How to Pick up a Customer Repair through the POS

Modified on Thu, 14 Nov, 2024 at 10:37 AM

In this article, we’ll go over the steps to process a customer repair pickup in the Point of Sale (POS) module. Once the repair job is complete, customers will receive a notification that their item is ready for pickup.

You may refer to this video for a step-by-step guide on picking up a customer repair: https://www.youtube.com/watch?v=X-h1Hu4HCGo


Step 1: Access the Point of Sale Module

  1. Open the Left Navigation Menu.

  2. Click on the Sale menu option.

     



Step 2: Locate the Pickup Order

  1. Press the Special or Pickup Order button.

  1. In the Select Special Order menu, locate the customer’s order by searching for their name or sale number. For this example, we’ll be using a repair job from the customer with the name Lequirus.

  • Note: Only repair jobs marked as "Pending Customer Pickup," "Pending Customer Shipment," or "Complete" will be available for pickup.



Step 3: Confirm Order and Update Status

  1. If the order is ready, the Ready column will be populated.

  • If the job status needs updating, click on the current status link to access the Service Job Details and update the status.

Below are the details for the different options available to update the Job Status:


            
Ready - The job is prepared and set to begin.

Started - The job has been initiated and is in progress.

Pending Design - Awaiting design completion or approval.

Pending Vendor Shipment/Pickup - Waiting for shipment or pickup from a vendor.

Creating Estimate - The estimate for the job is currently being prepared.

Pending Estimate Approval - Awaiting approval on the estimate provided.

Customer Approved Estimate - The customer has approved the job estimate.

Customer Rejected Estimate - The customer has rejected the job estimate.

In Progress - The job is actively being worked on.

Waiting for Parts - On hold until required parts are received.

Pending Approval - Awaiting approval from relevant stakeholders to proceed.

Pending Customer Pickup - Ready for customer pickup, awaiting customer action.

Pending Customer Shipment - Ready to be shipped to the customer, pending shipment.

Parked - The job is temporarily paused or on hold.

Canceled - The job has been canceled and will not proceed.

Completed - The job has been finished and is marked as complete.

  1. In the Pick up column, change the value to the number of items you’re picking up. For this example we will be picking up one item as it is the only item that currently has a repair job.

  1. Press the OK button to confirm.



Step 4: Complete the Pickup Order

  1. The pickup order will now appear in the Cart.

  1. To proceed, press the Checkout button and complete the checkout as you would for a regular POS sale.

     

  • Note: You can add additional charges at this stage if needed.


Troubleshooting

For any issues encountered during the process for picking up a Customer Repair through the POS, please contact Flawless POS support for assistance.


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