Store pickups for customer orders 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 your existing Tagrain application.

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 store pickup in Tagrain using the Tagrain App for iPad.

Store Pickups in Tagrain

A Tagrain user buys a product(s) online, makes the payment, and then decides to collect the product(s) purchased himself by walking into a nearby Tagrain retail outlet. 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 iPad. See: Customer Order and Delivery Management Plugin activation.

Some products drop in price only when you select in-store pickup as the purchase method. Offering store pickup for orders placed online will give your local customers an easy and convenient alternative to shipping.

Steps involved in Store Pickup

In this artefact we will learn what store pickups are and how they are managed using the Tagrain App for iPad.

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

Step 2. Perform a “Product Search”. There are multiple ways to add a product that you want to sell in Tagrain using the Tagrain App for iPad. 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?

You can use the iPad’s camera to scan the product barcode. Doing so will automatically add the product on the transaction screen.

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 the intended recipient on the transaction screen, you may click the “Add Delivery” button.

Step 5. Click on the “Store Pickup” button on the “Delivery Option” Pop up. Specify the Customer Name, Order Number, Store Pickup Date, Approximate Time Slot for pickup and the Mode of Payment in the Notes column. This would ease the pickup and facilitate sales order tracking. Click the “Save” button to confirm the delivery method.

Step 6. Upon clicking the “Save” button the “Add Delivery Option” Button will change to “Modify Delivery Option”.

Step 7. You may add the appropriate discounts and surcharges, if any and then click on the “Pay” button to proceed to the Payment screen.

Step 8. Upon successful payment, the transaction would be marked as “pickup pending” and would reflect on the “Transaction Selection” screen which can be accessed from the “Recent Sales” sub menu on the Tagrain App for iPad.

Step 9. When the customer arrives at the store outlet and has collected the product(s) purchased, the cashier can then click on the “More” button and tap the option “Mark as Picked” to complete the order. The “Delivery Note” screen will open.

Step 10. Change the Quantity from “1” to “0” in the “Delivering” column for all those products that will not be store picked in this delivery.

Step 11. The “Sale Complete” screen will appear. The “Posted Successfully” message will flash on the screen and disappear to indicate a successful sale transaction.

On the “Transaction Selection” screen the status of the transaction will change from “Pickup Pending” to “Delivered”.

Store pickups for customer orders using the Tagrain App for iPad

Store pickups for customer orders using the Tagrain App for iPad

Introduction

Steps involved in Store Pickup

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