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There are several system settings to configure for Click & Collect. These can be found in the CMS under 'Settings' --> 'Settings'.
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  1. Enable Click & Collect

    'Enable Store Availability Click And Collect'

    - tick to

     -  toggles the functionality on / off. Tick to enable

    the functionality

    .

     


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    Logic
    Logic
    Product Availability 

    Product availability icons can be displayed on the product detail page, the shopping cart, and the product list page (examples of the product list page include search results, a product category, and the My Favourites page). 

    Products may show a different availability status for delivery vs pickup, as the customer's default warehouse is always used to calculate delivery availability. A B2B user who switches to another account may see different delivery availability if the new account code has a different default warehouse. 

    Availability calculations will be specific to each site's implementation, but in all cases a product buffer may be employed. This adds a safety net to the availability logic, accounting for stocktake errors, for example. The buffer value is subtracted from the available quantity, for both Delivery and Pickup. The buffer can be set at the system level or by warehouse location override.  

    Products in a list displaying availability icons for both Delivery and Pickup

    A Product List with availability icons

     

    The following System Settings define stock levels for availability calculations. Set the value for these in the CMS under 'Settings' --> 'Settings'.

    • Click And Collect Delivery Available Qty - if available stock in user's default delivery warehouse ≥ this value (after buffer), the product = 'Available for Delivery'.

    • Click And Collect Pickup Available Qty - if available stock in user's pickup warehouse  this value (after buffer), the product = 'Available for Pickup'.
    • Click And Collect Pickup Call Qty (Low Stock, Call to Order) - if available stock in user's pickup warehouse is less than the 'Pickup Available Qty' value, but  this value (after buffer), the product = 'Low Stock - Call to Order'. 
    • Click And Collect Product Availability Buffer - this value is subtracted from the available quantity, for both Delivery and Pickup. The system level buffer is the fallback value, which can be overridden at a warehouse level. Example: PRONTO calculates 10 available for sale, the product buffer of 2 is deducted, so there are 8 available for sale. 
       

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    Info

    Available stock values for each product are drawn from the ProntoStockWarehouse table. Available stock = 'QtyOnHand' minus 'QtyCommitted' for the specified warehouse.


     

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    OrderRestrict
    OrderRestrict
    Order Restrictions
    -

    Define how orders containing 'unavailable' or special products are handled at checkout.
    The following fields can either You may choose to take the order even when the product is unavailable, or prevent checkout if backorders are not permitted.
    Order Restriction fields can be set to: 
    YES (Always allow)  /  NO (Never allow)  /  DEFAULT (Standard behaviour as per existing business rules).

    • Click And Collect Can Order If Deliv Unavailable - the delivery order contains a product which is 'Unavailable for Delivery'
    • Click And Collect Can Order If Deliv Spec Ord Item - the delivery order contains a product which has no Pronto Stock Warehouse record.  , and is therefore 'Special Order'.
    • Click And Collect Can Order If Deliv Indent Item - the delivery order contains a product classed as 'Indent'
    • Click And Collect Can Order if Pickup Low Stock - the pickup order contains a product which is 'Low Stock - Call to Order'
    • Click And Collect Can Order If Pickup Unavailable - the pickup order contains a product which is 'Unavailable for Pickup'
    • Click And Collect Can Order if Pickup Indent Item - the pickup order contains a product classed as 'Indent'

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  4. selected store (system defaults to 50km if no value is set)

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    CheckOtherS
    CheckOtherS
    Check Other Stores -

    This allows the user to check product availability at nearby store locations.  
     

  5. Enable Nearby Stores Availability for Products - tick to enable Check Other Stores functionality
  6. Store Location Max Distance for Alternate Stores - sets the max distance from the user's currently

    On the Product Detail and Cart pages, the 'Check Other Stores' button will display.
    This button launches a pop-up window showing the pickup availability of the product at stores close to the user's 'My Store' location. 


    Only nearby stores with stock available will appear in this pop-up - if there are no locations within X kilometres, a message will display to indicate that no nearby stores have stock available.  

    • Enable Nearby Stores Availability for Products - tick to enable Check Other Stores functionality
    • Store Location Max Distance for Alternate Stores - sets the max distance from the user's currently selected store (system defaults to 50km if no value is set)

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      Button on Product Detail pageAvailability pop-up for Nearby Stores
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    DisplayMode
    DisplayMode
    Delivery Availability Display Mode
    - determines

    Determines whether delivery availability is based on the user's default delivery warehouse (standard), or includes transfer zones.
     
    'Store Avail Click and Collect Deliv Display Mode' should be set to either:
    • Standard - delivery availability is calculated per the method outlined in Step 2.
    • Transfer Zone - delivery availability takes into account nearby warehouses in the same 'transfer zone' group. If stock is present and can be transferred for delivery, the product will display an 'X - X days to delivery' status, depending on core logic vs transfer stock. (Contact Commerce Vision for more detailed information on this option)
       
    • If Transfer Zone used,
    'Pronto Stock Warehouse Transfer Zone Field'  should be - set to 'TransferZone' if using Transfer Zone display mode, otherwise leave at 'Please Select'.
     
