Fulfilment portal
The fulfilment portal gives your fulfilment customers real-time insight into the stock and orders you manage for them. This article shows what your customer sees and does in the portal, and how they can start.
What is it?
The fulfilment portal is a dedicated environment for your fulfilment customers. They log in themselves and find their current stock, orders and reports there. That way you spend less time answering questions about the status of stock or orders.
The dashboard shows the most important figures, paused orders and the purchase advice. You can show your own text here and customize the portal to match your own branding.
What can your customer see and do?
Below you can read, per part, what insight and which options your customer has. A change made by your customer is applied immediately in your Picqer account, and the other way around.
Orders
Customers see all orders linked to them. Each order page shows the matching picklist(s) and shipment(s). There is also an overview of recently processed orders, and the Backorders menu item shows all products that aren't on a picklist yet.
Actions your customer can take
- Create a new order
- Manage their own address book (no effect on the addresses in your Picqer account)
- Duplicate an order
- Create a picklist for a partial delivery (configurable per customer)
As long as an order isn't being picked yet, your customer can make these changes:
- Pause, resume, or cancel it
- Cancel products
- Change the delivery address
Purchases
Here your customer sees all purchases and adds new purchase orders. That way your warehouse knows which deliveries to expect. We use the warehouse you set in Picqer for this fulfilment customer.
Based on backorders and the set strategy, Picqer calculates a purchase advice. Your customer fills in the purchasing strategy on the products in the portal. The purchasing strategy set on the products in Picqer isn't taken into account for this advice.
The purchase advice in the portal works differently than the purchase advice in your Picqer account. The purchase advice in the portal is not split per warehouse or per supplier. Also, there is no smart forecasting based on sales history.
Actions your customer can take
- Create a new purchase order
- Change products and quantities (as long as a purchase order has no receipts yet)
- Cancel or close a purchase order
- Calculate the purchase advice
- Set the purchase strategy per product
Returns
All returns are in the portal. That way your customer has a view of the returned products, replacement products and status updates. As soon as a return gets a final status, it appears under Processed.
If a return needs no further action, such as a refund, your customer can mark it as Completed. This is separate from the status you assign as the fulfilment company, and has no effect on the return in Picqer.
Products
Customers see all products linked to them, including the current stock per warehouse, the stock value, and the stock history.
With access to product management (configurable per customer) your customer can add and edit products.
Actions your customer can take
- Add a product
- Edit a product (name, barcode, weight, dimensions, price, customs information, purchase strategy)
- Change the product type
- Create a stock export
Stores
Customers see all connected stores, including the connection status, settings, and recently received orders.
Connecting a new store is possible from the portal. You receive a notification about this in Picqer and can then configure and activate the store.
Actions your customer can take
- Connect a new store
- Adjust the connection settings
Synchronize with the 'Actions' button (configurable per store connection):
- Import new products
- Import new orders
- Send the stock levels to the store
Comments
For communication with your fulfilment customer you can use Comments. Both you and your customer can add a comment to products, orders, pick lists, returns, and purchase orders. When you add a comment, you choose whether it's shown in the fulfillment portal or internal only. Comments from your fulfillment customer are always visible.
Using an @mention in a comment refers directly to the fulfillment customer. This triggers a badge in the menu, along with a notification email.
Reports
The portal contains several reports about the activities you carry out for the customer, their products and stock levels. Each report has its own detail page and can be exported to Excel.
How does your customer get started?
Your portal is available at [yourpicqeraccount].picqer.com/fulfilmentportal. To log in, your customer needs a username and password. The access and other options you can manage per fulfilment customer.
Provide the login details to your customer, together with the URL and the explanation for end users. After logging in, your customer manages their account details via the name in the top right: username, password, language and email notification preferences can be adjusted.
