Booking customer orders
Introduction
Customer Order and Delivery Management Plugin is a software module that seamlessly integrates with Tagrain and allows retailers to further extend the capabilities of their TAGRAIN edition. It allows them to add omnichannel capabilities to the existing Tagrain application.
With this Plugin activated, retailers can uniquely identify an order from a customer, capture customer specific instructions, offer customers to buy products online and facilitate in-store pickups.
You may be required to book a customer specific order aka special order, in one of the below scenarios:
Scenario 1 – Customer wants to pick them up from a store.
Scenario 2 – Customer wants to get them delivered at a specified address.
Tagrain makes this achievable via the “Customer Order and Delivery Management” Plugin.
Stages involved in booking customer specific orders
Booking customer specific orders in Tagrain is a 3-stage process. In this section, we will cover those stages in detail.
STAGE 01 - Capturing Sales Orders
The first stage consists of capturing the customer’s order. The steps are mentioned below:
Step 1. Log in to the Web Register.
Step 2. Perform a “Product Search”. You can search the product by using either the search bar, or by selecting the product itself via the product group tile, or by using your barcode scanner to scan in the product.
Step 3. Perform a “Customer Search”. You can search the customer using the code, name, email, or phone. There are 2 possibilities here. Customer’s name might already exist in the database, as he might have registered himself with Tagrain at some point of time or he may be a customer who has walked in for the first time in your store. In case he is a new customer, the best practice is to add him to the database.
Step 4. Once you have added the products and the customer on the transaction screen, click the “Add Delivery” button.
A notification pop up would appear on the screen. You will have the option to select either “Store Pickup” or “Home Delivery”.
If the customer opts for “Store Pickup”, you need to specify the details in the notes box. Once the “Store Pickup” details have been successfully captured, the caption of the button will change from “Add Delivery Option” to “Modify Delivery Option”.
Including the Customer Name, Order Number, Store Pickup Date, Approximate Time for pickup and the Mode of Payment in the Notes would make it easy to track the sale order.
Notes captured will be printed on the transaction receipt.
If the customer requests “Home Delivery”, you need to specify the Address, City, Zip Code and State details along with the additional information if any in the note’s column. Once the “Home Delivery” details have been successfully captured, the caption of the button will change from “Add Delivery Option” to “Modify Delivery Option”.
Including the customer’s availability (time slot) along with the secondary number, if any, would be a good idea. It would make the order delivery hassle free.
Notes captured will be printed on the transaction receipt.
Customer’s default address updated in the database will be auto populated in the address fields. However, if the Cashier enters an address different than the default address, it will only save that address for that special order and would not update the address in the customer master.
The “Add Delivery Option” will change into “Modify Delivery Option” once a Delivery is saved.
Step 5. Add discounts and/or surcharges, if any and click on the “Pay” button to proceed to the Payment screen.
Step 6. A completed transaction will start appearing in the “Recent Sales” section.
STAGE 02 – Delivery from Web Register
The second stage consists of delivering the captured customer’s order. The steps are mentioned below:
Step 1. Click on the “Recent Sales” Tile. This will bring up the Recent Sales window. The Recent Sales screen will list all the recent transactions. You can even perform a transaction search using filters like Transaction Id, Date Range, Include All POS and Show Suspend Only.
Transaction Status Completed: This is a complete sale. A transaction has this status when the transaction is a simple sale without any delivery or pickup options. Delivery Pending: This is an order that has a delivery type of fulfilment AND has some (or all) of the products in the order pending to be delivered. Pickup Pending: This is an order that has a pickup type of fulfilment AND has some (or all) of the products in the order pending to be picked up. Delivered: This is an order whose all products have been either delivered or picked up. Suspended: This is a suspended transaction. |
The options available on clicking the 3 dots under the “Action” column will differ based on the transaction status.
Step 2. Click on the […] under the Action column. The cashier has the option to Print | Refund | Print gift receipt |Mark as Delivered | Mark as Picked | Cancel Order | Recall. These options will vary depending upon the transaction status.
