Create Retail Pick Up and Delivery Orders

  • Create customer call-ahead Store pick-up or customer Delivery orders in the Call Center module or Retail module.
  • Create and edit Store pick-up orders in the POS app.

Follow these steps to create a Store pick-up or Delivery order.

Retail / Call Center

  1. Click Call Center from the left side menu. If your facility does not have a Call Center license, click Retail.
  2. Select Customers > All customers (or Add a new customer)
  3. Use one or more search fields to locate an existing Customer or scroll down to select the customer from the database.
  4. Once the find the Customer, click Action > Create New Purchase
  5. Under Location, select Delivery or Store Pickup
  6. If you selected Delivery, enter in the following fields :
    1. Address: Select the appropriate address for the delivery. Set up the addresses ahead of time. To add addresses for customers, click View Profile, add/update the Delivery Addresses, and Save.
    2. From Store: Select the store location that will fulfill the purchase order. Different locations have different inventory.
    3. Delivery Date: Select the date of delivery. Please coordinate with the customer when they are at their delivery address to receive their order.
    4. Delivery Contact: Phone number and email address of the customer.
  7. If Store Pickup, enter in the following fields :
    1. Store: Select the store location that will fulfill the purchase order. Different locations have different inventory.
    2. Pickup Date/Time: The pickup date and time for the customer to visit the store location to pick up their purchases.
  8. Under Order Detail, click +Add New Item
  9. Under SKU, select the item you wish to add to the purchase order from the drop-down menu. Each item has the available quantity on hand in parenthesis next to the item name.
  10. Enter in the quantity of the order.
  11. Click the $ icon to enter in any discounts.
  12. Enter in applicable Promo codes.
  13. Enter in optional Notes.
  14. Click Save Purchase.
  15. Review your order, then click Submit.

POS - Pickup orders

You can now create and edit pickup orders in the POS app. To enable this option, you need to first turn on the toggle in the Settings > Configuration screen for the facility.

When you intake a customer, the Create Pickup button shows up if the config above is enabled and the customer has no other open orders currently. This button creates a new pickup order, adds the customer to the Pickup queue, and takes the user to the pickup order.

Once a pickup order is created, you can open the order and edit the Pickup Date and Time on it.

Next, you will be Fulfilling an Order

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