Order capture

As a store associate, you can search for products for a customer, choose appropriate fulfillment options, add the products to the cart, and capture payments.

In stores, customers often want to purchase products in different sizes, colors, or other variations.

By using the order capture feature in Sterling Store Engagement, you can have all the required product information on a mobile or desktop device. You can search the catalog by keywords or by scanning the bar code of the product.

You can also scan a product to find more information such as whether the product is available in different variations, its availability, the supported delivery methods, and more. If the customer wants a product that is not available in the store, you can check whether the product is available to ship or to pick up from another store.

You can also capture an order that has products with multiple fulfillment types. For example, a customer wants to purchase a T-shirt from a store along with a camera, which is out-of-stock in the current store. However, the camera is available at a store 8 miles away. You can create an order with both the products and select the fulfillment type for each product. The customer pays for both the T-shirt and the camera, carries the t-shirt from the current store, and drives to the other store to collect the camera. In such scenarios, you can use Sterling Store Engagement to create an order for the customer and choose whichever fulfillment option is best, either carry from the store, ship to home, or pick up at an alternate store.

While you are capturing an order, there is an opportunity to cross-sell or up-sell products to the customer. When you find a product and view the details, you can also view the related products alongside the current product. These products can be suggested in addition to the current product. Additionally, you can also share the product details with the customer through emails.

You can also mark a single product or an entire order as a gift, add personalized messages for the recipient, and provide the option to have the products gift wrapped. The payment can be collected on the spot and the product can be shipped as a gift to the appropriate address.

You can discount the price of a product by applying a coupon or overriding the price, if required. You can also add, modify, and delete charges to the order or the individual order lines.

After all products are added to the order and the necessary modifications are made, you can proceed to checkout and collect the payment from the customer. If the customer has an account with the store, you can search for and identify the customer. If not, you can add the billing and shipping address for the customer. You can also add additional addresses for gift items. After the payment is processed, you can view the order summary to confirm the order details with the customer. The order summary provides comprehensive details such as the products in the order, the selected fulfillment options, order totals, applicable taxes and charges, and so on. Lastly, you can print an order receipt for the customer, as an acknowledgment of the purchase.