BarnetPOS: Managing Incoming Orders

Overview

Retailers using BarnetPOS must adopt a detailed approach to handle orders through Buddi. This integration requires manual entry of all transactions (both paid and unpaid, online and in-store) into the BarnetPOS system.

It is essential to maintain constant monitoring of the Admin Portal > Order Queue to track the status of orders and manage them appropriately.

Fulfilling Paid Orders

Online payments CAN be accepted for your Buddi menu and will come into the Buddi Order Queue as PAID. Payment will be taken when the customer places an order online. However, these orders will not show up in BarnetPOS automatically. This means you and your staff will have to recreate these orders in the POS and complete the transaction by marking it as Paid - Online.

Key Process:

1. An order comes into the Buddi Order Queue:
   • Status will say INCOMPLETE; Payment will say PAID
     
     
2. Staff clicks on the order to bring up the order details.
   
   
3. Staff goes to the POS to punch in the order, item by item. He/she completes the transaction by marking it as Paid - Online.
   
   
4. Staff prints out the official receipt upon "tender of payment" and takes the receipt to the order fulfillment room.
   
   
5. Staff gathers the product and sets it aside for the customer in a designated area of the fulfillment room (keep unpaid and paid orders separate). He/she writes the customer's name on the receipt and places it on top of the product(s) ordered.
   
   
6. Staff goes into the Buddi Order Queue and uses the drop-down to select READY FOR PICKUP. This notifies the customer (via text or email) that the order is ready for pickup now (even if it is before their scheduled pickup time).
   
   
7. Customer comes into the store to pick up their order. Staff checks his/her ID (if applicable based on discretion of age).
   
   
8. Customer receives their pre-printed receipt and products.
   
   
9. Staff goes into the 'Order Queue' and uses the drop-down to select COMPLETED. This finishes the transaction in Buddi.
    

Fulfilling Unpaid Orders

With these orders, the customer has chosen to 'Pay Later' (in-store). Similar to paid orders, unpaid orders will not show up in BarnetPOS automatically. This means you and your staff will have to recreate these orders in the POS and complete the transaction by taking payment from the customer when they arrive.

Key Process:

1. An order comes into the Buddi Order Queue:
   • Status will say INCOMPLETE; Payment will say UNPAID
     
     
2. Staff clicks on the order to bring up the order details.
   
   
3. Staff gathers the product and sets it aside for the customer in a designated area of the fulfillment room (keep unpaid and paid orders separate). He/she writes the customer's name on a post-it or small/scrap piece of paper and places it on top of the product(s) ordered.
   
   
4. Staff goes into the Buddi Order Queue and uses the drop-down to select  READY FOR PICKUP. This notifies the customer (via text or email) that the order is ready for pickup now (even if it is before their scheduled pickup time).
   
   
5. Customer comes into the store to pick up their order. Staff checks his/her ID (if applicable based on discretion of age).
   
   
6. Staff goes to the POS to punch in the order, item by item. He/she completes the transaction by tendering payment, either by cash, credit, or debit card.
   
   
7. Staff prints out the official receipt and gives it to the customer along with their products.
   
   
8. Staff goes into the 'Order Queue' and uses the drop-down to select COMPLETED. This finishes the transaction in Buddi.

Notes:

• Continuous Monitoring: Staff should continuously monitor the 'Order Queue' to manage incoming orders effectively.
  
  
• Dedicated Workstation: It is advisable to have a dedicated workstation for the 'Order Queue' with sound notifications enabled to alert staff of new orders.
  
  
• Access and Training: General staff members should be trained and have access to the 'Order Queue' via the General Staff logins provided during onboarding.