Fulfillment & Shipping

Once you have picked and packed your order, it’s time to record the shipment in Formul. This ensures your inventory counts are accurate and the “On Hand” stock is officially removed.

Fulfilling an Order

The fulfillment process in Formul is designed to be quick and definitive.

1. Open an ALLOCATED Sales Order.

2. Physically pick and pack the items.

3. Click the Fulfill Order button.

4. Confirm Location: Verify the location you are shipping from.

5. Click Confirm Fulfillment.

   

What happens next?

• Status: The order status changes to FULFILLED.
• Inventory: The items are removed from your On Hand inventory.
• Ledger: A SHIPMENT transaction is recorded in the Inventory Ledger.

Note

Shipping Labels: Currently, Formul tracks the inventory movement. You should generate your shipping label (UPS, FedEx, USPS) via your carrier’s portal or shipping station as you normally would.

Understanding Order Statuses

Status	Meaning	Inventory Impact
CREATED	Order is drafted.	None. Stock is still “Available” for others.
ALLOCATED	Stock is reserved.	Allocated increases. Available decreases. On Hand stays the same.
FULFILLED	Order has shipped.	On Hand decreases. Allocated decreases.
CANCELLED	Order voided.	All allocations are released back to Available.

Common Questions

Can I ship a partial order?

In the current version, the Fulfill Order button marks the entire line item as fulfilled. If you need to split shipments, please contact support for enabling advanced fulfillment features.

What if I don’t have the stock?

You cannot fulfill an order if you don’t have the inventory (unless your account allows overselling). If you are blocked, check your Inventory page to see if you need to make or buy more stock.