---
title: Retail | Two-Step Fulfillment on the Web
description: 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.
---

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# Retail | Two-Step Fulfillment on the Web

## 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.

Our Two-Step  Fulfillment System Involves 2 main steps:[ **Preparing**](https://support.blaze.me/hc/en-us/articles/retail-two-step-fulfillment-on-the-web#Prepare) and [**Fulfilling**](https://support.blaze.me/hc/en-us/articles/retail-two-step-fulfillment-on-the-web#Fulfill) the order.

### 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 \> Checkout Process \> Select Fulfillment

![mceclip0 (8)-1](https://support.blaze.me/hs-fs/hubfs/mceclip0%20(8)-1.png?width=688&height=77&name=mceclip0%20(8)-1.png)

- 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**

![Screen Shot 2019-09-26 at 1.24.44 PM](https://support.blaze.me/hs-fs/hubfs/Screen%20Shot%202019-09-26%20at%201.24.44%20PM.png?width=688&height=351&name=Screen%20Shot%202019-09-26%20at%201.24.44%20PM.png)

### Prepare the Order

To start, make sure you have an open **Cash Drawer **

Navigate to** POS **in the** Menu**

- To change** Terminals **click the** Change **button
- Click **Start Drawer** 

![mceclip0 (9)-1](https://support.blaze.me/hs-fs/hubfs/mceclip0%20(9)-1.png?width=688&height=333&name=mceclip0%20(9)-1.png)

Navigate to **Dispatch** in the Retail Menu.

New orders can be processed by looking up an Existing Member or creating a New Member.

### Existing Member

1. If a Member already exists, navigate to **Find Member**.

- Search the member's name in the search bar
- Click inside the box to add the member to the queue
- NOTE: Click the member's name to be taken to the member's profile

![mceclip1 (4)](https://support.blaze.me/hs-fs/hubfs/mceclip1%20(4).png?width=688&height=339&name=mceclip1%20(4).png)

2\. You will be able to see any alerts or expiry dates for your member. Edit if needed.

- Select **Pickup** for a walk in order
- Click Continue

![mceclip0 (10)-1](https://support.blaze.me/hs-fs/hubfs/mceclip0%20(10)-1.png?width=688&height=336&name=mceclip0%20(10)-1.png)

3\. Click **Send to Unassigned**

![mceclip1 (5)](https://support.blaze.me/hs-fs/hubfs/mceclip1%20(5).png?width=688&height=333&name=mceclip1%20(5).png)

4\. You now see you have an empty transaction for your member in the **Unassigned** queue.

![mceclip2 (2)](https://support.blaze.me/hs-fs/hubfs/mceclip2%20(2).png?width=688&height=187&name=mceclip2%20(2).png)

NOTE: To continue preparing the order, [skip to step 7](https://support.blaze.me/hc/en-us/articles/retail-two-step-fulfillment-on-the-web#Once) in the following New Member section.

### New Member

1\. To sign up a New Member, navigate to **Dispatch** and click **New Member**

![mceclip3-1](https://support.blaze.me/hs-fs/hubfs/mceclip3-1.png?width=688&height=332&name=mceclip3-1.png)

2\. Enter in the Member information and click **Save**

    NOTE: You are able to scroll down on the **New Member** window.

![mceclip6-1](https://support.blaze.me/hs-fs/hubfs/mceclip6-1.png?width=688&height=338&name=mceclip6-1.png)

3\. We are alerted here that we need to enter their Driver License information

- Click on the Member's name to view their profile

![mceclip0 (11)-1](https://support.blaze.me/hs-fs/hubfs/mceclip0%20(11)-1.png?width=688&height=334&name=mceclip0%20(11)-1.png)

4\. Here you are able to see the full Member Profile and make any changes that are needed

-      Driver License information is located in the **Member Identification** section

