Ship from store - Version 2

This article explains the new ship-from-store app as well as its setup and functionalities.

What is Ship from Store?

Ship from Store is a powerful solution that enables retail staff to create delivery tasks directly from the checkout counter. When customers wish to have their purchases delivered rather than carrying them home, cashiers can quickly set up delivery orders using our ship-from-store application. 

Key Benefits 

Streamlined Operations: Cashiers can efficiently capture all delivery details including customer information, delivery address, preferred time slots, and contact details directly at checkout. The system automatically generates shipping labels for easy package identification and tracking. 

Enhanced Customer Experience: Customers no longer need to carry heavy items or struggle with bulky purchases. They can simply complete their shopping and have items delivered to their preferred location at their preferred time interval. 

Integrated Workflow: The solution seamlessly integrates with your existing operations, supporting different storage requirements (fresh, dry, frozen items) and also connecting with Zebra printers for professional label printing. 

Recent Improvements

We've recently enhanced the Ship from Store experience by migrating from a standalone tablet application to our unified mobile platform. This brings improved reliability, better user interface, and enhanced functionality while maintaining the familiar workflow your staff knows. 

The new solution supports both tablets and phones on Android devices, providing greater flexibility for your store operations. 

Setup

Setting up Ship from Store requires creating cashier users with appropriate permissions and configuring planning flows with your preferred time slots and delivery areas. This feature is available only upon request and needs to go through a process of setup. Our internal teams can guide you through the setup process to ensure smooth implementation in your stores. If you do not have this functionality on your side and are interested in getting more details or implementing it please contact your CSM.

1. In order to ensure the best functionality it is recommended to first uninstall the previous version of the application 

2. After logging in with your credentials, the first screen is the configuration screen

   There are 3 parameters to set on this screen:

   • Flux/Flow - mandatory field
   • Store - mandatory field
   • Printer - optional field. This is a text box to introduce the IP address of the printer.

User profile screen and setup screen

There is a test printer button. Try to use it after you ensure that you have a valid IP address of a printer from your Wifi network to avoid possible loading issues in the future if no valid printer is associated. Next, you will allow access to photos and media.

How to create a task in the ship-from-store app

1. On the main screen, there is a Plus button in order to create a task.
2. Create task: the first 5 fields must be completed
   1. Step 1 - Details
      1. You must search for a client. (There is no possibility to add a new client here).
      2. Phone number
      3. Address
      4. Paid or not
      5. Amount
   2. Step 2 - Timeslot: You must select a timeslot defined in the Urbantz web app.
   3. Step 3 - Summary

How to add items to a task 

1. In order to be able to add items from the mobile app, they have to be defined in the list of the possible items in the Urbantz web application: in your Urbantz platform → Administration → Platform → General → Lists section → Item types section → Add an item type
2. From the main screen, the tasks list select one task
3. Three dots button → package option → Add items → Add quantities → Save
4. After an item is added, you can enter the task details screen to print the labels

By following the steps presented above your teams will be able to successfully set up and then interact with the ship-from-store application.

For any questions on the functionalities above please reach out to your Customer Success Manager, respectively to the Support team for details.