The table below depicts the various options available under each transaction status.
Transaction Status (Completed)
Click on the […] under the Action column. For a transaction that is marked as “Completed”, a cashier has the option to perform one of the below tasks.
Print - To print the transaction.
Refund - To refund the transaction.
Print Gift Receipt - To print the Gift Receipt. A Gift Receipt is a proof that something has been bought and paid for. It does not show the price paid and is generally given to someone along with a present so that if the present is not found suitable, the person can then return it to the store.
Transaction Status (Delivery Pending)
Click on the […] under the Action column. For a transaction that is marked as “Delivery Pending”, a cashier has the option to perform one of the below tasks.
Print - To print the completed transaction.
Refund - To refund the transaction. A refund can be a partial refund or a full refund.
Print Gift Receipt - To print the Gift Receipt. Gift Receipts do not show the price and are generally given to someone along with a gift.
Mark as Delivered - To mark the transaction as “Delivered”. Delivery can be a partial delivery or a full delivery.
Cancel Order - To cancel the transaction. A transaction once cancelled becomes void and cannot be recalled.
Transaction Status (Pickup Pending)
Click on the […] under the Action column. For a transaction that is marked as “Pickup Pending”, a cashier has the option to perform one of the below tasks.
Print - To print the completed transaction.
Refund - To refund the transaction. A refund can be a partial refund or a full refund.
Print Gift Receipt - To print the Gift Receipt. Gift Receipts do not show the price and are generally given to someone along with a gift.
Mark as Picked - To mark the transaction as “Picked”. Pickup can be a partial pickup or a full pickup.
Cancel Order - To cancel the transaction. A transaction once cancelled becomes void and cannot be recalled.
Transaction Status (Delivered)
Click on the […] under the Action column. For a transaction that is marked as “Delivered”, a cashier has the option to perform one of the below tasks.
Print - To print the completed transaction.
Refund - To refund the transaction. A refund can be a partial refund or a full refund.
Print Gift Receipt - To print the Gift Receipt. Gift Receipts do not show the price and are generally given to someone along with a gift.
Transaction Status (Suspended)
Click on the […] under the Action column. For a transaction that is marked as “Suspended”, a cashier has the option to perform one of the below tasks.
Recall - To recall a suspended transaction. Only a suspended transaction can be recalled. You cannot recall a cancelled transaction.
STAGE 03 – Backoffice Fulfilment
The third stage consists of delivering the captured customer’s order. The steps are mentioned below:
Step 1. Log in to Tagrain Web POS. Navigate to Home > Fulfilments. The “Fulfilments” master screen should come up. This screen has 3 tabs -
All
This screen displays all the orders which are marked as “Open” by the application. These can be either “Mark as Picked” or “Mark as Delivered” or both.
Pickup
This screen displays all those orders which are “Open” and labelled as “Mark as Picked”.
Delivery
This screen displays all those orders which are “Open” and labelled as “Mark as Delivered”.
Step 2. Click the “Pickup” tab if the customer has opted for “Store Pickup” and the “Delivery” tab if the customer has requested “Home Delivery”.
Step 3. Depending upon the selection made in Step 2 above, you will either see the “Pickup” screen or the “Delivery” screen. Both the screens will have similar menu options: Product, Order Qty, Pending Qty, and Delivering Qty. All the options are non-editable with “Delivering Qty” being the only exception.
The global setting “Select serial/batch at the time of delivery” will determine whether serial and batch details will be required at the transaction stage OR while completing the delivery / pickup.
To ensure that the serial / batch numbers are NOT asked on the POS, you need to: Select Customer > Specify the Delivery Options > Scan the serial / batch products
Step 4. Click the “Save” button. This will print a delivery note. This delivery note will have all the calculations pertaining to the products being delivered.
The delivery note will be same as the invoice of the products being sold
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