Home delivery of customer orders - Tagrain App for Android

Home delivery of customer orders - 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. 

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 home delivery in Tagrain using the Tagrain App for Android. 

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 Android. 
Tagrain Retailers can have an Omnichannel offering by deploying Shopify and integrating it to Tagrain using the Tagrain to Shopify Plugin

Steps involved in Home Delivery

In this document we will learn how home deliveries are managed using the Tagrain App for Android. 

Step 1. Log in to your Android 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 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? 

You can use the camera on your Android Tablet 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 customer on the transaction screen, you may click the “Add Delivery” button. 


Step 5. Click on the “Home Delivery” button on the “Delivery Option” Pop up. Specify the Customer Name, Order Number, Home Delivery Date, Approximate Time Slot for delivery 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. 




When you click the Home Delivery button the default address updated in the customer master card is fetched and is pre-filled in the address field. You do have the option to edit this address. However, if you enter an address different than the default address, it won’t get updated in the master customer record. This address will hold good only for this special order. In case you have to update this address permanently, navigate to: Home > Customer > Edit Customer. 

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 “delivery pending” and would reflect on the “Transaction Selection” screen which can be accessed from the “Recent Sales” sub menu on the Android App for Tagrain.



Step 9. You need to click on the “More” button and tap the option “Mark as Delivered” to complete the order. Selecting “Mark as Delivered” will open the “Delivery Note” screen.



Step 10. 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 in this shipment. For the purpose of this document we presumed that all the products will be delivered in the same shipment. Hence, we kept the quantity as “1”.  


You must mention the Tracking Number and The Tracking URL to facilitate tracking of the sale order. Using this Tracking Number will help the customer track his order. 

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



How to confirm if the sale transaction was recorded successfully?

Two things would occur to indicate that the sale transaction was successfully processed and recorded in the Tagrain App for Android. 

The “Posted Successfully” message will flash on the screen and disappear.

The transaction would start reflecting on the “Transaction Selection” screen AND the status of the transaction will change from “Delivery Pending” to “Delivered”.

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



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