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  8. Email Settings:

    Pickup orders trigger an email to the user once their order is ready for collection. This notification is the equivalent of the Order Shipped email for Delivery orders. 

    • Order Status for Shipped Pickup Ready - defines the PRONTO status that will indicate a pickup order is ready to collect.

      WarningDon't forget to add this status to the list of 'Order shipped statuses' in the Integrator Advanced Settings pane. See Integrator Settings - Advanced for information

      .

    • Order Shipped Pickup Ready Email Template - defines the email template used when an order has reached Pickup Ready status and the Integrator triggers the 'Pickup Ready' email to the user. The default template is called 'Order Shipped Pickup Ready'

      , which can be edited

      . You can edit this template via 'Content' --> 'Emails'.

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      Warning

      Don't forget to add the 'Order Status for Shipped Pickup Ready' to the list of 'Order shipped statuses' in the Integrator Advanced Settings. See Integrator Settings - Advanced for information.
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  9. Google Merchant SettingsSet the
    • 'Store Location Google Api Maps Uri'
 to the following:
Ensure the website has its unique
    • 'Google API Key'
populated
    •  - populate with the website's unique API key.  
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Messaging
Messaging
4. Messaging 

Wording on the following widgets may be customised as required. Widget template locations are noted for each. 

  1. 'My Store' interface

    1. Store Availability Locator widget

      Location 1 - Theme Layout template
      Theme Layout template

      Location 2 - Cart template
      Cart template

       
  2. Availability Icons - Text & Tooltips

    1. Product List Click & Collect widget (for Campaigns/Search Results/Browsing/Favourites)

      Location -  Product List Item Zoned template
      Product List Item Zoned template 

       
    2. Product Purchase Details widget (also includes 'Check Other Stores' messaging)

      Location -  Product Detail template
      Product Detail template 

       
    3. Order Line Click & Collect widget (for shopping cart lines)

      Location - Order Lines Info template
      Order Lines Info template 

       
    4. Order Line Click & Collect Static widget (for Order Confirmation page)

      Location - Order Lines Static Info template
      Order Lines Static Info template 

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The below table outlines calculation logic and resulting (default) icons + messaging displayed to the user in different scenarios. These examples are based on a site using Transfer Zones as the delivery display method - the last 4 rows in the table will not apply to sites using the Standard method.  

Image RemovedThis item is available in store but we recommend you call to confirm stock on hand quantitiesUnfortunately this item is not available for pickup at this store. Please try another store or have the item delivered
Product Status
Calculation
Icon
Wording
Tooltip
Pickup - Available3 Stock in stock at selected pickup location (2 + 1 buffer)selected store Pickup Available Qty + BufferImage AddedAvailable for PickupAvailable for pickup at your nominated storePickup
Pickup - Low Stock2 in stock at selected pickup location (1 + 1 buffer)Image Removed Low stock - call to confirmStock - Call To OrderLow Stock - Call To Order
Pickup - No Stock< 2 in stock at selected pickup locationImage RemovedImage AddedUnavailable for pickupPickupUnavailable for Pickup
Pickup - Indent 'Call to Order'Stock type 'I'Image Removed Special OrderThis item is a special order. Please call 132 100 and we will order it in for youSpecial Order
Delivery - Available1 + 1(buffer) = 2 in stock at delivery warehouseImage RemovedImage AddedAvailable for DeliveryAvailable for dispatch next business dayDelivery
Delivery - No Stock Image AddedUnavailable for DeliveryUnavailable for Delivery
Delivery - Low Stock  Call To OrderCall To Order
Delivery - Special Order  Special OrderSpecial Order
Store Not Set Image AddedNot SetNot Set
Product Status (Transfer Zone mode only)CalculationIconWordingTooltip
Delivery - 2-5 DaysCore item + stock in Whse Transfer ZoneImage Removed Dispatched in 3-4 DaysItems are generally dispatched within 3 to 4 business daysAvailable for Delivery in 2 to 5 DaysAvailable for Delivery in 2 to 5 Days
Delivery - 3-6 DaysNon-core item + stock in Whse Transfer ZoneImage Removed Dispatched Available for Delivery in 5 3 to 7 daysItems are generally dispatched within 5 to 7 business days6 DaysAvailable for Delivery in 3 to 6 Days
Delivery - 5-7 DaysCore item + NO stock in Whse Transfer ZoneImage RemovedDispatched within 10 daysItems are generally dispatched within 10 business days Available for Delivery in 5 to 7 DaysAvailable for Delivery in 5 to 7 Days
Delivery - IndentNon-core item + NO stock in Whse Transfer ZoneImage RemovedImage AddedSpecial OrderThis item is a special order. Please call 132 100 and we will order it in for youSpecial Order
Tip

Keep in mind that actual icons will vary by site design, and Wording / Tooltip values are completely configurable in the CMS. 

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