Fulfillment Forms with Vendasta Services

When you order a product through Vendasta Services, a Fulfillment Form is used to collect the information our team needs to deliver the service. Completing it on time ensures there are no delays in fulfillment. Forms can be filled out before or after placing an order and can be shared with others to gather their input.

Purchasing a Vendasta Services product

For more info, check out this article.

1. Go to Partner Center → Accounts → Manage Accounts
2. Select the account you want to make a purchase for
3. Click Order Products
4. Select the Vendasta Services product(s) you wish to activate
5. Click Proceed to Next Step
6. Ensure that the contact information is correct
7. Proceed to purchase and activate the product
   • After purchase, the order is submitted to the fulfillment team to process
8. Once the order is placed, you can access the Fulfillment Form at any time — see Finding a fulfillment form below

Sales team interaction

Salespeople can begin filling out a fulfillment form before a product is activated by creating a draft order.

1. Select the account for which you want to create a draft order
2. Select Create order
3. Click + Add items and select the Vendasta Services product(s) you wish to include
4. If the product has an associated fulfillment form, the Fulfillment forms tab will be available — fill in the details and click Save progress to save without submitting

For more information on managing orders in Partner Center, learn more here.

Finding a fulfillment form

Single account

1. Go to Accounts → Manage Accounts
2. Navigate to the account you are looking for
3. Scroll down to Orders
4. Select the Fulfillment forms tab

Managing multiple accounts

If you are managing a large number of clients with Vendasta Services orders:

1. Go to Commerce in the left sidebar
2. Select the Unfulfilled tab
3. Find the account in the list — the far right column is the fulfillment form column
4. Click Complete form to open the form for that account

Completing the Fulfillment Form

1. Entering information: The form contains fields for all the information needed to fulfill your order. This can be provided at any time after placing the order.
2. Saving progress: Click Save progress at the bottom of the form to save and return to it later.
3. Submitting the form: Once all required fields are complete, click Submit form. This notifies our team and locks the form from further edits.

Sharing the Fulfillment Form

1. Sharing the form: At the bottom of the fulfillment form, click the Share button to share the form with a Business App user. This allows them to provide the information needed to complete the services.
2. Collaboration: Once shared, the recipient receives an email and can access the form to help fill it out. They can also save their progress and return to it at a later time.
3. Updates: Any changes made by the recipient are visible to you in the form.
4. Business App access: Any Business App user with permission to view the Orders tab can view and edit the fulfillment form, regardless of whether it has been shared with them directly.

note

Sharing can only be done by Partner Center Admins and Salespeople. Business App users will not be able to share the form.

Notifications and tracking

If a fulfillment form still requires information, you will receive an in-app notification and an email notification. You will also see a list of accounts with incomplete fulfillment forms on the home tab.

Once a fulfillment form has been submitted, the status updates to reflect whether it is in review or if additional details are needed. Fulfillment form statuses can be tracked at any time in the order details.

If you have any questions about fulfillment forms or your Vendasta Services order, please reach out to your account manager.