Customer Order Fulfilment and Its Stages 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 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 and facilitate in-store pickups.
Once an order is placed in Tagrain, be it “Home Delivery” or “Store Pickup”, it must be fulfilled. An order in Tagrain can be fulfilled via Tagrain App for iPad or via Tagrain Web. In this section we are going to cover the Fulfilment process and the stages involved therein using the Tagrain App for iPad.
Store Pickup 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.
Home Delivery in Tagrain
A customer buys a product(s) and prefers them to be delivered at his address OR lets say, a customer buys online and the purchase is to be delivered at his address. 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.
From the Tagrain App for iPad
A Tagrain order can be fulfilled using the Tagrain App for iPad. The steps are mentioned below:
Step 1. Click on the “Recent Sales” sub-menu on the Tagrain App for iPad. This will bring up the “Transaction Selection” screen.
You can even perform a transaction search using filters like Transaction Id, Date Range, Include All POS and Show Suspend Only. See: How to refund a completed sale?
Step 2. Click on the “More” button to display a popup in the right bottom corner of the App screen. This popup will contain some or all of these options - Print | Email | Mark as Delivered | Mark as Picked | Cancel Order. These options will vary depending upon the “Delivery Type” - Store Pickup or Home Delivery. See: Transaction Status
In case the “Delivery Type” is Store Pickup, you need to select “Mark as Picked”.
In case the “Delivery Type” is Home Delivery, you need to select “Mark as Delivered”.
Whether you select “Mark as Picked” OR “Mark as Delivered”, it will open the “Delivery Note” screen.
The “Delivery Note” screen when the Delivery Type was selected as “Store Pickup”. You don’t need to input any Tracking Number or Tracking URL in this case. See: Store Pickup of customer orders using the Tagrain App for iPad.
The “Delivery Note” screen when the Delivery Type was selected as “Home Delivery”. You must input any Tracking Number or Tracking URL in this case. See: Home Delivery of customer orders using the Tagrain App for iPad.
Step 3. On the “Delivery Note” screen you must change the Quantity from “1” to “0” in the “Delivering” column for all those products that are NOT being delivered or picked up in this shipment.
Step 4. Click the “Save” Button on the Delivery Note screen to complete the delivery. The “Sale Complete” screen should appear to indicate that the transaction has been completed.
The completed sale transaction would start reflecting on the “Transaction Selection” screen AND the status of the transaction will change from “Delivery Pending” to “Delivered”.
A Tagrain Order can also be fulfilled via the Tagrain Web application. You need to log in to the Tagrain Web application and navigate to: Home > Inventory Transactions > Fulfilments to bring up the Fulfilments screen. For more information on fulfilment via Tagrain Web, you may refer to: Order Fulfillment in Tagrain Web.
Suggested Readings
Booking customer specific orders using the Tagrain App for iPad
Suggested Videos
How to activate and deactivate the Customer Orders and Delivery Management Plugin?
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