Draft orders
ConnectPOS enables store owners to put uncompleted orders on hold and retrieve them later. Instead of creating new orders for each checkout, your staff can continue to work on or adjust existing ones. You can also send emails to customers and encourage them to complete their orders.
To create a draft order, please follow these steps:
- Add products into the cart and click Pay.
2. Select Pending and your order will automatically be sent to Order lists
To restrive on-hold orders,
- Go to Order lists and select the orders
- Click More and select Add Payment
- Continue the checkout process
Quotation
The quotation management feature allows you to create and send quotations. These quotations can be converted into an order later.
To create a quotation:
- Add products into the cart and click Pay
- Select Send quote and your order will automatically be sent to Quotation Management
To convert quotes into sales,
- Go to Quotation Management and select the orders
- Click More and select Convert To Sale. The quotation now will be sent to Order lists
- Click More and select Add Payment
- Continue the checkout process
Shipping orders
ConnectPOS also supports delivering orders to particular addresses. To create a shipping order:
- Add products into the cart
- Click the Shipment icon or Shipping at the cart summary
3. Add the new address and shipping fee
4. Select Add Payment and then continue the checkout process
Click & Collect
With ConnectPOS, modern retail can enhance customer satisfaction by providing them with more shopping options. Click & Collect is a new and convenient shopping experience that is more and more popular in omnichannel stores.
The process to set up Click & Collect in your store is illustrated carefully in this article. If you encounter any issues during the process, please contact us and we are always happy to assist!