How to Fulfill New Curbside Orders

Modified on Thu, 21 Mar at 1:26 PM

Curbside Orders, or “Buy Online Pick Up in Store (BOPIS)” Orders, are Marketplace Orders that are picked up from a retail location by the customer, rather than delivered to them.  This article focuses on how you can use the FieldStack Application to fulfill this category of Marketplace Orders.


Note: If you need to fulfill a non-Curbside Marketplace Order, please refer to the How to Fulfill a Marketplace Order article instead.



Priority Pick List & How to Access It


The Priority Pick Items List is a list of items that need to be picked your location’s curbside orders.


In the top left-hand corner of the FieldStack Application window, near the search, you can see a small, flashing, red siren.


To the right of the siren, you can see the number of Curbside orders that are waiting to be picked at your location.


Click the siren or the number of orders to open the Priority Pick Items List:



How to Fulfill New Curbside Orders:


 1. Open the Priority Pick List 



 2. Print Pick List for New Curbside Orders


     Click Create Batch to add any unbatched orders to a Picking Batch.


This will create a picking batch and open this window:


Note: Items added to the batch will be highlighted green.



From this window, you can open a preview of the generated batch by clicking Print Batch.


Click the printer icon on the preview to print your generated batch:


This will print the list of items included in the picking batch.  This list of items is also referred to as a “Pick List”.


Once the “Pick List” has been printed, you can close the preview window.


Note: If you need to view or reprint this Pick List, you can find it again using the Picking Batch Screen in Marketplace Mode.

More information on how to access and utilize the Picking Batch Screen can be found here. 

 


 3. Collect Items on the Pick List


At this time, you will need to collect the items on the printed “Pick List”.


Note: More information about "Pick Lists" and how to best utilize them can be found here. 

 


 4. Scan the Items into Relabel Mode by Order Label


After collecting all necessary items on the Pick List, return to the Point of Sale.


On the Point of Service (POS) tab, click Enter Relabel Mode or use the shortcut CTRL + L to open Relabel Mode.


Once in Relabel Mode, scan the Pick List itself one line at a time.  Relabel Mode will print the label for that item.


Note: Make sure that the printed label is capable of being scanned as it will be required later for the customer to pick up their order.



 5. Shelve the Order(s) until the Customer Arrives


Shelve the order(s) according to company policy to wait for the customer(s) to arrive.



 6. Complete Customer Pick Up


When the customer arrives, go to the Point of Sale (POS) tab.


Add the customer to the transaction.


Scan the labels you printed using Relabel Mode.

 

Complete the transaction.






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