Marking orders for Pickup or Delivery
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, allow in-store pickups, and facilitate home delivery.
Tagrain gives retailers the flexibility to allow their customers to either pick up their orders by walking into a nearby Tagrain store or get the products delivered at their doorstep.
In this section we are going to cover how a cashier can mark the order for pickup or delivery in Tagrain.
Steps to mark an Order for Pickup or Delivery
Step 1. Log in to the Web Register.
Step 2. Perform a “Product Search”. 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.
Step 3. Perform a “Customer Search”. You can search for the customer using the code, name, email, or phone. There are 2 possibilities here. Customer’s name might already exist in the database, as he might have registered himself with Tagrain at some point of time or he may be a customer who has walked in for the first time in your store. In case he is a new customer, the best practice is to add him to the database.
Step 4. Once you have added the products and the customer on the transaction screen, you may click the “Add Delivery” button. This is where the application will give you the option to choose between pickup or delivery.
Before you click on the “Add Delivery” button, you need to ensure that a customer has been added on the Transaction Screen. If you fail to do so, you will see an error notification pop up stating that a customer has not been selected.
Marking an order for Store Pick Up
Click on the “Store Pickup” button on the “Delivery Option” Pop up screen. Fill in the “Notes” field. complete address along with the Zip Code. Click the “Save” button once done.
The “Notes” captured will be printed on the transaction receipt so Including the Customer Name, Order Number, Store Pickup Date, Approximate Time for pickup and the Mode of Payment in the Notes would be a good idea as it would make it easier to track the sale order.
Marking an order for Home Delivery
Click on the “Home Delivery” button on the “Delivery Option” Pop up screen. Fill in the complete address along with the Zip Code. Click the “Save” button once done.
The “Notes” captured will be printed on the transaction receipt so Including the Customer Name, Order Number, Home Delivery Date, Approximate Time for delivery and the Mode of Payment in the Notes would be a good idea as it would make it easier to track the sale order.
The address from your Shopify account will populate in the address field when placing an order on Shopify via the Tagrain Plugin.
Both “Store Pickup” and “Home Delivery” can be fulfilled from under the “Recent Sales” menu or the “Fulfilment” screen.
Suggested Readings
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