Setting Up Your Fulfillment Pipeline

In this article

A Fulfillment pipeline defines the final steps of every order — from the moment the work is done to the moment the customer receives it. Without one, your staff have no way to select store collection or home delivery when creating an order.

Contents

⚠️ Important:

What Is a Fulfillment Pipeline?

When your team finishes cleaning and packing an order, EasyBiz needs to know how it gets back to the customer — do they come to collect, or do you send it to them? That is what a Fulfillment pipeline does. It defines the final steps of every order, from the moment the work is done to the moment the customer receives it.

Without a Fulfillment pipeline, your staff have no way to select store collection or home delivery when creating an order. Setting one up unlocks those options at the counter and in your online store.

Most shops create two Fulfillment pipelines:

One for Store Pickup
One for Home Delivery

Staff can choose the right one per customer when the order is created.

How Production and Fulfillment Connect

Once an order is confirmed or fully paid, EasyBiz automatically moves it through Production and into its Fulfillment pipeline — no staff action needed. The order enters the first stage of the Fulfillment pipeline that was chosen when the order was created. This is how Production and Fulfillment work as one continuous flow: Production tracks the service stages, Fulfillment tracks the return to the customer.

How It Works at the Counter

Once a Fulfillment pipeline is assigned, a fulfillment selection panel appears in the cart every time an order is created. Staff tap it and choose store collection or home delivery for that specific order. If you assign both Store Pickup and Home Delivery, both options appear and the first one in the list is pre-selected by default.

For online orders, customers see the same choice during their checkout.

📸 Screenshot: Cart showing the Fulfillment Type panel with Store Pickup and Home Delivery options visible

The Three Fulfillment Types

Type	What it means
Store Pickup	Customer comes to collect. No delivery job created.
Home Delivery	System creates a delivery job for your driver.
On-Site Service	Work is done at the customer's location.

Creating a Fulfillment Pipeline

Create one pipeline per fulfillment type. If you offer both store pickup and home delivery, create two separate pipelines.

Go to Settings from the top navigation bar
Under Operations, click Order Pipelines
Under the Fulfillment section, click + Add Pipeline

📸 Screenshot: Fulfillment section with + Add Pipeline button

Fill in the following:

Pipeline Name -> give it a name. Examples: Store Pickup, Home Delivery
Fulfillment Type — choose from the table above

Click + Add Step to add your stages. You can drag stages to reorder them.

Filling In Each Stage

Each stage has:

Step Name -> what staff see on screen. Examples: Ready for Collection, Pending Delivery, Order Completed
Status Category -> what the order shows during this stage:

Option	What it means
Confirmed	Order is in progress — not yet complete
Completed	Order is fully done — use this only on the final stage

Auto Trigger -> when this event happens, the order moves to the next stage automatically:

Trigger	When this happens
None	Nothing advances automatically — the stage stays in place
Order Created	A new order has been created in the system
Order Quoted	Staff set a price and marked the order as Quoted
Order Confirmed	Payment was recorded, or staff manually confirmed the order
Order Fulfilled	The order's fulfillment phase is complete
Job Completed	A logistics job (pickup or delivery) was marked as done
Work Order Completed	A work order task for this stage was completed — see [Setting Up Work Orders →] (Coming Soon)

📸 Screenshot: Fulfillment stage expanded showing Status Category and Auto Trigger dropdowns

Click Save when done.

Example Setups

Store Pickup:

Stage	Status	Auto Trigger
Ready for Collection	Confirmed	None
Order Completed	Completed	None

How this works

Once the order is confirmed and paid, it automatically enters Ready for Collection. Staff can see it is waiting on the shelf. When the customer arrives and collects, staff open the order detail page and tap Complete Order. The order moves to Order Completed immediately.

📝Note:

Home Delivery:

Stage	Status	Auto Trigger
Pending Delivery	Confirmed	Job Completed
Order Completed	Completed	None

How this works

Once the order is confirmed and paid, it automatically enters Pending Delivery. Staff schedule a delivery job for the driver. When the driver marks the delivery as done, Job Completed → the order moves to Order Completed automatically. No extra step needed.

📝Note: Job Completed goes on Pending Delivery — the stage before the final one. The trigger advances the order into the final stage. The final stage itself does not need a trigger.

💡 Tip: Set up both a Store Pickup and a Home Delivery pipeline. When both are assigned to your Business Unit, staff can choose per order which one applies — no extra setup needed later when a walk-in customer requests delivery.

What's Next

Your Fulfillment pipelines are created. The last step is to connect everything to your Business Unit. See [Assigning Your Pipeline to a Business Unit]

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Assigning Your Pipeline to a Business Unit

Pipelines only activate when you link them to a Business Unit — here is how to do it in 2 minutes.