Retail Omnichannel migration from OnSite
We are currently on eCOM with OnSite, I've been working with a trial of Retail evaluating our migration path since OnSite will be EOL and we will loose our POS in March. We are an electronics store so 80% of our sales are of serialized products. With a large number of online orders with in-store pickups.
Is there a way to get Retail to behave more like OnSite when processing orders? Currently OnSite gives a very nice breakdown of which items have been reserved or are backordered. It allows for partial invoicing. And then when generating the Invoice, alerts items that need serials. The order to invoice flow was really nice for our staff for in-store pickup. Products were reserved ahead of time and then could be invoiced when picked up in-store.
From what I can see none of this happens in Retail? It's very hard to navigate orders, having to go through the inventory then shipping tab and then into the order? Since we have a large number of pickups, having to go through the shipping view is a bit counterintuitive for our staff.
I'm also missing where to add serial for a eCom order item, unless I'm missing something obvious.
It seems that orders can't be synchronized until the payment has been processed, so stock is not reserved until payment happens? We have a number of cases where orders aren't paid until picked up. We were also planning on rolling out a new payment integration so our customers could place an order and reserve their item, and have a parent or guardian pay for their item within say 3 days.
If Retail doesn't reserve stock we could easily end up with customers coming in and no item for them. Or worse telling a walk-in on the floor we have one and then having to tell them we were wrong after we to lockup to get the item for them.
Has anyone made this transition successfully? Any workflow recommendations? We really like OnSite, and it's frustrating to have a product discontinued out from under us with no replacement. I was hoping Retail would be closer to OnSite in features.