Marking orders for Pickup or Delivery using the Tagrain App for Android

Marking orders for Pickup or Delivery using the Tagrain App for Android

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 your existing Tagrain application. 

The Customer Order and Delivery Management Plugin must be activated using the Tagrain Web interface to facilitate marking of orders for Store Pickup or Home Delivery using the Tagrain App for Android. See: Customer Order and Delivery Management Plugin activation. 

Tagrain gives you the flexibility to allow your 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 using the Tagrain App for android. 

Steps to mark an Order for Pickup or Delivery using the Tagrain App for Android

Step 1. Log in to your android Point of Sale. 

Step 2. Add some products to the transaction grid.

There are multiple ways to add a product that you want to sell in Tagrain using the Tagrain App for Android. 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 barcode. See: How to perform a sale in Tagrain?

Step 3. Perform a “Customer Search”. You can search for the customer by entering his details (code, name, email, or phone) in the customer search bar.


In case he is a new customer, the best practice is to add him to the database. See: How to add customers in Tagrain? To add a customer to your sale, tap on select customer and pick a customer name from the list. This will add the customer to your sale.

Step 4. Once you have added the products and selected the customer on the transaction screen, you must click on the “Add Delivery Option” button to choose between pickup or delivery. 




The "Add Delivery Option" Button will be visible on the Transaction Screen only when the below settings are enabled:
  1. Enable Collect From Store
  2. Enable Ship From Store

To enable these settings you are required to login to your Tagrain Web account and navigate to Setup > General Settings > Global Settings. See: Global Settings

Before you click on the “Add Delivery” button, you need to ensure that a customer has been selected in the Transaction Screen. 

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, if required. 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 practice since  it would make it easier to track the sale order.

The delivery address of the orders that integrate from Shopify will populate the address field. This is the delivery address for this order and will not update the customer’s address in the database.

Fulfilments

Both “Store Pickup” and “Home Delivery” can be fulfilled from under the “Recent Sales” menu on the Tagrain App for Android. See: How are customer orders delivered in Tagrain?

Suggested Readings

Booking Customer Orders Using The Tagrain App For Android


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