How To Manage Self Collection Orders

This document provide guide on how to manage and update your order fulfil by customer self collection. 

There three ways you can manage the self collection package collection, via Shopcada POS, the system dashboard and web interface.

Topics for manage self pickup order:

 


Create package for self collection order

 

  • From MANAGE YOUR STORE (DASHBOARD), go to ORDERS then go to  Fulfil Orders
  • Make use of the FILTER ORDERS to locate the order
  • Select the products you want to ship, choose a [CARRIER = Self Pickup] from the the dropdown menu.
    • Select the [COLLECTION VENUE]
    • Click [CREATE PACKAGE ONLY] to send the shipment notification at the later stage.
    • Click [CREATE PACKAGE AND NOTIFY] to send shipment notification immediately.

      


    Manage package collection via system dashboard

    • Once the package is ready for collection, the staff can confirm update the package status to notify customer for pick up. 
    • From the MANAGE YOUR STORE (DASHBOARD), go to ORDERS then go to  Fulfil Orders
    • Click on the vertical ellipsis in MANAGE PACKAGE for more shortcuts to locate the package.
    • The package status will be CREATED.
    • Click [NOTIFY READY FOR COLLECTION] to trigger notification email to customer.

     

    • When the customer arrive for collection, the staff can again the order number and search for the package. 
    • The package status will be READY FOR COLLECTION
    • Click [COLLECTED] to confirm collection by customer and trigger the collected notification email to customer. 

     

    • The package status will be COLLECTED
    • No further action allow for this package.

      


    Manage package collection via web interface

    • Once the package is ready for collection, the staff can confirm update the package status to notify customer for pick up. 
    • Go to the user interface via the dedicated link Eg: http://www.yourdomain.com/self-collection
    • Enter the ORDER ID and search.
    • The package status will be CREATED.
    • Click [NOTIFY READY FOR COLLECTION] to trigger notification email to customer.

     

    • When the customer arrive for collection, the staff can again the order number and search for the package. 
    • The package status will be READY FOR COLLECTION
    • Click [COLLECTED] to confirm collection by customer and trigger the collected notification email to customer. 

     

    • The package status will be COLLECTED
    • No further action allow for this package.

      


    Setting: Setup shipment notification   

    • From MANAGE YOUR STORE (DASHBOARD), go to SETTING then go to ORDERS
    • Go to CARRIERS SETTINGS.

     

     

    • Under CARRIERS SETTINGS, choose SELF PICKUP, and click on the [CONFIGURE] key.

     

     

    • Under Self Pickup Settings. Name your WAREHOUSE so that the shipping notification includes a clear pick-up address.

    Retail outlet(s) setup at your ShopcadaPOS, will auto reflect. 

      

    READY FOR COLLECTION NOTIFICATION EMAIL

    • From the Self Pickup Settings, go to Email Notification > Email title (Self Collection- Ready For Collection) > Edit
    • Turn ON the button to enable notification.
    • [Email Subject] - This will be the email subject.
    • [Invoice Body] - The email body that send out when the package is updated to READY FOR COLLECTION.
    • You can use the VARIABLES in both email subject and email body to personalize the email. Three important variables are: 
      • [package-product]: List of the products included in the current package. 
      • [order-pending-shipment-products]: List of the products ordered but yet to sent to customer in the current package, e.g. Backorder items. 
      • [order-past-shipments]: List of the products ordered and already collected by customer earlier.

      

    PACKAGE COLLECTED CONFIRMATION EMAIL

    • Turn ON the button to enable notification.
    • [Email Subject] - This will be the email subject.
    • [Invoice Body] - The email body that send out when the package is updated to READY FOR COLLECTION.
    • You can use the VARIABLES in both email subject and email body to personalize the email. Three important variables are: 
      • [package-product]: List of the products included in the current package. 
      • [order-pending-shipment-products]: List of the products ordered but yet to sent to customer in the current package, e.g. Backorder items. 
      • [order-past-shipments]: List of the products ordered and already collected by customer earlier.

     

     

    [order-pending-shipment-products]

    • [pending-product] will list the items pending for shipment.
    • You may enter complete message. 

     

    [order-past-shipments]

    • [past-shipments] will list the items shipped / collected.
    • You may enter complete message.