SCIS Store Pickup and Orders for Delivery

You can enter an order in SuiteCommerce InStore (SCIS) and then have the customer pick up the order at a different store location or have the items shipped.

Customer Information is Required

Store pick up and delivery orders require selecting or adding a customer. The minimum information required for these order types is the customer’s name, street address, and email address. If you remove, modify, or replace the customer while the transaction is open:

• Items configured to be shipped to the customer’s address are removed from the order.

• Items configured for pickup at another store are kept in the order but the pickup information is removed. The items are reconfigured as default purchase items, without delivery or pickup. This default purchase method is sometimes called “cash and carry.”

• Items configured as default purchases, without delivery or pickup, are unchanged.

Ensure the customer’s information is accurate before adding items to a store pickup or delivery order.

Tip:

For information about adding notes to items in an order, read Adding Notes to Items and Transactions in SCIS.

To order an item for store pick up or delivery:

1. Select a customer or add a new customer.

2. Add one item or more to the transaction.

3. Tap the Item Action menu under the item for Store Pickup, then tap Order.

   

4. Tap Pickup.

   1. Select a store location where the customer can pick up the order.

   2. Tap Order.

To order an item for delivery:

1. Select a customer, or add a new customer.

2. Add one item or more to the transaction.

3. Tap the Item Action menu under the item for delivery, then tap Delivery.

4. Select an existing address for the customer or tap Add a new address. By default, SCIS uses the address defined in the customer profile.

   If you choose to add a new address, complete the following steps:

   1. Tap Add a New Address.

   2. Enter values for each of the required fields. Required fields are those fields marked with an asterisk (*).

   3. Select the following options that apply (you can choose more than one):

      • This is a Residential Address – marks the address as a residential address for delivery purposes.

      • Default Billing Address – designates this address as the default billing address for this customer.

      • Default Shipping Address – designates this address as the default shipping address for this customer.

   4. Tap Add.

5. Select a shipping method.

6. Tap Order

After taping Order, the following changes appear in the transaction:

• The delivery icon appears below the item in the Cart. Tap this icon to edit the shipping address if necessary.

• The shipping charges are added to the transaction summary. Tap the amount in the transaction summary to void shipping and handling charges.

Related Topics

Entering a Sales Transaction in SCIS

Adding Items to a Sales Transaction in SCIS

Selecting a Sales Representative

Adding a Serialized or Lot Numbered Item to an SCIS Order

Delete, Save, or Resume a Transaction in SCIS

Adding Notes to Items and Transactions in SCIS

General Notices