Pickup - Click & Collect

Overview

The Click & Collect functionality allows users to order products online and collect them at a store location (or set alternate sites such as a warehouse) convenient to them. Click & Collect can be a valuable sales driver, as it allows the customer to avoid shipping costs and receive their order more quickly, even the same day in some cases.

Your business will have its own specific click and collect requirements and rules, so consultation with Commerce Vision may be necessary in order to configure your site correctly. 
 

Table of Contents

1. Store Locator
2. My Store
3. System Settings
   1. Product Availability Logic
   2. Order Restrictions
   3. Check Other Stores
   4. Delivery Display Mode
4. Pickup - Click & Collect
5. Quick Reference Guide (icons & messages)

Implementation and Maintenance

 1. Configure Store Locator

Before Click & Collect can be implemented, a Store Locator must be populated with valid pickup locations. Refer to the Pickup Warehouse / Store Locator guide for instructions:.

2. Place Store Availability Locator Widgets 

When your site offers Click & Collect, the User can set their preferred pickup location ('My Store') at any time during their visit. Setting a preferred store informs them of pickup availability for a product or their entire order. If the User changes their pickup store, availability will be recalculated and the page will refresh and update. Letting Users set 'My Store' is provided by inserting the Store Availability Locator Widget at appropriate places on your site.  

1. Add the Store Availability Locator Widget to a header zone of the Theme Layout template. This places the 'My Store' feature in the site's header area, where it is visible to the User at all times during browsing and searching.
   
   

   Store Availability Locator Widget added in the Header zone in Theme Layout	'My Store' in the Header area of website

   
   
   

2. Add the Store Availability Locator Widget to the main zone of the Cart template. This allows the user to change pickup locations during checkout. 
   
   

   Store Availability Locator Widget added in Main zone of Cart template	'My Store' in the Cart

3. System Settings

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

1. Enable Click & Collect
   
   Find Enable Store Availability Click And Collect and tick to enable.
   
   
   
   

2. Product Availability 

   Product availability icons can be displayed in the Product Detail, the Cart, and the Product List pages. (Note - Examples where the Product List page are displayed 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, to account 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 (see the Store Locator guide). 

   A Product List with availability icons

   
   

   The following System Settings define stock levels for availability calculations. These values are set in the CMS under Settings → Settings.
   
   

   • 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: Your ERP calculates 10 available for sale, the product buffer of 2 is deducted, so there are 8 available for sale. 

   • Click And Collect Pickup Available Qty - if available stock in User's pickup warehouse is greater than or equal to the value (after buffer), the product = 'Available for Pickup'.
   • Click And Collect Delivery Available Qty - if available stock in User's default delivery warehouse is greater than or equal to this value (after buffer), the product = 'Available for Delivery'.
   • 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 greater than or equal to this value (after buffer), the product = 'Low Stock - Call to Order'. 
     
      

    

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

   
    

3. Order Restrictions
   
   Define how orders containing 'unavailable' or special products are handled at checkout. You may choose to either 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'
     
     
     
     
     

4. Check Other Stores
   
   This allows the User to check product availability at nearby store locations. On the Product Detail and Cart pages, the 'Check Other Stores' button will display.
   This button launches a popup 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 popup - 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)

     

     Button on Product Detail page	Availability pop-up for Nearby Stores

     
     
     

5. Delivery Availability Display Mode
   
   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)
      
   'Pronto Stock Warehouse Transfer Zone Field' - set to 'TransferZone' if using Transfer Zone display mode, otherwise leave at 'Please Select'.
   
   
   
   
6. 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.

   • 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'. You can edit this template via Content →  Emails.
     
     

     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.
     
      

     
     
     

     
     

7. Google Merchant Settings

• • 'Store Location Google Api Maps Uri' - set to https://maps.googleapis.com/maps/api/js?key=  
  • 'Google API Key' - populate with the website's unique API key.  
    
     

4. Messaging 

Text related to pickup displayed on your site 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	Location 2 - Cart template

      
      

      
       

2. Availability Icons - Text & Tooltips
   
   

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

       

       

       

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

      Location - Product Detail template

      
        

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

      Location - Order Lines Info template

      
      
      

   4. Order Line Click & Collect Static Widget (for Order Confirmation page, IF you choose to display availability here)
      
      

      Location - Order Lines Static Info template

Quick Reference Guide

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 the Standard delivery display method.

Product Status	Calculation	Icon	Wording	Tooltip
Pickup - Available	Stock in selected store ≥ Pickup Available Qty + Buffer		Available for Pickup	Available for Pickup
Pickup - Low Stock	Stock in selected store ≥ Pickup Call Qty + Buffer		Low Stock - Call To Order	Low Stock - Call To Order
Pickup - No Stock	Stock in selected store < Pickup Call Qty + Buffer		Unavailable for Pickup	Unavailable for Pickup
Pickup - Indent	Stock type 'I'		Call To Order	Call To Order
Delivery - Available	Stock in default warehouse ≥ Delivery Available Qty + Buffer		Available for Delivery	Available for Delivery
Delivery - No Stock	Stock in default warehouse < Delivery Available Qty + Buffer		Unavailable for Delivery	Unavailable for Delivery
Delivery - Indent	Stock type 'I'		Call To Order	Call To Order
Delivery - Special Order	The product has no Pronto Stock Warehouse records, so availability can't be calculated.		Special Order	Special Order
Store Not Set	The user has not set 'My Store', so pickup availability can't be calculated.		Not Set	Not Set

Additional Information

Related help

• Page:
  Click and Collect - Email Delivery
• Page:
  Store Locator Maintenance
• Page:
  Click & Collect - Shipping Settings
• Page:
  Allow Partial Payment Orders
• Page:
  Click and Collect - Mixed Delivery Methods

• Page:
  Store Availability Locator Widget