Here's a step-by-step approach:
To create a pickup request through your Point of Sale (POS) system
Start at Home Screen:
From the POS home screen, click on 'Pickup Request'.
Enter Customer Details:
Type in the customer's name and select them from the list.
Choose the Service:
Select the service required by the customer.
Set Date and Time:
Choose the appropriate date and time for the pickup.
Proceed to the Next Step:
Click 'Proceed' located at the bottom right of the screen.
Apply Discounts/Promos:
If available, select any promotional offers or discounts for this order.
Add Driver Notes:
Enter any specific notes or instructions for the driver.
Finalize the Pickup Request:
Click 'Proceed' to complete and create the pickup request.
Access Pickup Requests:
To view the request, go back to the home screen and select 'Pickup List'. Here you'll find all pickup requests.
Setting Up Recurring Pickup:For a recurring pickup, when setting the date and time, you'll find an option for 'Recurring Order' at the left bottom. Choose the frequency according to your needs.
By following these instructions, you can efficiently manage pickup requests directly from your POS system, ensuring a smooth and organized process both for your team and your customers.