Learn how to quickly find and manage Store Pickup Orders by searching for orders using product names, customer names, or order IDs.
Several times a store associate might need to search an order to proceed with the packing process. Store associates can search the order using the search functionality by entering product names, customer names, order id to quickly find and manage fulfillment of Store Pickup Orders.
Discover how the Orders page in the BOPIS app manages store pickup orders, from receipt to completion.
The Orders page is the default page that opens up when a user logs in to the BOPIS app. It can also be accessed by clicking on the Orders button on the bottom tab of the BOPIS app. It displays a list of all the orders currently assigned to the facility for store pickup from the e-commerce platform, and it can be used to search, view and fulfill orders. This page reflects the journey of an order from receiving the pickup order via ecommerce platform till the order is complete.
Discover how the Open Order page in the BOPIS app displays and facilitates the fulfillment of received orders, offering easy search functionality.
All BOPIS orders that have been received and need to be fulfilled are displayed in the Open tab on Orders page. Users can also use the Search bar on this page to find open orders using customer name, product name, or order ID. The list of orders is available on this page along with some key attributes of the orders.
Stock Information: The stock information of any product in an order can be viewed conveniently by clicking on the box icon against the item in the order card, this will display the available inventory of that product at the facility.
Order Placed Timeline: The order card displays the time elapsed since the order was received, allowing store associates to efficiently prioritize the packing and fulfillment of orders in a timely manner.
Handling Instruction: If any handling instructions are mentioned on orders, they are also displayed on the order card so that users can take note of them while picking and packing orders. These can also be viewed on the Order details pages and Packed orders tab.
Ready for Pickup: Users can use the Ready for Pickup button on the order card to mark the packed orders as ready for pickup. A pop-up card will open on clicking the button which allows the users to select the associate who picked and packed the order. Alternatively, orders can be marked ready for pickup from the Order details page as well.
Marking an order `Ready for Pickup` triggers an email to the customer that their order is ready for pickup and these orders are moved to the `Packed` tab.
Store associates require clear visibility into inventory levels for order items to facilitate better decision-making and accurate order fulfillment. For instance, when a customer places a BOPIS order, the store may show a quantity on hand (QOH) of 10 units. However, if the safety stock is also set to 10, store associates must make a choice: they can either fulfill the BOPIS order or retain the items for in-store customers.
In this scenario, the decision ultimately rests with the retailer. They need to assess whether to prioritize fulfilling online orders or ensuring in-store inventory availability. This flexibility allows associates to make informed choices based on current demand and operational needs, enhancing overall inventory management.
When you navigate to the Open Orders page, you’ll see the order with a cube icon. Clicking this icon reveals an i icon, where you can view the real-time inventory details. These include:
Quantity on Hand
Safety Stock
Order Reservations
Online ATP
This real-time ATP data allows users to see available stocks across different sections, helping to manage orders efficiently.
Incorporating ATP availability into store operations enhances decision-making, improves customer satisfaction, and boosts operational efficiency. This visibility empowers staff to manage inventory better and ensures that orders are fulfilled promptly without stock shortages.
Discover how BOPIS notifications enhance order efficiency by providing timely updates on new and open orders within a facility.
Timely notifications are crucial for store associates upon the arrival of a new order. BOPIS notifications provide updates on both new and open orders within a facility, significantly improving the efficiency of order preparation and handover procedures. Notifications can be viewed within the BOPIS app by clicking on the bell icon on the top right corner of the Orders page.
Store managers can customise the following notification preferences.
New Orders: Receive notifications as new orders become available for fulfillment at the facility.
Open Orders Reminder: Receive periodic reminders for open orders at the facility, helping users stay organised.
Ready for Pickup Orders Reminder: Receive reminders for orders ready for pickup at the facility, ensuring timely customer communication.
The frequency of reminder notifications can be configured through the Open BOPIS order notifications job in the Job Manager app's Fulfillment category.
To manage notification frequency, go to the HotWax Commerce launchpad, access the job manager app, and go to the fulfillment page from the left menu. Click on the Open BOPIS order notification button on the Notification card. A extended menu will appear on the right where you can select the run time and schedule according to your preference and click on save to regulate the reminder frequency of the notifications.
Adminpermissions are required to access this feature.
Users can configure the notification settings in two ways.
Users can click on the bell icon on the top right corner of the Orders page, this will open the Notifications page. Once they have accessed the Notifications page, they can click on the settings icon at the top right corner of the page and configure notification preferences.
Users can also use the Notification Preference card on the Settings page of the BOPIS app.
