Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
Using Click&Collect
Your task/initial situation
Click&Collect is a process in which your customers can place an order online or by phone and then collect it from your store where the goods are in stock. Example: One of your customers has made an order in your online shop and chose the pickup option as well as their desired payment method. This customer will now come to the store to collect and pay for the ordered goods.
Please note: If your customer would like to have the order, which was paid for via JTL-POS, delivered to them, please read the following scenario: Shipping a receipt with JTL-Wawi.
Requirements/restrictions
Using Click&Collect
- Open JTL-POS and tap on Open sales order. The search options will open.
- In the search fields, enter either the name of the customer or their company or, alternatively, the sales order number or the invoice ID and confirm by tapping on the arrow button. You will now see the sales order in question.
- Tap on the sales order. A confirmation request will appear, prompting you to confirm that the sales order should be transferred to the cash register. Confirm with Yes. You will now see the sales order and its corresponding line items in the receipt view.
- Tap on Go to checkout.
- Enable the option Ship sales order.
- Ring up the sales order as is usually done and complete the payment.
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