Process an Online Retail Order (How-To)

Summary

When a customer places an online retail order, staff get an in-app notification. This article shows you how to process the order from start to pickup.

Steps

  1. Select the Bell Icon in the top navigation to see the notification.
  2. Go to Left-hand Navigation: Point of Sale » Online Retail Orders.

    Dashboard with pet reservation details

  3. Review the actions on this page.

    Online retail orders management screen

    • View Transaction: Opens the receipt for the transaction.
    • Print Order: Prints an order slip. Use it to tag the items purchased and mark them as sold.
    • Mark as Ready for Pickup: Marks the order ready and sends the Online Order Ready for Pickup email to the customer.
    • Mark as Picked Up: Marks the order picked up and completes the process.
    • Cancel Order: Cancels the order and takes you to process a return on the receipt.
  4. Collect the purchased items and confirm the order.
  5. Select Mark as Ready for Pickup from the Action menu. You can enter notes if you want to.

    Online retail orders list interface

  6. When the pet parent arrives, select Mark as Picked Up from the Action menu. You can enter pickup notes if you want to.

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