1.1 Delivery POS Activity
The Activities screen is displayed when a delivery POS is selected from the POS list. At the top of the screen is a menu for viewing historical sales and payments, Sales & Payments, and upcoming Orders. Finger swipe the screen or tap the menu to move between the menu options.
POS Activity Menu
Sales & Payments– Contains the delivery order scheduled to be delivered today, plus all sales and payments created today.
History – Contains the last 4 sales for this POS and the last 4 payments for this Billto customer.
Orders – Contains delivery orders which are scheduled between today and the next scheduled delivery visit.
1.2 Creating Delivery Sales and Orders
On the POS screen, tap on the open delivery sale shown on the Today’s screen to complete the scheduled delivery. When there is no previously entered order, or the delivery sale status is marked ‘Complete’, tap the NEW button to create a delivery sale.
Completing a downloaded delivery order – Delivery orders which are entered into VendMAX with the same expected delivery date as Today’s Schedule on the mobile app, are shown as Open on the POS screen. Tap the invoice to view the products and complete the sale.
POS Activity Menu
VendMAX Delivery orders with an expected delivery date matching Today’s Schedule date are listed in the Sales section. These orders become a Delivery Sale once the order is completed.
The Orders tab contains a delivery order the user creates today. This order is for the next scheduled visit, and contains the products in which the user has entered a quantity in the order column. There is only one (1) delivery order, which is the sum of all order amounts when the user creates multiple delivery sales and enters different order amounts on each sale.
Once a delivery order is created, the planned delivery date can be changed. On the Order page, left swipe on the delivery order and you can change the delivery date.
The products on the delivery sale are grouped by product family, which can be expanded and collapsed. The Sale column is today’s sold amount, and the Order column is the quantity to be delivered at next service.
Price changes are allowed.
Tap > to view product sales history.
Tap the green plus button to add products to the sale.
Tap CHECKOUT button to complete the sale.
When using delivery pricing rules with the “No-Sell” and “Warn-Sell” features, the app will show warning messages and will not allow the user to add “No-Sell” products to an order sale. The messages displayed in the app are defined by the user when creating pricing rules in DeliveryMAX.
When products are set as “No-Sell” the app will not show the product in product lookups, preventing the driver from adding products which cannot be sold to an order or sale.
When an order or sale which contains a “No-Sell” product is downloaded to the app, the driver is allowed to sell the product, but the app will show warning message to the driver.
1.3 Checkout Process
Checkout – When finished creating the delivery sale, the Checkout button displays the final invoice with subtotal and taxes.
The checkout screen provides the list of products sold with sales tax and invoice total.
Total packages is the total units sold regardless of packaging. For example, 1 bottle of water and 1 case of coffee is sold, the Total Packages = 2.
Tap SIGN to finish the sale.
Tap the back button to return to delivery sale for more changes.
Signature – Once the customer signature is entered, the OK button will mark the delivery sale as complete and it can no longer be edited. Use the Skip button when a signature is not required, and the delivery sale is finalized. The email button will send the invoice to the email recipient listed on the Location Address tab in VendMAX. If the email address on the location is blank, the Customer Address tab email address is used. Use the print checkbox to print the delivery sale on the Zebra printer.
OK – The signature is accepted and the delivery sale is marked complete.
Clear – The signature is cleared and can be re-entered.
Skip – The signature is by-passed and the sale is marked complete.
1.4 Entering a delivery payment
On the POS screen, tap ‘PAY’ to create a payment. The payment screen will list all outstanding invoices associated with the Bill-to customer to which this POS belongs.
Choose invoices to pay:
Use the checkboxes and select the invoices to pay.
Use the “Additional Payment Amount’ to enter a payment without specifying the invoice to be paid.
Tap PAY IT to proceed.
Choose the Payment Method:
Tap on payment droplist and choose the payment method.
When finished, tap SIGN
Once the customer signature is captured, tap OK.
When a signature is not required, tap SKIP.
Use the email checkbox to send the payment receipt through email.
1.5 Adding products to the sale and order
To add products to a delivery sale or delivery order, tap the green plus sign.
Use the tabs to quickly find products.
All Products – All in-service products marked for DeliveryMAX.
Purchase History – Contains products this POS has purchased in the last 90 days.
Standing Order – Contains only products from the POS standing order.
Use the magnifying glass in the upper right to search by name or scan the barcode.
Use the checkbox to expand and collapse all Product Families.
Use the checkbox or enter a quantity in the sale or order column to add products. The sale column is for product delivered today, and the order column is for product to be delivered on the next scheduled delivery.
The Purchase History list of products automatically shows, in the sale column, the number of units sold the last time the product was sold. This enables the driver to easily sell the same quantity as last time. Only products with a checkmark are added to the order / sale.
The Standing Order list of products, automatically shows the standing order quantity in the sale column. Only products with a checkmark are added to the order / sale.
When finished adding products, use the back arrow to return to the sale/order, or use the Checkout button to complete the sale.
1.6 Standing Orders
A standing order is a place to record the products and quantities which are typically delivered every time a delivery POS is serviced. It can also be used to record the products the customer generally orders. The Standing Order can be maintained with the mobile app.
From the delivery sale/order, tap the right arrow on the product to access the product history screen.
Tap the standing order link.
Use the checkbox next to the unit of measure (UOM) to add and remove the package size from the standing order.
Set the Par Level to the desired inventory level when service is completed.
Use the Quantity On Hand field to track beginning inventory at start of service.
1.7 Viewing Sales History
There are two methods for viewing Sales History for a delivery POS.
- From the POS Activities screen, the last 4 delivery sales for this POS are displayed in a list and each sale can be viewed in its entirety.
On the Activities screen, swipe to the History view to see the last 4 delivery sales for this POS.
To view product details, tap on a delivery sale and scroll through the sold products.
- When creating a delivery sale, the last four purchases of a particular product can be viewed.
On the delivery sale screen, tap the right arrow located to the right of the product.
The product sales history contains the last four delivery sales, including the package size and invoice price.
1.8 Performing Price Changes
Price changes are permitted. Tap on the price and use the pop-up to change the price. Price changes made in the mobile app are not permanent price changes. These price changes are effective on the individual delivery sale.
1.9 Changing Package Sizes
Products can be sold in different package sizes, which is managed by the VendMAX product table.
To change the package size on the delivery sale, tap the current packaging and select the new size from the pop-up or the roll bar at the bottom of the screen.
When package sizes are changed, the delivery sale price is automatically adjusted using the current customer pricing rules for the POS.
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