Overview

This guide details the general implementation of Click & Collect for a BPD site on version XXXX 3.82 or later. Each business will have different requirements, thus consultation with Commerce Vision may be necessary in order to configure your site correctly. 
 

Table of Contents

1. My StoreLogic
2. Click & Collect
3. Check Nearby Stores
4. Store Locator
5. System SettingsMessaging
6. Click & Collect

My Store

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MyStore MyStore

With Click & Collect functionality, the user can set their pickup location ('My Store') at any time during their visit. The 'My Store' (Store Availability Locator) widget is generally placed in the site's header area, making it accessible to the user during browsing and searching. The widget can also be placed in the cart, allowing to the user to change pickup locations just before checkout. 

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Product availability icons can be displayed on the product list page (i.e. search results, product categories, my favourites page), the product detail page, and the shopping cart. 

Logic

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Logic Logic

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

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Example: PRONTO calculates 10 available for sale, the product buffer of 2 is deducted, so there are 8 available for sale. 

Check Nearby Stores

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CheckNearbyStores CheckNearbyStores

On the Product Detail and Cart pages, an additional product button will display (if enabled in System Settings) - 'Check Other Stores'. This button launches a modal 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.  

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Implementation and Maintenance

Store Locator

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StoreLocator StoreLocator

Before Click & Collect can be implemented, it's imperative that a Store Locator has been populated with valid pickup locations. Refer to this guide for instructions - Pickup Warehouses / Store Locator.

For each location, the following fields are of special importance for Click & Collect: 

• Is Pickup Enabled - For standard checkout, determines whether the user can select this location to collect their order. Additionally for Click & Collect, determines whether this location can be set as 'My Store' for pickup.
• Click And Collect Product Availability Buffer - an optional buffer value specific to this warehouse, overriding the value in System Settings.
• Store Name For Pickup Click And Collect - sets an alternate pickup warehouse for this location (e.g. in special cases, a debtor's default warehouse may be ok for delivery, but not suitable for pickup. In this instance, an alternate warehouse is used).

System Settings

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SystemSettings SystemSettings

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

1. Enable the functionality - tick 'Enable Store Availability Click And Collect'
    
2. Set the following stock levels for availability calculation:
   • Click And Collect Delivery Available Qty - 
   • Click And Collect Pickup Available Qty - 
   • Click And Collect Pickup Call Qty - (Low Stock, call to check)

   • Click And Collect Product Availability Buffer - 

     Info
     Availability logic is based on the ProntoStockWarehouse table - the value of 'Qty on Hand', minus 'Committed'. If this value is greater than the value specified above (once the buffer is accounted for), the product will display that status.

      

      

3. Decide how to handle order restrictions (in other words, whether you will accept the online order even if the product is deemed 'unavailable')
   • 'Click And Collect Can Order If...' unavailable for Delivery / Pickup / Low Stock  etc
     • YES = Always allow 
     • NO = Never allow 
     • DEFAULT = Standard behaviour per existing business rules
        
4. Enable Nearby Store Availability (optional):
   • tick 'Enable Nearby Stores Availability for Products'
   • set the 'Store Location Max Distance for Alternate Stores' (system defaults to 50km if no value is set)
      
5. Set the 'Store Avail Click and Collect Deliv Display Mode' (to determine Delivery availability logic):
   • 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, set the 'Pronto Stock Warehouse Transfer Zone Field' ???? is this used for Standard mode as well?? 
        
6. Configure Email Settings:

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

     Warning
     Don't forget to add this status to the list of 'Order shipped statuses' in the Integrator Advanced Settings pane.

   • '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.
      
7. Set the 'Store Location Google Api Maps Uri' as follows: https://maps.googleapis.com/maps/api/js?key=
    
8. Ensure the website has its unique 'Google API Key' populated. 
    

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Messaging

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Messaging Messaging

 

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

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