UTD Online Store

Fulfiller's Guide

A Fulfiller is a person who has been designated by a Store Manager to review pending orders and fulfill them. Their duties include:

And in some cases may also include:

Log In

To log in to the Marketplace control panel, navigate to http://www.utdallas.edu/onlinestore/?s=admin and enter your username and password. If you are unsure what these are, contact the Store Manager who set up your account. If you ever forget your password, contact us and we will reset it for you.

The Home Screen

This is the screen you will see after you log in. If it is your first time logging in, you may be prompted to enter some profile information first. This information can be changed at any time with the "Edit Profile" button on the upper right panel. Also, note that you can change your password under the "Edit Profile" screen. Do not forget to change your password after you log in for the first time!

You will see the name of your store and beside that a link that says "Fulfillments Pending." There will also be a underlined numbers. This number represents the number of pending, or unfulfilled, orders. In this case, there are 15 pending orders, so the link says "15". Click on this link to continue.

The Pending Orders Screen

This is the next screen you will see. It displays the list of currently pending orders. This list can be sorted by order number, order date, or delivery method, in either ascending or descending order. To do so, click the corresponding arrow (up for ascending, down for descending) above the category header. You can also use the pull-down menus at the top to navigate by date if the list is very long.

Right now there are two pending orders. You can tell it is as yet unfulfilled because the word "PENDING" appears in the Status column. Click "Select All" or choose individual orders and click on the "Process Fulfillment" button to begin processing this order.

Note that if the order has already been filled, the button in the Action column will say "Completed." If this is the case, simply click the "Refresh Pending Fulfillments" link and any completed orders will be removed from the list.

Step One: Review Order and Accept Payment

At this screen you can review the details of the order and accept payment from the customer. You can also adjust the quantity of the product by entering a different number in the "Quantity Ordered" box and clicking the "Update Items" button. If the Store Manager has given you cancel/refund rights, you can cancel the order completely by reducing this number to zero. The buyer will be notified automatically, by e-mail, if you cancel the order. Attempt to obtain missing information before cancelling an order.

When you have confirmed that the order is valid and you're ready to continue, click on the "Accept Payment" button at the bottom of the page.

Note that the customer's credit card is not charged until you have clicked on the "Accept Payment" button and confirmed the transation in a pop-up dialogue box as shown below.

Step Two: Print a Packing List (Optional)

At this screen, you have the option to print a packing list for this order. If you click on the "Print Packing List" button, it will open a printing dialogue box and a new window with the order information in a printer-friendly layout. It will look something like this:

Note that the customer is always required to give a shipping address, even if they specified "Walk-In" as their method of delivery. Make sure that you check the shipping method before sending anything to the shipping address that appears with the order.

When you've printed your packing lists (or chosen not to), click on the "Proceed to Step 3" button to continue.

Step Three: Enter a Shipment Tracking Number (Optional)

On this screen you will see a blank text box. This box is where you can enter in a shipment tracking number, if you choose. This number will be included in the confirmation email to the customer.

After you've entered a number, or if you're ready to continue without one, click on "Proceed to Step 4" to advance to the final step.

Step Four: Send a Confirmation Email to the Customer (Optional)

Now that the order has been processed, the last thing to do is send a confirmation email to the customer. This email is automatically generated.

 

 

To complete the fulfillment and send the automatically generated email, click on the "Send E-mail" button at the bottom of the page.

You're Done!

After the confirmation email has been sent, the fulfillment process is over. Congratulations! Now all that's left to do is to deliver the product to the customer, by whatever means they specified under "Delivery." Once that has been done, the transaction is officially complete! Clicking the "Back to Fulfillment List " link will return you to the pending orders page. Just remember that if any pending orders appear as "Complete," click "Refresh Pending Fulfillments" to update the list.

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