If your customer needs you to include an invoice with the package you're shipping, you can do so with our fulfillment invoicing functionality. This article reviews how to configure fulfillment invoicing and apply it to your ecommerce orders.
You must have Fulfillment Invoicing enabled for your account under Admin > Settings before you can proceed with configuration.
Skip Ahead: Use the following links to skip to the relevant guidelines below.
- Step 1: Enable for each customer
- Step 2: Set the price for each item
- Step 3: Include item prices on your order
- Step 4: Print custom packing slip
Step 1: Enable for each customer
The first step in configuring fulfillment invoicing is enabling the option in your customer settings.
- Navigate to Customers > Manage Customers, select a relevant customer from the grid, then click Edit.
- Click the Orders configuration section, then select Fulfillment invoicing enabled.
- Click Save.
Repeat these steps for each customer as needed.
Step 2: Set the price for each item
Once fulfillment invoicing is enabled for each relevant customer, you'll need to ensure the Sell Price is entered for each relevant item. You can do this via a batch item update or manual entry.
Please note that pre-wired API integrations cannot pull the item's price from your customer's shopping cart, so you must have the accurate Sell Price defined in 3PL Warehouse Manager.
If you opt to enter the cost using a batch item update, navigate to Items > Batch Item Update, export the master file, then update the 'Price' (in column BD) for each relevant item. For further guidelines, please see Making a Batch Item Update and especially refer to the note in Step 2.
To manually enter the cost for an item, navigate to Items > Manage Items, select the relevant customer, select a relevant item from the grid, then click Edit.
In the 'Description' section, adjust the 'Sell Price' as needed, then click Save.
Repeat for each item as needed.
Step 3: Include item prices on your order
Once you've set up the cost for each item, the prices will transfer to the relevant orders. These orders are typically imported or populated via an API/EDI integration, and the prices will display in the Order Line Items grid on the order.
For order imports, you or your customer will need to utilize our Flex Header Order Import Template, which has a specific section dedicated to Fulfillment Invoicing Fields and contains a separate worksheet for importing instructions. For further guidance, please see our articles on Importing Orders and Import Template FAQs.
If you're manually adding a line item to an order, you'll notice the following fields:
- Unit Price: the price per primary unit
- Discount Amount: the flat discount applied to the units
- Discount Percent: the discount percentage applied to the units
- Line Total: the total price for all the units, minus any defined discounts
You can also include each of these fields as grid columns in the Oder Line Items grid by clicking Options > Columns, then selecting each relevant column. The 'Extended Total' column can be applied as well, which indicates the total price of the line item without discounts.
Please note that the fields outlined above are specific to the line items in the grid, which are included in the subtotal on the invoice. The bottom fields below the grid are additional discounts you can apply at the order level, which may get applied due to a Discount Code. If used, these amounts can be entered manually but are typically imported with the Flex Header Order Import Template, as mentioned above.
Step 4: Pack order and generate custom packing slip
Once your order is ready to pack and prepare for shipment, you'll proceed with your normal packing process. When it comes time to print your packing slip, you'll select the order from the grid, then select Documents > Packing Slip.
For the first Packing Slip Version, select Fulfillment Invoice from the drop-down list.
Select the appropriate Export Format, then click Generate. A confirmation message will appear, and the packing slip will generate in the selected format.
Once you include the packing slips in your package, the order is ready for shipment and you can click Ship and Close on the order.