This is the process when a customer is a member and wants to place a customer order for collection at another store and still get member points and member discounts.
To create a collection order with a member contact
- On the POS, select an item for the customer order.
- Press the Customer Order Mark button. This will highlight the currently selected item.
- Repeat steps 1 to 2 for each item to order.
- Press the Member Contact button to add the member to the transaction.
Note: You can do this at any point before you press Total, or when the Customer Order Creation panel is open (explained in step 9). - Press Total. This will display the Ship/Collect panel with all locations that can source all the items that were marked for customer order. If no location can source the entire order, the order cannot be created.
- Select a collection location, and then press OK. This will take you to the Customer Order Panel panel which displays information connected to this customer order. Here you can also change the collect location: enter customer information, set the requested delivery date Req. Delivery Date, and verify the items in the order.
- Press the Customer button. The order's Customer Information panel is displayed.
- Press Confirm Order to proceed with payment.
- Select a payment method to complete the order and transaction.
- When the order is completed, a Retail Message appears at the location you selected in the Ship/Collect panel, notifying that an order needs to be picked.
Note: Depending on the BackOffice settings, the order content may not need any prepayment but rather be paid at the collection location.