1. Settings

1.1. Activate picking

The first step is to activate the picking function in the global store settings in the Admin.

To do this, go to Admin > Store > Global store settings > Other settings > Picking > Activate picking.

 

By enabling picking, all incoming orders will be paused after verification and will not receive an invoice number until picking is complete. Orders can still be processed and canceled. Use of the SIDES Pick app is highly recommended.

 

Optionally, email notifications can still be enabled, this will send email notifications to the customer for order additions or cancellations.

The attachments are controlled by the invoice template set in the respective store for emailing.

1.2. Creating the "Picker" employee role

The employee role with function "Picker" is needed for the employee.

 

This can be created in the Admin > Staff > Employee roles > Add employee role.

a. Under "Employee roles": enter a name for the employee role, this name is visible at the employee and in the cash register at the employee login.

b. Under "Show in statistics": Make the decision in which statistics the picker should appear.

c. Under "Type": Select the type "Picker".

d. Then click on "Save".

1.3. Assign the new role to the employee

The new role "Picker" can now be assigned to the employee, at Admin > Staff > Employee > Select the employee and click on "Edit" > Scroll down in the first tab "Basic data" and activate the checkbox with the created employee role "Picker" ("Kommissionierer").

2. The procedure for picking 

2.1. Registering an employee in the staff management system

The employee logs in to the cash register in the "Staff management" as "Picker" ("Kommissionierer") and connects via QR code to the picking app, SIDES Pick.

 

If the "Staff management" is not visible, it can be activated in the Admin (Admin > Store > Stores > Edit > Settings > Driver terminal > Employees can be logged in by other employees at the cash register).

2.2. QR code appears

After the employee has been logged in as a picker, the QR code will appear to connect to the SIDES Pick app. If the QR code does not appear, the QR code can be opened by clicking on the mobile phone icon in the "Staff management". 

 

2.3. Scanning the QR code

The employee opens the SIDES Pick app on his mobile phone and holds his phone over the QR code. The QR code is automatically recognized and scanned. The employee is now logged in and sees the start page in the app.

2.4. Ready for picking

A new order is marked with the status "Ready for picking". This order is not processed, but can be picked first.

2.5. Picking in the SIDES Pick mobile app

The SIDES Pick mobile app now displays the order for picking. By clicking on the order, the individual products for picking are displayed.

In the order overview, the status changes to "Start picking".

Depending on the size of the uploaded product image in the Admin, it will be displayed accordingly large/small in the mobile app (the product image can be uploaded at Admin > Item > Item > on the desired article on "Edit" > tab "Images").

For picking, the product can be confirmed by clicking on it.

It is also possible that by clicking on the product a barcode scanner opens, with which the product can be scanned. Note: the barcode scanner is currently only available on Android.

If all products to be picked have been confirmed, then by clicking on the green lower button the picking can be completed.

A feedback about the completed tour appears.

If picking has been done through the SIDES Pick app, then the order will be processed and given an invoice number. The status in checkout from the order will now change to "is sent to store". The order can be processed normally in the checkout.

2.6. Driver app SIDES Drive

From here, the driver then continues with the SIDES Drive app and delivers the order.

3. Return of deposit

3.1. Activate deposit return

To enable deposit return in the SIDES Drive and SIDES Pick app, it must first be enabled in Admin (Admin > Store > Global store settings > Other settings > App settings > Allow deposit return in rider app).

 

 

3.2. Deposit return procedure

1. The driver takes the deposit via the SIDES Drive app (deposit return only works via the driver app).

2. The driver returns to the store.

3. In the SIDES Pick app, the deposit can now be returned using the "Deposit return" button. Scanning the barcode is also possible on Android.

4. The deposit return appears as a credit in the checkout in the order overview.