Package Orders
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Akinon Instore application enables the management of Click and Collect orders for in-store pickup and packages to be shipped from the store for brands that use OMS (Order Management System). The application provides package management functions that allow users to view the contents and status of packages, perform actions related to packages, and manage shipping and delivery operations.
To access the package management functions in the Instore application, users should click on the Packaging Orders button on the main screen.
The Packaging Orders button directs the Instore user to the "Package Orders" screen where both in-store pickup Click and Collect packages and packages to be shipped from the store can be managed.
The Package Orders screen consists of three sections: package status display, access to packages in a specific status, and the ability to filter packages based on their status.
Package Orders screen only displays the Click and Collect packages and shipping packages that will be delivered from the store where Instore is accessed. The Instore user does not have access to packages outside of their store.
In the Akinon Instore application, the statuses of packages are displayed in boxes on the Package Orders screen. Each box represents a package status, and when clicked, it shows the packages in that status in the package table below the page. Each box also contains a "Package Quantity" heading that indicates the real-time number of packages in that status. The status of packages can be tracked through these numbers.
In Akinon Instore application, the functions, workflows, and names of package statuses can be customized by the brand. Therefore, detailed information should be provided by the brand. However, it is possible to give a general description of package statuses and their functions. The package statuses found on the Package Orders screen mostly correspond to the following meanings:
"Waiting" package status is the status that represents the packages assigned to the store where Instore is logged in, and they need to be delivered to the customer either as Click and Collect from the store or as shipment from the store. This status displays packages that haven't undergone any processing yet.
"Packed All Items" package status is the status that represents packages that are ready to be shipped from the store.
"Ready for Customer Pickup" package status is the status that represents Click and Collect packages that are ready to be picked up by the customer from the store.
"Shipped" package status is the status that represents packages that have been shipped from the store to the customer.
If a package assigned to the store where Instore is logged in contains out-of-stock products, it is displayed in the "Contains Out-of-Stock Products" package status.
If a package to be shipped from the store or a Click and Collect package to be delivered to the store contains products that are not available in the store, and these products need to be transferred from other stores or warehouses to the store where Instore is logged in, then the package is displayed in the "Waiting Transfer Operation" package status.
In the Akinon Instore application, the packages within a package status are displayed in the package table located below the status boxes. This table contains information about each package in each column, which is shared for every package status. The columns in the package table and the information they contain are as follows:
Package No: The column where the processed or pending package number is shared. By clicking on the package number, you can go to the Package Details screen where detailed information about the package and its contents is available.
Order No: The column where the order number associated with the package is shared.
Order Date: The column where the date the order was placed is shared.
Target Packing Date: The column where the target packing date set by the brand is shared for both Click and Collect and store-shipped packages. If the current date is before the target date, it is displayed as day/month/year. If the current date exceeds the target date and there is a delay, the number of days delayed is displayed in red font.
Delivery From Store: The column indicating whether the package is for store pickup (Click and Collect) or store shipment. For Click and Collect packages, "Yes" is displayed, and for store-shipped packages, "No" is shown.
Package Status: The column indicating the status of the package. Since packages are listed in the package table based on their statuses, all packages in a table will have the same status.
Stock Location: The column indicating the location responsible for the package delivery. In the Package Orders screen, the store where Instore is accessed is displayed in this column.
Product Quantity (Package): The column displaying the quantity of products included in the package.
Order Channel: The column indicating the sales channel through which the order was placed.
In the package table, the number of pages and the number of packages displayed per page can be viewed and controlled using the following field in the table. Additionally, the listing of packages by status can be adjusted to cover the last 15 days. This 15-day date filtering is based on the "Order Date".
In the Package Orders screen, the package table that displays packages in a specific status also allows printing the product information contained within the packages.
By clicking the Print button in the package table, the contents of the packages displayed on the current page of the table can be printed.
When the Print button is clicked, a popup screen called Print Preview opens, which contains the information of the products within the packages. In this popup screen, the "Group by Product" setting can be enabled to group the same products together, or it can be disabled to display the products individually. When the "Group by Product" setting is disabled, the products are listed in the popup according to the package order shown on the table page.
In the popup screen called Print Preview, the first column displays the package number, order number, and order barcode of the product. The second column presents the product's image and the selected product attributes from the Print Settings screen. The last column indicates the barcode of the product. All this information will be included in the printed document. Unwanted products can be removed from the printout using the checkbox located at the beginning of each row.
