Pickup manager

Pickup Manager allow worker mark orders as picked up by the customer.

• As a Pickup Manager, I can see Pick Up orders for my mall

  • Select date on the date picker
    • Defaulted to today’s date
    • Pickup Manager can look up dates up to 6 months back and 1 month forward
  • Pick up orders are displayed and sorted by pick up window for the date selected
    • All pick up orders are are shown regardless of status
    • Details
      • Order Number
      • Fulfillment Number
      • Number of products and number of items
      • Number of stores where items are located
      • Customer Name
      • Order’s pick up window
      • Payment due at delivery for Cash on Delivery orders
      • Order status (on the left-hand side)
        📣 Comment icon will be displayed if the order has any internal notes added on Xpress Admin
  

  • Tap on an order to view details

    • Overview:
      • Order’s delivery/pick up window or estimated delivery date
      • Number of products (unique products) and number of items (total number of items including multiple quantities of the same product)
      • Fulfillment method (Pick Up)
    • Stores: List of stores where items are located
    • Payment Details: Only displays if order is Cash on Delivery and shows amount due
    • Contact: Customer’s name, phone number and client view type (Standard or Business)
    • Address: Customer’s address
    • Instructions: Instructions provided by the customer, if any
    • Internal Notes: Notes related the fulfillment added by internal users on Xpress Admin
    • Fulfilled Products: Displays items in the order and quantity fulfilled during picking
    

• As a Pickup Manager, I can collect payment and mark orders as being picked up by customer
  📣 Only Complete Shopping orders can be marked picked up

  • Cash on Delivery orders (payment due at pick up)

    • Tap “Collect Payment” on the order detail screen

      • Selecting Could not reach customer, Could not complete payment or Other will set the order as Failed
      

    • Select payment method

    • Input required information

    • You can edit payment before marking the order as Picked Up

      • Tap on Payment Details to void payment

    • Tap “Mark Order As Picked Up” upon completion

      • Order status updates to Picked Up
      • Payment can no longer be edited
      

      📣 When Amount Due = 0, “Collect Payment” flow is skipped. User can mark the order as Delivered without inputting payment information.

  • All other orders

    • Selecting “Could not reach customer”, “Could not complete payment” or “Other” will set the order as Failed
    • Tap “Picked Up By Customer” on the order detail screen
      • Order status updates to Picked Up

• ⚠️ Note about Locked Orders

  • When an order is locked, it means that updates are being made to the order by customer service on Foxtrot
  • Worker will not be able to make updates to the locked order on the Shopper App (e.g. Confirm the order, tap Complete Shopping, etc.)
  • Worker should reach out to Customer Service/Team Lead for details
  • In practice, it's best practice for the Team Lead to notify the worker when they need to lock an order