Process a Retail Order
When an order is processed, staff will receive an in-app notification via the Top Navigation: Bell Icon.
- To process the order, navigate to Left-Hand Navigation: Point of Sale ยป Online Retail Orders.
- On this page, staff can perform a few actions.
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View Transaction: This will take the user to the receipt for the transaction.
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Print Order: This will allow the user to print an order slip to "tag" the items purchased and mark them as sold.
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Mark as Ready for Pickup: This will mark the item as ready to be picked up, and will send the Online Order Ready for Pickup email to the customer.
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Mark as Picked Up: This will mark the item as picked up and complete the order process.
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Cancel Order: This will cancel the order and take the user to process a return on the receipt.
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View Transaction: This will take the user to the receipt for the transaction.
- Once staff has collected the items that were purchased and confirmed the order, they should Mark as Ready for Pickup from the Action menu on this page. They can optionally enter notes at this time.
- When the pet parent arrives to pick up their order, staff will Mark as Picked Up to complete this process from the Action Menu on this page. They can optionally enter pickup notes at this time.
Related Resources
- Retail Sales Topic Outline
- Manage Retail Items in Customer Portal How-To
- Allow Customers to Purchase Packages How-To
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