Splitting Orders into Multiple Packages and Managing Them in the POS App

When creating a fulfillment order in the SHOPLINE POS app, you can split the products in a single order into separate packages, letting the customer take some items right away and have others picked up in store or delivered to their home. For instance, if a customer buys a sofa and matching cushions at a furniture store, they can take the cushions home right away while scheduling the larger sofa for home delivery later. Since everything is purchased together in one order, the customer can still take advantage of bundle discounts and other promotions.

This guide covers how to set up a fulfillment order with split packages, complete fulfillment for items shipped at a later time, and process cross-store returns for these orders.

Understanding Ship Now and Ship Later in POS Split-Package Fulfillment

When you create a fulfillment order, the products in the cart can be divided into two groups:

• Ship now: Products handed to the customer to take away at checkout. Once payment for the order is complete, their shipping status changes to Shipped.
• Ship later: Products the customer will pick up in store or have delivered to a specified address after checkout. Once payment for the order is complete, their shipping status changes to To be shipped.

By default, all products in the cart are placed under Ship later. You can switch products to Ship now one by one, based on what the customer needs.

Creating a Split-Package Fulfillment Order in the POS App

To split the products in an order into separate packages for fulfillment:

1. On the checkout screen of the POS app, add the products the customer wants to buy to the cart.
2. Tap the Other icon “...” in the upper-right corner, then select Create Pickup/delivery under Orders.
   

3. On the left side of the Create Pickup/delivery page, all products are placed under Ship later by default. Locate the item the customer is taking today and tap the toggle icon (⇌) on its right to move it to Ship now.

   • To move a product back to Ship later, tap the toggle icon (⇌).

   

   Note: If you move all products to Ship now, a Directly ship all products now? prompt will appear. Tap Collect payment to proceed directly to payment and complete checkout as a standard sale, or tap Cancel to revert your last change.

4. Select the Delivery type for the products to be shipped later and fill in the fulfillment details:

   • Pickup: Select the customer's Pickup store and Pickup date.
   • Delivery: Enter the customer's Shipping address, tap Next step, then select a shipping rate on the Select shipping rates page.

   

5. At the bottom of the page, select one of the following options based on whether the customer is paying right away:

   • Confirm, collect payments now: Go to the checkout page, select a payment method, and complete the payment. The fulfillment order is created once payment is complete.
   • Tag as Unpaid: Create the fulfillment order without collecting payment. You can find the order in the Order module of the POS app and collect payment when the customer is ready to pay.

   

Viewing and Completing Fulfillment for Split-Package Orders

After payment is complete, the order details page displays products grouped by shipping status. To view the order and complete fulfillment for the products to be shipped later:

1. In the POS app, tap the menu icon in the upper-left corner and select Order.
2. Locate the order and open its details page. Items in the order are grouped into the following categories:
   • Shipped: Products the customer has already collected. If shipped products belong to more than one shipment, each shipment is displayed separately.
   • Preparing to ship: Products waiting to be delivered or picked up.

3. When the products to be shipped are ready, complete fulfillment based on the delivery type:

   • Delivery orders: After the products are shipped, tap Mark as shipped, select the products and quantities in this shipment, then tap Confirm shipment.
   • Pickup orders: Tap More actions in the bottom-right corner, select Notify pickup under Fulfillment to remind the customer to collect their products, and tap Mark as picked after they pick them up.

   

Handling Cross-Store Returns for Split-Package Orders

Returns for split-package orders follow the same process as other POS orders. Even if the customer returns products at a store other than the one where they made the purchase, staff at the current store can switch to All orders in Order, find the original order, start the return, and then select a refund method.

For detailed steps, see "Handling Inter-Store Returns and Inventory Restocking".

Important Notes for POS Split-Package Fulfillment

• If the cart contains a Custom sale or Custom fee, the order cannot be split, and the Switch to 'Ship now' button does not appear for any product.
• When a fulfillment order contains both Ship now and Ship later products, local delivery is not supported and will not appear as an option when you select a shipping rate.
• Units of the same product (the same SKU) cannot be split when the delivery type is Delivery. If the customer wants to take some units now and receive the rest later, select Pickup as the delivery type.
• Gift cards and digital products do not require shipping and cannot be used to create a fulfillment order. If the cart contains these products, tapping Create Pickup/Delivery shows the message "Your cart contains products that don't require shipping. Please review and try again." Remove these products from the cart and try again.

Frequently Asked Questions about POS Split-Package Fulfillment

Q1: What is the difference between split-package fulfillment and split deliveries for backordered products?

A1: Split deliveries for backordered products apply when some products are out of stock at checkout. The system automatically moves the out-of-stock products to be shipped later. Split-package fulfillment applies when products are in stock but the customer wants some of them delivered or picked up later. You manually choose how each product is fulfilled when creating the fulfillment order.

Q2: Will splitting packages affect the order's discounts and promotions?

A2: No. Splitting packages only changes how products are fulfilled. All products are still paid for in the same order, so the customer can enjoy bundle discounts and other promotions as usual.

Q3: Can products to be shipped later be shipped in multiple batches?

A3: Yes. When you tap Mark as shipped on the order details page, select only the products and quantities actually shipped this time. Each shipment creates a separate shipping record.