POS packing workflow for on-premise POS

Owned by Rahul Singh
Last updated: May 15, 2023
4 min read

Overview

For On-Premise POS, packing in SFS is only allowed after receiving confirmation from the POS, 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

  1. Client-level Configuration hold_packing_till_pos_confirmation added for holding orders till POS confirmation is received.

  2. POS system would be able to fetch Orders from SFS in various statuses

  3. POS system would be able to make a call to SFS after POS Billing and un-hold the pack_on_hold flag.

  4. Users would be able to search orders by POS order code(Identifier shared by POS after billing) and see search results

Workflow

Enabling the configuration to hold Packing till POS confirmation

  • Users can activate the POS billing workflow by enabling the hold_packing_till_pos_confirmation configuration at the client level.

  • When this configuration is set to true, all sub-orders for the client will have the pack_on_hold flag set to true by default.

  • The objective of this use case is to prevent operators from packing orders in SFS until POS billing is completed in the POS system.

  • Packing in SFS will not be allowed until POS billing has been completed.

Please follow the below steps to enable the hold_packing_till_pos_confirmation configuration.

  1. In SFS, Go to the Configuration screen.

    SFS Sundry Configurations

  2. Choose the client and enable the Hold Packing Till POS Confirmation toggle.

    SFS Configurations screen with Hold Packing Till POS Confirmation toggle

  3. A success confirmation message would come up.


In case, the user attempts packing before completing POS billing, the below screen with a warning would be displayed.

Warning when user attempts packing before completing POS billing

 

Order status updates to POS from SFS

  • The standard search orders API has been made available to POS, enabling the POS system to retrieve order details from SFS.

  • The POS system will fetch 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 perform billing in the POS system, following which a confirmation will be sent from POS to SFS.

Billing confirmation from POS to SFS

  • A standard API has been made available through CIMS to set the 'pack_on_hold' flag to false.

  • This API can also be used by POS to notify SFS 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

Users should be able to search orders by POS Order Code or Pack On Hold status and see order(s) in search results. Please follow the below steps to search.

  1. Go to the Search Orders screen in SFS.

    Search Order screen in SFS

     

  2. 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.

    Searching Orders using the filter for the Pack On Hold flag

     

  3. The results will be shown as follows.

    Search Results for orders with Pack On Hold flag TRUE

     

  4. 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.

    Searching using POS Order Code
    Searching orders using POS Order Code

     

  5. Enter the POS order code and search. The result will be displayed.

Search With Pos Order Code

Integration APIs

For Integration API details please refer to the POS packing workflow for on-premise POS

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