Fulfilment

As a fulfilment company, you process the stock, orders, purchasing and returns of multiple fulfilment customers. In Picqer, your customers' data is kept separate and your customers have insight into their own information. In the warehouse, you process everything efficiently in the same workflow.

This guide is about how to approach fulfilment in Picqer.

What is fulfilment?

Fulfilment means that you process the stock, orders, purchasing and returns on behalf of multiple customers. In a fulfilment account in Picqer, the products, stock, orders and reports of each customer are kept separate. In your warehouse, you simply process these customers side by side.

That makes fulfilment different from a regular Picqer account, in which you only manage the stock and orders of your own store. You can read about all the differences between Picqer Regular and Picqer Fulfilment here.

Why work with fulfilment in Picqer?

As a fulfilment company, you process your customers' orders at the same time, each with their own stock and requirements. Picqer is set up for this situation:

• One system for all your customers. You manage all customers in the same account and process their picking lists in the same workflow, instead of maintaining a separate system per customer.
• Separated data. Each customer's products, stock, orders and reports remain separated at the customer level, even though you process everything in the same account.
• A portal for your customers. Your customers log in to their own fulfilment portal and see their stock, orders and reports there, without having to come to you for it.

How do you approach fulfilment?

1. Choose the right type of account

Are you currently using Picqer as a regular account and switching to fulfilment? How to carry out this switch is explained step by step. Don't have a Picqer account yet? Then create a new one and ask Sales to convert it into a fulfilment account.

2. Set up the basic settings

Go through the basic steps that come with every new account: setting up your general settings correctly, creating locations and users, connecting with carriers, and creating any product fields and tags.

3. Create your fulfilment customers

In Picqer, create a fulfilment customer for every customer you serve. Then give them access to the fulfilment portal. Fulfilment customers log in to their own fulfilment portal, which you can customise with your own logo and text.

4. Connect the stores per customer

Connect each customer's store and make sure the connection links directly to the right fulfilment customer, so that products are immediately linked to the correct customer.

What do you need in Picqer?

To work with fulfilment, you use these parts of Picqer:

• Fulfilment customers: the overview in which you manage all your customers, with their own settings and access to the portal.
• Store connections per customer: each customer connects their own store, so that orders and products automatically end up with the right customer.
• The fulfilment portal: where your customers view their own stock, orders and reports.

Also useful:

• Comments between you and your customer: communicate about specifics on an order and use an @mention to tag your customer directly.
• Your own API keys per customer: Picqer has 'scoped' API keys that you set up for a specific fulfilment customer. Useful if your customer's systems need direct access to their own data in Picqer.

What does Picqer handle automatically?

As soon as you use Picqer Fulfilment, Picqer handles:

• Separated data, combined work. Picqer keeps your customers' stock, orders and reports separated, even though you simply process their picking lists in the same workflow.
• A billing basis via the fulfilment customer report. Picqer automatically keeps track, per customer, of how many picking lists, lines and returns have been processed. This report is also available via the API, so you can do automatic invoicing based on the data from Picqer.
• Deactivating a customer. Are you ending your services for a customer? Deactivate the customer and Picqer deactivates the associated data.