Retail POS App | How to Process an Assigned Order

How to Process an Assigned Order in the POS App.

Ensure your Cash Drawer is open before processing an order. 

1. Navigate to Retail > My Queue 

  • Your assigned orders will appear here
  • The orange notification signifies how many members are in your queue

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2. Tap on the 3 dots of the order you wish to address. A variety of options will appear. 

  • Claim: Moves an order from an in-progress OR queued status to an on hold status
  • Start/Resume: This action either starts or resumes their order
  • Start Route: This action syncs their delivery address with Apple Maps and provides you with potential routes from your current location
  • View Cart: This action displays a quick view of the items in their cart
  • Change Queue: This action allows you to change the Queue they are in (Unassigned, Walkin, or Delivery)
  • View Profile: This action allows you to view the Member's profile
  • Edit/View Notes: This action allows you to edit and/or view previous Notes
  • Re-Assign: This action allows you to re-assign this Member to another employee
  • Mark as Paid: This action removes the payment process from the checking out experience
  • Unassign: This action allows you to unassign the Member from your Queue
  • Prev Transactions of Member: This action allows you to view this Member's previous transactions 
  • Show on Map: This action allows you to see their delivery address on Apple Maps

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3. To continue checking the member out:

  • Tap the Start/Resume button
  • If this order was assigned to you, the member's order details will come from the dispatch employee
    NOTE: If the member wants to add products at this point, and you have both the inventory and capability to modify their order, make the adjustments at this time
  • When done, tap the Checkout button

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4. Ensure that the rung up order matches what they have asked for.

  • If applicable, add any additional Rewards and/or Discounts
  • Any preexisting Discounts or Rewards have been added by your dispatcher
  • Tap the Continue button

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5. If enabled, have the member sign for their delivery.

  • Tap the Sign button

NOTE: This step will NOT appear if this feature is disabled in Global Settings.

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6. Select the payment method used from your options listed (These may be different than the ones you see, depending upon your Payment Methods selected in Global Settings).

  • Tap the Complete button

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7. If applicable, give any change due at this time.

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