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How to Set Up a In-Store Pickup

11 Jul 2023

Governments across the world have announced that shops deemed as “essential” - like convenience stores, gas stations, pharmacies, liquor stores, pet shops, and hardware stores - are able to stay open during the COVID-19 lockdown.

If you own a business that falls into one of these categories you can be confident that guests can continue shopping in-store. But although you’re able to continue to do business, you’ll undoubtedly be preoccupied with how to minimize risk for yourself and your customers.

Adding in-store pickup is one way to reduce contact between you and customers. Allowing people to order online and pickup at your store will minimize the time spent by customers in your shop.

The In-Store Pickup Model for Retailers

With an Epos Now Retail POS System, you’re able to offer online ordering and pickup without any additional integrations or apps. Thankfully, it’s all part of your POS system.

By implementing such a model, you can continue to keep your business running whilst minimizing human contact.

Pickup will allow customers to call ahead and place an order before their visit, meaning you can have their items ready for collection and payment when they arrive.

How Do I Get Started?

  • Get your Inventory in Order - Make sure all your products and stock levels are correct on your POS system. Add low stock alerts so you know when to reorder.
  • Promote your Pickup Service - Use a free website like Canva to create a graphic telling customers on social media exactly how to order.

How do I Set Up a Pickup Service?

It’s easy to hold orders on an Epos Now System, much like creating a tab for someone in a bar or restaurant. However, you first need to add the customer to your system when they call to place their order.

How to Add Customers:

  • Step One - On your Epos Now front till, click “Customers”
  • Step Two - Click “Add New Customer”
  • Step Three - Input customer details (Name, Phone Number, Email Address & Address at the minimum)
  • Step Four - Click “Add”

Congratulations! Your customer is now added to your retail POS system so you can take their order!

How to Take and Hold Orders:

  • Step One - If the customer isn’t automatically selected, go into “Customers” and select the customer you’d like to take an order for
  • Step Two - Add all of the products your customer orders, much like you would if you were processing an order there and then.
  • Step Three - Press “hold” and it will go into “held” status and stock will subtract from your inventory
  • Step Four - Collect and bag your customers’ shopping before they arrive
  • Step Five - When the customer arrives, go into the “Orders tab”, click on the order and “resume”
  • Step Six - Finish processing the order and take payment as you usually would!

Speak with our team to find out more about Epos Now Systems!

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