Complete POS Orders via Web App (Version 1.6)

RetailOps provides the ability to complete POS orders using either the RO web app or the RO iOS app for handheld consoles. If you are familiar with creating new phone orders, the process of completing POS orders via the web app is nearly identical.

Overview of POS Orders via Web App

Overview of POS Orders via Web App

Create POS Orders

  1. Go to Customer Service > Search.
  2. Look up the customer for whom you would like to create an order.
  3. In the customer’s profile, under the Orders tab, press the [POS Order] button.
  4. On the Order screen, in the box beneath the Cancel Date, you can enter any tags associated with the order.
  5. If needed, you can add any special notes about the order.
Create POS Orders

Add Items to Orders

There are two ways to add items to orders:

  1. Scan the items' lot IDs.
  2. Search through your inventory for items and add them onto the order.

Scan Items to Orders

  1. In the Items pane, press the [Scan Items] button.
  2. When prompted in the Scan barcode window, scan the item's lot ID.
  3. Continue scanning the lot IDs of all items. When finished, close the Scan barcode window.
  4. After the item appears on the Items pane, you can modify these by clicking into them:
    • Quantity
    • Price
    • Discount
    • Unit Tax
Scan Items to Orders

Search for and Add Items to Orders

  1. In the Items pane, press the [Add Item] button.
  2. In the Product Search window, search for the item. Select the item from the results.
    • You can use the attribute filters on the left to help refine your search.
  3. After the item appears on the Items pane, you can modify these by clicking into them:
    • Quantity
    • Price
    • Discount
    • Unit Tax
  4. Repeat steps 1-3 until all desired items have been added.
Search for and Add Items to Orders

Ship Items to Customers

The POS Order tool allows you to ship items directly to customers. This feature is useful if customers want items located in other remote facilities, if they want items that must be backordered, or perhaps if the items bought are too large for them to transport themselves.

To ship items to customers, you must take 3 additional steps:

  1. In the Items pane, set the desired item's Type to Ship.
  2. Add a new or existing Billing Address and Shipping Address.
  3. Select a shipping Service.
Ship Items to Customers

Accept Payment and Submit the Order

  1. If the customer has any available store credit, press the [Apply Store Credit] button to apply it to the order.
  2. In the Payment tab, you may enter payment via Credit Card, Cash, or Trade Credit by selecting the corresponding tab.
  3. When finished, press the [Push Order] button.
Accept Payment and Submit the Order
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