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Order Fulfillment Workflow

Guide to processing and fulfilling wholesale orders.

Order Lifecycle​

Received → Reviewed → Accepted → Picking → Packing → Shipped → Delivered
                    ↘ Rejected

For Wholesalers​

Receiving Orders​

When a retailer places an order:

  1. Notification: Email/SMS alert
  2. Dashboard: Order appears in pending queue
  3. Review: Check order details

Reviewing Orders​

  1. Go to Orders > Pending
  2. Click on order to view:
    • Retailer information
    • Items requested
    • Quantities
    • Requested delivery date
    • Payment terms

Order Decision​

Accept Order:

  1. Verify inventory availability
  2. Confirm you can meet delivery date
  3. Click Accept Order
  4. Order moves to "Preparing"

Reject Order:

  1. Select rejection reason
  2. Add explanation
  3. Click Reject Order
  4. Retailer notified

Propose Changes:

  1. Click Propose Alternative
  2. Adjust quantities/items
  3. Suggest new delivery date
  4. Send to retailer for approval

Picking​

  1. Go to Orders > Preparing
  2. Select order to pick
  3. Print pick list
  4. Gather items from warehouse
  5. Verify quantities and condition
  6. Mark items as picked

Packing​

  1. Package items securely
  2. Include:
    • Packing slip
    • Compliance manifest
    • COAs if required
  3. Label packages with order info
  4. Mark as packed in system

Shipping​

  1. Assign to delivery:
    • Own fleet
    • Fleetbase integration
    • Third-party carrier
  2. Generate manifest (METRC)
  3. Create tracking number
  4. Mark as Shipped
  5. Retailer receives tracking

Delivery Confirmation​

After successful delivery:

  1. Driver marks delivered
  2. Captures proof of delivery
  3. Retailer confirms receipt
  4. Order marked Delivered
  5. METRC transfer completed

For Retailers​

Placing Orders​

  1. Browse marketplace
  2. Add items to cart
  3. Proceed to checkout
  4. Select delivery preferences
  5. Submit order

Order Tracking​

  1. Orders > My Orders
  2. View order status
  3. Track delivery in real-time
  4. Receive notifications

Receiving Delivery​

  1. Verify driver identity
  2. Check manifest against delivery
  3. Inspect products
  4. Sign for receipt
  5. Accept in ReUp
  6. Accept METRC transfer

Handling Issues​

Short Shipment:

  1. Note on delivery receipt
  2. Contact wholesaler
  3. Request credit or reshipment

Damaged Goods:

  1. Document with photos
  2. Note on receipt
  3. File claim in system
  4. Await resolution

Wrong Items:

  1. Refuse incorrect items
  2. Contact wholesaler
  3. Arrange for pickup/replacement

Compliance Requirements​

METRC Integration​

All transfers must:

  1. Have valid manifest
  2. Include package tags
  3. Be accepted within 72 hours
  4. Match physical delivery

Documentation​

Maintain records of:

  • Purchase orders
  • Invoices
  • Manifests
  • Delivery receipts
  • COAs

Order Management​

Viewing Orders​

TabOrders Shown
AllEvery order
PendingAwaiting action
ProcessingBeing fulfilled
ShippedIn transit
DeliveredCompleted
IssuesProblems reported

Filtering​

Filter orders by:

  • Date range
  • Status
  • Retailer/Wholesaler
  • Amount
  • Product category

Bulk Actions​

  • Accept multiple orders
  • Print batch pick lists
  • Generate batch manifests
  • Mark batch as shipped

Performance Metrics​

For Wholesalers​

  • Order acceptance rate
  • Fulfillment speed
  • On-time delivery rate
  • Order accuracy
  • Returns/claims rate

For Retailers​

  • Order frequency
  • Average order value
  • Payment timeliness
  • Claim rate

Best Practices​

  1. Respond quickly: Accept/reject within 4 hours
  2. Communicate: Update retailer on delays
  3. Quality control: Check items before shipping
  4. Document everything: Photos, signatures, notes
  5. FIFO: Ship oldest inventory first
  6. Track metrics: Monitor and improve performance