The printing process of the products on the screen can be done by clicking the Print button located in the top right corner of the popup screen. This button will open the printing screen of the browser. After final checks, the document can be sent to the printer.
The Print Settings button in the package table allows selecting the desired product information to be included in the printed document. Clicking on the button will open a popup screen called Print Settings. The product properties listed in this screen can be selected by clicking on the checkboxes.
When the selection is completed, clicking the Save button will display the selected product properties in the second column of the Print Preview popup screen. If the Cancel button is clicked without making a selection, the popup screen will be closed. The product name is shown by default for all products and cannot be removed from the document.
Akinon Instore application allows filtering and searching within the package table, enabling users to find specific packages or apply filters. To utilize the package search and filtering features, the search fields provided in the Package Orders screen should be used. These search fields allow for filtering and searching packages by:
Order date
Order number
Package number
Product barcode within the package
Product SKU within the package
Customer's first name
Customer's last name
Akinon Instore application provides a Package Details screen for each package, allowing Instore users to access package information and detailed product details within the package. To access the Package Details screen for a package, simply click on the Package Number in the package table.
The Package Details screen for a package consists of five sections: the package number and the number of products in the package, package details, order details, delivery information, and the list of products included in the package.
The "Package Details" section, which shares the package details, includes the following information:
Packing Address: Specifies the address where the packaging process is being performed or has been performed.
Packaging Location: Indicates the name of the store where the packaging process is being performed or has been performed.
Package Status: Specifies the current status of the package.
Cargo Company: Displays the shipping company used for package delivery. It is shown only for packages in "Packed All Items" and "Shipped" status.
Shipping Tracking Number: Indicates the tracking number generated by the shipping company for the package. It is shown only for packages in "Packed All Items" and "Shipped" status.
Show Shipping Label: Allows the viewing of the shipping label generated by the shipping company for the package. It is shown only for packages in "Packed All Items" and "Shipped" status.
Show Invoice Document: Allows the viewing of the invoice document generated for the order. It is shown only for packages in "Packed All Items", "Ready for Customer Pickup", and "Shipped" status.
In the "Order Details" section, the following information is displayed:
Order No: Indicates the order number.
Order Date: Specifies the date and time the order was placed.
Full Name: Displays the full name of the customer who placed the order.
E-mail: Shows the email address of the customer who placed the order.
Phone: Displays the phone number of the customer who placed the order.
Channel: Specifies the sales channel through which the order was placed.
In addition to all these package-related information, the "Address Details" section in the Package Details screen includes the delivery address for the package. The last section in the Package Details screen displays the products contained within the package and their details. By default, the following information is shown for each product. If more information about the product is desired, the filter icon in this section can be clicked to select the desired information to be displayed from the popup screen.
In addition to all of this, by clicking the Print button in the Package Details screen, a "Customer Delivery Document" can be generated that includes the product information, order details, and delivery details for the displayed package.
For brands using OMS, the management of store pickup (Click and Collect) packages and orders is handled through the Package Orders screen in the Instore application. The delivery of Click and Collect orders assigned to the store where the Instore application is accessed should be carried out using the "Waiting" and "Ready for Customer Pickup" statuses available in the Package Orders screen.
The function, operation, and names of package statuses can be customized by the brand. Therefore, detailed information should be provided by the brand. However, it is possible to provide a general explanation about the package statuses and their functions that can be used for in-store pickup Click and Collect orders.
When a new Click and Collect order is assigned to a user's store in the Instore application, that order will initially appear among the packages listed under the "Waiting" status. Click and Collect packages listed under the "Waiting" status can be distinguished through the "Delivery From Store" column in the package table. Packages with "Yes" in the "Delivery From Store" column are Click and Collect orders that need to be delivered from the store.
When you click on the package number and navigate to the Package Details screen for any Click and Collect package from any store, you will notice that the package action button is different from the package actions for shipping packages. It will display Click&Collect Pack Items. This button allows the package to move to the next status and enables sending a notification to the customer who will pick up the package once it is ready for collection at the store.
If any of the products in the package are not available in-store, you should select the checkbox next to that particular product and choose the reason for not being able to add the product to the package from the dropdown menu provided below. Finally, click the Apply button.
