Adjust Fulfillment stages

Choose which fields appear in each Fulfillment stage and which must be filled in before moving an Order.

Before you start

Sign in with permission to manage the Stage Blueprint. Check which stages currently contain active orders before removing or substantially changing a step.

Steps

  1. Open Stages

    In Orders, hover over the stage row and click the gear above the final stage to open Stage settings. You can also open Orders > Order settings and select Stages. Stage automation icons indicate enabled actions; use the gear to configure them.

  2. Choose a stage

    Select a stage from the stage list to open its blueprint. Use Stage details, Required information and Automation & routing to move between its settings.

  3. Edit the basics

    In Stage details, update the Stage name or Description when the operator meaning of the step changes. A saved Stage key stays stable.

  4. Set the fields

    In Required information, choose a field by its name. Turn Visible on to show it in this stage, or off to hide it. Turn Required on if it must be completed before an Order moves forward. Package dimensions share one control for length, width and height.

  5. Set the automation

    In Automation & routing, configure only the actions used in this stage, such as label creation, pickup, item scanning or packing confirmation. Follow the Stage readiness messages before enabling a carrier action.

    Under Picking and packing, Scan items, Scan package label again and Confirm packing select the checks used by scanning. Allow manual stage moves lets permitted users move orders to the next stage without scanning. Existing strict configurations keep it off. Turn it on only for an intended manual exception; the move is recorded without counting items or inventing packing confirmation. Scanners and automatic actions remain strict. Allow manual item entry only permits choosing an item and quantity without scanning its code.

    Allow finish button is off by default. To allow the app's Picking/Packing button, first turn off Scan package label again, then turn on Allow finish button. Save and reload the stage. Required item scans still apply. This setting is separate from manual Web stage moves; enabling label re-scan again disables the app button.

  6. Add or remove a stage

    Use Add stage to insert a new middle stage. Delete stage is available only for a removable stage without active orders; the start and end of the pipeline remain protected.

  7. Save changes

    Select Save changes, reload the Blueprint and confirm the selected stage's switches. Then reload an Order in that stage to check its fields and permitted next action. Required fields, permissions and shipment locks still apply. If YiTaiCOS reports a validation problem, return to the named stage, correct it, and save again.

Expected result

The saved Stage Blueprint becomes the workflow used by Orders, including its visible fields, movement checks and enabled automation.

If something goes wrong

  • Hiding a field keeps its saved value. It does not delete information or remove a customs or carrier requirement. The switches apply to Orders in the selected stage, not just the Order you are viewing.
  • A visible field cannot be edited: check your permissions and any shipment lock. Field visibility and permission to edit are separate.
  • A stage cannot be deleted: move its active orders to another valid stage first. Protected start or end stages cannot be removed.
  • A shipping label cannot be created: follow the reported data or tax requirement. Field settings do not replace carrier validation. Changes to stage fields require Stage Blueprint permission.
  • Saved stages cannot be loaded: the page may show default stages temporarily. Do not save over them until the workspace connection is restored.