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Implementation and Maintenance
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Before Click & Collect can be implemented, a Store Locator must be populated with valid pickup locations. Refer to this guide for instructions - Pickup Warehouses / Store Locator.
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With Click & Collect, the user can set their pickup location ('My Store') at any time during their visit. Setting a preferred store allows the pickup availability to be displayed to the user. If the user changes their pickup store, the availability will be re-calculated and the page will refresh with changes.
Widget placementThe
is generally placed
- Place the 'Store Availability Locator' widget
that
- in the Theme Layout template so
The widget can also be placed
- it appears in the site's header area, making it accessible to the user during browsing and searching.
, allowing
- Place the widget in the Cart template
just before
- to allow the user to change pickup locations
- during checkout.
Site header (Theme Layout) widget placement Shopping Cart widget placement
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- 'Enable Store Availability Click And Collect' - tick to tick to enable the Click & Collect functionality.
Product Availability - the following fields define stock levels for availability calculations:
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Logic Logic
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.
Info Available stock values for each product are drawn from the ProntoStockWarehouse table. Available stock = 'QtyOnHand' minus 'QtyCommitted' for the specified warehouse.
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.
Products may show a different availability status for delivery vs pickup, as the customer's default warehouse is always used to calculate availability for delivery. 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
Decide how to handle order restrictions (whether to accept the web order even if it contains products deemed 'unavailable').
Order Restrictions - how orders containing 'unavailable' or special products are handled:
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OrderRestrict OrderRestrict
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 is ??????
- 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'
Check Other Stores'
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CheckOtherS CheckOtherS - allows the user to check product availability at nearby store locations.
- Enable Nearby Stores Availability for Products' - tick to enable Check Other Stores functionality
- set the '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)
On the Product Detail and Cart pages, an additional product button will display (if enabled in System Settings) - 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 (distance configurable in System Settings), a message will display to indicate that no nearby stores have stock available.
- Set the
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DisplayMode
Delivery Availability Display Mode - determines whether delivery availability is based on the user's default delivery warehouse (standard), or includes transfer zones.
DisplayMode
'Store Avail Click and Collect Deliv Display Mode' (for 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??
- Configure Email Settings:
'Order Status for Shipped Pickup Ready' - defines 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. 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 via 'Content' --> 'Emails'.
- Set the 'Store Location Google Api Maps Uri' to the following: https://maps.googleapis.com/maps/api/js?key=
- Ensure the website has its unique 'Google API Key' populated.
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Store Availability Locator widget ('My Store')
- Placement: Theme Layout template
- Placement: Cart template
Availability Icons - Text & Tooltips
- Product List Click & Collect widget (for Campaigns/Search Results/Browsing/Favourites):
- Placement: Product List Item Zoned template
- Product Purchase Details widget (also includes 'Check Other Stores' messaging):
- Placement: Product Detail template
- Order Line Click & Collect widget (for shopping cart lines):
- Placement: Order Lines Info template
- Order Line Click & Collect Static widget (for Order Confirmation page):
- Placement: Order Lines Static Info template
Anchor QuickReference QuickReference
Quick Reference Guide
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The below table outlines calculation logic and resulting 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.
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