Products can have their source and fulfil locations updated within a sale, for example if the customer will be picking up the product from another location, or if the stock needs to be transferred to the current store from another outlet.
📋 Note: You cannot change the Fulfilment Method for Cash & Carry sales.
Changing Fulfilment
From the Products tab the Fulfilment Method can be modified two ways:
- By clicking on the icon in the Layby/Fulfilment column and selecting the new option
- By double-clicking on the product row to display the Edit Product (detailed Product Information) tab and selecting the new option (this also allows you to select between different outlets to source the products)
The available Fulfilment Methods are:
- Cash & Carry
- the customer is paying for the product immediately and taking the product with them - Layby & Pickup
- the customer will return to pick up the product at a later date - Delivery
- the product will be delivered to the customer - Warehouse Pickup
- the product will be picked up directly from the warehouse
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Changing the Source Location
Once the product Fulfilment Method has been changed to an option other than Cash & Carry you have the option to change where the product is being sourced from. To access these settings:
- Double click on the Product row
- Select a Fulfilment Method other than Cash & Carry
- The Fulfil and Source columns will be enabled
- Select an Outlet as required
- Click Done
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