Making the first handover of a recurring delivery subscription at a point of sale

Making the first handover of a recurring delivery subscription at a point of sale

Make sure your product has stock at the desired point of sale You can subscribe a customer to a recurring delivery subscription from the back-office, and at the same time hand over the first product to the customer in person. The product handed over to the customer will then be deducted from the point of sale's stock. The next deliveries will be deducted from the warehouse stock. To proceed, first check that you have available stock for the subscription product at the desired point of sale. In our example, we are at the "Wednesday Store" and wish to hand over the customer's first bag of kibble on the spot.

Set your back-office to the desired point of sale In the back-office header, click on the point of sale dropdown list.

Select the point of sale from which you want to hand over a product in person Verify that this selection is reflected in your back-office header You can now initiate the creation of the subscription To do so, go to the Locations - Locations menu

Click the "New Rental" button Select the category of your subscription product Select the product to which you want to subscribe your customer

Click "Confirm selection" Click "Choose the rental period" Select the subscription offer your customer will subscribe to

Then click "Add to cart" Check the cart information then click "Continue" Create or search for the customer who will subscribe

Click "Continue with this customer" At the "Pickup" step, select the delivery address where your customer will receive their future deliveries Do not select your store under "At a point of sale". The recurring delivery subscription would not work. As a reminder: a recurring delivery subscription only works with home delivery. Select the carrier chosen by the customer, and click "Confirm"

You arrive at the final cart summary: a pop-in opens If you want to make the first handover in store, click "Hand over in store". NB: the customer will not be charged shipping fees during their initial payment. However, they will be rebilled the shipping fee amount for future deliveries. If you made a mistake, you can change your choice At the bottom of the screen, it is possible to change your choice. When you are ready, process your customer's payment Click "Pay for the order".

In the pop-in, select the method for sending the payment link to your customer Click "Confirm" to send or display the payment link to your customer. Once your customer has validated their payment, you will be automatically redirected to the rental page that was created. Do not click the cross on the pop-in, otherwise the payment link will no longer work. When the rental is created, you are redirected to its page It is on this rental page that you will be able to carry out the first product handover to your customer. Click the "Hand over the product" button

Then follow the product handover steps: verify your customer's identity Click "Confirm" You do not need to enter a serial number if the item is kept by the customer. Finally, click "Finish"

In the rental history, note that it has moved to the "In progress" status Your customer's recurring delivery subscription has started. The next deliveries will be triggered automatically upon validation of the next rebills.