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O2O - POS Store Pickup

by
Odoo

91.78

v 17.0 Third Party 2
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Point of Sale (point_of_sale)
Sales (sale_management)
Discuss (mail)
Inventory (stock)
Invoicing (account)
Lines of code 2060
Technical Name pos_pick_at_store
LicenseOPL-1
Versions 16.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Point of Sale (point_of_sale)
Sales (sale_management)
Discuss (mail)
Inventory (stock)
Invoicing (account)
Lines of code 2060
Technical Name pos_pick_at_store
LicenseOPL-1
Versions 16.0 17.0

POS - Pickup at Store

Live preview is alway available for you to have a look, don't be hesitate !

Using this account: username: demo / password: demo

You can either watch our demo on Youtube

This module allows the cashier to fetch the delivery order (of a Sale Order) from the POS screen, then marks it as "Delivered" to the customer. In the case the customer has not paid for the sale order yet, the customer can make the payment at the store as well.

This module is a part of the Online-to-Offline (O2O) modules.

Online-to-Offline (O2O) Commerce Definition and Trends

Online-to-offline (O2O) commerce is a business strategy that draws potential customers from online channels to make purchases in physical stores. Techniques that O2O commerce companies may employ include in-store pick-up of items purchased online, allowing items purchased online to be returned at a physical store, and allowing customers to place orders online while at a physical store.


Draws potential customers from online channels to make purchases in physical stores.

Main Feature

Scan Delivery Order

Customer comes with the Delivery Slip.
Cashier scan the Delivery Number on Delivery Slip.

Confirm the products

Cashier fetches the package relevant
to the Delivery Slip.

Pay / Pickup

Customer pays (if not done this online yet), then receives the products.

Scan the Delivery Order

There are 2 ways to fetch the delivery order: input its number manually, or scan it.
Open a new session as a Cashier, You can see a new button Delivery.


A new button Delivery on the Main screen.

Click on "Delivery", a popup will be shown.


Popup to input the Delivery Number.

Pickup the Order

After input the Delivery Number or scan it using the barcode scanner, the Pickup Screen will be shown to let the Cashier confirms the quantity of the products. There are 2 cases: Sale order has been invoiced or not.

Case 1: Sale order has been invoiced. You can understand that the customer has paid when buying online. There are 2 buttons Back and Done:

  • Back: return to the main screen.
  • Done: mark the Delivery order as delivered or validate it in real time. This depends on your setting "Inventory Management" in back-end: 
    • At the session closing (faster).
    • In real time (accurate but slower).

Case 2: Sale order has not been invoiced yet. The customer has not paid yet, they may want to check / test the products at the store first. There are 3 buttons Back, Add to Cart, and Payment.

  • Back: return to the main screen.
  • Add to Cart: add all products of Sale order to POS Order and show the Review screen.
  • Payment: add all products of Sale order to POS Order and show the Payment screen.


Case 1: Sale order has been invoiced

Pickup screen: case of "Invoiced".

You have to confirm the products to be pickup by input their quantity (or scan their Barcode). When Quantity = Demand, the button Done will be activated. After clicking on it, the Receipt Screen will be shown


The receipt.


Case 2: Customer has not paid yet

Pickup screen: case of "To Pay".

In this case, a new POS order will be created to record the customer's payment. The content of sale order (Customer, Products, Quantity, Price, Lot number) will be copied to POS order.

New POS Order created with Sale order's content.

Mobile Responsive

The pickup screen is mobile responsive.


Pickup screen from mobile UI.

Configuration

New Group for User

There is a group which let its users can read data from Sale Order.


New group: "Allow Pickup at Store?"

Barcode Rule for Delivery Order

There is a rule for the Delivery Number, you can update it relevant to your application.


Barcode rule for Delivery Number

Point of Sales Settings

There are some new settings:

  • Enable the feature "Pickup at Store". Tick on this option to start using the feature.
  • Pickup Location: choose the location where the goods / delivery package of Sale orders are stored in the Store. Technically, only Delivery orders have Source Location = Pickup Location, could be pickup at Store.
  • Pickup Quantity Policy: there are 2 available values
    • Set to 0: the value of the column Quantity (of Pickup Screen) will be 0 at the beginning. the Cashier needs to update its value to confirm the products.
    • Keep as from Delivery Order: the value of Quantity will be set by the value of Demand. In case the goods have been packed in a single package. The Cashier no need to confirm the quantity, just give the package to the customer.


POS Settings.

New in Back-end

New Field on Delivery Order Form

New field "Is Store Pickup": you have to tick this if you want the customer can pickup at Store. Note that, in Online to Offline module, this field will be ticked automatically when the delivery order created by the Sale Order to be pickup at Store.


Delivery Order.

New Filters for Delivery Order

  • Pickup at Store: show the Delivery Orders could be pickup at Store.
  • Receipted at Store: show the ones has been pickup by the customer at Store. Inventory user may need to check this filter and do Validate the Delivery Order manually when needed.


New filters for Delivery Order
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