How to Create, Assign, Fulfill and Adjust an On-Demand Bag

To accept, fulfill, and deliver the order to its destination point as soon as it is placed, you can use the On-Demand delivery model. With its help, the driver can carry a certain amount of products in the so-called bag and fulfill the orders on the spot. 

Before you begin, make sure you have the Manage On-Demand Service permission enabled, On-Demand Offices and Storages created, and the Maximum Product Value On Board limit set.

Assigning POS registers to On-Demand Offices or Storages is not required for processing On-demand orders.  

To create a bag, do the following:

• Log in to your IndicaOnline POS account, tap Menu to bring up the left pane. Tap Inventory, and then select On-Demand Service.  

Tap the plus button, and then tap Add Bag. If you have just enabled the On-Demand delivery model, there will be no bags created.

• Name your Bag and tap Save. 

Newly created, empty, and ready to be refilled bags are listed in the Pending column.

• Tap the bag to view its profile.

Here you can see the bag status, what Storage or Office, and Courier Register it is assigned to and so on. Moreover, you can edit the bag name, delete it, and print its barcode.

 

To assign a Storage to the bag, do the following:

• Before the courier is assigned, in the left pane, under the bag name, tap Start Fulfilling to assign Storage and begin filling up the bag with the products.

If you have not created an On-Demand Storage yet, you will not be able to fulfill the bag. 

In the Menu field, tap the right-forward arrow, and select one of the following:

• Custom Product Menu so that you can fulfill the bag with the products of your choice.
• One of the earlier created menus so that you can see what products to out in the bag. 

In the Storage field, tap the right-forward arrow, select one of the available storages, and then tap Apply.

 

To fulfill the bag, do the following:

On the Fulfillment screen, if you have selected Custom Product Menu, do the following:

• In the upper right corner, tap the barcode icon or use the barcode scanner to start adding the products to the bag. You will be able to manually change the quantity of the product once you have scanned its barcode. 
• Tap the right-forward arrow to the right of the Metrc or Package Control product to view the package UID number. 
• The Fulfilled/Price column and the corresponding box at the bottom of the screen, show the number of products added to the bag and their value.
• As soon as you are done, tap the Mark as Fulfilled button in the bottom right corner. In case, you need to pause the process of fulfillment, tap Stop Fulfilling in the upper left corner.

On the Fulfillment screen, if you have selected one of the earlier selected menus, do the following:

• In the upper right corner, tap the barcode icon or use the barcode scanner to start adding the products to the bag. You will be able to manually change the quantity of the product once you have scanned its barcode. Or you can tap the plus icon to the right of the product to add the remaining quantity all at once.
• The Menu column shows the suggested quantity that can be fulfilled. However, you can add less product quantity or more.
• The Fulfilled/Price column and the corresponding box at the bottom of the screen, show the number of products added to the bag and their value.
• The Remaining/Available column shows how many products have been fulfilled (Remaining), and if the Office has enough quantity so that the bag can be fulfilled (Available).
• Tap the right-forward arrow to the right of the Metrc product to view the package UID number. 
• As soon as you are done, tap the Mark as Fulfilled button in the bottom right corner. In case, you need to pause the process of fulfillment, tap Stop Fulfilling in the upper left corner.

You cannot add the Weight Range, In Jar, and hidden from the Product List products to the bag.

In case you exceed the limit of the maximum product value a courier can carry in a bag, an alert appears and the price of the bag is highlighted in red if you mark the bag as fulfilled.

As you have tapped Mark as Fulfilled, the bag automatically transfers to the Fulfilled column and at this point, the bag is still unassigned.

The Custom Menu right pane has three columns for the products that have been Fulfilled, Sold, and that are still Remaining in the bag.

• Tap the Transfer button to assign the Courier Register to this bag.

To assign a driver, do the following:

• In the Office Name field, select one of the available On-Demand Offices when a driver comes to collect the bag, and then tap Transfer.

The transferred bag appears in the Passed to Courier column. The name of the driver appears next to the On-Demand Office name as soon as the driver opens the shift.  

To adjust the bag quantity, do the following:

When the drivers finish their shifts, they should bring their bags back to the Storage. In case there is no product quantity left in the bag or if the amount of the remaining quantity that is shown digitally in the bag equals the quantity that is actually left in the bag, tap the Transfer button in the bag profile, and in the pop-up select the Storage you would like to transfer the bag to.

If the quantity does not match, tap the number of the remaining product that needs to be adjusted. The quantity can be either increased or decreased. In the Product Adjusted window, in the Actual box enter the number of products in the bag, provide a reason, and leave a note, if needed. You can transfer this bag to the Storage with all its quantity so that the bag can be fulfilled again.

If you need to quickly empty the bag, tap the more options button at the top right of the left pane, and then select Write-Off. In the Write-Off window, in the Adjustment Reason field select the reason. The Add Expense toggle is turned on by default, you can turn it off and leave a note, if needed, and then tap Write-Off.

After the Write-Off and Transfer actions, the bags are back to the Pending column. 

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