Let customers know their order is ready to pick up
Email the pick-up notice with the docket, and remind anyone who hasn't collected.
What this is for
A counter collection is a docket like any other, but it reads in pick-up words: Ready for pick-up and Picked up. Emailing the customer marks it ready, and a reminder can go again if the goods are still on the counter after a few days.
What is on this screen
Each part of the screen above, top to bottom, and what changing it affects.
A pick-up docket
- Draft · Ready for pick-up · Picked up
- The docket's state, in pick-up words.
- Email customer it's ready for pick-up · Send pick-up email again
- Opens the check screen with the Ready for pick-up email and the docket attached. Once it's sent the docket reads Ready for pick-up.
- Customer has picked it up
- Marks it Picked up and moves the job to Dispatched.
- Collected by (docket builder)
- Who is collecting, recorded on the docket when you make it.
Settings → Production → Job sheets
- Remind customers who haven't picked up · Send again after n days
- Off by default. On, a docket still Ready for pick-up that many days (1 to 60, 7 to start) after its pick-up email gets the email again, docket attached, marked as a reminder.
Before you start
- The job goes out by Client pickup, or you choose Counter collection when you make the docket.
Step by step
- 1
On Outbound, make the docket with Going out by set to Counter collection.
- 2
When the goods are packed, press Email customer it's ready for pick-up. Check the email and press Send it. The docket now reads Ready for pick-up.
- 3
When they collect, press Customer has picked it up, or have them sign for the goods on screen with their name under Received by.
- 4
To chase slow collectors automatically, turn on Remind customers who haven't picked up in Settings → Production → Job sheets and set the number of days.
Tips & gotchas
- The reminder goes once. Sending the pick-up email again by hand starts the wait again.
- Staff get a notice in Sign OS when a reminder goes.
- No reminders go while your shop's customer emails are switched off.
- The wording is yours: Settings → Look & paperwork → Templates → Ready for pick-up.