Pay and Complete Online Order for Delivery

Do you have an online presence and your customer has placed an order for delivery? In this How-To, you will learn how to process this order in enforePOS.

After your customer has completed their order in your online store, you will be notified that the order has been received.
You process the incoming order in enforePOS. The processing of the order is initially independent of the payment method.

Process your Order

The display of order processing varies depending on the order tracking settings you have made at your POS location. You'll also need to activate the relevant business documents in your sales channel.

This example illustrates the procedure with all order tracking options enabled.

In the POS menu, open Order Management > Active Orders.
Select your online sales channel in the top right-hand corner.⮕ The incoming orders in your online store are displayed.
Your order will appear in the Unconfirmed column.⮕ Your customer has already received the order confirmation.
Tap on the order.
⮕ The Sales Order window opens.Here you will see all the necessary details about the order.
You can choose to [Reject] or [Confirm] the order. You can also set the order to the [On Hold] status.
Tap on [Confirm], to move your order to the Confirmed column.
When you confirm the order, an order confirmation will be sent to your customer.

How you proceed depends on the chosen payment method:

Payment on Delivery

Summarize Order
1. Tap on the job in the Confirmed column.
2. Tap on [Assemble].
3. Tap on the order.
  ⮕ The Goods Out window opens.
4. Select the sales items that you have completed.
5. Tap on [Ready].⮕ In the Active Orders view, your order has been moved to the Ready column.
  Once the order is confirmed, you will find it both in the Order Management menu and in your cash register in the Delivery tab.
  The invoice will be sent to your customer.
Pay and Complete your Order

enforePOS offers you two ways to make the payment:
- Payment in the cash register
  
  Once the order has the Ready status, you will find it in your cash register.
  1. In the POS menu, open Sales > Register.
  2. Tap on Active Orders.
  3. Open the Delivery tab.
  4. Tap on Sales Order.⮕ The Invoice window opens.
  5. Tap on [Pay].
    Alternatively, to pay the invoice, tap on in the upper right corner and then tap on [Pay Invoice].
    ⮕ The Select Payment Method window opens.
  6. Select a payment method.
  7. Tap on [Next].
    ⮕ The payment has been made.
    ⮕ The Receipt window opens.
  8. Select how the receipt should be issued.
  9. Tap on [Complete].
    ⮕ The payment process is completed.
  10. To finalize the order, open Order Management > Active Orders in the POS menu.
  11. Tap on the job.⮕ The Goods Out window opens.
  12. Tap on [Delivered].⮕ The job is complete.
- Payment in Order Management
  
  Alternatively, you can perform the payment process in Order Management as soon as your order has the status Ready.
  1. Tap on the order.
    ⮕ The Invoice window opens.
    You can also find the invoice in the POS menu under Sales > Sales History in the Unpaid tab.
  2. Tap on [Pay].
    Alternatively, to pay the invoice, tap on in the upper right corner and then tap on [Pay Invoice].
    ⮕ The Select Payment Method window opens.
  3. Select a payment method.
  4. Tap on [Next].
    ⮕ The payment has been made.
    ⮕ The Receipt window opens.
  5. Select how your customer would like to receive the receipt.
  6. Tap on [Complete].
    ⮕ The payment process is completed.
    ⮕ The order is In Delivery.
  7. Tap on the job.⮕ The Goods Out window opens.
  8. Tap on [Delivered].⮕ The job is complete.
⮕ With the confirmation of the order, a shipping confirmation will be sent to your customer.
Payment in Advance

Make a Payment

You have two options to make the payment.
- Post Payment in Order Management
  1. Tap on the job.⮕ The Sales Order window opens.
    In order to continue processing the order, it is necessary that the customer pays for the order. You have several options to mark the order as paid.
    
    If an order is not yet paid, the amount is displayed in red in the Active Orders view and in the sales order. This way you can always keep track of all orders and payments.
  2. Tap on [Pay].
  3. In the Select Payment Method window select Bank Transfer.⮕ The Select Account window opens.
  4. Enter the date when the bank transfer was received.
  5. Select the bank account where the payment was received.
  6. Confirm the selection with [Next].
- Payment via Sales > Sales history
  
  Alternatively, you can find the invoice in the POS menu Sales > Sales history in the Unpaid tab.
  1. In the POS menu Sales > History, open the Unpaid tab.
  2. Tap on the order.⮕ The Invoice window opens.
  3. Tap on .
  4. From the menu select Pay Invoice.
  5. In the Select Payment Method window select Bank Transfer.⮕ The Select Account window opens.
  6. Enter the date when the bank transfer was received.
  7. Select the bank account where the payment was received.
  8. Tap on [Next].⮕ The payment is posted in enforePOS and the order can be processed further.
    ⮕ The invoice will be displayed as Paid in the history.
Complete the Order

There are two ways to complete your missions:
- Complete Order in Order Management
  1. In the POS menu, open Order Management > Active Orders.
  2. Tap on the order.
    ⮕ The Sales Order window opens. You will get all the details for the order.
  3. Tap on [Assemble].⮕ In the Active Jobs view your job is moved to the In Compilation column.
    This option is only displayed if you have selected Track Assembly in the order tracking.
  4. Tap on the job.⮕ The Goods Out window opens.
  5. Select all the sales items when you have assembled them.11.png
  6. Tap on [Ready].⮕ In the Active Orders view, your order has been moved to the Ready column.
  7. Tap on the job. ⮕ The Invoice window opens.
  8. Tap on [Shipped].⮕ The order is moved to the In Delivery column.
  9. Tap on the job.⮕ The Goods Out window opens.
  10. Tap on [Delivered], once the customer has received their delivery.⮕ The job is complete.
- Finalize order in the cash register
  
  Alternatively, once the order has been marked as Ready, you can find it in your cash register.
  1. In the POS menu, open Sales > Register.
  2. Tap on .
    ⮕ The Active Orders window opens.
  3. Tap on the Delivery tab.
  4. Tap on the job.
  5. Tap on [Shipped].⮕ The order is In delivery.
    ⮕ With the confirmation of the order, a shipping confirmation will be sent to your customer.
  6. To finalize the order, open Order Management > Active Orders in the POS menu.
  7. Tap on the job.⮕ The Goods Out window opens.
  8. Tap on [Delivered].⮕ The job is complete.