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

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# Retail POS App | Two-Step Fulfillment

## Two-Step Fulfillment in the POS App.

Our Two-Step Fulfillment System involves 2 main steps: [Preparing](https://support.blaze.me/hc/en-us/articles/retail-pos-app-two-step-fulfillment#Preparing) and [Fulfilling](https://support.blaze.me/hc/en-us/articles/retail-pos-app-two-step-fulfillment#Fulfilling) the order.

This Checkout Type is designed for orders that have two employees processing an order. One employee prepares the order, and the other employee fulfills and checks out the order. Navigate to the sections below to learn more. 

#### Global Settings

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

- Navigate to BLAZE \> Global Settings \> Current Shop Settings \> **Terminals**
- Click the **Edit** button for the desired Terminal to be enabled for Two-Step Fulfillment
- Checkout Type: Select the Fulfillment option 
- Click the **Save **button
- *Repeat as necessary*
- The modified **Terminal**(**s**) are now *ready to process* orders using BLAZE's **Two-Step Fulfillment**

![Three-Step Fulfillment 1-1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%201-1.png?width=688&height=351&name=Three-Step%20Fulfillment%201-1.png)

#### Prepare the Order

New orders can be processed by [looking up an Existing Member](https://support.blaze.me/hc/en-us/articles/retail-pos-app-two-step-fulfillment#looking) or [creating a New Member](https://support.blaze.me/hc/en-us/articles/retail-pos-app-two-step-fulfillment#creating). 

### Existing Member

1\. If a Member already exists, navigate to **Members** 

- Search the member's name in the search bar
- Tap the **Add to Queue** button

![Three-Step Fulfillment 2-1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%202-1.png?width=688&height=516&name=Three-Step%20Fulfillment%202-1.png)

2\. A popup will appear

- **Assign the Member** to an available Employee or leave **Unassigned**
- Select which **Queue** (Delivery, Walk-In, or Special) to add them to (These may be different than the ones you see, depending upon your Queues selected in Global Settings).

![Three-Step Fulfillment 3-1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%203-1.png?width=688&height=516&name=Three-Step%20Fulfillment%203-1.png)

3\. Navigate to Retail \> Unassigned or My Queue \> **Prepare**

- Tap on the **Member** recently added to the selected **Queue**

![Three-Step Fulfillment 4-1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%204-1.png?width=688&height=516&name=Three-Step%20Fulfillment%204-1.png)

NOTE: To continue preparing the order, **skip to step 5** in the following [New Member](https://support.blaze.me/hc/en-us/articles/retail-pos-app-two-step-fulfillment#New) section.

 

### New Member

1\. To sign up a New Member, navigate to Retail \> Unassigned \> **Prepare**

- Tap on the **New Order** button

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

 

![Three-Step Fulfillment 5-1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%205-1.png?width=688&height=516&name=Three-Step%20Fulfillment%205-1.png)

 

2\. Either **scan the Member's ID** with a [compatible scanner](https://support.blaze.me/hc/en-us/articles/retail-compatible-barcode-scanners-and-using-them?hsLang=en) or manually enter the Member's ID by tapping the **Manually Enter DL** button.

![Three-Step Fulfillment 6-1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%206-1.png?width=688&height=516&name=Three-Step%20Fulfillment%206-1.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 7-1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%207-1.png?width=688&height=516&name=Three-Step%20Fulfillment%207-1.png)

 

4\. Either tap the **Add to Queue** or Start Order buttons.

![Three-Step Fulfillment 8-1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%208-1.png?width=688&height=516&name=Three-Step%20Fulfillment%208-1.png)

 

5\. Select the desired products. 

- Then tap the **Checkout** button

![Three-Step Fulfillment 9-1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%209-1.png?width=688&height=516&name=Three-Step%20Fulfillment%209-1.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 **Send to Fulfillment** button
- *The order is now ready to Fulfill*

![Three-Step Fulfillment 10-1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%2010-1.png?width=688&height=516&name=Three-Step%20Fulfillment%2010-1.png)

 

#### Fulfill

1\. Navigate to Retail \> My Queue \> **Fulfill**

-  Tap on the new order

![Three-Step Fulfillment 11-1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%2011-1.png?width=688&height=516&name=Three-Step%20Fulfillment%2011-1.png)

 

2\. The status of each product will, by default, be "Not Packed" until either the **Fulfill** button is tapped or [scanned](https://support.blaze.me/hc/en-us/articles/retail-compatible-barcode-scanners-and-using-them?hsLang=en).

- 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 use a [compatible scanner](https://support.blaze.me/hc/en-us/articles/retail-compatible-barcode-scanners-and-using-them?hsLang=en) of the item being fulfilled
- *Repeat as necessary 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 12-1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%2012-1.png?width=688&height=516&name=Three-Step%20Fulfillment%2012-1.png)

 

3\. The status will change to "Packed" when **fulfilled**.

- When all products have been fulfilled, tap the **Checkout** button at the bottom of the page

![Three-Step Fulfillment 13-1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%2013-1.png?width=688&height=516&name=Three-Step%20Fulfillment%2013-1.png)

4. **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).

- Add any notes to the order, if desired
- Tap the **Complete** button

![Three-Step Fulfillment 14-1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%2014-1.png?width=688&height=516&name=Three-Step%20Fulfillment%2014-1.png)

 

5\. If applicable, give any change due at this time.

- **[Print](https://support.blaze.me/hc/en-us/articles/retail-pos-app-how-to-connect-your-wifi-tsp-printer-to-an-ipad?hsLang=en)** or [**Email the receipt**](https://support.blaze.me/hc/en-us/articles/retail-how-to-email-receipts?hsLang=en) to the desired email

![Three-Step Fulfillment 15-1](https://support.blaze.me/hs-fs/hubfs/Knowledge%20Base%20Import/Three-Step%20Fulfillment%2015-1.png?width=688&height=516&name=Three-Step%20Fulfillment%2015-1.png)

 

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