Fulfillment - Pickup

Fulfillment - Pickup

Performing Fulfillment (Pickup) in iVendNext involves a few key steps. Here's a simplified guide to help you get started:

• Add Item(s)

• Select a Customer

• Click the Transaction button to get into the Transaction Mode

• Click the Sales Fulfillment button to reach the Fulfillment Item List screen

• Select the items you want to link to the Fulfillment Plan

• Click the Select Pickup Plan button. This will open the Pickup Popup Screen

• Choose Fulfillment Plan: Sales Type Fulfillment Plan

• Specify the Delivery Date

• Click the Submit button

• Then click the OK button on the Fulfillment Items Screen

• Click the Quick Cash button to conclude the transaction

• Return to the Transaction Screen and click on the Transaction Search button

• Perform a transaction search to select the desired transaction and click OK

• Click the Delivery button on the Transaction Detail screen

• Click the Quick Cash button to complete the order

#Important Points to Consider

By Default a Walk In Customer is pre selected also referred to as a Cash Customer. To record the sale you've made against a customer's name, you must add that customer to the sale. 

You must record the Fulfillment sale against a customer's name. Fulfillment Plans can only be attached to the sale transactions of Registered Customers and not Walk In Customers.

Perform an item search using the item by code, description, or barcode. You can edit the Item Quantity and the Item Price from the Item Edit screen. You can offer discount and levy surcharges (Optional).

The entire payment is made in cash when you select the Quick Cash button.