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Multi-outlet inventory with the eCom (E-Series) integration

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Multi-outlet inventory allows you to combine inventories from multiple Retail POS outlets and sync this to your eCom store. This is a quick and convenient way to make inventory from one or more of your Retail POS outlets available online for your customers to purchase.

Setting up multi-outlet inventory

  1. In Retail POS, navigate to Setup > Apps.

    E-Series-Multi-Outlet-Apps-Page.png

  2. Locate eCom and click the pencil icon.

    E-Series-Multi-Outlet-Edit-Pencil.png

  3. Scroll to the Sync Inventory Levels section and select the checkbox for each Retail POS outlet you wish to sync inventory from to eCom.

    E-Series-Multi-Outlet-Sync-Inventory.png

    By default, the outlet linked to the register you have chosen for eCom orders will be included. If you do not wish inventory to sync from this outlet, you will need to change the register linked to eCom.
  4. Click Save changes.

    E-Series-Multi-Outlet-Save.png

The inventory from these outlets will automatically combine and display on your eCom store.

Order fulfillment with multi-outlet inventory

With multi-outlet inventory fulfillment enabled, orders will be assigned to outlets capable of fulfilling the order in full where possible.

If no outlet has all products within an order in stock, the order will be split into multiple fulfillments and assigned to multiple outlets based on available stock.

Fulfillments will be assigned based on the following rules:

  • Try to fulfil the order in one outlet
  • If required, split the fulfillment across different outlets but don’t split line item where possible
  • If required split line item across different outlets

For example, assuming the following inventory is available at the specified outlets:

Outlets Shirt Hat Shoes

Auckland

10

3

5

Wellington

0

10

10

Nelson

15

10

10

Orders will be fulfilled as follows:

Order Fulfillment outlet Notes

2 shirts, 1 hat, 1 shoes

  • Auckland

 

1 shirt, 5 hats

  • Shirt assigned to Auckland
  • Hats assigned to Wellington

 

5 hats, 2 shoes

  • Wellington

While Auckland has enough inventory for shoes, you want to fulfil in one outlet where possible. Wellington takes priority here.

1 shirt, 12 hats, 2 shoes

  • Shirt assigned to Auckland
  • 2 shoes assigned to Auckland
  • 3 hats assigned to Auckland
  • 9 hats assigned to Wellington

 

17 shirts, 6 hats, 6 shoes

  • 15 shirts, 6 hats and 6 shoes assigned to Nelson
  • 2 shirts assigned to Auckland

While Wellington could fulfil the hats and shoes, it doesn’t have any shirts. Nelson takes priority here as it is able to fulfil the most out of all outlets.

The outlet(s) you want to offer stock online are selected during the setup process outlined in the Setting up multi-outlet inventory section above and can be updated at any time using the app settings page. Retail POS will only assign fulfillments to the outlets selected to offer stock online.

Order fulfillment with buy online, pickup in-store orders

For customers who would rather buy their items online but pick up in-store, you can set different locations as pickup points at checkout. This lets your customers pick the most convenient location to pick up their order.

Your online store will show pooled inventory from all locations that are pick-up locations. This means that there is the possibility that locations may oversell an item and would need to request it from another location. For information on stock transfers between outlets, visit our article How to transfer stock.

To add multiple pickup locations to your eCom store:

  1. Navigate to Online > Settings > Shipping & Pickup.
  2. Scroll to “Self Pickup” and click Add Pickup.

    Shipping and pickup screen with self pickup highlighted

  3. Enter the pick-up option's label. This label will appear on your online storefront and is visible to customers. 
  4. Enter any detailed instructions for customers.
  5. Add a pick-up charge if required. 

    Pickup settings screen. Fields to fill out label, detailed instructions for customers, and choose a pickup charge

  6. Optionally, enable a pickup date and time requested at checkout. From this section, you can set available times for pickup, customize your order fulfillment time, choose a pickup range, and add blackout periods for pickup. 

    Optional ask for pickup date and time at checkout enabled. Fields to choose days and times for pickups, order fulfillment time, pickup date restrictions, and blackout periods

  7. Click Save
  8. Under “Summary”, select the business location this pickup method will be associated with from the drop-down.

    Summary page with business location accociated with the pickup option highlighted.

  9. Click Save.
    Save button highlighted.
  10. Repeat for all locations that will offer in-store pickup.

To assign a location to an existing pickup option:

  1. Navigate to OnlineSettings.
  2. Locate the pickup option you wish to assign a location to.
  3. Click ActionsEdit.

    Shipping and pickup settings screen. Actions dropdown showing edit feature beside self pickup option

  4. Edit pickup information and choose a location to assign to the pickup method. 
  5. Click Save.

For more information on eCom orders and Retail POS, refer to our How eCom (E-Series) orders work with Retail POS (X-Series) guide.

  • Once you have integrated Retail POS with eCom, Retail POS becomes the system of record.
  • Your product catalog, pricing, and inventory information must be managed in Retail POS to ensure everything remains accurate and up-to-date.
  • eCom will send important information back to Retail POS, such as online sales, new or existing customer information associated with a sale, and inventory from a sale to keep stock levels in sync.

For further information on the eCom integration, refer to our eCom section.

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