Fulfilling orders from Stores with POS integration

Owned by shiva (Unlicensed)
Last updated: Oct 29, 2022 by Alaf Azam Khan
3 min read

Overview

Increff Omni now supports the feature to include Stores as fulfillment locations along with Warehouses.

Terminology

Fulfillment locations

Fulfillment locations are the locations from where orders can be fulfilled. Initially Omni only supported Warehouses as fulfillment locations. But now Stores are also added.

Types of Fulfillment locations

  1. WAREHOUSE

  2. STORE

Partner locations

Partners means Suppliers and Customers. Previously we used the term locations for our partners locations but from now Partner locations is used.

New Channel Type POS

A new channel type named POS is added.

⚠️ NOTE: Only locations of type STORE can be associated with POS. Currently we only support cloud based POS system which can integrate with our standard APIs.

Workflow

  1. Create a new Fulfilment Location in OMS of type Store

  2. Map newly created Store to client in OMS

  3. Setup POS channel in CIMS for integration

  4. Inform Increff Support team to setup O2O fulfilment and POS integration.

Fulfillment Locations screen in OMS

The previous 'Warehouses' is replaced with Fulfillment locations screen

a glimpse of this page

Fulfillment Locations

The key columns in this view are

  • Location ID: unique ID for a location

  • Location Type: either Warehouse or Store

  • Contact Details: POC of the Location

  • Address: Location Address

  • Timezone: Locations Timezone

Adding new fulfilment location

⚠️ NOTE : Location Type cannot be changed at a later stage.

  1. Click on Add new Location

  2. Enter all required data and click on Submit

Adding fulfilment locations through CSV

  1. Click on Add new Location

  2. Click on Bulk Upload tab

  3. Download template and add data.

  4. Upload CSV file and click Submit

Note

  1. The type field should have only STORE or WAREHOUSE as input

  2. timeZone field should have Zone ID as input.

Client Location Mapping screen in OMS

‘Client Warehouse Mapping’ is renamed to Client Locations Mapping and is added to Other settings section

a glimpse of this page

The key columns in this view are:

  • Client : Client Name

  • Location : Location Name

  • Location Type: either Warehouse or Store

  • Contact Details: POC of the Client-Location Pair

  • Client Billing Address: Address to be used for billing when order flows from this Client Location Pair

Adding new client location mapping

  1. Click on Add new Mapping

  2. Enter all required data and click on Submit

Adding client location mapping through CSV

  1. Click on Add new Mapping

  2. Click on Bulk Upload tab

  3. Download template and add data.

  4. Upload CSV file and click Submit

⚠️ NOTE:

  • For field billingAddressType possible values are:

    • Client (client address will be used as billing address)

    • Location (Fulfillment Location address will be used as billing address)

    • Empty (Address given in csv will be used as billing address)

Partner Locations screen in OMS

The previous screen with name Locations is renamed to Partner Locations.

POS Channel Mapping screen in CIMS

A new Screen ‘POS Channel Mapping’ has been added to Settings section

The typical view of this page after selecting Client and POS Channel is:

For configuring Updates for specific client-channel mapping click on respective Channel ID

Configuration settings:

  • Updates to POS channel for respective events can be turned ON/OFF

Reports