Fulfillment Plan

iVend Retail enables the retailer to set up new Fulfillment Plans and to search on the plans defined in the system. A Fulfillment Plan provides information about the lead-time required for a delivery, the inventory allocation method and the surcharges, if any, that the retailer wishes to be added to the transaction amount when the specified fulfillment plan is attached.

Note: Fulfillment plans are defined in the Management Console and can be attached to a Sale, a Special Order and a Layaway transaction at the POS.

Fulfillment plans are created and attached to the transactions when the delivery of the products is to be done later or when the delivery attracts some additional surcharges or the retailer wishes to reserve the stock before the items are delivered. Fulfilment plans are also created when the retailer has to home deliver goods as opposed to in-store pickup.

Benefits of Fulfillment Plans

· Helps the retailers to schedule (manual process) the delivery against the received “Sales Order”.

· Fulfillment plans help to determine the lead delivery time for products.

· Fulfillment plans can also be attached to different types of transaction modes such as “Special Order”, “Sales with delayed delivery” and “Layaway”.

· Most importantly, fulfilment plans allow the retailer to determine the ‘Inventory Allocation Method’. This means that the retailer can control when the inventory can be issued from stock (i.e. depleted / consumed / reduced) – to be specific, at the time of completing the Sale or only when the items have actually been delivered.

Setup and Configuration

Step 1. Log into the iVend Management Console and navigate to: Operations > Inventory > Fulfillment Plan – the Fulfillment Plan Search screen comes up.

Figure 1 – Fulfillment Search Screen

Step 2. To define a new fulfillment Plan, click on the [F3 New] button.

Figure 2 – Fulfillment Plan Setup Screen

Note: When the user clicks on “Add Surcharge” he/she is presented with a Surcharge Search screen from where an existing Surcharge can be applied or a new Surcharge can be defined.

Figure 3 – Surcharge Search Screen

The table below represents the field details for the Fulfillment Plan screen:

Attaching a Fulfillment Plan in a Transaction at the POS

For a transaction at the POS, the user can add a Fulfillment Plan after selecting the customer and the products. The Fulfillment Details screen will be displayed on pressing the [F7 Fulfillment] button on the main POS transaction screen. This screen enables the user to add a plan to the transaction.

For the transactions of the type Sale and Special Order with the fulfillment plan attached, the user at the POS can update the quantities delivered to the customer.

At the POS, retailers can add the Fulfillment Plan for the following transaction types:

1. Sale - Fulfillment Plan(s) can be added to individual line items or all of the products in the sale transaction.

2. Special Order – A Fulfillment Plan is mandatory to perform a Special Order transaction at the POS. It has to be added to all the products included in the transaction. Only plans with the “Inventory Allocation Method” defined as Delivery can be applied to this transaction mode.

Note: When a product is added to the transaction, the fulfillment plan attached to the store is automatically added to the transaction and the product created is attached to that plan.

In the event that the store does not have a default fulfillment plan, then the cashier will have to manually add the products to a Fulfillment Plan with the inventory allocation method defined as the type of Delivery.

3. Layaway – A Fulfillment Plan is mandatory to perform a “Layaway” transaction at the POS.

It has to be added to all the products being transacted in the layaway. The fulfillment plan(s) with the same “Inventory Allocation Method” as that of the Layaway Plan can be applied to this mode of transaction.

Note: Fulfillment plans with the “Inventory Allocation Method” as “Delivery” or “Sale” can be attached to the Layaway transaction at the POS.

Adding a Fulfillment Plan at the POS

Follow these steps to add a Fulfillment Plan at the POS:

Step 1. Click on the [F1 Transaction Mode] button to select the type of the transaction that requires a Fulfillment Plan such as a Special Order or Layaway transaction. Note: Transaction modes of Special Order and Layaway require that a registered customer be selected first - Click the [F2 Customer Search] button to open the “Customer Search” screen and select the customer. The user can also enter the code of the customer in the scan area to quickly add the customer to the transaction.

Step 2. Click the [F3 Product Search] button to open the “Product Search” screen and select the products to be added to the transaction. The User can also use the barcode scanner or enter the product code in the scan area to add products to the transaction.

Figure 4 – Point Of Sale Screen

Step 3. Click the [F7 Fulfillment] button to open the “Fulfillment Details” Screen and here the user can update the quantities.

Figure 4 – Fulfillment Details Screen

Step 4. Clicking the ‘Reserve Quantity’ field (top right corner) will mark the inventory as ‘On Fulfillment’. This status will change only when the items are successfully delivered.

Step 5. After adding the required information, the user can click the [Ok] button to save the changes made and to go back to the main transaction screen.

This concludes the KB on – Fulfillment Plan