PrepTechPro
Start trial
Browse help topics

Production & fulfillment

Fulfillment workflow

Complete the final operational stage of an order and keep fulfillment information accurate.

2 sections · Step-by-step help
On this page

Before completing fulfillment

  • Confirm the order is ready.
  • Verify the customer and order information.
  • Confirm the correct fulfillment method or handoff details.
  • Make sure any required production work is complete.

Complete the workflow

Once the real-world fulfillment step is complete, update PrepTechPro so the system reflects what actually happened. This keeps downstream reporting and customer history accurate.

Keep moving

Production workflowTrack orders through the operational work required before they are ready for fulfillment.Understand order statusesUse order statuses consistently so everyone can see where an order is in the workflow.Order history and updatesReview important order information before changing or troubleshooting an existing order.

Need help with your workspace?

Tell support which page you are on, what happened and what you expected.

Contact support