Marking orders for Pickup or Delivery using the Tagrain App for iPad
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 for customer orders to be uniquely identified and customer specific instructions are well captured. The plugin also facilitates in-store pickups.
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 iPad.
Steps to mark an Order for Pickup or Delivery using the Tagrain App for iPad
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. See: How to perform a sale in Tagrain?
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. See: How to add customers in Tagrain?
Step 3. Once you have added the products and the customer on the transaction screen, click the “Add Delivery Option” button.
The "Add Delivery Option" Button will be visible on the Transaction Screen only when the below settings are enabled:
- Enable Collect From Store
- 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 Store Pickup Date, Approximate Time for pickup in the Notes would be a good practice since 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 Store Pickup Date, Approximate Time for pickup 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 iPad OR from under the “Fulfillments” menu on the Tagrain Web App. See: Order Fulfillments.
Suggested Readings
Booking Customer Specific Orders Using The Tagrain App For iPad
Suggested Videos
Activation and Deactivation of the Customer Order and Delivery Management Plugin
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