When a customer purchases an item on Shop MyLocal you'll need to process the sale in Shopfront to ensure your stock and sales balance.
You'll receive notifications in multiple ways:
- An email directly from Shop MyLocal,
- A notification in the Shopfront notification panel,
- The sell screen option incrementing the outstanding invoice count
To process the sale, you'll need to be on the sell screen while having the location set as a register.
After the integration with Shop MyLocal has been completed, you'll now find a new option at the bottom of the sell screen with the Shop MyLocal logo and a count of outstanding invoices (if there are any outstanding invoices).
After selecting this option, you'll be presented with a screen that shows the current invoices that are waiting to be completed.
On this screen, there are two main parts, the statistics (showing the total amount of outstanding, how many require attention / picking and how many are waiting for customers to pick up) and the sales.
To view more details about a sale, simply press the sale and it will expand (similar to how the sales history in Shopfront works).
Once you've received an invoice you should pick the products off the shelf that are displayed and put them aside to ship or to wait for them to be picked up.
Shipping an Order
If the order is to ship to the customer, you'll want to prepare the invoice for shipping by boxing the item and adding the shipping address (note, this is not functionality provided by Shopfront, you'll need to contact Metcash and your delivery / shipping provider to determine how to do this).
Once the order has been prepared and is about to be shipped from your store, you'll need to mark it as sent in Shopfront by pressing the Mark as Sent button. Once pressed you'll be presented with the product matching screen (more details below).
Preparing an Order for Collection
After you've collected the products and put them aside for the customer, you'll want to mark the order as ready to collect in Shopfront by pressing the Ready to Collect button.
This will notify the customer that their order is ready and that they can come in to pick it up.
When the customer comes in to collect their items, you should press the Collected by Customer button (this should be done while the customer is there to verify their order). Once pressed you'll be presented with the product matching screen (more details below).
Match Shop MyLocal Products to Shopfront Products
Because Shopfront is not the source-of-truth for products, you'll need to perform a matching process to verify that all the barcodes from Shop MyLocal match products in your Shopfront store. Shopfront should be able to match the vast majority of products from Shop MyLocal by default and no manual matching should be required, however we highly recommend verifying the products that were matched.
The matching screen appears after marking an invoice as sent or ready to collect (note, the invoice isn't completely marked as sent or ready to collect until the matching process has been completed).
Each product requires two parts to be matched, the product that exists in Shopfront and the barcode quantity that corresponds to the barcode provided by Shop MyLocal (note, barcodes from Shop MyLocal are padded with zeros to 14 digits, Shopfront attempts to match by subtracting the padding and then finding the closest match to your file).
You can search for products the same way that you can find them in the sell screen.
The quantity multiplied by the barcode quantity is the total number of individual units that you'll be providing the customer (e.g. if the quantity is two and the barcode quantity is 6 you'll be providing the customer with 12 bottles / cans / etc).
Once you've matched the products and verified that they are correct, press the Process button. This will request a confirmation that the order is correct, if it is, press the Process button in the dialog.
This marks the invoice as Shipped / Collected on Shop MyLocal and creates a sale in Shopfront (payments get applied to the Shop MyLocal payment method that is generated when first integrating the Shop MyLocal integration and the Shop MyLocal Delivery payment method if applicable).
Sales will have an invoice number that is generated and ends with G (to prevent collision with any sales from the register), sales will also have an order reference in the format shop-mylocal-nnn where nnn is the Shop MyLocal invoice number.
Products will be sold at their normal in-store cost (note, marketplace fees are unavailable to integrations and Metcash recommends treating the marketplace fees like a merchant fee for credit cards).