User Guide

What’s on this page?

• Using Fulfillment as an Associate
• Logging in as a User
  • Selecting a Retailer
  • Logging in as a Store Associate
• The Associate’s Main Screen
• Order Menus
• Managing Orders and Order States
  • New Orders and Accepting an Order
  • In Progress Orders
  • Picking an Order
  • Marking an Item as Found
  • Problem Orders
  • Moving an Order to Ready to Ship/Pickup
  • Shipping an Order
  • In-Store Pickup and Curbside
• Completed Orders
  • Delivery
  • In-Store Pickup
  • Curbside Pickup
• Logging Out
  • Switch a User
  • Exit the Workspace

In progress

Using Fulfillment as an Associate#

The following page is a comprehensive guide to using the Tulip Fulfillment app as an Associate. the main sections of this guide are as follows:

• Logging In as a User
• Associate Main Screen
• Managing Orders and Order States
• Completed Orders
• Logging Out

Logging in as a User#

To log in as a User go to:

https://tulip-staging-fulfillment.tulipretail.com/

Selecting a Retailer#

You will first be asked to identify what store you are logging into:

1. First enter your Retailer Code.

   Find your Retailer Code by looking at the first part of your Tulip URL (for example if the website from which you access Tulip is petal.tulipretail.ca, then your Retailer Code is “petal”).

2. Type in the Retailer Code, sometimes called the “Tenant ID”.

   Tip: to avoid having your users have to remember their retailer code, save a bookmark for Tulip Fulfillment on their device or in their browser and add the retailer code to the URL. I.e. for the above example, you would set the bookmark to point to: https://tulip-staging-fulfillment.tulipretail.com/petal/login

   Logging in as a Store Associate#

   Once the retailer has been identified, the user can log into a specific store.
   1. Select the desired store in the top bar.
   2. Enter the store’s password to proceed.

      Now the user must add a username.

   3. Provide a friendly username for the current store associate using the app.
   4. This username will be added to each action that the associate takes in the app.
   5. Once providing a username, click Continue to begin using the app.

      Note: each store, not user, has a unique login and password.

   The Associate’s Main Screen#

   Once you login, you will be able to see all the orders for the current retailer in one place. The New Orders screen will be open first, this is the home screen of the Fulfillment App.

   

   The main areas of the screen are outlined below:

   

   Order Menus#

   Order Menus show Orders across the different stages of an order’s processing flow.

   The orders states are connected to each other in the following model:

   graph TD id1([New Order]) -->|Click: Start Picking| B[In Progress] B --> C{All Items Found?} C -->|No| D[Problem Order] C -->|Yes| E[ ] E -->|Pickup Order| F[Ready for Pickup] E -->|Ship Order| G[Ready to Ship] G --> H[Shipped] H --> Z[Delivered/Complete] F --> I[Customer Has Arrived] I --> J[Customer Waiting] J --> Z

   The user can navigate through the different order states for the current store by utilizing the Order Menu Bar on the left side of the screen. The number of Orders within an Order Menu is indicated by a numerical icon next to each menu.

   Order Menu	Functionality
   New Orders	Contains Orders that have been sent to a store and are ready to be picked.
   In Progress	Contains Orders that an Associate has started picking but are not complete.
   Problem Orders	Contains Orders that have an issue that disallows them from being completed, and need to be managed before they can proceed.
   Ready for Pickup	Contains Orders that are packed and waiting for a customer to come pick it up In Store or at Curbside.
   Customer Waiting	Contains only Curbside Orders. Once a customer has indicated that they have arrived to pick up a “Ready for Pickup” Order, the Order will enter into this state indicating that the customer has arrived and waiting.
   Ready to Ship	Contains Orders that have been packed and now need to be shipped using a shipping carrier.
   Shipped	Contains Orders scheduled for delivery that have been shipped.
   All Orders	A complete list of all Orders for the store.

   Managing Orders and Order States#

   New Orders and Accepting an Order#

   1. Start at the New Menu to see all orders waiting to be accepted.

   Associates can see any New Orders that are pending acceptance from a numerical notification next to the New Menu.

