Run online store pickup with Genius

Turn on Order Ahead

Order Ahead is a tool you add from the Marketplace in the Portal (Back Office). Setup is requested once and takes up to a day.

1. Find Order Ahead in the tools list and click Add.
2. Tick the pricing checkbox and click Confirm Pricing.
3. On the confirmation screen, click See My Tools.
4. Click Enable.
5. Click Get Started, then Submit Request.

Set up your store page and pickup rules

The Configuration page controls how your online store looks and when customers can collect.

Branding

• Enter your Business Name and Site Address.
• Upload your logo as a .jpg or .png, up to 5 MB.
• Customize the color palette.

Advanced Settings

• Add your store hours.
• Set the Order Ahead window and the lead time you need to prepare an order.
• Enable In-Store Pick Up, Curbside or both.
• Choose Manual or Auto Accept for incoming orders.
• Turn audible alerts for new orders on or off.

Choose which items are sold online

By default, every item in your Item Library is available for Order Ahead. Switch off anything you do not want sold online.

• One item: click the power icon in its row. Green is enabled, grey is disabled.
• A whole category: use the power icon on the category.
• Everything: use the Online icon in the header to enable or disable all items.

You can also open an item with the pencil icon and tick "This Item is Available for Order Ahead" under Where this Item Will Appear.

Add product photos

Photos added in the Item Library appear in your online store. Each item can have up to four.

1. Open the item from the Item Library.
2. In the Item Image section, click the Upload Image box.
3. Choose your image. The first one becomes the main image.
4. Repeat to add up to four. Tick Set as main image to change the main one.

Image requirements

• JPEG, PNG or WebP
• 8 MB maximum
• Between 320 × 320 and 6000 × 6000 pixels

What your customer does

Share your Order Ahead URL or QR code. Customers can order from a phone, tablet or computer.

1. They add items to the cart and click Checkout.
2. They enter their name, email and phone number.
3. They choose In-Store or Curbside and a pickup time.
4. For curbside, they enter the vehicle make, model and color.
5. They apply a promo code or tip if they wish, then pay by credit, debit or gift card.

Genius notifies the customer automatically when an order's items or status change.

Receive and accept orders on the POS

New online orders raise an alert on the POS. Orders are sorted by pickup time.

1. Tap the Notification icon when it shows a new order.
2. Tap Received Orders to open the list.
3. Tap an order, then Accept it or Reject it.

If you chose Auto Accept, skip straight to the Accepted Orders tab.

Too busy?

Tap Pause to stop new orders while you catch up, and Resume when ready. Customers see "Order Ahead is currently unavailable" but can still browse.

Prepare the order and hand it over

Once accepted, an order can be printed, changed and then marked ready.

1. Print the order on the device, or send it to a station printer.
2. If something is out of stock, use Edit & Save to add or remove items, change quantities or add a discount.
3. When it is packed, tap Complete. The customer is told it is ready for pickup.
4. Choose a receipt: Complete Order, Print, Text or Email.

Track online orders in the Portal

Order Ahead has four pages in the Portal for sales, speed and order history.

• Console: sales, discounts, net sales, tax and fees, tips and top items.
• Overview: time from placed to accepted and placed to pickup, overdue and completed orders, average order amount, and accepted and completed percentages. You can query a date range and export it.
• Orders: accept or reject orders, and search by name, phone number, pickup time, amount or status.
• Configuration: the store settings from chapter 2.