Sales Channel - Pickup Tab

  • Updated

In the Pickup tab, you define per POS location whether you want to track your pickup orders and which documents you want to send automatically to the customer.

You can access the Pickup tab in the POS menu via Order Management > Order Settings.
Then, in the left pane, select the POS location for which you want to make settings.

This tab is only visible if you have selected the sales type Pickup. Learn how to define the sales types for your sales channel here.

Merged_document (19).png

Other Pickup Locations

Here you can select POS locations where pickup orders sold through your current POS location can be picked up by customers.

Tracking

In the POS menu under Order Management > Active Orders you can track the orders whose settings you define here.

Here you can select various settings. You can check the following options:

Confirmation Required: Check this option if you want to confirm incoming orders manually. If this option is disabled, incoming orders will be confirmed automatically.

Track Assembly: Check this option to confirm the preparation of orders manually. When confirmed, your customers’ orders will be marked as Prepared.

Track Pickup: Check this option if you want to add the status Ready to your Order Management. This is how you inform your customer that the order is ready for pickup. You can mark orders as Picked Up when they are picked up by the customer.

Business Documents

In the Business documents section, select whether the respective business documents should be sent via SMS or email or be printed.

Order Acknowledgement: If you activate the option Order Acknowledgement, your customer will be informed with this document that the order has been received but not yet accepted.

  1. To set how the document should be sent, tap on [Order Acknowledgement].
    ⮕ The Configure Order Acknowledgement window opens.
  2. Activate the desired sending method.
  3. Confirm your selection by tapping NavbarCheckmark-15.png. Bildschirmfoto_2022-11-14_um_17.20.55.png ⮕ You have successfully set the form of sending for the order acknowledgement.

Order Confirmation: Your customer will be informed that the order has been accepted. If you have deactivated the option Confirmation Required in the Tracking section, the order will be automatically confirmed and the confirmation will be sent to the customer.

  1. To specify how the order confirmation should be sent, tap on Order Confirmation.
    ⮕ The Configure Order Confirmation window opens.
  2. Activate the desired form of sending.
  3. Confirm your selection by tapping on NavbarCheckmark-15.png. Bildschirmfoto_2022-11-14_um_17.26.42.png⮕ You have successfully specified the form of sending for the order confirmation.

Pickup Slip: Check this option if you want to generate a pickup slip that you can send to your customers or print and hand out to your customers.

  1. To specify the form of sending, tap on Pickup Slip.
    ⮕ The Configure Pickup Slip window opens.
  2. Activate the desired form of sending.
  3. Confirm your selection by tapping on NavbarCheckmark-15.png. Bildschirmfoto_2022-11-14_um_17.33.19.png⮕ You have successfully specified the form of sending for the pickup slip.

Delivery Note: Enable this option to add a delivery note to the order, in which your customer will find a list of his ordered sales items.

  1. To specify how the delivery note is sent, tap on Delivery Note.
    ⮕ The Configure Delivery Note window opens.
  2. If you want to send the delivery note and the invoice as one document, enable the option Delivery Note and Invoice as one Document.
    ⮕ You select the form of sending for the delivery note and the invoice as a joint document in the Invoice field.
    If you want to create the delivery note as a single document, activate only the desired form of sending.
  3. Confirm your selection by tapping on NavbarCheckmark-15.png. Bildschirmfoto_2022-11-15_um_08.52.58.png⮕ You have successfully specified the form of sending for the delivery note.

Pickup Advice: Enable this option if you want to inform your customers that their order is ready for pickup. This notification is sent as soon as you mark the order as Ready.

  1. To set how the pickup advice should be sent, tap on Pickup Advice.
    ⮕ The Configure Pickup Advice window opens.
  2. Activate the desired form of sending.
  3. Confirm your selection by tapping on NavbarCheckmark-15.png. Bildschirmfoto_2022-11-15_um_08.53.40.png⮕ You have successfully set the form of sending for the pickup advice.

Invoice: Enable this option if you want your customers to receive an invoice once you have marked their order as shipped.

  1. To set how the invoice should be sent, tap on Invoice.
    ⮕ The Configure Invoice window opens.
  2. Activate the desired form of sending.
  3. Confirm your selection by tapping on NavbarCheckmark-15.png. Bildschirmfoto_2022-11-15_um_08.54.05.png⮕ You have successfully set the form of sending for the invoice.

Devices

Define here the devices or the printers that should be used for the order confirmation, delivery notes or invoices. Find out how to link printers to enforePOS here.

Learn more...

Share this article

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request