General Usage

Distribution Branches, Pickup Later and To Be Delivered

If your customer doesn't want to - or can't - take their items immediately there are a couple of options available: Pickup Later or To Be Delivered.

Overview

By default, the POS assumes all goods sold are 'Take Now' - this means that the goods will be removed from the inventory immediately. This is appropriate for most retail stores.

There are two other options that can be used however: Pickup Later or To Be Delivered.

These are particularly useful when used in combination with Distribution Branches. For instance, if you sell furniture from a showroom, you can sell a sofa to a customer, then either allow the customer to pick it up from your warehouse or request the warehouse deliver it to the customer.

Distribution Branches

If you have more than one branch, and you allow customers to pick up or receive deliveries then you could consider adding distribution branches to your POS.

To add a distribution branch:

1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
2. From the POS Settings, select POS Server Details & General Settings.
3. At the bottom of the page, set Enable Selection Of Distribution Branch to Yes.
4. From the checkboxes below, tick the branch or branches you would like available as distribution branches.
5. Click Finish.

Remember to sync settings in the POS after making changes to the settings.

The distribution branches will now appear as options when either of the below are chosen.

Pickup Later

'Pickup Later' should be chosen when the customer themselves will pick the goods up, either from the current branch, or from another branch in the system.

To do this:

1. Add a product to a POS transaction.
2. Click on the Take Now Qty field.
3. From the radio buttons to the left, select Pickup Later.
4. If you have distribution branches set up, you will be asked to choose which branch the stock should be picked up from.
5. You can set an estimated pickup date for the order.

You can now take payment for the order as usual. On the receipt that is printed, the goods to be picked up will be shown, along with the address of the branch that the stock should be picked up from.

Transactions that have a distribution branch will appear for both the branches. Therefore the warehouse branch could filter their sales orders by branch and see those orders that are likely to be collected.

To Be Delivered

'To Be Delivered' should be chosen when you will deliver the goods to the customer.

When this option is chosen, we recommend that you add customer details to the order - so that you know the destination of the delivery.

In the showroom example given above, a sofa is sold at the showroom and will be delivered by the warehouse to the customer's address at a later date.

To set a product or products to To Be Delivered:

1. Add a product to a POS transaction.
2. Click on the Take Now Qty field.
3. From the radio buttons to the left, select To Be Delivered.
4. If you have distribution branches set up, you will be asked to choose which branch the stock should be sent from.
5. You can set an estimated delivery date for the order.

You can now take payment for the order as usual.

Transactions that have a distribution branch will appear for both the branches. Therefore the warehouse branch could filter their sales orders by branch and see those orders they are due to deliver.

FAQs