Overview 

This article provides an end-to-end overview of the Order fulfillment workflow, from the initial synchronization of new orders through to completion.

Planning your production and fulfilling orders through Order Fulfillment: 

Follow these steps to plan your production and fulfill your orders from Order Fulfillment. 

Step 1: Synchronise Orders

1. Log in to the online platform C-sar.
2. Navigate to Commerce > Orders.
3. Select Synchronize.
4. Open orders will be synced to the online platform with the following information:
   • ID-Tag: Each order will receive an ID-tag with OR.
   • Fulfillment status: Unprocessed orders will be marked as Received.
   • Order fulfillment
   • External reference
   • Order date
   • Order item
   • External order status
   • Shop
   • Customer

Step 2: Group your Orders into an Order Fulfillment

1. Choose the orders you wish to fulfill by checking the boxes, then select Fulfill.
2. In the *Fulfillment date field, select the date by which the order needs to be completed.
   

   

3. Click Create order fulfillment.
   Once created, you can find your plan on the Order fulfillment overview page. Each plan is tagged with a unique identifier (e.g., OF-1234).
    

Step 3: Create Packaging plans based on what you need

1. Once you've created your order fulfillment, navigate to the Packaging tab.
2. (Optional) Click Customize to select the items for the Packaging requirements tab, then use the arrows to set their order. Click Apply to save your change
3. Once you have reviewed the numbers in the packaging tab, choose one of the following options:

• Option 1: Click the Auto-create plans dropdown and select By net requirement to generate Packaging plans based on demand across all open and in-progress orders, combined with your minimum stock levels. Use this option if you fulfill your orders in bulk, or have minimum packaged stock levels you want to hit.
   

• Option 2: Click the Auto-create plans dropdown and select For this OF only to generate Packaging plans for the quantities in this Order Fulfillment only. Ignores on-hand stock, scheduled plans, and minimum stock levels — a new plan is added on top of any existing ones for the product. Use this option when you're processing an order wave and only want plans for that specific fulfillment, independent of stock or other open orders. Works well when paired with a customised view of your columns. 
   

• Option 3: To add plans individually, click Add packaging plan. This allows you to customize specifics for individual products. The Add packaging plan page is pre-filled based on the Net requirements.
   

Step 4: Schedule roasts based on the Packaging requirements

1. Navigate to the Roasting tab.
2. Once you have reviewed your Net requirements, choose one of the following options:
   • Option 1: Click Add all roast schedules to instantly generate roast schedules. 
     

     

   • Option 2: To create roast schedules individually, click Add roast schedule next to your chosen Profile group to create a new individual entry.
     

     

   • Option 3: Select Go to roast schedule to open your full scheduling overview.
     

     

3. (Optional) If blending is required, proceed to the Blend tab.
    

(Optional) Step 5: Add blend
 

1. Select the Add blend button for the specific profile.
   

   

2. The Add blend page is pre-filled based on the Net requirements. Review and confirm the suggested values and click Create blend to proceed.
    

Step 6: Execute Packaging plans

1. Navigate to the Packaging tab.
2. Choose one of the following options:
   1. Click Execute all plans to package all plans together, regardless of variant. 
   2. Click Execute plan next to a specific Product Name to package only that item.
3. This will take you to the packaging execution page, where you can mark any of your variants as packaged. Once you submit your packaging execution, your on-hand value will increase. 
4. (Optional) Use the Print button on the packaging execution page to generate a physical copy for your team. 
   ⚠️Please note that once printed, the status must still be manually updated to ‘Completed’ in the online platform C-sar.

Step 7: Finalize remaining orders

1. Navigate to the Pick list tab.
   

   

2. Select the orders you wish to finalize from the Pick List tab and click Complete. 
   To process orders in bulk, select the relevant checkboxes and click Complete above the table.

Fulfillment directly from Pick List: 

If you have done your production planning outside of order fulfillment and have all your packaged inventory ready to go, you can simply create an order fulfillment and immediately complete orders from the Pick List. 

Step 1: Synchronise Orders

1. Log in to the online platform C-sar.
2. Navigate to Commerce > Orders.
3. Select Synchronize.
4. Open orders will be synced to the online platform with the following information:
   • ID-Tag: Each order will receive an ID-tag with OR.
   • Fulfillment status: Unprocessed orders will be marked as Received.
   • Order fulfillment
   • External reference
   • Order date
   • Order item
   • External order status
   • Shop
   • Customer

Step 2: Group your Orders into an Order Fulfillment
 

1. Choose the orders you wish to fulfill by checking the boxes, then select Fulfill.
   

   

2. In the *Fulfillment date field, select the date by which the order needs to be completed.
3. Click Create order fulfillment.
   Once created, you can find your plan on the Order fulfillment overview page. Each plan is tagged with a unique identifier (e.g., OF-1234).
   

   

Step 3: Fulfill orders from your Pick list

1. Select the orders you wish to finalize from the Pick List tab and click Complete. 
   💡To process multiple orders at once, simply check all the relevant boxes; the Complete button will then appear above the table for bulk actions.
    
    

 If you have further questions, feedback, or concerns, please submit a support ticket directly from support.cropster.com.