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Online Ordering
Purpose
To efficiently process online or phone orders placed for in-store pickup or curbside delivery. Proper handling of order ahead workflows ensures timely fulfillment, reduces customer wait times, and helps maintain accurate inventory records.
Role
Receptionist
Fulfillment Agent
Budtender
Shift Lead
Timing
Throughout operating hours
Steps
- Monitor incoming orders from online platforms such as Dutchie, Weedmaps, or Jane. Assign a staff member to manage this task during peak hours.
- Review each order for completeness and verify that all requested items are in stock. If substitutions are necessary, contact the customer before preparing the order.
- Accept or confirm the order in the online platform or your internal tracking system, marking it as “In Progress.”
- Print the order manifest or receipt and use it as a picking list. Gather all products from the sales floor or back stock, verifying SKUs and package IDs.
- Package the order in accordance with compliance rules, including child-resistant packaging and exit bags where required.
- Label the order clearly with the customer’s name, order number, and status. Place the packaged order in the designated pickup or curbside staging area.
- When the customer arrives, verify their ID and ensure that it matches the name on the order. For curbside transactions, perform verification before handing off the order.
- Complete the sale in the POS system. Collect payment if required, issue a receipt, and mark the order as “Complete.”
- Update order status in your online platform. If the customer does not arrive within the designated window, follow store policy for order cancellation or restocking.
Log any discrepancies, substitutions, or customer issues for management review.
CloudBox Smart Containers Eliminate Manual Inventory Counting
I've not got much to say here - videos are great, and you should use them as much as possible to educate users on your product!
Reduces the amount of staff and labor hours involved in an inventory cycle count by 50-60%.
Finds discrepencies between the Point of Sale and your inventory.
CloudBox notifies you when a SKU is approaching its expiration date.
Get ahead of regulatory audits by always knowing what is happening with your inventory.
Watch CloudBox in action:
Equipment
- Order ahead platform access
- POS system
- Picking slips or manifests
- Exit packaging and labels
- ID verification tools
Curbside staging signage
Tip
Organize pickup and curbside orders in separate zones to avoid confusion during busy times. Clear signage and communication between staff roles improve speed and accuracy.
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