Customer store transfer & direct to customer orders

Owned by Sandra Petrovic
Last updated: Nov 02, 2022
6 min read

This guide will show you how to raise and fulfil orders that are placed in one store and shipped from another. This will ensure a seamless customer experience and removes the manual process that is currently in place.

Raising an order from another store

 

  1. Search and select the customer who is placing the order. In this instance, John Lennon is the customer and Fitzroy is the store that is raising the order.

 

2. Search for the product to be ordered. The product may be selected by entering any of the following fields:

  • Barcode – If you do not have the size required any of the same style may be scanned

  • Style ID

  • Description

 

In this instance, the Xander Long Sleeve Shirt White has been scanned and the required size selected.

 

 

3. Selecting ‘Check Inventory’ will present the following where you may select the required size.

 

 

The quantity showing reflects the available inventory in each location.  If the stock is to be shipped from another store the best practice is to call the store to confirm that the product is available, the stores phone number is displayed under their address.

 

At this point we have three options:

  • Deliver it (Online order) - This will ship the order directly to the customer from the DC if the stock is available using the address in their profile. There is no change to this process.

  • Transfer to my store – The product will be transferred to the store placing the order

  • Send web order from here – This allows the direct delivery to the customer from the selected store

 

In this instance, I have selected the Brighton store and a size 8 in the Ease Short before selecting ‘Transfer to my store'.

 

4. The order now highlights the store that the product is to be transferred from. At this point, the customer will make payment and the receipt can be sent.

 

 

5. The receipt will show that the order is for pickup.

 

 

6. You can see all outstanding transfers due to arrive in store on the front page of the POS under ‘Trans In’ the newly created order is displayed here.

 

 

Transferring to a new location

 

All transfers that are to be shipped to other stores will be shown under ‘Trans Out’.

 

 

1. Opening the order presents the traditional online pick and pack view ‘Have it’ or ‘Don’t have it’

 

 

2. Once picked and packed you can navigate to the ‘Inventory’ section of the POS.

 

3. Selecting ‘Transfer stock’ and ‘Load Transfers’ will show which stores you have transfers due to ship to

 

4. Selecting the store from the Send to drop down will show the items that have been previously picked

 

 

5. Select ‘Process transfer’ to complete the transfer. Once successful, you are given the option to print the transfer sheet and/or the shipping label.

 

 

6. Selecting Label will navigate to the Starshipit integration and the label can be produced. Selecting Print will produce a packing slip which shows the following. The transfer can now be packed and shipped.

 

 

 

 

 

Receiving the transfer and fulfilling the order

 

All transfers that are due to be received will display on the front screen of the POS under the ‘Trans In’ tab.

 

From here we can see:

  • Qty requested

  • Qty packed

  • Qty sent

  • Qty arrived

  • Tracking information

  • Option to deliver

 

 

2. Before we can deliver the order, the transfer must be booked into stock.  The transfer will appear as a standard transfer under ‘Receive Transfers’ and can be auto checked in.

 

 

Once an order has been delivered, the ‘Arrived Qty’ will be populated. This will prompt a call to the customer to advise that their order is now available for collection.

 

3. When the customer collects their order we can select “Deliver’ this will bring up the order and a prompt to show that the order is ready for collection. Once selected the order is now complete and will be removed from the screen.

 

 

 

 

 

Direct to customer delivery from another store

 

Delivering directly to the customer from a selected store is an additional option that is now available.

 

  1. Begin the sale and enter the required item. In this instance, I have selected the Xander Shirt White.

 

 

2. Selecting ‘Check Inventory’ will present the following where you may select the required size.

 

 

3. The quantity showing reflects the available quantity.  This will reduce instances where orders have been placed against committed items.

 

 

4. Select “Send web order from here” to mark the sales line as coming from the selected location.

 

Products may be ordered from multiple locations and any items that are currently in store may also be placed on the same order.

 

 

5. At this point payment may be taken and the sale completed, and the receipt created.

 

 

Multiple sales orders will now be created within Indigo8.

 

Firstly, we have the sales order which reflects the transaction in store.  This ensures that the sale is assigned to the correct store. We can also see any additional sales orders that have been created in the comments.

 

 

The subsequent sales orders will reflect the location that the requested stock is to ship from.  Please note that these are at zero value as the sale has been assigned to the store taking the order.

 In this instance, 246971 will ship from Brighton.

 

 

The order will display as a standard ISF order in the Brighton POS and can be processed in the same way as standard ISF orders.

 

 

The order displays on the Web Pick n Pack tab for processing and will be process in the standard manner.