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This guide will help you get started with WorkSuite Fulfill quickly. You’ll learn the essential steps to begin managing your business operations.

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Prerequisites

Before you begin, make sure you have:
  • Access to WorkSuite Fulfill (provided by your administrator)
  • Your login credentials
  • Basic information about your customers and items

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Step 1: Log In

  1. Open WorkSuite Fulfill in your web browser
  2. Log in with your credentials
Site selection is optional in Fulfill. You can select a site if you want to filter orders by location, but it’s not required to access customers, products, or pricing.

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Step 2: Navigate the Main Menu

Once logged in, you’ll see the main WorkSuite applications menu. Click on FULFILL to access the customer and order management features. The main sections you’ll use are:
  • Customers: Manage customer information and contacts
  • Locations: Manage warehouse locations and organization
  • Pricing: Set up pricing for different customer groups
  • Product: View and manage your item inventory (items, categories, availability)
  • Orders: Create and track customer orders

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Step 3: Add Your Customers

Start by creating customer records:
  1. Click on Customers in the navigation
  2. Click the Add New button
  3. Fill in the basic information:
    • Customer name
    • Contact information
    • Billing and shipping addresses
  4. Add locations if customers have multiple delivery addresses
  5. Save the customer
You’ll return to customer records later to assign price groups after they’re created.

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Step 4: Set Up Your Inventory

Get your items into the system: Option 1: Manually Create Items
  1. Navigate to Product > Items
  2. Create categories to organize your products
  3. Add individual items with details like name, SKU, and description
Option 2: Import from Availability Module
  • Items can be automatically imported from the Availability module
  • Items created during inventory counts will appear in Fulfill
  • This keeps your inventory synchronized across modules

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Step 5: Create Categories and Price Groups

Organize your products and pricing: Categories:
  1. Navigate to Product > Categories
  2. Create categories to group your items logically
  3. Assign items to appropriate categories
Price Groups:
  1. Navigate to Pricing > Groups
  2. Create price groups for different pricing tiers (e.g., retail, wholesale, preferred customer)
  3. Set prices for your items within each price group

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Step 6: Attach Price Groups to Customers

Link your pricing to customers:
  1. Go back to Customers
  2. Open each customer record
  3. Assign the appropriate price group to the customer or their specific locations
  4. Different customer locations can have different price groups
Price groups determine which prices customers see when you create orders. Make sure to assign price groups before creating orders.

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Step 7: Create Your First Order

Now you’re ready to process orders:
  1. Navigate to Orders
  2. Click New Order
  3. Select your customer from the dropdown
  4. Add items to the order:
    • Choose items from your inventory
    • Set quantities
    • Prices will automatically apply based on the customer’s price group
  5. Review and save the order

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What’s Next?

Now that you’ve completed the basics, explore these features:
  • Set up price groups for different customer types
  • View order invoice PDFs for shipped orders
  • Explore availability sessions and inventory tracking
  • Set up additional customer locations and contacts
  • Create master orders for recurring deliveries
  • Import customers, items, and orders via CSV

Need Help?

If you run into any issues, check the detailed guides in each section or contact support at [email protected].