TAKU Retail
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    • βœ…Onboarding Checklist
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          • Creating / Editing Tender Types
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        • How Taxes Work in TAKU
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    • πŸ›’Sales & Returns
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      • Creating Pre-Orders (Prepaid)
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      • Adding Inventory Items
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    • 🌐Start Selling Online
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        • Online Taxes
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      • Designing your Storefront
        • Designing your Online Store
        • Designing your New-gen Instant Site
        • Adding the "About Us"
        • Adding your Business Number
        • Adding a Logo to your Invoices
        • Adding "Shipping & Payment" Policies
        • Adding a "Return Policy"
        • Adding "Terms & Conditions"'
        • Getting Consent at Checkout
        • Adding a "Privacy Policy"
        • Enable/Disable Your Instant Site
    • 🧾Handling Online Orders
      • Fulfilling Online Orders
      • Buy Online Pickup In Store
      • Buy Online Return or Exchange In Store
      • Buy Online Pay In Store
      • Online Storefront Only
        • Signing into TAKU eCommerce (External)
        • Resetting your Password for TAKU eCommerce (External)
    • πŸ“±Facebook / Instagram Shop
      • Facebook Shop
      • Instagram Shop
  • Marketing
    • πŸ”ŽBe Found Online Locally
      • Google My Business
      • Google Product Listings
    • πŸ’¬Live Chat
      • Facebook Messenger Live Chat
    • πŸ“ˆTracking Online Traffic
      • Facebook Pixel
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  • Apps
    • πŸ’³Payments
      • In-Person Payments
        • πŸ‘‘TAKU Pay
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          • Pairing TAKU Terminals
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          • Card-Not-Present
        • Ⓜ️Moneris
      • Online Payments
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  1. Selling In Store (POS)
  2. Sales & Returns

Creating Pre-Orders (Unpaid)

PreviousCreating Pre-Orders (Prepaid)NextCommitments (Recurring Orders)

Last updated 1 year ago

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With TAKU, you can sell unpaid pre-orders of products for pick up at a future date

  1. Because credit card checks require payment integration, the Pre-Order function in TAKU is only available to stores that use our integrated TAKU Pay payment processing.

  2. Any sale or order that is not fulfilled (e.g. picked up by the customer) at the time the transaction is created, will automatically appear under Upcoming Orders in the main navigation menu once the transaction is finalized. Note that transactions in Upcoming Orders are always sorted by Outgoing Date for easier fulfillment.

  3. All sales or orders that need to be fulfilled (e.g. not taken by the customer at the time the transaction is created) will require an Account to be associated. This is to make sure that there is a customer associated to the transaction and that there is a way to contact the customer.

  1. Navigate to Sell > Sales Register

  1. To switch to Pre-Orders, click on SALES located at the top left and select Pre-Orders. The header will now show PRE-ORDERS.

  1. Add a customer Account to the transaction.

  2. Please enter the outgoing date on which the customer will receive the item.

  1. Click the Pay green button to open the tender screen

  2. At this point, you will have two options to finish or finalize this pre-order.

    1. Click the DONE button to finish the pre-order without a credit card check.

    2. To do a credit card check and save the card, select one of the integrated credit card payment tender buttons (including integrated Terminal, Manual Entry or Saved Card). The card being used will be authorized for $0.50 and then immediately cancelled. This check is done only to verify the validity of the card being used and will not charge anything to the customer.

Add products to the pre-order the same as you would during a regular sale. Click to learn more about how to use the TAKU salesscreen.

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