For orders processed via the back office POS, you have the option to Ship to Customer as part of your order.

To fulfil online orders and ship to customer orders, go to Fulfil Orders > Shipments on the navigation bar.

Tap Assigned To to filter the stores an order is assigned to, Source to filter by the originating store, Status to filter by where in the process an order is and tap to export the list or unfulfilled picking list.

Search for an order via the order number, account number, company name and customer name in the search bar. Click on the order number to view the order.

The order status, order date, carrier, tracking number, store assigned (if applicable) and priority is displayed at the top of the order.

The carrier and tracking number is updated when the couriers is assigned to the order. The priority of an order is populated if the priority is set on a Shipping Rate. A priority of either Low, Medium, High or Urgent can be set per shipping method when creating shipping rates.

If multiple orders are placed by the same customer with the same billing address, a list of Possible shipments to merge will be displayed in an accordion. This visibility helps you decide whether the merge shipments to potentially save on shipping costs. Shipments can be merged from the Shipments list page as described in a later section.

To pick and/or pack orders, we recommend using the Stock Control app on the Sunmi L2S device. This device has a built in barcode scanner. View the Stock Control app help centre for full features available on the Stock Control app.

When items are picked or packed on the Stock Control app, the item is marked as scanned, indicating the quantity scanner including the user, date and time. If the item is manually Marked as scanned from the 3 dots (as shown in the above screenshot), the quantity scanned and user will be display in red text.

If multiple quantities of the same item need to be split, tap the 3 dots to create individual line items on the order for each. You may need to use this feature if items need to be placed into multiple packages. See below on how to create multiple packages.

By default, the Pick mode is enabled for fulfillments. If you wish to both Pick and Pack items as 2 separate functions, Enable pack scan for fulfilments from back office Settings > Configuration. You can also enable your preferred order fulfillment workflows from this view, and add return instructions that appear on the Order Delivery Note.

Click Assign Courier to enter the courier details and tracking number.

The information provided will be included in the customer order dispatch email. This is not mandatory but gives you the option to provide information to the customer to improve their buying experience. Once the details have been entered, click Update Order.

Click Address Label to print a Saledock generate address label.

The label is generated as a PDF and can be printing on a standard A4 printer. The label includes the company logo, order number, delivery name and address, and company returns address.

Before assigning a courier and generating the shipment label, ensure a weight is assigned to order an order. Couriers require an order weight so you will not be able to generate a label without a weight. You can manually added the weight to the order if you have not entered weight to the individual product already.

Click Assign Courier to select your courier options.

You'll see the relevant label options from each courier based on the courier services enabled from your Shiptheory account.

Select the courier and parcel type you wish to use then select Update Order.

The label will be generated from Shiptheory. The cost of the label will be charged directly to your Shiptheory account. Once the label has been generated, a separate browser tab will open, displaying the label for you to print.

The Assign Courier button will be replaced with a Shipping Label button for you to print the label at a later date. Courier details such as the tracking number will be assigned to the order and included in the customer dispatch email.

Individually send order information to Royal Mail or bulk select orders from the fulfilment list page. To bulk send, select multiple orders, select the Bulk Operations option, then Send To Royal Mail. The order details including the total order weight (weight can be updated within your Royal Mail account) will be sent to Royal Mail, ready for the order labels to be generated and printed within your Royal Mail account.

Once the labels are generated, Saledock will receive tracking information which is include in the customer dispatch email.

Order information can be individually sent to Royal Mail if you wish to do these individually or you'd like to update the total weight before the information is sent to Royal Mail.

To individual send an details, click Assign Courier and select Royal Mail Click+Drop.

Select Update Order and the information is sent to Royal Mail.

Print a Picking List to assist with picking orders. If using the Stock Control app, you can scan the Pick Start and Pick End barcodes to begin and end picking the shipment. You may wish to include the picking list within the package as this contains a return slip. The return slip content is populated from Settings > Configuration.

When you are ready to dispatch an order, tap Unfulfilled to edit the status of the order. Once you mark this as Dispatched, the order will be marked as Dispatched and the customer will receive a Order Dispatch email confirmation. The order will no longer show on your Shipments list by default. On the shipment list page, filter the status of Closed orders to Dispatched or Cancelled orders to view processed orders.

On the Sales Order accessible via the Sales History, a link the shipment is also available, linking the sales order and shipment.

From the ellipsis (3 dots), there are multiple actions that can be performed. The first is the ability to amend an order. Click amend to launch the order on the POS. From here you can add/exchange items to update the order. You can then process the order as you would a POS order.

