If a customer visiting the tasting room wishes to have their order shipped to their home (as opposed to carrying out), you can easily do this while creating the order.
NOTE: A POS order cannot be split between carry out and shipping. Carry out and shipping orders have to be processed as separate orders in the POS.
Shipping a POS Tasting Room Order
- Begin the Cart by clicking on the New button in upper right. (Note: It’s important to begin the Cart this way, rather than starting from an anonymous Cart, so the order is properly linked to the customer record.)
- Search for the Customer's name or email address to begin a Cart. If the Customer does not exist, choose New Customer.
- If it's a New Customer, fill out the information in the pop-up modal. (Email address is the only required field at this point).
- If it's a New Customer, fill out the information in the pop-up modal. (Email address is the only required field at this point).
- Add items to the Cart.
- From the Cart, click on the down arrow and choose the Ship Order option.
- Select an existing shipping address or enter a new one.
- If-needed, edit the Shipping Method, override the shipping price, add a requested ship date, enter in shipping instructions or a gift message.
- When you're finished, click Save Shipping.
- Once shipping has been added, you can edit or remove it by clicking the same order action of "Ship Order". Or by clicking the pencil icon on the Order Summary.
- Pay and complete the order.
- What about fulfillment? The order will not be automatically fulfilled since it is a shipping order. Depending on your integration, fulfillment may occur automatically, or you may need to manually fulfill the order.
- Which Inventory Location will the shipping Order deplete from? Define this setting in the POS Profile. Learn about POS Profiles here.