Understanding the Pipeline Tab

Apr 29, 2014 8:46 pm

The Pipeline tab of the Fulfillment module is where you complete the fulfillment items associated with orders entered on the Orders tab. You configure fulfillment items on the Actions and Forms tab of the Fulfillment module, then add them to items in your catalog or product directory. As items in the catalog are ordered, fulfillment items appear on the Pipeline tab for completion.

All fulfillment items for orders appear as individual items on the Pipeline tab. This means that if an order includes fulfillment items for domain registration and training, the Pipeline tab would display two fulfillment items for that order. You could then fulfill each item and mark it as completed. Once all items are completed, all the fulfillment items in the order are automatically moved to the History subtab. This helps you manage all the items that require fulfillment in an order.

The Open subtab displays all the fulfillment items that still need to be completed. If one item in an order has not been completed, all the fulfillment items for the order continue to display on the Open subtab until all items have been completed.

The History subtab displays all the fulfillment items that have been compelted. Note that all items in an order must be completed before the fulfillment items are moved to the History subtab.