needed.

documents/store-operations/fulfillment/fulfillment-setting-page.md

@@ -1,72 +1,86 @@
 ---
 description: >-
-  Take a look at the Settings page in the Fulfillment App.
+  The Settings page displays all configuration options that store teams can use to manage order fulfillment as per their store operations.
 ---
 
 # Settings Page
 
-Settings for the Fulfillment App can be accessed by clicking on the setting button, which is placed at the bottom of the hamburger menu of the fulfillment app. It displays a list of all the settings that can be configured to streamline processes and optimize efficiency.
-
-The Fulfillment App's settings page provides various configurations such as:
-
 <div data-full-width="false">
 
 <figure><img src="../.gitbook/assets/fulfillment application setting page .png" alt=""><figcaption></figcaption></figure>
 
 </div>
 
-#### Product Store
+## OMS
+
+### Product Store
 
-If your OMS (Order Management System) is integrated with multiple eCommerce stores that offer distinct collections of products, you might have several Product Stores configured within HotWax Commerce. Setting Page of Fulfillment App provides a space where you can choose a product store for which you want to fulfill orders for.
+A Product Store represents a brand or a set of products. If your OMS is connected to multiple eCommerce brands selling different product collections, you can have separate Product Stores in HotWax Commerce.
 
 <figure><img src="../.gitbook/assets/fulfillment.hotwax 2.png" alt="" width="375"><figcaption><p>Select Product store</p></figcaption></figure>
 
-#### Facility
+### Facility
 
 The Fulfillment App allows authorized users to select a facility to operate from, determining the visibility of orders, inventory, and other configuration data.
 
 <figure><img src="../.gitbook/assets/facility-selection-modal.png" alt="" width="375"><figcaption><p>Select Facility</p></figcaption></figure>
 
-#### Online Order Fulfillment
+### Online Order Fulfillment
 
-Adjust the order fulfillment capacity for your facility. If you set the fulfillment capacity to 0, new orders will not be allocated to this facility. Leave this field empty if the fulfillment capacity of this facility is unlimited. Setting fulfillment capacity to No capacity disables new orders from being allocated to this facility. Select Unlimited Capacity if this facility's fulfillment capacity is unrestricted. You can also select a custom option to set the capacity limit.
+This setting helps to configure the online order fulfillment capacity of the facility. If the facility can handle unlimited orders, "Unlimited Capacity" can be selected. If new orders should not be assigned to the facility, "No Capacity" can be chosen. A custom number can also be entered if there is a specific limit.
 
 <figure><img src="../.gitbook/assets/fulfillment.hotwax 4.png" alt="" width="375"><figcaption><p>Online Order Fulfillment</p></figcaption></figure>
 
-#### Sell Inventory Online
+### Sell Inventory Online
 
-Determine whether the inventory of the store should be accessible for online sales or not. This setting allows you to specify whether the products available in your physical store should also be available for purchase through online channels or not. If enabled, customers browsing your online store will be able to see and purchase items from your inventory. If disabled, the products will not be listed for online sale, restricting purchases to in-store transactions only.
+This allows selection of whether the inventory at a facility should be made available for online orders or restricted to in-store fulfillment only.
 
-#### Product Identifier
+## App
 
-Users can choose primary and secondary product identifiers (such as product ID, product title, SKU, etc.) to view products with preferred identifiers in the app.
+### Product Identifier
+
+This setting allows selection of a primary and secondary product identifier, such as product ID or SKU, to control how products are displayed in the app.
 
 <figure><img src="../.gitbook/assets/fulfillment.hotwax 5.png" alt="" width="375"><figcaption><p>Choose Product identifier</p></figcaption></figure>
 
-#### Timezone
+### Timezone
 
-This option allows users to select an appropriate timezone to ensure consistency and optimize operations according to local time.
+The selected timezone ensures that all scheduled actions, like automatic jobs or tasks, run at the correct local time. 
 
 <figure><img src="../.gitbook/assets/fulfillment.hotwax 6.png" alt="" width="375"><figcaption><p>Select timezone</p></figcaption></figure>
 
-#### Select Language
+### Language
 
-This option allows users to select a preferred display language for the app.
+This setting allows choosing the preferred display language. This setting controls the language used throughout the interface.
 
 <figure><img src="../.gitbook/assets/fulfillment.hotwax 8.png" alt="" width="375"><figcaption><p>Select Language</p></figcaption></figure>
 
-#### Additional Documents
+### Additional Documents
+
+#### Shipping Label and Packing Slip Settings
 
-In the Fulfillment App, you can use the feature to print supplementary documents along with the shipment for package identification purposes. This functionality enables you to include additional documents, such as packing slips or labels, with each shipment.
+These settings control whether shipping labels and packing slips are printed along with each shipment.
 
-#### Packing Slip
+##### Generate Shipping Label  
+A shipping label is used by the delivery carrier to send the package to the customer’s address. The setting allows deciding whether to print packing slips for shipments or not.  
 
-Packing slips help customers reconcile their orders against the delivered items. Store managers can use the Generate Packing Slip toggle to control whether or not packing slips are generated for orders.
+##### Generate Packing Slip  
+A packing slip shows the list of items in an order and helps match delivered products with what was ordered. This setting controls whether shipping labels should be printed for the selected location.  
 
-#### Shipping Label
+<figure><img src="../.gitbook/assets/fulfillment.hotwax 7.png" alt="" width="375"><figcaption><p>Additional Documents</p></figcaption></figure>
 
-A shipping label is provided by the carrier which is used by the shopping carrier to deliver the package to the customer's address. You can toggle whether you want to generate the shipping label for that facility or not.
+### Notification Preference
+This setting controls whether notifications should be sent when a shipping order is created. 
 
-By using these settings, users can customize their Fulfillment App experience to meet their specific operational needs.
+### Force Scan
+This setting makes sure that products are scanned before being marked as shipped. If a barcode doesn't match, the product name is used to identify the item. It also lets the staff choose which product detail, like SKU, should be used for scanning.
+
+### Allow Partial Rejections
+When [Partial Rejection is enabled](rejection.md), individual items get rejected from a facility without impacting the rest of the order.
+
+### Allow Collateral Rejection
+[Collateral Rejection](rejection.md) helps manage situations where the product in a rejected order item is part of multiple pending orders at a facility. When enabled, rejecting an item in one order automatically rejects the same product in all other pending orders.
+
+### Affect QOH on Rejection
+[The Affect QOH on Rejection](rejection.md) toggle provides control over inventory adjustments during order rejections.
 
-<figure><img src="../.gitbook/assets/fulfillment.hotwax 7.png" alt="" width="375"><figcaption><p>Additional Documents</p></figcaption></figure>