Customer Pickup Schedule

Customer Pickup Schedule

Scheduling Customer Pickup helps the businesses operate more efficiently. It ensures better handling and planning of customer collected orders

By scheduling the pickup, it gives a clear commitment between the business and the customer. This feature provides controlled completion of customer picked up items.

AltheaSuite lets users- 

• Schedule customer pickups with clear dates 
• Handle partially collected orders
• Makes sure to not miss any pending pickups 
• Manage multiple pickups for the same order 

Part 1: Create a Pickup Schedule for the orders
Part 2: Complete the Pickup Schedule

PART 1 

STEP 1: Select Pending Pickups

• Click on Deliveries from the left side menu of the screen 
• Click on Pending Pickups

STEP 2: Click on Customer Pickup from Pending Pickups

STEP 3: From the Customer Pickup screen, select the pickup date.

• The selected date will display all the orders scheduled for that date.

• Orders that need to be Scheduled on the selected date will be seen in ‘Pending Orders’ section 

STEP 4: Add the order from Pending Orders section that are to be scheduled

• Click on the Add button to schedule the orders for Pickup. 
• This will then move the order from the Pending Orders section to the Scheduled Orders section.

STEP 5: Modify Pickup Schedule items from the selected order

• If you want to schedule specific items from the order then click on the Edit link button.

• Modify Pickup Scheduled Items page will open.
• You can remove the item that you do not want to schedule by clicking on three dots and then select the “Remove Scheduled Item” option.
• The item removed from the schedule will go back to the Pending Orders section.

• Click on the “Ok” button to save the pickup schedule.

PART 2

STEP 6: Select Pickup Schedules

• Click on Deliveries from the left side menu.
• Click on Pickup Schedules.
• The Pickup Schedule saved in the last step will show up in the Pickup Schedules manager

STEP 7: Select “Pending Pickup”

• Select the Date Range.
• The Pickup Schedule document will show up.

• To make any further changes to the pickup schedule, click on the 3 dots and select the Modify options. 

STEP 8: Print Manifest of the pickup schedule. 

• Click on the 3 dots and select Print Manifest to print the list of the items to be scheduled.

Note: When the QLN settings ‘Use QLN only for the Inventory Check’ is turned on, and when you print the manifest for the pickup schedule, the system will Auto Assign Serial Numbers to the items and Load them under the Loaded Items section.

STEP 9: When the Customer arrives for pickup of the items at the store.

• Select the pickup schedule and click on the 3 dots and select Complete option.

• In the Complete Pickup Schedule screen, select the Customer or the Order Number
• You will then see only the items of the selected Customer or Order Number.
• If you see the items under the Items To Load section, scan the QLNs for the item. The scanned QLN will move the item to the Loaded Items section.
• Click on Complete to deliver the items to the customer.

STEP 10 : Completing the Delivery  

• For the proof of delivery, enter the name of the Receiver who is picking up the items.
• Capture the signature of the Receiver.
• Add the pictures if required.
• Click on Mark As Delivered to deliver the items.

• The pickup schedule document will update the status to Partially Picked up if the schedule has more orders from other customers that are yet to be picked up.