Delivery Tracking of customer orders
Introduction
Tagrain allows you to book customer specific orders. Customers can either opt for “Store Pickup” or request “Home Delivery” of product(s) purchased. It is but natural for a customer who has requested “Home Delivery” to know the shipment status of his order.
With the “Customer Order and Delivery Management Plugin” activated, retailers not only facilitate “Store Pickup” and “Home Delivery” but also provide a tracking mechanism to their customers where they can track the status of their “Home Delivery” order on a real time basis.
In this article we will cover the delivery tracking system implemented in Tagrain, both from a Retailer’s perspective and an end-user’s perspective.
From a Retailer’s perspective
A cashier at the Tagrain Point of Sale (POS) has captured a customer’s order and the customer has requested “Home Delivery” of the product(s).
Since the customer has requested “Home Delivery”, the cashier will click the “Home Delivery” button and update the Address, City, Zip Code and State details, specify the additional information if any in the note’s column, and then press the “Save” button.
Cashiers can proactively ask the customer his availability at the address provided and can pass the information to the shipment provider.
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.
Once the “Home Delivery” details have been successfully captured, the button caption will change from “Add Delivery Option” to “Modify Delivery Option”.
Upon successful payment the transaction would start appearing in the “Recent Sales” section.
Cashier is required to bring up the “Recent Transactions” screen and using appropriate filters open the desired transaction awaiting delivery and click on the […] under the Action column and select “Mark as Delivered”. This will mark the transaction as “Delivered”.
Till now we have seen the stages/steps involved in capturing an order for a customer who has requested “Home Delivery” of the product(S). from a retailer’s perspective. Let’s now see things from a customer’s perspective.
From a Customer’s perspective
The sale order has been captured and the transaction status in Tagrain Point of Sale (POS) has changed from “Mark as Delivered” to “Delivered”.
As soon as the status is changed to “Delivered”, the application automatically sends an email to the customer on the delivery address mentioned at the time of booking the order.
He should open the email from “The Tagrain Team” containing the “Delivery Note”.
The “Delivery Note” contains information specific to his “Home Delivery” order. It primarily includes the below information:
Date and Time
This displays the date and time of issue of the delivery note.
Product(s)
This displays the list of product(s) ordered by the customer.
Sub-Total
This displays the sale order amount (excluding discount or tax).
Discount
This displays the discount amount applied on the sale order (if any).
Tax
This displays the Tax amount levied on the sale order.
Total
This displays the total sale order amount (including discount or tax)
Tracking Number
This displays the unique tracking number issued by the delivery provider.
Tracking URL
This displays the URL issued by the delivery provider to facilitate easy tracking of the sale order.
Tax Details
This displays the Tax break-up amount. (May not be applicable to all regions).
Customers can use the “Tracking URL” mentioned in the “Delivery Note” to track the shipment status of the order.
Suggested Readings
How to activate Customer Orders & Delivery Management plugin in Tagrain?
Features of the Customer Order & Delivery Management Plugin
Subscription Management
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