Store Pickup using the scan and pay feature

Store Pickup using the scan and pay feature


In this article we are going to explain the steps of placing an order (Store Pickup) using the scan and pay feature. 

Introduction

A Plugin is a small, but effective software module that seamlessly integrates with Tagrain to extend the functionality and add features to the existing Tagrain edition. Scan and Pay Plugin is a software module that when subscribed to and activated allows customers to use their smartphones to place an order using the Mobile Responsive Website and make payment online for the order placed.

Scanning the URL opens a mobile responsive website. The customer can select and place an order for the products that he wants and make payment online for the order placed. Once ordered, the customer can either go in for a curbside pickup or choose to request home delivery of the products.

Prerequisites 

To be able to use the Scan and Pay feature, you need to subscribe to and activate the Scan and Pay plugin. 

Note - The number of  Stores will decide the amount that you need to pay as the plugin subscription fee. 
You also need to subscribe to and activate the Order and Delivery Management plugin to be able to activate the Scan and Pay plugin.
Each Order placed using the Scan and Pay feature is recorded in Tagrain and would appear either as Delivery Pending or Pickup Pending under Recent Sales. 

An order placed using the Scan and Pay allows the customer to go in for a curbside pickup or choose home delivery of the products. However to ensure this is achievable using the Mobile Responsive Website you must enable the below mentioned settings on the Global Settings page.



Enable collect from store
This button enables collection from the store. This means that at the Mobile Responsive Website the customer will have the option to select Store Pickup of the product purchased.

Enable ship from store
This button enables shipment from the store. This means that at the Mobile Responsive Website the customer will have the option to select Home Delivery of the product purchased.

Steps to place an order using the Scan and Pay feature

The steps to place an order using the Scan and Pay feature are explained below:

Any order placed using the QR Code scan feature in Tagrain goes through the following stages. 
  1. Launch the Mobile Responsive Website
  2. Select the Store Location
  3. Select the products
  4. Review your Cart
  5. Select Store Pickup
  6. Make Payment
  7. Order confirmation

Example For Illustration
In this article we are going to place a simple order using the Mobile Responsive Website and will use this as an reference across the article:
Our Order will comprise of the following products:
  1. Men’s Shirt
  2. Men’s Jeans
We will be using a mobile device powered by Android. However, the steps mentioned here hold true for devices running iOS as well.

Step 1. Launch the Mobile Responsive Website

Open the browser app on your smartphone and type the Store URL in the address bar to launch the mobile responsive website. (As shown in the screenshot below)



Note - The Scan and Pay URL is unique for every store. 
Alert: You need to ensure that the Online Store setting is enabled on the Scan and Pay settings page to be able to place an order using the Mobile Responsive Website.

Step 2. Select the Store Location

Select the Store from the list of available stores. In our illustration we have selected the Castro Store.

Step 3. Select the products

You can search for a product using the search bar. Alternatively tap on the desired product group tile to open the product list. These products can be of one of the following types.
  1. Standard Product
  2. Serial or Batch Product
  3. Variant and Composite Product

Use the + (plus) and - (minus) symbols to increase or decrease the product quantity. The change in quantity will reflect immediately on: 

The product line item row
  1. On the Cart icon, as a bubble 
  2. On the View Cart popup in the footer section
At any time, during the order placement process, you can: 
  1. Tap on the Retail Logo to return to the Home page
  2. Tap on the Menu icon to open the “Jump to category” popup screen and return to the desired category on the landing page. 

Step 3. Review your Cart

You can review the products on the My Cart screen, before you confirm the Order. There are multiple ways to reach this screen. 

Tap on the View Cart button that appears in the footer section to open the My Cart screen. Alternatively tap directly on the Cart icon in the top right corner of the home page to open the My Cart screen. 



You can also see the Tax and Charges applied to your order along with the Special Instructions, if any. 

It is this screen where you need to decide if you want to go in for Home Delivery or Store Pickup. For illustration, let’s assume that you want to go in for Store Pickup.

Step 4. Select Store Pickup

Tap on the Store Pickup button on the My Cart screen to select the Store Pickup option. This will open the Store Pickup Information screen.



You will have to fill in the Email, Name, Phone, Address, City, and the Zip Code and then click the Submit button.

In case of a registered customer typing in the email address in the Email field will fetch the details and auto populate the remaining fields. 

In case of an unregistered customer, entering the information on the Home Delivery Information screen will create a new customer. This new customer information can be seen on the Customer List View screen by navigating to Home > Customer > Customer. 

Click on the Proceed to Checkout button to proceed with the Payment.

Step 5. Make Payment

You need to make the payment for the order placed. Click on the Proceed to Checkout button on the My Cart screen to open the Stripe Payment screen.



Specify the Payment details like the Card Number, Expiration Date, and the CVC Number. The Country name should auto populate based on the Payment type that you have setup on the Stripe portal page. In case it doesn’t you can pick your country from the Country drop-down field. 

Once you have supplied the card details, you need to click the Pay button to process the payment.

Step 6. Order Confirmation

Once your order is confirmed, you should see a Thank You Pop Up Screen. 



Alongside the cashier will also get to see a notification pop up on the Web Register for the new Home Delivery Order placed.


Step 6. Fulfilment

The Store Pickup order placed by the customer has to be fulfilled. This section would explain the steps required to fulfil the order.

The Home Delivery order placed would reflecting at the following places:
  1. Under Recent Sales as Delivery Pending.
  2. Under Fulfillments as Delivery Pending

From Recent Sales

Step 1. Navigate to the Recent Sales screen. Locate the desired order and then click on the […] under the Action column and select the option: Mark as Picked. This will change the Transaction status from Pickup Pending to Mark as Picked.



For the purpose of this article we have selected only the Black Straight-Fit Jean / 36 to be fulfilled via Recent Sales. We will demonstrate the fulfilment of the Men's Daisy Print Shirt via the Fulfillments screen.

Step 2. The “Delivery Note” screen will come up when you select the “Mark as Picked” option. Filling in the “Tracking Number” and the “Tracking URL” is not required in case of Store Pickup.

For the purpose of this article we will fulfil the delivery of the Black Straight-Fit Jean / 36 via Recent Sales.

Change the Delivering Quantity from “1” to “0” for Men's Daisy Print Shirt. This would mean that the Men's Daisy Print Shirt has not been picked up from the store. Click the “Save” button on the Delivery Note screen to complete the delivery.



We will demonstrate the fulfilment of the Men's Daisy Print Shirt via the Fulfillments screen.

From the Fulfilment Screen

Step 1. Navigate to: Home > Inventory Transactions > Fulfilments to open the Fulfilments screen. Locate the desired order under the Pickup Pending section and then click on the […] under the Action column to select the option: Mark as Picked.



Step 2. The “Delivery Note” screen will come up when you select the “Mark as Picked” option. Filling in the “Tracking Number” and the “Tracking URL” is not required in case of Store Pickup.

For the purpose of this article we will fulfil the delivery of the Men's Daisy Print Shirt via Fulfilments screen.




If the POS web register is closed and your customer attempts to place an order using the Mobile Responsive Website, he would encounter the below error:



Multiple Ways To Access Recent Sales 


There are multiple ways you can reach the Recent Sales screen. These are:

You can Tap on the new order notification pop up and that takes you directly to the Recent Sales screen. This saves you from the hassle of searching through multiple orders under Recent Sales. 

Alternatively you can click on the Recent Sales tile on the Web Register to reach the Recent Sales screen and then perform a search using the search filters. See: Web Register.


Conclusion

In this article we have covered all the steps explaining how to place an order using the Mobile Responsive Website and its fulfilment.

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