Leafly Online Order Fulfillment
Note: This is the second step of the integrated Leafly online order process:
- to learn how to accept an online order click HERE
Once you have accepted a new Leafly order from the POSaBIT POS, it is time to build out the cart. Below are the steps a budtender would take to build out an online Leafly order after it has been accepted.
- Gather the requested products and scan them into the cart. Each product must be scanned to confirm that it is the same product and lot# the customer ordered.
- If a product is unable to be scanned, you can use the product search at the top of the screen to manually add products.
- When the order is ready (you can put the scanned products in a bag and write the customer's name on the bag), open the Order Actions menu in the top right of the screen and select Save Order.
- A Save Order pop-up lets you choose the order type, add an order note, and then mark the cart as new, save it as a paused cart, save it as a filled cart, or go back to the cart.
- Mark Cart as New: Press this when the order was accidentally opened and has not been worked on at all. This will move the order back to the New column within the order pad.
- Save as Paused Cart: Press this if you are unable to complete building the cart at this time, this will move the order to the middle column on Order Pad labeled Processing
- Save as Filled Cart: Press this when the cart is fully prepared and ready to be picked up
- Once you click Save as Filled Cart, the customer will automatically receive an email from Leafly, letting them know their order is ready for pickup.
- To learn how to finalize and complete an online order click HERE.
Notice: If you try to add a product that was not ordered, a pop-up will ask you to confirm to add it anyways. Additionally, if you remove an item a pop-up warning will have you confirm that you wish to remove the ordered item.
For additional assistance please reach out to POSaBIT support @ 1 (855) POSaBIT OR SUPPORT@POSaBIT.COM
