How to use Order

Up
 Log in
• When you click on the link it
will lead you to login in with
you LDAP and password.

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Cecilia Cardenas/Fernanda Ayala
 Select store
number

• Once you have logged with

your credentials store
number will be requested,
to find store number on
BODFS or BOPIS just open
the order in home and
check under fulfilment
info

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Cecilia Cardenas/Fernanda Ayala
 Enter the order number in
Search for an order the search section

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 Edit & Changes

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 DRAFT
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 • If customer forgot to add apartment number, or delivery
Update delivery address (minor details and the order is not out for delivery yet, you can add
details to the address by clicking on edit and add the
change) information under street address, click on continue to
options save changes.

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Cecilia Cardenas/Fernanda Ayala
• If the change was done correctly
after clicking on continue it should
lead you to update delivery
options. If it was successfully
changed a blue banner will
appear.

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 Change delivery date

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 When to use?
• Customer calls saying he is off for vacations and won't be home for a
week more.
• Customer doesn't have enough space to receive items and will make
some room and needs time.
• Will not be home and wants to receive delivery.
• There won't be any 18-year-old or older at cx house

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 Change
delivery
date
If delivery date needs to be
changed you will click on
edit make sure to click on
save

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• Calendar will
appear, provide availabl
e dates for the
customer, if he has
settled for a date, select
and click on continue
to charges (orange
option on bottom)

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• Make sure to click on save, if you updated correctly delivery date will
show a blue banner indicating it was updated successfully.

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 Status

Important when Complete: the customer has not received the

changing
order, but it shows as complete you can't make
changes to it and a call to the store is needed.

delivery date In-transit: the order is in the truck and out for
delivery, we can't change it.
BODFS
Cancelled: Refund has already been processed
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and there is no need to reschedule

Cecilia Cardenas/Fernanda Ayala

Changing fulfillment
store
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 • Customer may call saying their local store
called to inform they didn't have enough in
stock to fulfill the order. If he lives in the
middle of a certain range between store, a
When to use? different store can fulfill the request. We
can help by reassigning the store that will
deliver.

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• Click on the actions
option and select to
find inventory.

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• After clicking on find
inventory you will
select the
quantity and the
items that need to be
transferred to a
different store, after
entering the qty on
the top click on
submit
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• The stores that can
fulfill the qty will
appear, select a
store, add notes and
click continue

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• Don't change the
truck type and
count. Click on
continue to calendar
to select delivery
date

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• Select a Date from the options
provided and click on Create
delivery

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 Cancel item
• In case is an individual item select
cancel line items. To cancel the
complete order click on cancel
order

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• An editable list of the existing
items will appear, add the qty to
cancel on the space and click on
submit to cancel

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 Change signature requirement

• If a customer is not going to be

home but doesn't mind for
delivery, click on edit delivery
options

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• Select no under signature required and click on continue to
calendar.

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 Adding a pickup person (BOPIS)
• Click on edit pickup

• Enter Alternative
Pick up Person and
click Save Changes

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 Changing pickup date (BOPIS)
• Click edit under Scheduled pickup

• Select a date and click Save Changes

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How to use ESVS
 Log in
• Remember ESVS can only be used on internet explorer.
• 1. Enter store # (it will always be the store who will fulfill the order).
• 2. Log in with your credentials (LDAP and Password).

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 Search for an order
• Make sure to click where on Search order/Quote to open the order

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• It will automatically add the store number as special order, delete the
characters and enter the order number. and click on search.

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Markdowns

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 When to use?
• Item damaged
• Not what expected
• Reorder and had promo code before

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 Markdowns
• BODFS and BOPIS markdowns are processed the same way for each
individual item.
• 1. Search for the order#.
• 2. Click Mkdn on the item line that needs to be markdown.

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• 3. Select the reason of the markdown.
• 4. Markdown type (% off, Dollar off, new selling price).
• 5. Value of the discount and reason.

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• Accept and a little star will
appear next to the item.
• Click continue in the bottom
of the screen.
• Choose Phone sale on process
payment

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• Click on cancel it will take
you to the next screen.

• Click on tender order (fist

option)

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• A list of name will appear, checkmark to complete and click on tender
order

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• Select total

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• Click on the tender (visa, mastercard, amex, etc)
• Email select no.

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Delivery Refund (BODFS)

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 When to use?
• After ETA delivery window
• Item delay
• Item was picked at store

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 Delivery Refund (BODFS)

• After following search order steps

click on order and select open sold
for change

• Select reason (other) and accept

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• Click on Outside delivery

• Click on delivery charges tab, carry out/ will call delivery will appear

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• Click on left side Change Delivery
Charge Amount

• New charge amount $ 0, select

reason code. Approving manager
select Online

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• Click on save, Select
work type and click on
save

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• Select continue and lock in
changes

• Cancel change agreement

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• Process payment on SPOS/ Phone
Sale

• Complete Refund on SPOS as

explained before

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 Changing fulfillment store

• After following search order #

• Select Outside Delivery. Outside Delivery screen will appear

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• Click Work Order tab

• Click Modify next to active work order

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• Find Inventory

• Select items to be fulfilled by

different store and click on find
store

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• Click on manual resource, select Can Not Pull in Time on pop-up
menu

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• This will be the next screen

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• Original item will show as cancelled and it will show new order
submitted and approved. Click on save

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Change order
from BODFS
to BOPIS

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• After following search order process. Click on Order tab and select
Open sold order for change

• Select reason code other

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• Enter sku that needs to be converted to BOPIS and click enter on your
keypad

• Add Qty

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• Check box from BODFS items to BOPIS and click on the green arrow

• Confirm Will Call details are correct, click on Save

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• New line item will appear on Order details, repeat as many times as
needed. Click on continue to save changes

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• Click return/Cancel merchandise.

• Cancel the items, select reason code and qty, click on save

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• Click continue twice and change summary screen will appear, click on
Lock in changes

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• Pop up will appear, click Yes

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• Complete shipping refund on SPOS by clicking on Phone Sale

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