---
title: Retail POS App | Three-Step Fulfillment
description: Three-Step Fulfillment in the POS App.
---

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# Retail POS App | Three-Step Fulfillment

## Three-Step Fulfillment in the POS App.

Our **Three-Step Fulfillment System** involves 3 main steps: **Preparing the Order**, **Fulfillment**, and **Checkout**. 

This Checkout Type is designed for orders that are being **prepared**, **fulfilled**, and **checked out** by **three different employees**.

Navigate to the sections below to learn more.  

 

#### Global Settings

*Before* using the Three-Step Fulfillment System, it must be **enabled for the terminal**(**s**) using it. This can be done on the Web in **Global Settings**. 

 

1\. Using the **Web** Retail app, navigate to **Global Settings**. Then, under **Current Shop Settings**, select the "**Terminals**" section.  

2\. Find the desired **Terminal**(**s**) to be enabled to the Three-Step Fulfillment System. Click the blue "**Edit**" button for each Terminal. 

3\. Under **Checkout Type**, select "**Fulfillment Three Steps**." Click the blue "**Save**" button for each modified Terminal. The modified **Terminal**(**s**) are now *ready to process* orders using BLAZE's **Three-Step Fulfillment**. 

![Three-Step Fulfillment 1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%201.png?width=688&height=346&name=Three-Step%20Fulfillment%201.png)

 

#### Prepare the Order

New orders can be processed by **looking up an Existing Member** or **creating a New Member**. Navigate through the two sections, **Existing Member** and **New Member**, below to learn more.   

### Existing Member

1\. If a **Member already exists**, navigate to the **Members** section on the left-hand side and **look up the member's name** in the search bar. Click the blue "**Add to Queue**" button. 

![Three-Step Fulfillment 2](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%202.png?width=688&height=516&name=Three-Step%20Fulfillment%202.png)

 

2\. A popup will appear, **assign the Member** to an available Employee or leave **Unassigned** and select which **Queue** (Delivery, Walk-In, or Special) to add them to. 

![Three-Step Fulfillment 3](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%203.png?width=688&height=516&name=Three-Step%20Fulfillment%203.png)

 

3\. Navigate to the **Retail** section on the left-hand side and click on the **Member** recently added to the selected **Queue**. 

![Three-Step Fulfillment 4](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%204.png?width=688&height=516&name=Three-Step%20Fulfillment%204.png)

 

 

NOTE: To continue preparing the order, **skip to step 5** in the following **New Member** section.

 

 

### New Member

1\. To **sign up a New Member**, navigate to the **Retail** section on the left-hand side. Click on the blue "**New Order**" button on the **Prepare** page. 

 

NOTE: This can be done in any of the Queues available.

 

![Three-Step Fulfillment 5](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%205.png?width=688&height=516&name=Three-Step%20Fulfillment%205.png)

 

2\. Either **scan the Member's ID** with a compatible scanner (link to scanner article) or **manually enter the Member's ID** by tapping the blue "**Manually Enter DL**" button.

![Three-Step Fulfillment 6](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%206.png?width=688&height=516&name=Three-Step%20Fulfillment%206.png)

 

3\. Enter the Member's **First** and **Last name**, **Birth Date**, **Sex**, **Driver's License Number**, **Expiration Date**, and **Consumer Type**; these are *mandatory*.

- For deliveries, the **Member's Address** (Street, Zip Code, City, and State) is also *mandatory*.
- The **Contact** information (Phone Number and Email Address) help lookup the Member when they return; **Phone Number** is *mandatory* for **deliveries**.
- When done, tap the blue "**Next**" button.

![Three-Step Fulfillment 7](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%207.png?width=688&height=516&name=Three-Step%20Fulfillment%207.png)

 

4\. Either tap the "**Add to Queue**" button and select an **available Queue** or tap the "**Start Order**" button.

![Three-Step Fulfillment 8](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%208.png?width=688&height=516&name=Three-Step%20Fulfillment%208.png)

 

5\. Select the desired products. Then tap the blue "**Checkout**" button.

![Three-Step Fulfillment 9](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%209.png?width=688&height=516&name=Three-Step%20Fulfillment%209.png)

 

6\. Once redirected to the **Checkout Summary**, apply applicable **Promos**, **Rewards**, and/or **Discounts**. **Ensure that the rung up order matches what they have asked for**. Then tap the blue "**Send to Fulfillment**" button. *The order is now ready to Fulfill*. 

![Three-Step Fulfillment 10](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%2010.png?width=688&height=516&name=Three-Step%20Fulfillment%2010.png)

#### Fulfill

 

1\. Navigate to the **Retail** section on the left-hand side and onto the **Fulfill** page. **Tap on the new order**. 

![Three-Step Fulfillment 11](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%2011.png?width=688&height=516&name=Three-Step%20Fulfillment%2011.png)

 

2\. The **status of each product** will, by default, be "**Not Packed**" until either the "**Fulfill**" button is tapped or use a compatible **Scanner**. The "**Select**" button **allows different batches to be chosen from**, if applicable; if tapped, a popup will appear to choose the desired batch. 

When ready to fulfill the product, tap the "**Fulfill**" button or us a compatible **Scanner** of the item being fulfilled. **Repeat** for each product of the order. 

NOTE: The **Scan** feature will **only work if connected** to a [compatible scanner](https://support.blaze.me/hc/en-us/articles/retail-compatible-barcode-scanners-and-using-them?hsLang=en).

![Three-Step Fulfillment 12](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%2012.png?width=688&height=516&name=Three-Step%20Fulfillment%2012.png)

 

3\. The status will change to "**Packed**" when **fulfilled**. When all products have been fulfilled, tap the blue "**Send to Cashier**" button at the bottom of the page. *The order is now ready to Checkout*. 

![Three-Step Fulfillment 13](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%2013.png?width=688&height=516&name=Three-Step%20Fulfillment%2013.png)

#### Checkout

1\. Navigate to the **Retail** section on the left-hand side and onto the **Checkout** page. **Tap on the order**. 

![Three-Step Fulfillment 14](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%2014.png?width=688&height=516&name=Three-Step%20Fulfillment%2014.png)

 

2\. Tap on the blue "**Checkout**" button. 

![Three-Step Fulfillment 15](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%2015.png?width=688&height=516&name=Three-Step%20Fulfillment%2015.png)

 

3\. Add any notes to the order, if desired. **Select the payment method used from your options listed** (These may be different than the ones you see, depending upon your [Payment Methods](https://support.blaze.me/hc/en-us/articles/retail-payment-options-overview?hsLang=en) selected in Global Settings). Tap the blue "**Complete**" button.

![Three-Step Fulfillment 16](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%2016.png?width=688&height=516&name=Three-Step%20Fulfillment%2016.png)

 

4\. If applicable, give any change due at this time. **Print** or **Email the receipt** to the desired email. 

![Three-Step Fulfillment 17](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%2017.png?width=688&height=516&name=Three-Step%20Fulfillment%2017.png)

 

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