If an item within an order can't be fulfilled for a period of time, you may wish to split the order. By splitting an order, two orders are created with the chosen items split across the two.

The second order created will have the same order number but "-1" appended. This enables you to fulfil an order where stock is available, then fulfil the second order at a later date. The split order can be accessed from the Fulfil Orders list page.

Tap this option to print a complete sales order containing a breakdown of item tax and pricing, and the payment details.

Tap this option to print a delivery note/goods out slip containing a breakdown of items included in the delivery, any items previously received and any items to follow. The delivery note also contains delivery instructions.

Tap this option to manually add a note to the order. This note will also appear on the delivery note PDF (above option).

If an order needs to be shipped as multiple packages, several packages per order can be created.

Select Add Package, then drag and drop the items within the order to separate packages. This could be useful if you're using integrated couriers as a label will be generated per package, rather than one for the whole order.

Tap this option to manually edit the shipping address.

If you're a multi-location retailer, a fulfilment location is assigned to an order by default depending on which location has available stock. If you wish to change the default location/store, select this option

If an item in an order can't be fulfilled and you wish to offer a replacement processing the order on the POS as an exchange, you have the option to swap an item. Select the item you wish to swap, then search for the product you wish to swap.

The item will be a direct swap so if the item is of lower or greater value, the client will not be charged/refunded. If you wish to process a charge/refund, please use the POS to exchange the item. Once the item is swapped, stock levels and the order is updated. Tap Confirm swap to swap the item.

Once a shipment has been dispatched, you'll have the option to reship the same order if required. This feature may be useful if items are delivered faulty or lost during transit.

If you are working on multiple orders at once, you can use Bulk Operations to Merge Shipments, print Picking Lists and print a Grouped Picking List. To perform either action, first select the orders from the multi-select checkbox control then choose the action under Bulk Operations.

When printing multiple picking lists, the browser will open in a new tab containing all selected picking lists, so you can send them all to print at the same time.

When printing a grouped picking list, the browser will open in a new tab grouping all orders together, listing only the items within the order, rather than the shipment details.

If you have Royal Mail connected, you can select multiple orders to generate the labels in bulk within your Royal Mail account.

If a customer has made multiple orders, you can select the relevant orders and then choose Merge shipments under Bulk Operations. This will merge the shipments into one. You can select which order each item will be merged on to.

To cancel a shipment only, select Cancelled as the status in the top right. The sales order remains unchanged, but the shipment is Cancelled.

You can also cancel a shipment from the 3 dots. This gives the option to either cancel the shipment as above and also refund the sales order as one action.

Click Yes, and refund order now to cancel the shipment and load the order in the point of sale screen ready to process the return.

On the Sales History list page, select an order to process a refund/exchange if you are processing directly from the sales order rather than the shipment. Click Return or Exchange. If a shipment is associated with an order, you'll be asked if you wish to cancel the shipment, similar to cancelling a shipment and order from the fulfilment view.

Click Yes, to cancel the shipment and load the order in the point of sale screen ready to process the return.

On the point of sale screen, tap next to each product that requires a refund.

If a customer is wanting to exchange an item, add that item to the order and the difference owed will be automatically added to the order. To process the exchange, tap the Refund or Exchange button to proceed to the payment screen.

The payment screen will then appear, letting you know how much is owed or needs to be refunded. Confirm the payment and issue a receipt.

We recommend the email receipt option. Alternatively, print a POS or A4 receipt.

To fulfil online orders and ship to customer orders, go to Fulfil Orders > Click + Collect on the navigation bar.

Tap Source to filter by the originating store, Status to filter by where in the process an order is and tap to export the list or unfulfilled picking list. Bulk operations follows the same process as Shipment orders.

Search for an order via the order number, account number, company name and customer name in the search bar. Click on the order number to view the order.

When viewing a Click + Collect order, a link to the sales order is available plus the option to print a Picking List and Process the order.

When you are ready for the order to be collected, tap Process Order to edit the status of the order. Once you mark this as Ready to Collect, the order will be marked as Ready to Collect and the customer will receive a email confirmation. Once the order is marked as Collected, the order will no longer show on your Click + Collect list by default. On the Click + Collect list page, filter the status of Closed orders to Collected or Cancelled orders to view processed orders.

On the Sales Order accessible via the Sales History, a link to the collect order is also available, linking the sales order and collection.

Go to the sales order to cancel the collection and refund/exchange the order. Click + Collect orders can also be process on the POS app.