After your customer completes an order in your online store, you will be notified that the order has been received.
You process the incoming order in your enforePOS.
Requirements
The steps to process a received order as described in this How-To are based on having all three order tracking steps enabled in the Online Sales Channel Pickup tab settings.
The customer has chosen the On Pickup payment method when placing the order.
Order Processing
Tap on Order Management > Active Orders in the POS menu. ⮕ The Active Orders view opens with the settings for the current POS location.
If you have several sales channels set up in your business account, first select the sales channel for which you want to see the active orders in the upper right pane. ⮕ The order received via your online store is displayed in the Unconfirmed column.
Tap on the order. ⮕ The Sales Order window opens. Here you will see all the necessary details about the order.
You can choose to confirm the order by tapping on [Confirm] or reject it by tapping on [Reject]. Alternatively, you can set the order [On Hold].
Tap on [Confirm].
Alternatively, you can drag and drop the order into the Confirmed column.
⮕ With the confirmation of the order, an order confirmation is sent to your customer:
⮕ In the Active Orders view, your order has moved to the Confirmed column.
Tap on the order. ⮕ The Sales Order window opens. Here you will see all the necessary details about the order.
Tap on [Assemble]. ⮕ In the Active Orders view, your order has moved to the In Assembly column.
Tap on the order. ⮕ The Goods Out window opens.
Select the sales items that have already been assembled.
Tap on the box to the left of the sales item.
Tap on [Ready] when all sales items of the order are assembled. ⮕ When you confirm the order, a pickup confirmation will be sent to your customer. ⮕ In the Active Orders view, your order has moved to the Ready column.
Pickup and Payment by your Customer
The order is now ready. Your customer is informed that the order is ready for pickup.
Your customer arrives at your POS location for pickup and now wants to pick up and pay for their order. To complete the payment process, you have two different options.
Settle Payment in the Active Orders View
In case you are in the Active Orders view in the Order Management, you can directly settle the order there with the following steps.
Tap on the order in the Ready column. ⮕ The Invoice window opens.
in the right pane.