Fulfillment Section

The Fulfillment area in the sidebar contains four powerful tools for managing your in-store and online operations:

• POS (Point of Sale)
• Order Ahead
• Orders
• Returns

1. POS (Point of Sale)

The POS page has four tabs to manage all customer orders and transactions:

➔Add Customers

• Add Button ("Add"): Create a new customer profile from scratch.

• Customer Search Dropdown: Search customers by:
  • First Name
  • Last Name
  • Email
  • Phone Number

• Anonymous Order Option:
  • Place an order without linking to a customer — ideal for recreational or non-medical sales.

➔Line Items Section (Product Selection)

Two Ways to Add Products:

• Scan the Product Barcode, or
• Click "Manage Cart Items" to browse the full catalog.

Inside Manage Cart Items:

• Search by:

  • Product Name
  • Category
  • Brand

• Tools Available:

• Filters (High-to-Low, Low-to-High, Alphabetical Order)
• Star Icon: Quickly view Top 25 Products
• Clear Filters button
• Product Info Displayed:

• Stock availability
• THC/CBD percentages
• Product Matrix Alert:
  • Products that are matrices have a red badge on the image — clicking opens package selection.

➔Customer Profile Side Panel

On the right-hand side while managing products:

• Customer Data:

• Name, Customer Type, Customer Groups
• Top 3 Purchased Items
• Top 3 Categories
• Top 3 Brands (All linkable)
• At the bottom of this panel:

• Product Data (Quantity and Remove button for items added to cart)

➔Order Summary & Checkout

Top Summary Actions:

• Miscellaneous Charge: Add any extra charge.
• Miscellaneous Discount: Apply additional discounts.
• Notes: Add special customer order notes.
• Custom Date/Time: Backdate or future-date an order manually.

Cart Details:

• Items added + Deals applied
• Subtotal breakdown

Loyalty, Coupons, Store Credit:

• Loyalty Points: Enter $ amount, click Apply.
• Available Coupons: Select coupon and Apply.
• Store Credit: Enter amount, click Apply.

Tips Section:

• Pre-configured percentages (e.g., 10%, 15%, 20%) or Custom Tip entry.

Payment Method Section:

• Choose payment method, input Amount Received, calculate Change, and select Change Method.

➔Bottom POS Actions:

• Print Receipt
• Start New Order
• Email Receipt |

➔Quick Links at the Top of POS Page:

• Scan Receipt: Pull up past orders quickly.
• Add to Queue: Add a customer directly to the queue.
• Open Queue: View the active customer queue.
• Switch to Tablet Mode:
  • Tablet Mode arranges quick-access rectangular buttons:
    • Select Customer
    • Select Products
    • Select Order Type
    • Select Register
    • Select Drawer
    • Select Customer Group

2. Order Ahead

Manage E-commerce and Prepackaged Orders in progress.

• Drag and Drop Orders Across Stages:
  • New → Processing → Packaged → Ready

Smoothly track and move online and queued orders through the fulfillment process.

3. Sales

A standalone page to view and manage all completed or active Sales

• Same data layout and functionality as the Sales tab inside POS.
• Process a Return
  • Click on the arrow in the action column

• Click on the items youd like to accept a return for

• Choose refund method: Cash, Store Credits, or Cash + Store Credits

• Process Return

4. Returns

Manage and process Returns directly.

• Matches the layout and options as the Returns tab inside POS.
• Search, view, and manage return history easily.

Quick Summary

The Fulfillment Module provides everything you need to create, process, manage, and complete orders — whether they're in-store, pickup, delivery, or e-commerce — in one organized, fast-moving workflow.