POS - Fulfilment Methods Overview

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Retail Express has some very unique and powerful features that allow you to control the specific way the products within a sales order will be fulfilled to your customer. This control ensures greater inventory management, allowing for order administration efficiencies and accurate reporting.

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Selecting a Fulfilment Method

The fulfilment method for products can be changed individually or in bulk for all products by clicking on either the shopping basket (for an individual line) or the Pencil icon (for all products). 

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You can also update the Fulfilment Method from the fulfilment tab. For detailed information on the functionality of this tab refer to the POS - Fulfilment Tab of a sale article.

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When clicked, the Layby/Fulfil button (or the individual icons on a product row) will display the Fulfilment Method selection window. Which option you select depends on the type of sale your processing and how the products should be provided to your customer. The inventory will be adjusted depending on the method; see below for more detail on each method.

Tip: To select Cash & Carry, the sale will need to be set to Process As - Sale

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Cash & Carry

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By default every product added to a sale is set as the Cash & Carry method, unless the Default Delivery Mode has been modified (refer to the General POS Settings article for more information), or you have selected for the product/s to be processed as a Special Order.

Type of transaction The customer is paying for the product and taking the products with them (aka "carry").
Effect on Inventory Available stock: reduced
Payment limitations 100% payment required
Order status Processed

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Layby & Pickup

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The Layby & Pickup method should be selected if the customer is placing an order but is not receiving the products immediately.

Type of transaction

Typically used for laybys/layway transactions.

The customer is placing an order but not yet taking possession of the product.

Effect on Inventory

Available: reduced

Allocated: increased

The product is no longer available to sell to other customers, but has been "allocated" to the customer. As the product remains physically in the Outlet as stock on hand (SOH) and needs to be accounted for the Allocated amount increases. When the customer collects the product the Allocated amount reduces.

Payment limitations Minimum deposit required - configurable in POS Settings - Order Settings
Order status Order will remain as "Awaiting Payment" until fully paid

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Delivery

The Delivery method is used when you plan to deliver the product to the customers nominated delivery address.

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Tip: Retail Express has a Fulfilment Report that allows you to report on products that are awaiting Fulfilment. This report has a large number of filters that can be used to refine the results, including Payment Status to see all orders paid in full. This report is commonly used for tracking the dispatch of products to customers e.g. a warehouse processing online sales.

Type of transaction

Commonly used for:

  • Bulky goods retailers
  • Orders placed over the phone
  • Online orders
  • Selling at an Exhibition, Trade Show or Kiosk
Effect on Inventory

Available: reduced

Allocated: increased

The impact is similar to the layby in that the Available stock is reduced and the Allocated stock is increased. Once the product has been sent for shipment and left the Outlet the Allocated stock is reduced.

Payment Limitations Minimum deposit required - configurable in POS Settings - Order Settings
Order status Order will remain as "Awaiting Payment" until fully paid

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Warehouse Pickup

Warehouse Pickup is used where the customer will be collecting the product from the warehouse stock location.

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Note: When Warehouse Pickup is selected the Source Location will need the Warehouse to be selected on the Fulfilment Tab.

Type of transaction Typically used when the customer will be collecting the stock from the warehouse
Effect on Inventory

Available: decreased

Allocated: increased

The Available stock is reduced and the Allocated stock is increased. Once the product has been sent for shipment and left the Outlet the Allocated stock is reduced.

If the sale has been processed at an Outlet separate to the Warehouse this will:

  • Reduce the Available stock at the Warehouse
  • Increase the Allocated stock at the Warehouse
  • Have no impact on stock levels at the Outlet where the sale was processed
Payment Limitations Minimum deposit required - configurable in POS Settings - Order Settings
Order Status Order will remain as "Awaiting Payment" until fully paid

 

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