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 Tagrain App for iPad or via Tagrain Web. In this section we are going to cover the Fulfilment process and the stages involved therein using the Tagrain App for iPad.

From the Tagrain App for iPad

A Tagrain order can be fulfilled using the Tagrain App for iPad. The steps are mentioned below:

Step 1. Click on the “Recent Sales” sub-menu on the Tagrain App for iPad. This will bring up the “Transaction Selection” screen. 

Step 2. Click on the “More” button to display a popup in the right bottom corner of the App screen.  This popup will contain some or all of these options - Print | Email | Mark as Delivered | Mark as Picked | Cancel Order. These options will vary depending upon the “Delivery Type” - Store Pickup or Home Delivery.  

In case the “Delivery Type” is Store Pickup, you need to select “Mark as Picked”.

In case the “Delivery Type” is Home Delivery, you need to select “Mark as Delivered”.

Whether you select “Mark as Picked” OR “Mark as Delivered”, it will open the “Delivery Note” screen. 

The “Delivery Note” screen when the Delivery Type was selected as “Store Pickup”. You don’t need to input any Tracking Number or Tracking URL in this case. 

The “Delivery Note” screen when the Delivery Type was selected as “Home Delivery”. You must input any Tracking Number or Tracking URL in this case. See: Home Delivery of customer orders using the Tagrain App for iPad.

Step 3. On the “Delivery Note” screen you must change the Quantity from “1” to “0” in the “Delivering” column for all those products that are NOT being delivered or picked up in this shipment.

Step 4. Click the “Save” Button on the Delivery Note screen to complete the delivery. The “Sale Complete” screen should appear to indicate that the transaction has been completed.

The completed sale transaction would start reflecting on the “Transaction Selection” screen AND the status of the transaction will change from “Delivery Pending” to “Delivered”.

A Tagrain Order can also be fulfilled via the Tagrain Web application. You need to log in to the Tagrain Web application and navigate to: Home > Inventory Transactions > Fulfilments  to bring up the Fulfilments screen.