Fulfillment Overview

Roles: This section is intended for Sample Coordinators

Welcome to the Fulfillment Operations section of Sampleful. This guide provides Sample Coordinators and fulfillment
staff with essential information for managing daily sample fulfillment workflows.

Sample CoordinatorRole Responsibilities

As a Sample Coordinator, your primary responsibilities include:

  • Request Processing: Review and validate incoming sample requests
  • Inventory Management: Monitor stock levels and ensure adequate inventory
  • Quality Control: Maintain product specifications and shelf life requirements
  • Team Coordination: Communication between teams to ensure smooth operations-
  • Inventory Updates: Record inventory movements and stock changes
  • Replenishment: Submit replenishment requests for low stock items
  • Order Picking: Use pick lists to gather products from inventory
  • Packaging: Properly package samples according to shipping requirements
  • Shipping: Process shipments and assign tracking information

Status Definitions

Understanding request and product statuses is crucial for effective fulfillment:

Request Statuses

The request as a whole can have the following statuses:

  • Pending - Awaiting approval from authorized personnel
  • Processing - Approved and ready for fulfillment
  • Partially Shipped - Some products shipped, others pending
  • Shipped - All products dispatched to customer
  • Delivered - Confirmed delivery to customer
  • Complete - Request marked complete and closed
  • Rejected - Request declined or cancelled

Product Statuses

Individual products within a request can have these statuses:

  • Pending - Product assignment needed
  • Processing - Product assigned, ready for picking
  • Shipped - Product included in shipment
  • Backorder - Product temporarily unavailable
  • Rejected - Product request declined