List of pickup points

 

Pickup points are objects which are points of delivery of ordered items and place of their collection by a customer. Pickup points are related to the process of handling of sales orders which begins in the system and is completed along with releasing of items in Comarch Retail POS system. A pickup point can be defined with the use of the data of a customer, warehouse or center.

In order to open the list of pickup points, it is necessary to go to the Main menu and then, from Directory List group of buttons, select [Pickup Points] button.

List of pickup points

The menu of the list of pickup points contains <<Standard buttons>> allowing for adding/modifying/deleting of pickup points.

Menu of the list of pickup points

The list of pickup points is composed of the following columns:

  • Code
  • Pickup Point Name
  • Address
  • Phone
  • E-mail
  • TIN
  • Object Name
  • Object Type − object type selected during the deifnition of a pickup point, possible values: Customer/Vendor, Waroeuse and Center
  • Confirmations − checking the parameter causes that in case of presenting an order with delivery to a pickup point, a confirmation is sent to e-mail address
  • Active − if the parameter is checked, a pickup point can be used in other places of the system

 

 




Defining pickup point

A new pickup point can be added by clicking on [Add] button placed in the main menu or ergonomic panel above the list of pickup points and selecting one of the following options:

  • Customer
  • Warehouse
  • Center

A list of customers/warehouses/centers registered in the system is opened, from among which it is necessary to select the one which will be a pickup point. After selecting in, pickup point address form is opened, which is composed of section Addresses and subtabs Contacts, Description and Pickup point

Pickup point address form

Section Addresses

The Addresses section contains the list of addresses of pickup point. The user can define and add different types of pickup point addresses. The following types are available:

  • Main
  • Delivery
  • Subsidiary
  • Mailing
  • Billing
  • Residence

To add new address, it is necessary to click on [Add] button placed in the ergonomic panel above the list of addresses and

The list of addresses contains default address of Main type generated by the system and it can be freely modified by the user, however it cannot be deleted. The user can add any number of pickup point addresses but only one of them can be marked as default. If the parameter Active placed next to an address is checked, it means that such address can be used in other places of the system. Addresses can be deactivated (archived) manually by unchecking the parameter Active. If an address, which has already been used in the system, gets modified on the form of a pickup point or on a document, it is automatically archived by the system. An address marked as default for the main type cannot be deactivated or deleted. Also, the addresses which have already been used in the system (e.g., on a document) cannot be deleted.

Subtabs

The subtab Contacts contains a list of contact data (telephone number, e-mail, fax, etc.) for each address, and allows for defining new ones.

The subtab Description allows for entering additional information regarding a pickup point.

The subtab Pickup point contains information about pickup point opening days and hours and allows for editing it.