Personal Shopper- Client Shopping Flow

Flow for Check in & Starting to Shop

  1. The Front Desk volunteer will check in the client by noting their arrival on the white board, completing the top half of the Client Check-In form, tagging their vehicle and giving the client their Target gift card (if applicable).  They will bring the client to their Shopper.
  2. The Shopper will complete the Client check-in Form, the Release, and also the Linens & Kitchen Wish lists.  These Wish Lists will be given to the linens and housewares packers.
  3. Sign in as a Personal Shopper and select your client.
    1. Enter Client’s Vehicle Info for the In Store Movers and for space calculations.
    2. Make any necessary changes to the referral.  Click Update.

Shopping through the categories

If you don’t see a category listed in Personal Shopping System, it means we have NONE

Check-In Items

Kitchen Dishes, Appliances & Kitchen Checklist

Kitchen – Item Class

Bedroom

Pick mattresses, platforms, bed frames:  Always pick first from Mattress - General and then from Mattress - Grant (adhering to distribution guidelines)

Beds – Item Class

Dresser – Item Class

***If a dresser includes a nightstand(s) that takes away from the end table allotment of 2 end tables/nightstands per family**

Living Room

Kitchen Furniture

**Review the shopping cart, click Ready to Load, notify Movers**

Other Items

 

Final Steps

Enter items from the Kitchen and Linens Check Lists into the client's cart.  Mark these items as 'picked'.  Add a note about your client on the Client Info page of their record.  Describe the family (children's ages and genders), their mattress situation, the vehicle(s) they had for transport, any items they declined, and any shopping or space limitations.  Close the order.  If applicable, close the referral.


Revision #4
Created 8 January 2024 19:34:01 by Geoff Schultz
Updated 12 May 2024 19:02:36 by Ann Cattarin