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Fulfilling and receiving

Last updated: October 24, 2026

What it does

Record a fulfilment when the goods or the work on an order have moved. You fulfil a sales order out to the customer and receive a purchase order in from the vendor.

The order hasWhat you use
At least one stock lineThe full card, with a quantity for each line and the location the units leave from or arrive at
No stock lineOne action beside the fulfilment badge, reading Mark as fulfilled on a sales order and Mark as received on a purchase order. The undo beside it reads Mark as unfulfilled or Mark as unreceived.

Each recorded fulfilment appears as a card under the unfulfilled one, with a Reverse action.

Before you start

  • A quote has nothing to fulfil, and a draft purchase order has nothing to receive. Lucrii hides the card and its actions on both. Send the purchase order first, and the receiving card appears.
  • A line that ships stock needs a location whenever your organisation has any locations to choose from.
  • A cancelled order does not allow a fulfilment or a reversal.

How to use it

  1. On an order with stock lines, select Fulfil items, or Receive items on a purchase order.
  2. Enter how many units of each line are moving.
  3. Check the location under Fulfil from, or Receive at on a purchase order. Lucrii fills it from the order’s location, or from your organisation’s default.
  4. Select Fulfil items, or Receive items, again to record the movement.

On an order with no stock lines, select Mark as fulfilled beside the fulfilment badge, or Mark as received on a purchase order. It marks the units left on each line as moved, in one go.

To undo a fulfilment, find its card and select Reverse.

Troubleshooting

The submit button stays off. Choose a location for the lines that ship stock.

Reverse is off on a fulfilment, and says why. The customer has since returned units it covers, and you cannot reverse it.

Stock did not change after a fulfilment. A fulfilment with no location moves no stock on or off the shelf.

  • Line items: Price an order row by row in the line items table, from your items and variants.
  • Refunds and restocking: Refund part or all of an order line by line, and put the returned stock back.
  • Recording payments: Record money received against a sales order, or paid out on a purchase order, in the payments card.

Changes