Using NewStore Associate App to fulfill orders
Retailers can enable store fulfillment in Associate App for independent stores or for their entire business.
Associates can use Associate App for the fulfillment operations shown in the following diagram:
After enabling store fulfillment in Associate App, a new
Fulfillment menu is displayed in the navigation drawer. Tap
Fulfillment to see the
Order Fulfillment dashboard.
To configure order documents to be generated and printed, see Configuring documents to be generated and printed for orders .
Creating waves of orders
Waves are groups of orders that you can create for order fulfillment.
Before you begin
- Select the type of order that you want to fulfill. For example, customer, carrier pickups or priority orders.
- Specify the number of orders that you want to fulfill. You can fulfill maximum 50 orders in a single wave.
To create waves of orders:
Go to the navigation drawer and tap
Order Fulfillmentdashboard, you can see the following metrics:
Orders Not Started
In Progress Orders
Fulfill Ordersto continue picking order items.
Picking order items
You can pick many items without scanning their barcodes, however you must confirm the number of units you picked for each item.
Select Order Typescreen, choose a type of order that you want to fulfill from:
Confirm Order Type.
Next, in the
Specify Order Countscreen, enter the number of orders.
Start Pickingto begin picking items.
...and add items by tapping the
Complete Pickingto finish picking items. Now you can either start packing or return to the dashboard.
Mispicking order items
You have to confirm mispicks because of various reasons. For example, the lack of inventory.
When you mispick the order items, the ATP of the product is reduced to
0 and the cycle count is triggered if it was enabled for the store. After the mispick, the items associated with the order are removed and the entire order is re-routed to another location. If mispick happens for a BOPIS order, the order is placed on-hold to investigate by a Store Fulfillment Manager.
After you start picking items, if they are missing or damaged, remove them by tapping the
Items Not Available?and
Complete Pickingto finish mispicking items. Now you can either start packing or return to the dashboard.note
You can find the
Ready to Packorder items on the dashboard. Any associate can start working on these in-progress items based on the priority of the order.
Packing order items
For packing items, you must scan each item that you picked.
Start Packingto pack items.
From the list of picked items, choose the items to be packed.
In the next screen, select one of the following options:
Not available for fulfillmentfor items that are missing or damaged.
Enter barcodeto scan barcode of items or enter them manually to continue packing items.
Once you pack the items, you can keep them in a single package or move them into separate packages.
Single package shipment
By default the items are shipped with a single package.
+ New Package to move items to a new package.
Mispacking order items
You have to confirm mispacks because of various reasons. For example, damaged items.
When an order is mispacked, the ATP of the product is reduced to
0 and the cycle count is triggered if it was enabled for the store. After the mispack, the items associated with the order are removed and the entire order is re-routed to appropriate location. If mispack happens for a BOPIS order, the order is placed on-hold to investigate by a Store Fulfillment Manager.
Decline Order for items that are missing or damaged.
Printing order documents
After the items are packed for the order, the order documents become available for printing.
Complete Packing. The order is now ready for customer or carrier pickup based on your choice. Now you can return to the dashboard.
Setting up printers
For more information, see Setting up a printer .
If you are unable to print shipping labels or return shipping labels for the order, the order cannot move forward to the next step. When the order documents are successfully printed, then the order status changes to
In spite of printing errors, you can fulfill external orders. For more information, see Updating the shipment status for external orders .
Handing over orders
Orders that are picked, packed, and processed successfully are displayed on the
Order Fulfillment dashboard.
These orders are segregated into two categories based on the pickup of your choice.
Handing over orders to customers
You can select the orders from the
Customer pickup category and hand them over to the customer.
- Select the item for pickup.
Handing over orders to carriers
You can select the orders from the
Carrier pickup category and hand them over to a carrier from the list of carriers.
Hand Over Allor tap
View Ordersto verify the order details.
Handoverto confirm the handover of all items to the carrier.
The handover to carriers can happen in two ways:
When the carrier doesn't support a way to automatically indicate that orders have been handed over, the associate can manually handover the items to the carrier.
Some carriers provide a webhook that can interact with the NewStore platform. When the carrier scans
the barcode of the package to be handed over, Associate App changes the status of the order to
Handed over automatically.
Handing over orders using Single Scan Form
Upon request from a shipping service provider, NewStore can create a document called
Single Scan Form.
This documents lists out all order items to be picked up with a single barcode. The carrier scans the single barcode to confirm handover of all orders during manual pick up. The associate must deliver all orders at once when the single scan form is printed for a carrier.
For help with creating a single scan form, contact the support team.
For more information on managing orders to be canceled, see Monitoring orders .
You can achieve the following using the
- Browse a list of all your recent orders that have been marked as
Handed Over. The list currently shows orders from the last 7 days.
- Search this list by Order ID and also see the date & time that the order was marked as handed over, as well as how many products were included in the order.
- Select an order and view even more details such as:
- Customer name
- Package details including the products that were included in the order. This is highly useful for situations where the only identifying information the user has about an order is a box with products in it.
- Product prices
- Reprint the documents associated with the order such as invoices, labels, and slips.