Booking Customer Orders Using The Tagrain App For iPad
Introduction
Customer Order and Delivery Management Plugin is a software module that seamlessly integrates with Tagrain and allows retailers like you to further extend the capabilities of your TAGRAIN edition. It allows them to add omnichannel capabilities to your existing Tagrain application by allowing you to uniquely identify your customer orders, capture customer specific instructions, offer your customers the flexibility 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 scenarios mentioned below. Tagrain makes this achievable via the “Customer Order and Delivery Management” Plugin.
The Customer Order and Delivery Management Plugin must be activated using the Tagrain Web interface to facilitate Store Pickup or Home Delivery using the Tagrain App for iPad. See: Customer Order and Delivery Management Plugin activation.
Scenario 1 - Customer wants to pick them up from a nearby store outlet.
Scenario 2 – Customer wants to get them delivered at a specified address.
Store Pickup in Tagrain
A Tagrain user buys a product(s) online, makes the payment, and then decides to collect the product(s) purchased himself by walking into a nearby Tagrain retail outlet. The Customer Order and Delivery Management Plugin must be activated using the Tagrain Web interface to facilitate marking of orders for Store Pickup or Home Delivery using the Tagrain App for iPad. See: Customer Order and Delivery Management Plugin activation.
Home Delivery in Tagrain
A Tagrain user buys a product(s) online, makes the payment, and then decides to get the product(s) purchased by him delivered at his doorstep. The Customer Order and Delivery Management Plugin must be activated using the Tagrain Web interface to facilitate marking of orders for Store Pickup or Home Delivery using the Tagrain App for iPad. See: Customer Order and Delivery Management Plugin activation.
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.
- Capturing a Sale Order
- Selecting a Delivery Method - Store Pickup | Home Delivery
- Fulfilment - From the Web Register | From the Back Office
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 your iPad Point of Sale.
Step 2. Perform a “Product Search”. There are multiple ways to add a product that you want to sell in Tagrain using the Tagrain App for iPad. You can search for the product that the customer has ordered 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 barcode. See: How to perform a sale in Tagrain?
You can use the iPad’s camera to scan the product barcode. Doing so will automatically add the product on the transaction screen.
Step 3. Perform a “Customer Search”. You can search for the customer by entering his details (code, name, email, or phone) in the customer search bar.
In case he is a new customer, the best practice is to add him to the database. See: How to add customers in Tagrain? To add a customer to your sale, tap on select customer and pick a customer name from the list. This will add the customer to your sale.
STAGE 02 - Selecting a Delivery Method – Store Pickup or Home Delivery
The second stage consists of selecting a delivery method. The customer has the option to either pick the product(s) purchased from a nearby Tagrain store outlet or get the product(s) purchased delivered at his doorstep. The steps to select a delivery method are explained below:
Step 4. Once you have added the products and the intended recipient on the transaction screen, you may 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 has opted for “Store Pickup”, you need to click on the “Store Pickup” option and then specify the details in the note’s column. Specifying the Customer Name, Order Number, Store Pickup Date, Approximate Time Slot for pickup and the Mode of Payment in the Notes column would not only ease the pickup but also facilitate sales order tracking. The notes captured will be printed on the transaction receipt.
Once the “Store Pickup” details have been successfully captured, you must click the “Save” button to confirm the delivery method. Upon clicking the “Save” button the caption of the button will change from “Add Delivery Option” to “Modify Delivery Option”.
If the customer has requested for “Home Delivery”, you need to click on the “Home Delivery” option and then specify the details in the note’s column. Specifying the Customer Name, Order Number, Home Delivery Date, Approximate Time Slot for delivery and the Mode of Payment in the Notes column would not only ease the delivery but also facilitate sales order tracking. The notes captured will be printed on the transaction receipt.
Once the “Home Delivery” details have been successfully captured, you must click the “Save” button to confirm the delivery method. Upon clicking the “Save” button the caption of the button will change from “Add Delivery Option” to “Modify Delivery Option”.
When you click the Home Delivery button the default address updated in the customer master card is fetched and is pre-filled in the address field. You do have the option to edit this address. However, if you enter an address different than the default address, it won’t get updated in the master customer record. This address will hold good only for this special order. In case you have to update this address on a permanent basis, you will need to navigate to: Home > Customer > Edit Customer.
The caption on the button will change from “Add Delivery Option” to “Modify Delivery Option” once the Delivery Option is saved.
Step 5. You need to add the appropriate discounts and surcharges, if any and then click on the “Pay” button to proceed to the Payment screen.
Step 6. Upon successful payment, depending upon the delivery option selected above, the transaction would be marked either as “pickup pending” or “delivery pending” and would reflect on the “Transaction Selection” screen which can be accessed from the “Recent Sales” sub menu on the Tagrain App for iPad.
STAGE 03 – Order Fulfilment
The final stage consists of delivering the customer’s order. The process of delivering the customer order is also known as Order Fulfilment. Tagrain allows you to fulfil a customer’s order in 2 ways. You can fulfil the order via the Web Register or via the Recent Sales. The steps involved in order fulfilment are explained below:
Order Fulfilment via Recent Sales
Upon successful payment, depending upon the delivery option selected above, the transaction would be marked either as “pickup pending” or “delivery pending” and would reflect on the “Transaction Selection” screen which can be accessed from the “Recent Sales” sub menu on the Tagrain App for iPad. The Recent Sales screen will list all the recent sale transactions. You can even perform a transaction search using filters like Transaction Id, Date Range, Include All POS and Show Suspend Only. See: How to refund a completed sale?
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. |
Step 2. Upon clicking on the “More” button you will see the option to Print | Email |Mark as Delivered | Mark as Picked | Cancel Order. These options will vary depending upon the transaction status.
The chart below depicts the various options available under each transaction status.
Transaction with status - Completed
The cashier can: Refund | Print | Email the transaction
Transaction with status - Delivery Pending
The cashier can: Refund | Print | Email | Mark as Delivered | Cancel Order
Transaction with status - Pickup Pending
The cashier can: Refund | Print | Email | Mark as Picked | Cancel Order
Transaction with status - Delivered
The cashier can: Refund | Print | Email
Transaction with status - Suspended
The cashier can: Recall | Print | Email
Order Fulfilment via Backoffice
Upon successful payment, depending upon the delivery option selected above, the transaction would be marked either as “pickup pending” or “delivery pending” and would reflect on the “Transaction Selection” screen as stated earlier in the document. It will also reflect under the Fulfilments section on Tagrain Web.
Log in to Tagrain Web POS. Navigate to Home > Fulfilments. The “Fulfilments” master screen should come up. This screen has 3 tabs - All | Pickup | Delivery
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.
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.
For all practical purposes this delivery note will be same as the invoice of the products being sold
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