How Does Partial Fulfillment/Receiving Work [Information]

Modified on Mon, 20 Jan at 3:36 PM

In real-world operations, complete order fulfillment or receiving isn't always possible in a single operation. To address this, techOMS offers Partial Fulfillment and Partial Receiving functionalities, providing the flexibility to process sales and purchase orders in stages.

Both features offer the following options to control order status updates:

Yes: Provides immediate feedback (Short Shipped or Short Received) after the first partial action, highlighting incomplete orders that may require follow-up.
No: The order status reflects Shipped or Received only when all shipments or receipts are complete.

PARTIAL FULFILLMENT

The following table details how Partial Fulfillment works according to different scenarios and configuration settings:

SETTING	SCENARIO	DESCRIPTION
No	Shipment status is Shipped	Sales Order status will be Shipped.
	Shipment status is Short Shipped	Sales Order status will be Fulfilling (In Process), as techOMS waits for new shipments for the order. Another shipment needs to be manually created in techOMS to receive the additional shipments from the WMS.
	Sales Order has a few shipments initially	Sales Order status will be Shipped only if all shipments get Shipped status. Otherwise, in the meantime, the status will be Fulfilling (In Process) and another shipment needs to be manually created in techOMS to receive the additional shipments from the WMS.
Yes	Shipment status is Shipped	Sales Order status will be Shipped.
	Shipment status is Short Shipped	Sales Order will be considered closed with the final Short Shipped status.
	Sales Order has a few shipments initially	The first Shipped or Short Shipped shipment will update the order status to Short Shipped. If the shipment is a single order shipment, it will not require follow-ups. However, if it is not, it might require operator reviews, follow-ups or controls, as Short Shipped is the order's final status.

NOTE: In all scenarios, quantities shipped and tracking numbers are communicated to the sales channel.

PARTIAL RECEIVING

The following table details how Partial Receiving works according to different scenarios and configuration settings:

SETTING	SCENARIO	DESCRIPTION
No	Receipt status is Received	Purchase Order status will be Received.
	Receipt status is Short Received	Purchase Order status will be Receiving (In Process), as techOMS waits for new receipts for the order. Another receipt needs to be manually created in techOMS to receive the additional receipts from the WMS.
	Purchase Order has a few receipts initially	Purchase Order status will be Received only if all receipts get Received status. Otherwise, in the meantime, the status will be Receiving (In Process) and another receipt needs to be manually created in techOMS to receive the additional receipts from the WMS.
Yes	Receipt status is Received	Purchase Order status will be Received.
	Receipt status is Short Received	Purchase Order will be considered closed with the final Short Received status.
	Purchase Order has a few receipts initially	The first Received or Short Received receipt will update the Order Status as Short Received. If the receipt is a Single Order receipt, it will not require follow-ups. However, if it is not, it might require operator reviews, follow-ups or controls, as Short Received is the Order's final status. The first Received or Short Received receipt will update the order status as Short Received. If the receipt is a single order receipt, it will not require follow-ups. However, if it is not, it might require operator reviews, follow-ups or controls, as Short Received is the order's final status.