Logging In

You can access the Fulfillment Control Panel (FCP) 24 hours a day from any computer with an internet connection.

1. 1.    Access

Access the EFS Fulfillment Control Panel login page by clicking
the Client Login button on the eFulfillment Service home page.

1. 2.    Log In

Enter your EFS supplied user name and password to begin
using the system.

Configuring your Basic Settings

When you get started with eFulfillment Service, you use the Fulfillment Control Panel to configure basic settings that apply to all of your orders. This includes setting automatic ship confirmation emails sent to you and/or your customers and other basic settings, like resetting your password and setting specific packing and return instructions.

1. 1.    Select

From the Client Info menu, select the My Settings menu item.

1. 2.    Ship Confirmation

Select your email preference from the Status field. Then enter the From Address email that you want your buyers to see. Finally, enter the email address to which you want a copy sent.

Type any custom text you would like included in your ship confirmation emails.  Click the Update Ship Confirmation Info button to save your changes.

Add Products

SKU numbers (Stock Keeping Unit) identify your unique products stored in the eFulfillment Service facility. Enter the SKU number for each product in the Control Panel. SKU numbers must be entered before EFS receives your shipments of merchandise so that we can match your items to the inventory list.

1. 1.       Select

From the Client Info menu, select the Add/edit products
menu item.

1. 2.       Add a Product

On the products list screen, click the Add a product
link. The SKU entry form will appear.

1. 3.       Enter SKU Data

Enter the product information in the fields provided.
Click the Add Product button to save when finished.

Note: The product item number must exactly match
the SKU number in the EFS Control Panel.

1. 4.       View Product

The product list appears again with the new product.

Create New Orders

The FCP allows you to enter individual orders manually or automatically upload multiple files by uploading a .csv or .xml order file to the Fulfillment Control Panel.

1. 1.       Select

From the Orders menu, select the Create a new order
menu item.

1. 2.       Enter Order Data

Enter the customer’s email address and phone number (for delivery personnel when signature confirmation is required).

Enter the Billing Address, Shipping Address (if different), Ship Via method from the drop-down menu, and any special comments to be printed on the packing list for the order.

1. 3.       Enter SKU Quantity

Enter a quantity for each SKU the order requires.
Click the Verify Order button when finished to save.

1. 1.       Select

EFS requires that the order file be converted into a
compatible format that can be used by the FCP.
Follow the procedure below to upload the compatible file.

From the Orders menu, select the Import Order File
menu item.

1. 2.       Upload File

On the Order Import page, click the Upload New Import File link.

1. 3.       Add New File

Browse to the file to upload and select the predefined
file format, then click Submit.

1. 4.       Verify Order

The Order Import page will appear. Click Verify to
ensure that the order file imported correctly.

Search Orders

Search for a specific order by order number, name, or date, or search all orders in the system.

1. 1.       Select

From the Orders menu, select the Search/edit Orders
menu item.

1. 2.     Search

Enter any detailed order information in the search fields provided to search for a specific order, then click the Search Orders button to search for all orders in the system.

Search Tips:

• Search by the zip code of where an order was shipped if there is not an order number.
• Enter the entire zip code. A partial search (entering “4”) will return too many results.

1. 3.     View

Any orders that match your search fields will display.

View Orders

The orders screen has several useful features that allow you to monitor your orders through one user-friendly interface.

1. 1.       Pending Orders

For pending orders, a tracking number will display. Click the link to view the status of the order. The shipping carrier’s web site will open in a new browser window showing the status of the order.

1. 2.        Order Status

A box icon will display showing the status of an order. An icon key is shown above the order list.

1. 3.       Order Details

Click the Paper icon in the Options column to view specific order details.

Edit Orders

Edit order details from the order search results screen using one simple icon.

1. 1.       Select

From the Orders menu, select the Search/edit Orders
menu item.

1. 2.       Search

Enter any detailed order information in the search fields

to search for a specific order, then click the Search Orders button to search for all orders in the system.

1. 3.     View/Edit

Any orders that match your search fields will display.

Click the Edit icon to change the order details, as needed.

Note: Orders can only be edited via the FCP when they are in "pending" status.

View Inventory

There are two primary methods to monitor your inventory. First, you can simply view your inventory in list form by selecting the View Inventory from the Client Info menu. The most efficient way is by using the Inventory Search screen.

1. 1.       Select

From the Client Info menu, select the Inventory Search
menu item. The search window lists the entire inventory list.

1. 2.       Search

To search for specific inventory items, select the search
category (SKU or Description) and type the name or SKU
number of the inventory you would like to search. 

Click the Search button to begin the search.

1. 3.       Filter List

Click Show Deleted Items or Hide Memo Items to
further filter the inventory list.

1. 4.       Sort List

Click a column heading to sort the list by that category in
ascending or descending order.

1. 5.       Add Inventory

Click the Add a new product link under the Products
list.

Enter the product information in the fields provided.

1. 6.       View Details

In the Actions column, click the History link to view the SKU
numbers’ complete transaction history, or click Edit to change
the product information.

View Invoices

View individual records of your weekly service invoices, with convenient links to transaction details.

1. 1.       Select

From the Billing menu, select the View Invoices
menu item. 

1. 2.       View Details

Click View Details under the Options header to see
the related list of shipments for a specific invoice.

Click the Download Detailed Spreadsheet link to export invoice data as a spreadsheet.

Click the Details link to review an individual shipment.

Generate Reports

The Reports menu allows you to run and download inventory and transaction reports.

1. 1.       Select

To generate an inventory report, select the Inventory Spreadsheet
menu item from the Reports menu.

1. 2.       Generate

Choose to sort the report by SKU number, Descriptions, or Good
Inventory. Click Generate to create the report.

1. 3.       View

The report shows your SKU numbers, descriptions,
bin number / pallet locations, quantity “good” and
quantity “hold”, like the example shown here.

1. 4.       Select

To generate a transaction report, select the Transaction Spreadsheet
menu item from the Reports menu.

1. 5.       Generate

Choose to sort the report by Order Date, Ship Date,
Order Number, or Customer Name, or search between
a specific date range.

Click Generate to create the report.

1. 6.       View

The report shows a list of shipped orders including names,
addresses, items, quantities, and tracking numbers for a
given date range.