Overview
In the case of an For On-Premise POS, allowing packing in SFS is only allowed after receiving confirmation from the POS billing happens. POS billing is a mandatory step in the POS system and Post this only, SFS packing should happen., as billing occurs first at the POS. SFS now offers the capability to withhold packing until confirmation from the POS is received
Scope Of Work
Client-level Configuration hold_packing_till_pos_confirmation added for enabling POS billing workflowholding orders till POS confirmation is received.
POS system would be able to fetch Orders from SFS in various statuses
POS system is would be able to make a call to SFS after POS Billing and un-hold the pack_on_hold flag.
Users would be able to search orders by POS _transaction_idorder code(Identifier shared by POS after billing) and see search results
Workflow
Enabling the configuration
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to hold Packing till POS confirmation
Users can activate the POS billing workflow by enabling the hold_packing_till_pos_confirmation
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configuration at the client level.
When this configuration is set to true,
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all
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sub-orders
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for the client will have the pack_on_hold flag
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set to true by default.
The objective of this use case is to
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prevent operators from packing orders
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in SFS until
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POS billing
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is completed in the POS system.
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Packing in SFS will not be allowed until POS billing
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has been completed.
Please follow the below steps to enable the hold_packing_till_pos_confirmation configuration.Rahul Singh to add steps
Manasa Pakala to add the screenshot for the steps needed to enable this configuration
In SFS, Go to the Configuration screen.
Choose the client and enable the Hold Packing Till POS Confirmation toggle.
A success confirmation message would come up.
In case, the user attempts packing before completing POS billing, the below screen with error message a warning would be displayed.Manasa Pakala Please add error message/ screenshot here
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Order status updates to POS from SFS
The standard search orders API has been
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made available to POS, enabling the POS system
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to
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retrieve order details from SFS.
The POS system will fetch
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orders of various statuses from SFS, with the most useful statuses for billing being ACCEPTED, PARTIALLY_ACCEPTED, PICKING_STARTED, and PICKING_COMPLETED.
After retrieving the orders, the user will
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perform billing in the POS system, following which a confirmation will be sent from POS to SFS.
Billing confirmation from POS to SFS
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A standard API has been made available through CIMS to
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set the 'pack_on_hold' flag to false.
This API can also be used by POS to
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notify SFS
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when billing is complete.
POS will transmit the POS Order Code to SFS, which will be saved in SFS.
The POS Order Code is the only identifier displayed on the POS system for SFS orders.
Searching of Orders
User Users should be able to search orders by POS _transaction_id and see it search results
As a operator, POS_transaction_id is the only Identifier shows on POS system against Order, so same is needed on SFS panel as well to see the related order
An additional field pos_order_code should be provided for searching orders.
PoS order code should also be shown in UI.
API used in search order screen and packing screen should return pos_order_code and pack_on_hold flagOrder Code or Pack On Hold status and see order(s) in search results. Please follow the below steps to search.
Go to the Search Orders screen in SFS.
Go to the Filters tab and choose the required filters. The Pack on Hold filter is available at the end. Please choose TRUE to filter orders which are in Pack on Hold and FALSE to filter orders which are not.
The results will be shown as follows.
Go to the Order ID tab to search Order wise. In Find By dropdown, An additional value POS Order Code has been provided for searching orders. Please select POS Order Code.
Enter the POS order code and search. The result will be displayed.
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Integration APIs
For Integration API details please refer to the POS packing workflow for on-premise POS