The checkout process at the point of sale or express order – Helpdesk

The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link.

When you're at a supplier's point of sale, just enter your order at the checkout. The sales advisor will be able to receive your order directly! This option is available to iSYBUY users who have subscribed to the mobile option.

In this article :

First steps
Order information
Choice of addressees
Order validation
The "Receive" tab
The "Orders" tab

First steps

The first step is to go to the "Order" tab in your mobile application

Then select "Point of sale checkout".

Select a supplier from the list that appears

Depending on the supplier, you can select an outlet by clicking directly on the one of your choice, or you can go straight to the next step by clicking on "skip selection", especially if you don't see the one you're looking for.

Order information

You then need to fill in the order details, specifying at least the amount of the order and the corresponding item.

You also have the option of specifying other information, such as the accounting code, or taking or attaching a photo of the order receipt. You can also add a comment to your order so that you can see at a glance what the photo contains (e.g. Order quote 27251).

Note :
If the order exceeds the user's maximum expenditure commitment threshold, the site approval path will be triggered. The order will only be sent to the supplier once the final approver has validated the express order.

Choice of addressees

Once you have clicked on confirm order, you will have to choose the recipient(s) who will receive the order form.

The default recipients will be those configured in the agency to which your site is attached for the chosen sales outlet. The order will only be sent to the recipients you have selected.

You can enter the recipients of your choice if the one you want does not appear in the list.

Note :

These recipients will be displayed in the order details on the web as well as on the Purchase Order sent to the supplier.

Order validation

Then enter your security key and click on order. Your security key is the same as on the web.

There are then two possible options: either the order is subject to an approval process or it is not.

Option 1 : If it is, the request is sent to the person who has to approve the order. All you have to do is wait for the approver to return. This is the screen that appears in this case.

Option 2 : If this is not the case, or once the order has been approved, you must click on the "Receive" tab to access the orders.

Then click on the one that interests you in the "My orders" section.

The "Receive" tab

You will then see a summary of who placed the order and when. In particular, you will see the term "Express Counter Order", which means that the order was placed at the point of sale checkout. All you have to do is click on "validate receipt" to move on to the next stage.

When you finalise the receipt, the delivery note number (BL supplier number) is the only mandatory field, but you can fill in other fields by adding a comment or taking a photo of the delivery note, for example. Once you have completed these fields, simply click on "Confirm receipt".

The "Orders" tab

This is where you'll find all your orders. Then go to the "Closed orders" section and click on "Completed orders" to access all the orders you have received.