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 you to add omnichannel capabilities to the existing Tagrain application. This plugin allows you to uniquely identify customer orders, capture customer specific instructions related to that order, and offer in-store pickup and home delivery options

Steps involved in Store Pickup

In this artifact we will learn what store pickups are and how they are managed in Tagrain. 

Step 1. Scan a few products to the POS transaction grid on the POS. You can search a product by using the search bar, or by selecting the product itself from the product group tile, or by scanning the product.  

Step 2. Select a customer for this transaction. You can search for the customer using the name, email, or phone. In case the customer is new and not in the database, it is a good practice to add him to the database. 

Step 3. Once you have added the products and the customer on the transaction screen, click the “Add Delivery Option” button. 

Step 4. Click on the “Store Pickup” button on the “Delivery Option” Pop up. 

Step 5. Specifying the Customer Name, Store Pickup Date, Approximate Time Slot for pickup in the Notes column would ease the pickup and facilitate sale order tracking. Click the “Save” button to confirm the delivery method. 

Step 6. Add discounts and/or surcharges if applicable and click the “Pay” button to proceed to the Payment screen.

Step 7. Upon successful payment, the transaction would be marked as “pickup pending” and would reflect under the “Recent Sales” section. 

Step 8. When the customer arrives at the store outlet and has collected the product(s) purchased, the cashier can then select the option “Mark as Picked” to complete the order. 

Impact of store pickup on the Stock Levels

When a transaction is marked for “Pickup” in Tagrain, it has the following impact on inventory:

• When the order is either delivered or picked up by the customer, the reservation is reduced by the picked up / delivered quantity

• In case of a Refund the stock on hand is increased by the refunded quantity. There is no change to the reservation (in case the deliveries were partial) 

• In case the order is canceled, the reserved quantity is reduced to zero, However, there is no change in the stock on hand quantity 

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

Refund and cancellation of Customer Orders

Impact of store pickup and delivery on inventory