Last updated 05/01/2021
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.
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:
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' 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:
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' 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:
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.
Unfortunately, it is not possible to hide these options.
With Pickup Later or To Be Delivered, the customer has paid in full, owns the product and is simply waiting to collect or receive an order. Laybys are slightly different. With a layby, the customer has only partly paid for the product and does not own the product yet.Unfortunately, it is not possible to hide these options.
After the distribution branch has dispatched the goods to the customer, you will need to find the order in the backend and enter a fully dispatched date. Stock will be taken from the distribution branch.