Use the Pending Fulfillment worklist to prepare paid Pickup orders for customer collection. A Pickup order does not become complete merely because its payment has been processed; it must move through its fulfilment steps.
Open orders that need fulfilment
Open Retail & Inventory > Dashboard.
Select the Orders to Fulfill tile.
Open the required Sales Order from the Sales Orders Pending Fulfillment list.
The worklist contains Sales Orders at the status Pending Fulfillment.
Prepare a Pickup order
Confirm the order number, customer, item lines, quantities and total.
Confirm that Fulfillment Method is Pickup.
Select View Pick List when staff need a picking document.
Select View Packing Slip when staff need a packing document.
Pick and check the required items before changing the order’s fulfilment status.
Mark the order ready
When the order has been prepared for collection, select Mark Ready For Pickup. Confirm the resulting status before telling the customer that the order is ready. The Retail & Inventory dashboard has a separate Orders Ready for Pickup tile for orders at that status.
Do not skip the preparation check: payment status and fulfilment status are different. Only mark a Pickup order ready after the correct items have been picked and checked.
Phone Order reminder: a customer is required for a Phone Order, and a customer is also required for any fulfilment method other than Immediate. Keep the customer selected so staff can identify the order at pickup.
Related articles
Sales Orders
Sales Order Payment
Immediate Fulfilment and Completed Orders