   2. Tap on the Start Picking button assigned to the desired Order to tell the system that this order is being accepted.
   3. The Order then moves to the In Progress Menu.
   4. An associate will begin picking the items necessary to fill the Order.

      Each Order is displayed with the following information:

      • Individual identification codes (ex. DA254344)
      • Whether they are for Curbside Pickup, In-Store Pickup, or Delivery
      • The date the order was created
      • The customer’s name
      

      In Progress Orders#

      Once a New Order is accepted after tapping Start Picking, the Order is transferred to the In Progress Menu. Orders that are In Progress are being picked.

      

      Picking an Order#

      Picking means that an associate is locating all of the items within the Order.

      The process of picking is as follows:

      1. Click on an In Progress Order to open the Details page for that Order.
      2. Find the Order Items at the bottom of the Details page.
         • Items have assigned SKU numbers.
         • Items are sorted based on where they are located in the store.
      3. An associate locates the Order Items in the store.
      4. They mark the item as Found.

      The Details Screen

      Picking requires the use of the Order Details page, as described in Step 1 of “Picking an Order”. On this page you can see all the items that need to be found and other important information.

      The information in the Details page includes:

      • The customer’s name
      • Verification (ex. signature required)
      • Order status (ex. In Progress)
      • Order type (ex. In Store Pickup)
      • Order date of creation
      • Store order from
      • Assigned associate
      • The Order’s Total price

      The items are sorted based on where they are located in your store, as shown below:

      

      You can now find each item one-by-one and mark them as “Found” if you find it, or “Unavailable” if you can’t locate it in the location it is supposed to be (if you mark the item as Unavailable, the Order will move to the Problem Orders Menu).

      Marking an Item as Found#

      Once an item is located there are 3 ways to mark the item as Found.

      

      Using the Barcode Input menu in the bottom left corner of the Tulip Fulfillment screen, users can toggle between “Scanner”, “Camera”, and “Off”.

      

      How each method works is described below:

      Method	Steps
      Marking an Item as Found Manually	The Barcode Input menu in the bottom left-hand corner of the main Tulip Fulfillment screen should be Off. Open the Order Details page by clicking on the desired Order. Tap Found next to the item’s status. If a mistake was made, associates can undo “finding” an item by clicking on the Undo button that appears after clicking Found.
      Marking Items as Found Using a Barcode Scanner	Connect a dedicated barcode scanner to a computer or mobile device. Make sure that the barcode scanner is set up to be a HID Device, which allows the browser in which you are running Tulip Fulfillment to accept input from the barcode scanner. Turn on barcode scanning input. Click on Scanner in the Barcode Input menu in the bottom left-hand corner of the main screen in Tulip Fulfillment. Scan individual products, they will immediately be marked as Found as they are scanned regardless of the order in which they appear on the screen.
      Marking aItems as Found Using the Device Camera	Use a device’s attached camera to scan barcodes instead of a laser barcode scanner. Enable camera access in your browser in order to first get this working. Turn on device camera scanning input. Click on Camera in the Barcode Input menu in the bottom left-hand corner of the main screen in Tulip Fulfillment. Scan individual products, they will be marked as Found.

      Problem Orders#

      What Are They?

      Problem Orders are Orders that have an issue that disallows them from being completed. They may need to be managed before the Order can proceed. For example, the customer may need to be contacted, or a partial refund might need to happen.

      Indicating a Problem Order

      1. Click on the desired In Progress order to open its Order Details page.
      2. Indicate which item is causing the problem by tapping the Unavailable button next to it.
         • This is reversible by an Undo button that appears.
         
      3. Tap the Mark as Unable to Fulfill button that will appear at the bottom of the Order Details page.
      4. The Order moves to the Problem Orders Menu.

      Solving a Problem Order

      1. The Order is assed and problems are solved by an Associate or Manager.
      2. In the Problem Orders Menu, click on the now solved Order to open it's Details page.
      3. Reverse the problem item(s) status as Unavailable by tapping the Undo button.
      4. If all items in the Order are Found and there are no problems, continue with the Order as if it was an In Progress Order.
         • See _here_ for marking items as Found.
         • See _here_ for how to get a delivery Order to Ship.
         • See _here_ for how to get an In-Store or Curbside Pickup Order ready for Pickup.

