This is the process when a customer wants to place a customer order to be shipped to their home or some other address.
To make a shipment order
- On the POS, select an item for the 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 8). - 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, the order cannot be created.
- Select the SHIP ITEMS option in the list, and then press OK. This will take you to the Customer Order Panel panel which displays information connected to this customer order. Here you can also change the collect location: enter customer information, set the requested delivery date Req. Delivery Date, and verify the items in the order.
- You can either fill out the information manually or retrieve a member contact via the Customer button.
- You can configure the mandatory information needed to create a customer order for shipment, see How to: Set Up Required Fields in Customer Order.
- Verify the contact information, and press OK.
- Press Confirm Order to proceed with payment.
- The POS will remind the user that all shipment orders must be fully payed upfront, and prompt the user to enter a shipment cost.
- Select a payment method to complete the order and transaction.
- When the order is completed, the Customer Order will be assigned to the sourcing location that has the highest priority of the sourcing locations for your store, and is able to source all items in the order.
Note: All shipment orders must be prepaid.