Order On-Line/Fulfill at Store/Pickup at Store via POS
Scenario 1 illustrates the process for creating a customer order on-line, and fulfilling it in a store via customer pick-up in store using a POS System.
1. An order is created on-line via a retailer’s Online Order Capture system (OOC),which can represent a web channel, mobile device, or call center.
2. The OOC will query existing customer information from an external customer master and associate it to an order as part of the order capture process. If the customer doesn’t already exist, then a new customer may be created.
3. During the order creation process, the OOC will verify inventory is available to fulfill the order using its local copy of inventory (3A), or by exception validating inventory availability via SIM (3B).
Note: 3B shows the OOC validating inventory against SIM, however the retailer can configure their system to point to either SIM or RMS for this validation. Also, Oracle Retail assumes retailers will use a local source copy of inventory as its default method for checking inventory availability and will only use the real time inventory availability look up process in exception cases, such as for items with low stock on hand, or fast selling items.
4. Once the order has been created, it will be sent to the Order Management System(OMS) to determine the sourcing and fulfilling locations, if not already determined by the OOC.
5. Optional - During the order sourcing and fulfillment process, the OMS may also verify inventory is available to fulfill the order using its local copy of inventory (5A), or by exception validating inventory availability via SIM (5B) or RMS. See note above under point 3.
6. Once the order is created, it will be sent to RMS and SIM for execution. The order information sent from the OMS will include the pertinent information to execute the order, including items, quantities, pricing, fulfillment location, and customer information. Upon receipt of the order in RMS and SIM, inventory will be reserved.
7. If payment has been taken from the customer as part of the order creation/fulfillment process, the OMS will send an Order Initiate (ORI) transaction to ReSA to capture a liability.
8. Total ORI transactions will be periodically interfaced to the General Ledger from ReSA.
9. SIM will notify RMS and the OMS via Stock Order Status (SO Status) once inventory is ready for customer pickup at store.
Note: it is assumed that upon receipt of this update, the OMS will also update the OOC and one of the applications will inform the customer that the order is ready for pickup.
10. When the customer arrives in the store, a cashier will look up the customer’s order using a POS System. a POS System will call the OMS, and the OMS will return a list of customer orders matching the customer’s information. The cashier will then select the appropriate order being picked up.
11. After the customer order pickup process is complete at the POS System, the POS System will notify SIM to relieve reserved inventory and decrement stock on hand.
12. the POS System sends an RTLOG to ReSA for all sales transactions, including customer order pickups (ORD transaction type), periodically throughout the day.
13. the POS System will send an order complete transaction to the OMS with the pickup details.
14. The OMS will periodically send ReSA RTLOG transactions to record all customer order fulfillments (ORD transaction type), which could beat either order fulfillment or after proof of delivery to recognize the sale, based on rules defined.
Note: rules exist in ReSA to prevent transactions from being processed twice from both the OMS and the POS System.
15. Total ORD transactions will be periodically interfaced to the General Ledger from ReSA. These will offset the ORI transactions recorded at order creation.
16. When RMS receives the sales transaction associated with in-store fulfillment from ReSA, it will recognize that the sale occurred as a result of a customer order in a stock holding store and decrement customer order reserved quantity, as well as stock on hand.
