Utilize the advanced feature of Odoo 17 Point of Sale (POS) to schedule mailing of sold products for later. This functionality proves beneficial in various scenarios, such as when customers prefer to pick up the product at a later time or when additional inventory needs to be ordered before shipping the product.
Consider a scenario where a customer requests shipment of the purchased product to their residence instead of picking it up in person. Upon obtaining the customer's shipping details, the cashier proceeds to mail the item to their address. Following the purchase, the customer leaves the establishment. In such instances, the cashier can leverage the Allow Ship Later feature in Odoo 17 PoS.
The Ship Later feature empowers you to sell items not currently in stock, enhancing sales potential while reducing inventory burdens. Leveraging the Allow Ship Later function enables stores to minimize inventory requirements, allowing customers the flexibility to receive purchases at a later date. This approach may lead to savings on inventory replenishment and storage costs. Moreover, offering customers the choice of delivery timing can enhance satisfaction and foster loyalty.
To employ the ship later feature, ensure that the Allow Ship Later option in the inventory section is enabled within the configuration settings of the Point of Sale (POS) module.
You can assign a warehouse for product pick-up by activating the Allow Ship Later feature. Furthermore, when utilizing the ship later functionality, you can specify the delivery route for the product. Additionally, when employing the ship thereafter option, you can select the shipping policy. Odoo offers two distinct shipping policies: "As soon as possible" and "All products are ready." With "As soon as possible," products will be selected for shipment as soon as they are available, even if the order comprises multiple items. Conversely, when an order specifies "All products are ready," all items will be picked simultaneously.
After configuring these settings, proceed to open the store and proceed with placing an order.
To continue, choose the desired product and customer, and then proceed by clicking the payment button.
After completing the payment, opt for the "Ship Later" choice positioned on the right side of the window, then confirm the purchase.
To guarantee successful product shipment to the customer, ensure that the contact form includes a valid delivery address. Otherwise, an error message akin to the one below will be displayed.
Once these details have been confirmed, proceed by clicking the validate button to finalize the order.
The order is now complete, and a receipt has been generated. Click the "print receipt" button to print it. To exit the store and return to the dashboard, click the close button.
On your PoS dashboard's orders page, you can access the order. Click on the Orders tab, then choose Orders from the dropdown menu, as illustrated in the screenshot below.
Access the Orders page by clicking on "Orders," as depicted in the screenshot below.
From this section, you can review the orders, with the most recent ones appearing at the top. Click on a specific order to access its details, as outlined below.
Upon opening the order, you can examine various details, including the customer's name, order reference, placement date, and the cashier's identity. Additionally, a button labeled "Picking" is provided, indicating that the picking process has not yet occurred, as denoted by its red color. To access delivery orders, click on the "Pickings" button.
At this stage, you'll notice that the delivery order is in the "ready" state. Confirm the delivery by accessing the delivery order.
You can furnish the product to the customer by clicking the validate button.
The customer has now received the product, and the delivery status has been changed to "Done."
The inclusion of the Allow Ship Later option simplifies the purchasing process for customers, potentially leading to increased sales. Knowing they can have items shipped later may encourage customers to make purchases, especially if they are short on time or prefer not to carry their purchases immediately. This feature in Odoo 17 serves as a valuable tool for companies to improve customer satisfaction and revenue. By providing a convenient shopping experience that includes the option for customers to purchase items and have them delivered at a later date, businesses can meet the needs of their customers effectively.