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    12 Jan, 2023
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    Pickup Orders / Save as Order

    Benefits of pickup orders

    Reduce abandoned shopping carts
    63% of online shoppers have canceled a transaction due to high shipping fees. In-store pickups give customers more options to complete an order right from the POS, without add-on fees that might discourage a completed purchase.
    Pro Tip: In-store pickups are helpful for pre-sale items, where customers can “reserve” an item online, then complete the purchase in your shop, rather than shopping with a competitor. 

    Increase profits with incentives 
    Drive traffic to your shop with in-store pickups, then encourage them to make additional purchases with deals and promotions. 
    For example: Eliminate shipping costs, offer expedited shipping, offer coupons for in-store pickup only.

    Online sales, in-store pickup: a better purchasing experience 
    Customers that have positive in-store experiences are more likely to make repeat purchases. In-store pickup orders can be utilized to incentivize customers to make repeat purchases in your store.

    If you'd like to know about orders in the back office, read this article.

    Creating a pickup order

    At the POS, select a customer and add items to the cart.
    Click on the light blue Save as order option button.

    Erply will open a payment window. You can enter a full payment or a partial prepayment amount.
    Full amount paid: The sale saves as Order in the back office. In the POS it will be displayed in the Pickup Orders as fully paid order.  
    Partial amount paid: The sale saves as an Order in the back office. In the POS it will be displayed in the Pickup Orders with the partial payment applied.

    Press the green checkmark button to confirm the order.
    The order receipt can be printed and/or emailed to the customer.

    Once the order is fully paid and picked up the new receipt will be created.

    In the Back Office: The order document will be in status “completed” and linked to the related receipt.

    In the POS: The Order will no longer be in the Pickup Orders. Instead of that the new receipt will be displayed in the Recent Sales.

    Viewing pickup orders at the POS

    To view all pickup orders at the POS, press the blue Pickup orders function button. 
    Erply will display a list of all open orders. Click on an order to open it.
    Alternatively, you can open an order by typing in the order number or by scanning the barcode on the order receipt.

    The order will populate at the POS. From here, you can:

    • confirm the fully paid order
    • pay in full for the unpaid or partially paid orders
    • add new products to the order
    • process a return on the order

    Process of the returning order

    To perform an order return select the needed order from the Pickup Orders list and set the negative quantities for products in the shopping cart. Finalize the return process clicking on the Pay button and select the payment tender how the customer would like to get his money back.

    Viewing pickup orders in the back office

    In the back office, press the Sales module and select Orders.
    Erply will populate a list of all open orders. Click on an order to view more information, add additional items to the order, apply a payment, print/ email the order receipt, or cancel the order.

    Frequently Asked Questions

    Can a customer make a payment before the order is ready?
    Yes, you can pull up the order and add partial payments.

    How long does an order remain for in Pickup Orders list view?
    Pickup orders do not expire. They need to be fulfilled or deleted by a user with the proper user rights access.

    Does Erply prevent me from selling reserved stock?
    Erply does not prevent from selling reserved stock. If you have reserved stock for an item, it is taken out of the “available” stock. Then when the available stock runs out, you will start getting a warning that there is no more stock available and that you will start selling into the negative.