Overview

This guide explains iVendNext's Fulfillment Plan helps retailers manage home deliveries, and in-store pickups, ensuring accurate inventory and enhancing customer experience.

Note: Fulfillment Plans can only be attached to the sale transactions of Registered Customers and not Walk In Customers. If a "Cash" customer wants to place a special order, a customer master record would have to be created in order to complete the transaction.

1. Understanding Fulfillment Plans

What is a Fulfillment Plan?

A predefined template that automates:

• Delivery/Pickup Scheduling

• Inventory Reservations

• Surcharge Calculations

Key Benefits

✔ Flexible Order Options: Support both home delivery and store pickup
✔ Inventory Control: Reserve stock without immediate deduction
✔ Transparent Fees: Auto-calculate delivery charges
✔ Customer Convenience: Registered customers can track orders

2. Creating a Fulfillment Plan

Step 1: Access Fulfillment Settings

Navigate to: Home > Retail > Store Operations > Fulfillment Plan

Step 2: Configure Core Settings

Step 3: Set Inventory Rules

Choose allocation method:

• Sale: Deduct stock immediately

• Delivery: Reserve stock until fulfillment

Note: Fulfillment Plans are applicable exclusively to sale transactions involving Registered Customers. They cannot be assigned to Walk-In Customers. If a 'Cash' customer wishes to place a special order, a customer master record must be created to proceed with the transaction.

3. Implementing at POS

Home Delivery Workflow

This section outlines the step-by-step procedure for implementing a Home Delivery in the iVendNext.

1. Launch iVendNext POS

Navigate to: Home > Retail. Click on the iVendNext POS shortcut to launch the iVendNext POS application.

2. Add Item(s)
   Begin by adding the required item(s) to the cart.

3. Select a Customer (Mandatory)
   Assign the transaction to a specific customer. Fulfillment Plans can only be attached to the sale transactions involving Registered Customers and not Cash Customers (Walk In Customers). 

4. Switch to Transaction Mode
   Click the Transaction button to enter Transaction Mode.

5. Open Fulfillment Item List
   Click the Sales Fulfillment button to access the Fulfillment Item List screen.

6. Select Items for Fulfillment Plan
   Choose the items that need to be linked to a Fulfillment Plan.

7. Home Delivery Plan Selection
   Click the Select Delivery Plan button to open the Choose Delivery Plan popup screen.

8. Choose and Configure Fulfillment Plan

• Select a Delivery Plan

• Specify the Delivery Date

• Set the Delivery Address

• Click the Submit button

Delivery Plan

A default Delivery Plan will be automatically attached to a sale, special order and layaway transactions at POS. This means that when you reach the Choose Delivery popup screen the default Delivery Plan would be preselected. However, the application gives you the flexibility to select a different Plan from the drop down list.

Delivery Date

The date will automatically populate based on the Delivery Plan selected above. However, the application gives you the flexibility to select a different date.

Select Address

The address should automatically populate based on the Customer selected on the Transaction screen. The application gives you the leverage to change the Delivery Address. This is useful in case the Customer wants the items to be delivered at a different address other than the default address.  

9. Confirm Fulfillment Items
   Click the OK button on the Fulfillment Items Screen.

10. Conclude Initial Transaction
    Click the Checkout button. Select a Payment Method and make the payment to conclude the sale.

Home Delivery Fulfillment

This section outlines the step-by-step procedure for Home Delivery Fulfillment in the iVendNext.

Locate the Transaction
Return to the Transaction Screen and click on the Transaction Search button.
Perform a search to locate and select the desired transaction. Click the Show Details button.

Process Delivery Step
Click the Delivery button.

Complete Fulfillment
Click the Quick Cash button again to finalize the fulfillment.

Confirm the Fulfillment
Return to the Transaction Screen and click on the Transaction Search button.
Perform a search to locate and select the desired transaction. Click the Show Details button.

Store Pickup Workflow

This section outlines the step-by-step procedure for implementing a Store Pickup in the iVendNext.

1. Launch iVendNext POS

Navigate to: Home > Retail. Click on the iVendNext POS shortcut to launch the iVendNext POS application.

2. Add Item(s)
   Begin by adding the required item(s) to the cart.

3. Select a Customer (Mandatory)
   Assign the transaction to a specific customer. Fulfillment Plans can only be attached to the sale transactions involving Registered Customers and not Cash Customers (Walk In Customers). 

4. Switch to Transaction Mode
   Click the Transaction button to enter Transaction Mode.

5. Open Fulfillment Item List
   Click the Sales Fulfillment button to access the Fulfillment Item List screen.

6. Select Items for Fulfillment Plan
   Choose the items that need to be linked to a Fulfillment Plan.

7. Pickup Plan Selection
   Click the Select Pickup Plan button to open the Pickup Popup Screen.

8. Choose and Configure Fulfillment Plan

• Select a Pickup Plan

• Specify the Pickup Date

• Click the Submit button

Pickup Plan

A default Pickup Plan will be automatically attached to a sale, special order and layaway transactions at POS. This means that when you reach the Pickup Popup Screen the default Pickup Plan would be preselected. However, the application gives you the flexibility to select a different Plan from the drop down list.

Pickup Date

The date will automatically populate based on the Pickup Plan selected above. However, the application gives you the flexibility to change the date. 

9. Confirm Fulfillment Items
   Click the OK button on the Fulfillment Items Screen.

10. Conclude Initial Transaction
    Click the Checkout button. Select a Payment Method and make the payment to conclude the sale.

Store Pickup Fulfillment

This section outlines the step-by-step procedure for fulfilling a Store Pickup in the iVendNext.

Locate the Transaction
Return to the Transaction Screen and click on the Transaction Search button.
Perform a search to locate and select the desired transaction. Click the Show Details button.

Process Delivery Step
Click the Delivery button.

Complete Fulfillment
Click the Quick Cash button again to finalize the fulfillment.

Confirm the Fulfillment
Return to the Transaction Screen and click on the Transaction Search button.
Perform a search to locate and select the desired transaction. Click the Show Details button.

4. Inventory Impact

Order Stages

Example:

• Initial stock: 100 units

• Order placed: 15 units → Reserved

• Delivery: 7 units → Stock reduces to 93, Reserved drops to 8

5. Best Practices

✅ Default Plans: Set location-specific defaults to reduce POS steps
✅ Lead Time Alerts: Notify customers if delays occur
✅ Hybrid Orders: Combine delivery/pickup in single transactions

Troubleshooting

Here’s a quick look at some common issues you might run into.