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- Click & Collect System
- Features
- Inventory and fulfillment
Inventory and fulfillment
Follow inventory and fulfillment through the records and decisions your team uses each day.
OverviewPending shipments×
Click & Collect System · Inventory and fulfillment
New
Pending shipments
Order shipments
Pending2
WC-588CO-17047
WC-821CO-91796
Add
Picked2
WC-261CO-13659
WC-140CO-48225
Add
Packed2
WC-456CO-42347
WC-794CO-94785
Add
What you can do
Start with the operating record
Inventory records stock for each variant and warehouse code, with on-hand and reserved quantities. A shipment records the order, warehouse, shipping method, carrier details and progress status. Find stock by variant and warehouse code, then compare on-hand and reserved quantities with the order lines. A shipment points to one order and a shipping method; its status and tracking details explain physical progress. Customer Service Rep uses those records when answering a delivery question.
How the work is organized
- Stock position. Compare the variant and warehouse code before interpreting available stock.
- Shipment progress. Follow the linked order and shipment status from Pending through delivery or exception.
- Service handoff. Pass the shipment number and current status to the Customer Service Rep.
What to agree during setup
The warehouse team agrees how stock adjustments are checked against the order lines and how shipment status is updated. Service staff need a shared interpretation of the order fulfillment status and the shipment status when answering customers. Agree which warehouse code staff use for each variant and how a stock correction is reviewed. Decide who moves a shipment status and when the order fulfillment status should change. Rehearse an order with insufficient stock and one with a delivered shipment. The operator should be able to show the matching variant, order line, and shipment without relying on a product title alone.
Check the handoff on an actual case
A customer asks whether an order has left the warehouse. The operator identifies its order lines, checks the relevant variant inventory and opens the linked shipment. The service rep can then read the shipment status and tracking details, using the order fulfillment status as the broader summary of work still open. Ask the next role to find the same case from its linked record and explain the current decision. Keep the order number or catalog code visible in the handoff so a change is applied to the intended transaction.
Repeat the check with a second case whose status or linked record differs. Have the responsible role explain the correction and confirm that the next person can see the result in the same records.
What your team sees
- Pending shipments — Shipments awaiting warehouse work, grouped by their current status.
- Open customer orders — Stock and reserved quantities for each variant and warehouse code.
Follow the work through
See the storefront order cycle and implementation for a pilot that connects this work to the rest of the order.
What it keeps track of
Data model- Inventory
- Each record is the stock level of a product at a warehouse, used to know what's available to sell.
- Order shipments
- Each record is a shipment sent for an order, used to track delivery status and tracking info.
- Customer orders
- Each record is a completed order placed by a customer, used to track what was bought and its status.
- Order lines
- Each record is one item within an order, used to track what was ordered, shipped, and billed.
- Shipping methods
- Each record is a delivery option, used to configure shipping choices, cost, and speed for customers.
Who uses it
Permissions- Warehouse Operator
- Owns stock and shipment updates.
- Customer Service Rep
- Reads the order and shipment to answer the shopper.
- Merchant Owner
- Handles a commercial exception that changes the order.
Set up Click & Collect System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.