Personal Shopper- Client Shopping Flow

Flow for Check in & Starting to Shop 

 

 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. 

 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. 

 Sign in as a Personal Shopper and select your client.

 

 Enter Client’s Vehicle Info for the In Store Movers and for space calculations. 

 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 

 

 Select Check-In Items: put a 'Cart for Homegoods' and a 'Target Gift Card', if applicable, in the cart. 

 

 Kitchen Dishes, Appliances & Kitchen Checklist 

 Kitchen – Item Class 

 

 Dish Place Setting – Pick 1 set 

 Dish Place Setting-Extra - Pick 1 set 

 Small Appliances – Pick 2 

 Free Small Appliances – Pick 1 if needed 

 TV - Pick 1 

 

 Bedroom 

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

 Beds – Item Class 

 

 Headboards – 1 per bed 

 Bunk Beds & Toddler Beds – as needed 

 

 Dresser – Item Class 

 

 Armoires, Dresser -Tall,  & Dresser -Long – Pick 1 dresser per family 

 2nd or 3rd Dresser – Pick 1 for a family of 4+ 

 

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

 Living Room 

 

 Seating – Item Class:

 

 Bench - 1  

 Couch, Loveseat, Sleeper Sofa - Pick 1 

 Upholstered chair/Recliner – Pick 2 [Only 1 Recliner per family] 

 Rocker – 1 

 Footstool/Ottoman – 1 

 

 

 Tables – Item Class:

 

 Coffee Table – 1 

 End Table – Max of 2 end table and nightstands combo 

 Free End Tables – 1 

 Desks – 1 

 Misc Table - 1 

 

 

 Cabinets – Item Class:

 

 Bookcases – 1 

 Storage Cabinets – 1 

 TV Stands – 1 

 

 

 Misc – Item Class:

 

 Children’s Furniture – as needed for families with kids 

 Misc Furniture - 1 

 Rugs - 1 

 

 

 

 Kitchen Furniture 

 

 Tables - Item Class:

 

 Kitchen Table – you will see if chairs come with the set 

 

 

 Seating – Item Class:

 

 

 Kitchen chairs & Misc chairs/Bar Stools – As Needed 

 

 

 

 

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

 Other Items 

 

 Lamps – Floor, Table (1- Floor & 2 – Table) 

 Lamps Free – pick 2 as these are more accent lighting or desk lamps 

 Artwork – pick 4 to 6 pieces out of the categories 

 Mirrors & Clocks – under artwork - pick 1 each 

 Misc Items – under Misc Item Class - As Needed 

 

   

 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.