[How-to] Use Fulfillment Center in EZO

The Fulfillment Center is designed to facilitate power users (admins) to respond to multiple request types. It acts as a central module to view and manage all requests related to check-ins, reservations, carts and purchase orders.

Benefits of the Fulfillment Center (FC)

The Fulfillment Center primarily saves time and presents all urgent requests at a single place. Here are some more benefits:

1. Centralized request management that declutters

The ability to view and manage all request types (reservations, check ins, service requests, custody transfers, purchase order requests etc.) within a centralized module, offers granular control over requests placed within the system.

2. Faster approvals & better response times

The fulfillment center radically simplifies the request handling process for faster approvals and better request response times ensuring compliance with SLA standards.

3. Enhanced operational efficiency

User access limitations create unavoidable operational friction. The direct actions inside the RMC, reduce admin workload by consolidating requests & making it easier to quickly respond to them. This makes it easier to approve/deny pending requests fast and keep operations running smoothly.

Fulfillment Centre Use Case

The Fulfillment Centre is designed to address workflows for organizations with the following settings enabled:

Setting Type	Enabled for
Arbitration on User Listings	Arbitration for Reservation (Enable all)
Carts Module	Allow Staff Users to Move Cart, Arbitration on Move Items in Cart
Transfer of Custody	Arbitration on Transfer of Custody

Using the Fulfillment Centre

Go to the notifications bell icon to access the Fulfillment Centre:

You will be redirected to the Listings Page with all the request tabs related to different modules such as Reservation, Check-in, Transfer Custody, Move Cart, Contracts and General:

1. Reservations

The first tab is the Reservations tab, where all your reservation requests will be displayed.

On the right side of the Listings page, there is a ‘States’ column. This acts like a filter to sort through the different types of requests you have received.

By default, when you open the Listings page, ‘All Requests’ will be selected. These include requests in any state in any state. You can also view a certain type of reservation request. For instance, to view denied requests click on ‘Denied’ from the States column.

Additionally there are some other ways you can sort out your reservations data.

Proximity: The ‘Proximity’ dropdown lets you view Reservations within a certain time span. Reservation by name: Next you can also sort data by the person who has requested the Reservation.

Reservation by item: You can also view Reservations by type of asset, asset stock, inventory and Carts.

By default the Listing page shows columns labeled ‘Reserved For’, ‘Quantity’, ‘Type’, ‘From/To’ and ‘Actions’.

By clicking on the edit button, you can add more columns as per requirement:

The ‘Actions’ column enables you to to Edit or View the Reservation, and Approve or Deny a Reservation Request. By clicking on the icons in the Actions column, you can choose the action you need to take.

If a request has been approved or denied, the Reservation Listings Page will appear like this:

You can edit or view your reservation.

2. Check-ins and Checkouts

When you click on the Check-in & Checkout tab, you will view all Check-ins due:

Check-in requests can be filtered with the Item type and Carts. Click on the icon in the ‘Action’ column to check-in the asset:

Click on ‘All Checkouts’ to take actions to check-in, extend checkout or transfer custody for assets:

3. Transfer of Custody

Transfer of custody requests will be shown as follows:

At the right side, the States column gives you the option to view All Requests, Pending, Fulfilled and Denied. Next the Actions dropdown shows two options to approve or deny the request.

The table for Transfer Custody requests includes details such as item name, requested by, dates and checkout time.

5. Purchase Order

The Listings page for Purchase Orders appears as shown below:

Click on the approval/ denial signs to approve or deny and the right side icon is for request revision.

6. Contracts

The Listings page for Contracts will appear as follows:

7. General

The General listings page appears as shown below:

You can Comment, Take an Action, Resolve or Deny a request. Read more on how to create General Requests

8. Fulfillment Center KPIs

The Fulfillment Center acts as a dashboard and displays all critical Reservation and Check-ins KPIs:

9. SLA Setting

Users can set a time limit within which users have to respond to requests. You can set an SLA time for reservation requests currently.

Go to Reservations → SLA Settings on the bottom left.

Set the SLA time and enter the number of hours within which the user has to respond to the request.

If the user does not respond to the request within the number of hours set, then it will be recorded as SLA Breach and the following sign will be displayed on your reservation listings page.

9. Analytics for Reservation Requests

You can analyze your Reservation Requests using the Analytics module in your Fulfillment Center.

To do so, click on ‘Analytics’.

You will be taken to the following page where you can see the ‘SLA Breached Reservation Request Report’ which provides an overview of the number of SLAs breached.