Customer Order Fulfilment and its stages

Customer Order Fulfilment and its stages

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. 


Once an order is placed in Tagrain, be it “Home Delivery” or “Store Pickup”, it must be fulfilled. An order in Tagrain can be fulfilled via the Web Register or via the Fulfilment screen. In this section we are going to cover the Fulfilment process and the stages involved therein.  


From the Web Register

A Tagrain order can be fulfilled from the Web Register. 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.



To search a transaction, you can use filters like Transaction Id, Date Range, Include All POS and Show Suspend Only.  




Step 2. Click on the […] under the Action column. You will see the option: Print | Refund | Print gift receipt |Mark as Delivered | Mark as Picked | Cancel Order | Recall. These options will vary depending upon the transaction status. 


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From the Fulfilment Screen

A Tagrain order can be fulfilled from the Fulfilment screen. The steps are mentioned below:


Step 1. Log in to the Tagrain Web application and navigate to: Home > Inventory Transactions > Fulfilments. This will bring up the Fulfilments screen. 


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The Fulfilments screen will list all the transactions that have been fulfilled or awaiting Fulfilment.  It has the following 3 sections:


All

This screen displays all the sale orders whether they are Pickup Pending or Delivery Pending.


Pickup Pending

This screen displays only those orders that are marked as “Pickup Pending”.


Delivery Pending

This screen displays only those orders that are marked as “Delivery Pending”.




To search a transaction, you can use filters like Transaction Id, Store Name, Date Range, and Customer.


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Step 2. Click on the […] under the Action column. You will see the option: Mark as Picked | Mark as Delivered. These options will vary depending upon the transaction status. 



Transaction Status

A transaction in Tagrain can fall under any one of the following category types.


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. 


The table below depicts the various options available under each transaction status. 


Transaction Status

Cashier Options

Completed

Print | Refund | Print Gift Receipt

Delivery Pending

Print | Refund | Print Gift Receipt |Mark as Delivered | Cancel Order

Pickup Pending

Print | Refund | Print Gift Receipt |Mark as Picked | Cancel Order

Delivered

Print | Refund | Print Gift Receipt

Suspended

Recall


Suggested Readings

Customer Orders and Delivery Management Plugin Activation

Customer Order and Delivery Management Plugin Deactivation

Customer Orders and Delivery Management Plugin Features

Booking customer orders

Marking Orders for Pickup and Delivery

Managing home deliveries of Customer Orders

Managing store pickup of Customer Orders

Refund and cancellation of Customer Orders

Impact of store pickup and delivery on inventory




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