      Moving an Order to Ready to Ship/Pickup#

      Once all the items in an order have been found, a new button will appear that reads “Mark as Ready to Ship” or similar. Clicking on this will move the order to the next state.

      

      Shipping an Order#

      Ready to Ship

      Only Orders scheduled for Delivery will be sent to the Ready to Ship Menu after all Order items have been found.

      If an order is to be shipped to a customer you will see in the order summary that the order is marked as Delivery as seen below.

      

      Creating a Shipment

      An associate must manually create a shipment.

      1. Once all items in an Order are found the associate will press Mark as Ready to Ship at the bottom of the Order Details page.
      2. The Order will move to the Ready to Ship Menu.
      3. Orders in the Ready to Ship Menu will have a button appear that says Create Shipment.
         • This button can be found in 2 places: on every Order when viewing all Ready to Ship Orders, and when viewing an individual Order’s Details page.
      4. An associate taps Create Shipment and prepares the Order to be shipped.
      

      Preparing for Shipment

      1. When an associate taps Create Shipment a shipping details page will be displayed for that Order.
      2. The associate prepares the Order based on the details given.
         • If needed, the associate can edit the name and weight of the suggested box, or add a new shipping box to the Order.
         
      3. The Order is given to a delivery service, and the Order moves to the Shipped Menu.

      In-Store Pickup and Curbside#

      Ready for Pickup: In-Store

      Orders ready for In-Store Pickup are sent to the Ready for Pickup Menu.

      1. Once all items in an Order are found and the associate presses Mark as Ready for Pickup.
      2. The Order will move to the Ready for Pickup Menu.
      3. A customer is notified that their Order is ready for In-Store Pickup.
      4. A customer arrives in the store to receive their Order.
      5. The Order must be marked as billed in order for the associate to mark the order as completed. If Fulfillment is not connected to a billing system the associate may override the billing via the ellipses menu in the top right of the order details.
      6. Associate clicks Deliver to Customer to signify that the Order has been picked up by the customr and they have properly completed all required verification.

      Ready for Pickup: Curbside

      Only Orders ready for Curbside Pickup are sent to the Customer Waiting Menu.

      1. Once all items in an Order are found, the associate presses Mark as Ready for Pickup.
      2. The Order will move to the Ready for Pickup Menu.
      3. A customer is notified that their Order is ready for Pickup.
      4. A customer arrives for their Order, they indicate this to the store by completing the form.
         • The customer can provide license plate information and other identifying information to support the associate during handoff.
      5. The indicated Order will move from the Ready for Pickup Menu to the Customer Waiting Menu.
      6. Associates are notified that a customer has arrived at Curbside in the Customer Waiting Menu.
      7. An associate clicks Deliver to Customer on the details page of the Customer Waiting Order.
      8. An associate delivers the Curbside Order to the customer.
      9. An Associate marks Order as completed by clicking Deliver to Customer.

      Completed Orders#

      Delivery#

      Orders that have been shipped to the customer by delivery move to the Shipped Menu when completed.

      

      In-Store Pickup#

      Once an Order scheduled for In-Store Pickup has been marked as billed in the Fulfillment system, the order is completed and can only be seen in the All Orders Menu.

      Curbside Pickup#

      Once an Order scheduled for Curbside Pickup is marked as billed in the Fulfillment system, the Order is completed and can only be seen in the All Orders Menu.

      Logging Out#

      Clicking on the User Menu Button in the top left corner of the Fulfillment screen opens a menu that allows you to…

      Switch a User#

      Use this if you would like to continue picking Orders, but a different Associate is now using the application.

      1. Open the User Menu button by clicking the letter icon in the top left-hand side of the main screen.
      2. Select Exit the Workspace.
      3. The user is now fully logged out of the application.
      

      Exit the Workspace#

      This fully logs you out of the application.

      1. Open the User Menu button by clicking the letter icon on the top left-hand side of the main screen.
      2. Select Switch User.
      3. The new user will have to select the store, enter the store's password, and enter their username to continue using the application in their name.
      
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