Fulfilling omnichannel orders in-store using “Buy Online Pick-up In Store”/”Click and Collect”

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The POS “Sales Search” provides access to all Brightpearl sales so you can fulfil in-store one or more item rows, fully or partially (depending on the current fulfilment status).

You can fulfil:

  • fully or partially an order line that has not been allocated or fulfilled yet
  • fully an order line that has been allocated or fulfilled already by the store’s warehouse only.

Walkthrough

  1. Go to “Sales Search” and look up the sale that you would like to fulfil fully or partially. You can find previous transactions from all your connected channels by either:
    • browsing through the list which is populated chronologically with the latest sales showing first
    • scanning the receipt barcode
    • searching for:
      • the receipt number
      • the order reference (same as the receipt number in POS sales)
      • the Brightpearl order id
      • the customer’s name, address, postcode/zipcode, email, phone number
      • the date range of the transaction.

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  2. Once you tap on a sale from the search results, the details are displayed on the right side. There you can check on the sale’s overall shipping status:
    • If the sale’s shipping status is “Stock not shipped”, no items have been shipped in that order so you can fulfil in-store any of the items and in any quantity up to the the total ordered quantity.
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    • If the sale’s shipping status is “Stock part shipped”, some items still have not been shipped in that order. To ship those items they need to be either not allocated/fulfilled yet or allocated/fulfilled by the store’s warehouse only. In those cases, only the complete item row quantity can be shipped. If an item row has been allocated or fulfilled by another warehouse already, it’s not possible to ship it from this store. 
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    • If the sale’s shipping status is “All stock shipped”, then there are no items that can be shipped.
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  3. If the selected order has items that can be shipped, you can tap on the options (three blue dots) and then “Ship items”:
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    This option is not active if there are no items to be shipped in this order. That’s possible when the order contains items that have already been shipped and/or items that cannot be shipped from this store as they have already been allocated or fulfilled by another warehouse:
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  4. After selecting “Ship items”, the item rows are shown along with the selected warehouse (if any) and the current shipment status.
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    You can tap on the “Ship now” quantity to change it to a smaller number if required.
    If the shipment status is “No Status Set”, you can ship from 1 to the total number of items in the row, but not more.
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  5. Once you have selected the quantities to be shipped, tap on “Ship items”. If any of the quantities requested to be shipped is not valid, POS will show an error message.
    In case the quantity is higher than the ordered quantity, the specific order row is highlighted in red and the error message comes up:
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    In case the quantity is not the total ordered quantity for items that have been allocated/fulfilled, the specific order row is highlighted with red and the error message comes up:
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  6. If all the entered quantities are valid, POS will show a table with the shipment confirmation, so you can check that the input is correct and, if you wish to, add a note to the order:
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  7. Once you confirm that it all looks good, POS will send the updates to Brightpearl and present a message with the results. In case that an item’s stock is not enough in the system, we get the following:
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    In that case, POS has marked as shipped the order lines having sufficient stock, and has not marked as shipped the order lines that had a quantity larger than the in-stock quantity. You can easily go back and make a change to the quantity to be shipped: 95.png
  8. And the successful shipping will look like this:96.png

    In Brightpearl, you can immediately see the updated sale:
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    In another example, we select half of the items to be shipped:

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    So right after we can see that the other half is not shipped yet:
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    In Brightpearl, you can immediately see the updated sale:
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