In this guide we will go through the process of customer repair job pickup within the Point of Sale module, a vital step in providing a seamless after-sales service experience.
To summarize, when a repair job is completed and marked as "Pending Customer Pickup", "Pending Customer Shipment" or "Complete", customers are notified of a ready pickup. The tutorial advises accessing the Point of Sale module from the navigation menu, where the 'Special or Pickup Order' button initiates the pickup process. The Select Special Order menu that opens allows locating the needed order by customer's name or Sale's number.
An important note is that pickup is possible only if the 'Ready' column is populated, indicating job completion. If the job status is not labeled as "Completed", "Pending Customer Pick up" or "Pending Customer Shipment", it will not be available for pickup yet. The status can be updated by clicking on the current status link.
With the order being marked for Pickup, it can then be seen in the Cart on the right, after which the process of checkout and sale finalization can be initiated. Additional charges can also be added at this stage. For step-by-step instructions visually guiding you through each segment of job pickup, watch our video tutorial.
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