Mark an order picked up in POS

Modified on Wed, 9 Sep at 2:22 PM


When a customer collects a pickup order, mark it picked up on the POS so the order closes and your inventory and reports stay accurate. You can do this one order at a time, or clear all of a customer's open pickup orders at once.

Both methods start from the Customer Details screen. To get there, see Search for customer.

Mark one order picked up

Use this when a customer has more than one open pickup order and is only collecting one of them.

  1. On the Customer Details screen, tap Orders.
  2. Find the order in the customer's order list and tap it. The order details appear.
  3. Tap View Order. The order opens in a web view with the same order options you have on vinoshipper.com.
  4. Toggle Order is Picked Up to ON. In the Orders list, the order’s status changes from Open to Delivered.

Note: An Open badge appears in the Orders section of Customer Details when a customer has open pickup or local delivery orders.

Note: Pickup and local delivery orders both show Delivered once they’re complete. The status on an order row always reflects where that order is — Open, Delivered, or Cancelled — with the delivery type shown underneath it.

Mark all of a customer's pickup orders picked up

Use this when a customer is collecting everything they have waiting — a club release plus a web order, for example. The picklist shows every product across their open pickup orders, so you can pull the order and close it in one pass.

  1. On the Customer Details screen, tap Orders.
  2. Tap More Options in the top right of the Orders screen.
  3. Tap Pick Up Order Picklist.
  4. Check the products on the picklist against what you're handing to the customer.
  5. Tap Mark All Complete.

Note: Mark All Complete closes every open pickup order for that customer, not just the one you were looking at. If they're only collecting part of what's waiting, mark the single order picked up instead.

Local delivery orders

Local delivery orders work the same way, with their own picklist. On the Orders screen, tap More Options > Local Delivery Picklist, then tap Mark All Complete once the products have been delivered.

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