This is the process where a customer is a member and wants to place a customer order for collection at another store and still get member points and member discounts.
To create a collection order with a member contact
- Add items to the transaction.
- Select an item for customer order.
- Press the Customer Order Mark button. This will highlight the currently selected item.
- Repeat steps 1 to 3 for each item to order.
- Add a member contact to the transaction. Note: You can do this at any point before you press Total, or when the Customer Order Creation panel is open (explained in step 9).
- Press Total. This will display the Ship/Collect panel with all locations that can source all the items that were marked for customer order. If no location can source the entire order, a dialog box will be displayed, asking if you wish to see where each item does exist. The order cannot be created since no location can source the entire order.
- Select a collection location, and then press OK. Navigate to the Customer Order Creation panel which displays information connected to this customer order. Here you can also change the collect location, enter customer information, and verify the items in the order.
- Press the Customer button. The order's Customer Information form is displayed.
- Press the Customer button. A list of available member contacts is displayed. Select one member contact, and press OK.
- Verify the contact information, and press OK.
- Press OK to proceed with payment.
- Select a payment method to complete the order and transaction.
- When the order is completed, a Retail Message appears at the location you picked in the Ship/Collect panel, notifying that an order needs to be picked.
Note: Depending on the BackOffice settings, the order content may not need any prepayment but rather be paid at the collection location.