Octibiz
Demo

Durchsucht Website und Dokumentation gemeinsam. Enter zeigt alle Treffer, Esc schließt.

Pickup at the register (click & collect)

Overview

When a customer ordered online and collects the goods in the shop, you settle the order directly at the register. The same three rules apply as for every receipt:

The receipt is the document. A pickup creates no second document: the open lines of the order are on the receipt. Afterwards the order counts as delivered and — except with the payment type "on account" — as paid.

Gross is the truth. The prices of the order apply, not the shelf prices, including line and document discounts. The register shows exactly the amount the receipt collects.

A TSE outage does not stop the sale. If the security module does not sign, the pickup is still finished and the outage is documented on the receipt.

Core tasks

Open a pickup. Click Pickup at the register. Scan or type the order number; the order's ID (ULID) works as well. The register shows the order, the customer, the open lines and the amount due. Add to receipt puts the lines on the current receipt.

Capture serial number or batch. Lines that require proof carry the same button as on a normal receipt: "Serial numbers 0/1" opens the capture, where you scan one number per item. For batch items the batch that expires first (FEFO) is preselected if it covers the whole quantity. As long as a serial number is missing, the receipt cannot be finished.

Take payment. Payment uses the usual payment buttons. Items you scan in addition end up on the same receipt.

Discard. Discard pickup only removes the pickup from the receipt; Discard receipt clears cart and pickup.

Without a connection. A pickup needs a connection because the order lives on the server. Without a connection the button is disabled. If the connection drops while finishing, the pickup stays on the screen — it is never put into the offline queue.

Fields in detail

Open a pickup

FieldMeaning
Order number orderNumberNumber of the order or its ID. If the register belongs to a brand, only that brand and orders without a brand are searched.
Customer customerNameName of the customer from the order — compare it with the person collecting.
Open lines linesOnly the quantity not yet delivered per line — on a second pickup the customer does not pay twice. Each line with its proof type (serial number or batch) and, for batches, the FEFO suggestion.
Amount due grossAmountGross amount of the open lines, calculated as on the receipt.

On the receipt

DisplayMeaning
Pickup number · customerHeader of the pickup taken over.
Serial numbers x/yCaptured numbers per line; highlighted while one is missing.
Batch number / Batch by FEFOSelected batch; without a choice FEFO decides when finishing.

Settings & permissions

Whoever may sell at this register (pos.sale.execute) may open and settle a pickup — the cashier needs no order permissions. The Sales orders module is required; without it there is no pickup. Through the API, GET /api/v1/pos/registers/{ulid}/pickup?order=… returns the preview; the pickup is finished via POST /api/v1/pos/sales with salesOrderUlid, pickupUnits and payments.

FAQ & troubleshooting

"This order does not exist." The number is unknown or belongs to a different brand than the register.

"Order number … exists in several brands." The register has no brand and the number is ambiguous. Pick the order up at a register of the right brand.

"Nothing is open on this order any more." All lines have already been delivered.

"This order is cancelled and cannot be picked up." A cancelled order can no longer be collected.

"This order is issued in …" The register collects euro; settle an order in a foreign currency via the invoice.

"This order is currently being picked up on another receipt." The order is attached to an open receipt of another register.

"This receipt already carries a different order." A receipt carries at most one pickup. Finish the current receipt or discard the pickup before you open the next order.

"This order belongs to a different brand." The order is assigned to a different brand than the register. Pick it up at a register of its brand.

Configurable items. Items with a configuration are blocked at the register for now — also as a pickup.

pos.pickup · Available from version 0.6.23