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. The 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. 

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. 

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. 

Fulfilments

Both “Store Pickup” and “Home Delivery” can be fulfilled from under the “Recent Sales” menu or the “Fulfilment” screen. 

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

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