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POS fulfillment statuses

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POS fulfillment records track each item’s delivery or collection state from the time it is added to a cart through to completion. A fulfillment record is created for each cart item when a fulfillment type is assigned.

Fulfillment statuses

Status Description
requested Fulfillment has been requested (initial state for most types)
ordered Item has been ordered from a supplier (used for special orders)
received Ordered item has been received into the outlet
picked Item has been picked from stock
packed Item has been packed and is ready to dispatch
ready_to_ship Item is ready for carrier collection
shipped Item has been dispatched and is in transit between outlets (used for transfer fulfillments)
ready_for_pickup Item is ready for customer collection
delivered Item has been delivered to the customer
complete Fulfillment is fully complete
on_loan Item is out on loan (used for rental fulfillments)
returned Item has been returned
out_of_stock Item could not be fulfilled due to stock unavailability
missing Item cannot be located in stock

Fulfillment substatuses

Substatuses are active during the cart and checkout process. They appear alongside the main status to indicate where in the checkout flow a fulfillment currently is.

Substatus When it applies
confirm_quantity Staff are confirming the quantity before proceeding
checkout The fulfillment is in the active checkout process
release The fulfillment is being released (for example, during a return or cancellation)

Custom fulfillment statuses

Custom statuses can be set on fulfillment records via the Salesforce API or automation rules. When the POS encounters a status that is not in the predefined list above, it displays the status with a sentence-cased label. For example, a custom status of awaiting_approval displays as “Awaiting approval”.

Custom statuses are read-only in the POS — staff can view them but cannot transition from a custom status using the standard fulfillment controls. Use Salesforce flows or automation to manage transitions to and from custom statuses.

Fulfillment types and statuses

Not all statuses apply to every fulfillment type. The status progression also differs between standard purchase fulfillments and rental fulfillments.

Standard purchase fulfillments (takeaway, delivery, pickup, hold, transfer, special_order) progress through statuses relevant to picking, packing, and releasing goods for sale.

Rental fulfillments (reserved, and rental variants of takeaway, pickup, hold, transfer, special_order) follow a different progression that includes on_loan and returned states before reaching complete. The release action button for rental fulfillments shows Loan items instead of Release items.

For reference, the 7 fulfillment types are: takeaway, delivery, pickup, hold, transfer, reserved, and special_order.

To configure which fulfillment types are available in your POS and customize their labels, see Configure POS fulfillment types and payment methods.

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