After this stage, a "Product not Found / Faulty Product" popup screen will appear, allowing for a more detailed reason for why the product couldn't be added to the package. Once a selection is made and the Save button is clicked, the package will be unassigned from the store for rescheduling. After this process, the package will no longer be visible in the store's Package Orders screen.
If all the products in the package are available at the assigned location and prepared for customer pickup, clicking the Click&Collect Pack Items button will open the popup shown below. This popup allows for the final checks of the products inside the package before delivery to the customer. To proceed with the process, the barcode numbers of the products should be entered correctly in the respective fields. Warnings indicating whether the barcode numbers are entered correctly or incorrectly will be displayed. After entering the barcode information correctly, clicking the Click&Collect Pack Items button in the popup screen will transition the package to the next status, which is "Ready for Customer Pickup".
Once the package is transitioned to the "Ready for Customer Pickup" status, it is ready for the customer to pick up, and a message is sent to the customer informing them that the package is available for pickup. When the customer arrives at the store to collect the package, they can access the Package Details screen of the package in the "Ready for Customer Pickup" status. The package action button on the screen has been changed to Click&Collect Delivered to Customer. After the package has been handed over to the customer, clicking this button marks the package as "Delivered" and removes it from the store's Package Orders screens.
Once a Click and Collect package has been successfully delivered to the customer from the store using the Instore application, no further actions are required for managing the package. The process is complete, and the package has been successfully handed over to the customer.
For brands using OMS, the management of packages to be shipped from the store is handled through the Package Orders screen in the Instore application. The delivery of orders assigned to the store for shipping is carried out using the "Waiting", "Packed All Items" and "Shipped" statuses available in the Package Orders screen.
The functions, workflow, and names of package statuses can be customized by the brand. Therefore, detailed information should be provided by the brand regarding these customizations. However, it is possible to provide a general explanation of the package statuses and their functions used for orders to be shipped from the store.
When a new order for shipping from the store is assigned to a user's store in the Instore application, the order will initially appear in the list of packages under the "Waiting" status. Orders for shipping from the store that are listed under the "Waiting" status can be distinguished using the "Delivery From Store" column in the package table. Packages with a "No" value in the "Delivery From Store" column represent orders to be shipped from the store.
When the package number is clicked and the Package Details screen is accessed for any package to be shipped from the store, it will be observed that the package action button is labeled Complete Packaging, which is different from the Click and Collect packages. This button allows the package to proceed to the next status when it is ready for shipping from the store. It also enables the selection of the shipping company, tracking number, shipping label, and invoice information for the package.
If any item in the package is not available in-store inventory, the respective item should be selected through the checkbox provided in the package. Then, the reason for not being able to add the item to the package should be selected from the dropdown menu shown below. Finally, clicking the Apply button will complete the process.
After this stage, a Product not Found / Faulty Product popup screen will appear, allowing for a more detailed selection of the reason why the item could not be added to the package. Once a selection is made and the Save button is clicked, the package's assignment to the store will be canceled for rescheduling. After this process, the package will no longer be visible in the store's Package Orders screen.
If all the products in the package are available at the assigned location and have been prepared for customer delivery, clicking the Complete Packaging button will open the popup shown below. This popup allows for the final checks of the products inside the package that will be delivered to the customer. To proceed with the process, the barcode numbers of the products should be entered correctly in the respective fields. Warning messages will appear next to the barcode numbers indicating whether they are entered correctly or incorrectly. Once the barcode information is entered correctly, clicking the Complete Packaging button in the popup will transition the package to the next status, which is "Packed All Items".
Once the package has been transitioned to the "Packed All Items" status, the necessary information for shipping the package, such as the shipping company, tracking number, shipping label, and invoice details, is ready. In the Package Details screen, the package action button is changed to Ship the Package. When the package is handed over to the shipping company using the provided shipping information in the Instore application, it is required to click the Ship the Package button. Clicking this button will change the status of the package to "Shipped". This allows for the tracking of the shipped package in the brand's main screens for the customer.
Once the package has been transitioned to the "Shipped" status, it indicates that the package has been successfully shipped. At this point, there are no further actions that can be performed on the package within the Instore application. When accessing the Package Details screen of the shipped package, you will notice that the package action button is no longer available. The package has been sent out for delivery and is now in the hands of the shipping company.
Once the package has been successfully shipped to the customer, there are no further actions required within the Instore application for managing the package. The process of handling a package from store to shipment has been completed, and the package is now on its way to the customer.
