Docs / POS Assisted Orders

POS Assisted Orders

Assisted Orders are for a simple real-life case: the customer wants the item now, but the branch does not have it ready to hand over right now. Staff can take payment first, arrange the item, and hand it over later.

Simple meaning: sell now, deliver later.

If the page blocks you: open POS Errors & Fixes for messages like zero stock, wrong pickup store, wrong source store, or missing open register session.

When to use it

Common situations

The customer wants pickup later today.
The pickup store is different from the store that currently has stock.
The seller wants to take full advance payment before the item is moved.
The branch wants email updates sent to the customer during the order journey.

Simple flow

Step by step

Seller checks which allowed store has the stock.
Seller chooses the pickup store.
Seller takes advance payment in the active register session.
If another store has the stock, the app creates the related branch transfer request.
When the item reaches the pickup store, staff marks the order ready.
When the customer comes, staff collects the order and the app turns it into a real completed sale.

What the staff enters

Main fields

Product: the item the customer wants.
Qty: how many pieces the customer wants.
Source Store: the store that currently has the stock.
Pickup Store: the store where the customer will receive the item.
Register Session: the cashier shift that is taking the payment.

Customer and payment fields

Customer Name: who is buying.
Customer Email: where status emails should go.
Payment Method: cash, card machine, manual card, or another allowed method.
Payment Reference: proof like card slip number, auth code, transfer reference, or wallet reference.
Notes: anything staff needs to remember.

Card machine note: if the customer pays by card machine, the payment happens on the real machine first. After approval, staff records the safe proof in the assisted-order form.

Easy example

Example

A customer is standing at North Care Branch and wants one item. North branch does not have it, but Main Experience Store does. The seller creates an assisted order, takes full payment in the open register, and sets North Care Branch as the pickup store. The app creates the related transfer request. When the item arrives, staff marks it ready. When the customer comes back, staff clicks collect and the system records the final sale correctly.

Important rules

What the app checks

The seller must have access to the store and session they are using.
The payment is recorded at the time of order creation, not at pickup.
If the source store and pickup store are different, the branch transfer link matters.
Email updates go to the customer email saved on the order.
Pickup should happen only after the order is marked ready.

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