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Table of Contents

Create Retail Pick Up Orders

Create a Retail Pickup Order. Purpose. Create a pickup order for a customer who will collect a prepared order at a store. Create the order in Flourish Web , or in Retail POS when the facility allows…

Table of Contents

Create a Retail Pickup Order

Purpose

Create a pickup order for a customer who will collect a prepared order at a store. Create the order in Flourish Web, or in Retail POS when the facility allows pickup creation at POS. To send an order to a customer's address instead, see Create a Retail Delivery Order.

Prerequisites

  • The customer must have a profile in Flourish.
  • Confirm the store that will fulfill the order and the customer's requested pickup date and time.
  • An administrator must turn on Allow create and edit pickups at point of sale under Settings > Configuration for the facility before you can create or edit pickup orders in Retail POS.

Create the Pickup Order in Flourish Web

  1. In Flourish Web, open Call Center. If your facility does not have a Call Center license, open Retail.
  2. Select Customers > All Customers.
  3. Find the customer. If the customer does not exist, create a customer profile.
  4. From the customer's Action menu, select Create New Purchase.
  5. Under Location, select Store Pickup.
  6. Select the Store that will fulfill the order.
  7. Enter the Pickup Date/Time.
  8. Under Order Detail, click + Add New Item.
  9. Select the SKU and enter the requested quantity.
  10. Repeat the item steps until the order is complete.
  11. Click the $ icon to apply a discount, if needed.
  12. Enter a Promo Code, if applicable.
  13. Enter Notes, if needed.
  14. Click Save Purchase.
  15. Review the order, then click Submit.

Create a Pickup Order in Retail POS

  1. In Retail POS, go to Intake and find the customer.
  2. Click Create Pickup.
  3. Open the pickup order and set the Pickup Date/Time.
  4. Add the requested items and apply any discounts.

Expected Result

The pickup order is submitted and available to the fulfillment team. Next:

  1. Allocate packages and complete packing.
  2. Complete the purchase at checkout when the customer arrives.

Common Issues

Create Pickup is not available in POS Confirm that Allow create and edit pickups at point of sale is enabled for the facility. Also check whether the customer already has an open order — Create Pickup appears only when the customer has no other open order.

The order is not in the fulfillment queue Confirm that the order was submitted, then review its current status in Flourish Web.

How did we do?

METRC Retail Delivery: Edit order after marking “Out For Delivery”

Track Retail Order Status Through Fulfillment

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