![mceclip9-1](https://support.blaze.me/hs-fs/hubfs/mceclip9-1.png?width=688&height=333&name=mceclip9-1.png)

5\. After updating the information, click **Add To Queue**

![mceclip4-2](https://support.blaze.me/hs-fs/hubfs/mceclip4-2.png?width=688&height=336&name=mceclip4-2.png)

6\. Select **Add To Walk-In**

![mceclip5-2](https://support.blaze.me/hs-fs/hubfs/mceclip5-2.png?width=688&height=334&name=mceclip5-2.png)

### **7. Once your member is in your queue, navigate to POS**

- You will see the order is in the "Preparing"
- Select **Walk In** to see the transaction
- Click **Start/Resume**

![mceclip6 (1)](https://support.blaze.me/hs-fs/hubfs/mceclip6%20(1).png?width=688&height=333&name=mceclip6%20(1).png)

 

8\. Select the products for this transaction by clicking the **ADD** button of each product needed

 

![mceclip7-1](https://support.blaze.me/hs-fs/hubfs/mceclip7-1.png?width=688&height=334&name=mceclip7-1.png)

9\. You will be given a window to choose the quantity of product needed

- Click **Add To Cart**

![mceclip8](https://support.blaze.me/hs-fs/hubfs/mceclip8.png?width=688&height=264&name=mceclip8.png)

10\. You will see the products selected in the **Prep Mode** window

- Click **Next**

![mceclip15](https://support.blaze.me/hs-fs/hubfs/mceclip15.png?width=688&height=334&name=mceclip15.png)

11\. In Checkout you have the opportunity to edit your order if needed

- You can also add** Promotions** or **Discounts** to the order
- Click **Send To Fulfillment**

![mceclip9 (1)](https://support.blaze.me/hs-fs/hubfs/mceclip9%20(1).png?width=688&height=330&name=mceclip9%20(1).png)

### Fulfill

1\. You will see this transaction is now in the **Fulfillment** queue

- Click **Fulfillment**

![mceclip10](https://support.blaze.me/hs-fs/hubfs/mceclip10.png?width=688&height=252&name=mceclip10.png)

2\. In **Fulfillment** go to the transaction and click **Start/Resume**

![mceclip11](https://support.blaze.me/hs-fs/hubfs/mceclip11.png?width=688&height=331&name=mceclip11.png)

3.  When the order is ready to be packed, click **Fulfill**

![mceclip1 (6)](https://support.blaze.me/hs-fs/hubfs/mceclip1%20(6).png?width=688&height=329&name=mceclip1%20(6).png)

4\. The transaction is now ready to be tendered

- Click **Place Order**

![mceclip12](https://support.blaze.me/hs-fs/hubfs/mceclip12.png?width=688&height=335&name=mceclip12.png)

5\. You will be in taken to the **Payments** screen

- Choose the payment option needed
- NOTE: if using multiple payment options, click **Multiple Payments** before selecting a payment method

![mceclip13](https://support.blaze.me/hs-fs/hubfs/mceclip13.png?width=688&height=335&name=mceclip13.png)

6\. Enter your payment amount in the **Enter Amount** window

- Click **Enter**

![mceclip14](https://support.blaze.me/hs-fs/hubfs/mceclip14.png?width=688&height=332&name=mceclip14.png)

7.  On the main screen you will see the amount of **Change Due**

- You will get a pop up window to **Print** which will print the transaction, **Print Receipt**, **Go To Queue** or **Send Receipt**
- Click one of the options

![mceclip2 (3)](https://support.blaze.me/hs-fs/hubfs/mceclip2%20(3).png?width=688&height=337&name=mceclip2%20(3).png)

8\. You will then see that the transaction is completed and no longer in the queue

- Note: You can go to the **Menu** on the left and click into **Transactions** to see your past transactions

![mceclip24](https://support.blaze.me/hs-fs/hubfs/mceclip24.png?width=688&height=334&name=mceclip24.png)

 

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