coreSTORE Advanced - Orders: Establishing Auto Fulfillment for Memberships
JO

Josh Okey

Created Nov 18, 2024

coreSTORE Advanced - Orders: Establishing Auto Fulfillment for Memberships

In this guide, we will cover how to create an Auto Order Processing Fulfillment for the membership types you are establishing. The first step is ensuring you have created an applicable order status.

Please refer to our Establishing Order Status Guide for the initial step in setting up auto-fulfillment.

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1

Click on Orders

First, navigate to the Orders menu option on the Admin page of your coreFORCE backend.

Click on Orders
2

Click on Settings

Under the Orders menu, locate the Settings submenu.

Click on Settings
3

Click on Automatic Processing Controls

Under Settings, locate the Automatic Processing Controls menu.

Click on Automatic Processing Controls
4

Click on ADD

On the Automatic Processing dashboard, click the Add button in the top-right corner.

Click on ADD
5

Description

Provide your processing control with a unique description, such as Membership Fulfillment, to ensure it is easily identifiable.

Description
6

Click on Conditions

Once your description is established, navigate to the Conditions tab.

Click on Conditions
7

Contains Only Products in Department

In the Conditions section, locate the Contains ONLY products in department option and set this to your membership department category. This ensures that orders containing only membership items will be marked as completed.

Please note: If an order includes other items, such as firearms, you will need to fulfill those items separately along with the membership item in your order processing workflow.

Contains Only Products in Department
8

Click on Actions

Once the condition is established, navigate to the Actions tab.

Click on Actions
9

Set Order Status

On the Actions tab, select the order status you set up for fulfilled memberships. This will trigger the Mark as Complete setting established for this status, automatically marking the order as complete and fulfilled.

Set Order Status
10

Save

Click Save to finalize your changes.

Well done!
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