Click & Collect

Overview

Customer Self Service's Click & Collect functionality allows users to order products online and collect them at a store location convenient to them. Click & Collect can be a great sales driver, as it may save the customer shipping costs, as well as allowing them to receive their goods much more quickly.

With Click & Collect functionality, the user can set their pickup location ('My Store') at any time during their visit.

Setting their 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.

Products may display 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.

Store Locator

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. For Click & Collect, determines whether this location can be set as 'My Store' for pickup.
Click And Collect Product Availability Buffer - a 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. a debtor's default warehouse may be ok for delivery, not suitable to collect from. In this instance, an alternate warehouse is used).

System Settings

Enable the functionality - 'Enable Store Availability Click & Collect'
Set stock levels for availability calculation (looks at ProntoStockWarehouse - Qty on Hand, minus Committed)
- Available for Delivery
- Available for Pickup
- Low Stock Call to Pickup
- Product Buffer
Decide how to handle order restrictions (whether you accept the online order even if product deemed 'unavailable')
- Can Order if Unavailable for Delivery / Pickup / Low Stock etc
  - YES = Always Allow, NO = Never Allow, DEFAULT = Standard behaviour per business rules
Enable Nearby Store Availability (optional)
- Enable Nearby Stores Availability (tickbox)
- Store Location Max Distance for Alternate Stores (default is 50km)
Determine display mode for Delivery availability - Standard vs Transfer zone (Core items have a min/max set, 'Days to Delivery' functionality. Warehouses are already grouped in PRONTO xwhse-functions table)
- Store Avail Click and Collect Deliv Display Mode
- Pronto Stock Warehouse Transfer Zone Field
Configure Email Settings - (Pickup Order Is Ready" email
- Set Order Status for Shipped Pickup Ready (currently 57)
  - Add this status to Integrator Advanced Settings 'Order shipped statuses'
- Set Email Template - (currently 'Order Shipped Pickup Ready')
Ensure the website has a 'Store Location Google Api Maps Uri' populated = https://maps.googleapis.com/maps/api/js?key=
Ensure the website has a 'Google API Key' populated.

Configure Messaging

Update wording on the following widgets, located in templates as follows:

Store Availability Locator widget ('My Store')

Theme Layout template
Cart template

Availability Icons - Maintain Text & Tooltips

Product List Click & Collect widget (for Campaign/Search Results/Browsing/Favourites):
- Product List Item Zoned template
Product Purchase Details widget (also includes 'Nearby stores' messaging):
- Product Detail template
Order Line Click & Collect widget (for shopping cart lines):
- Order Lines Info template
Order Line Click & Collect Static widget (for Order Confirmation page):
- Order Lines Static Info template

Customise Email content

Content --> Emails --> 'Order Shipped Pickup Ready' template

Quick Reference Guide

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.

Product Status	Calculation	Wording	Tooltip
Pickup - Available	3 in stock at selected pickup location (2 + 1 buffer)	Available for Pickup	Available for pickup at your nominated store
Pickup - Low Stock	2 in stock at selected pickup location (1 + 1 buffer)	Low stock - call to confirm	This item is available in store but we recommend you call to confirm stock on hand quantities
Pickup - No Stock	< 2 in stock at selected pickup location	Unavailable for pickup	Unfortunately this item is not available for pickup at this store. Please try another store or have the item delivered
Pickup - Indent 'Call to Order'	Stock type 'I'	Special Order	This item is a special order. Please call 132 100 and we will order it in for you
Delivery - Available	1 + 1(buffer) = 2 in stock at delivery warehouse	Available for Delivery	Available for dispatch next business day
Delivery - 2-5 Days	Core item + stock in Whse Transfer Zone	Dispatched in 3-4 Days	Items are generally dispatched within 3 to 4 business days
Delivery - 3-6 Days	Non-core item + stock in Whse Transfer Zone	Dispatched in 5 to 7 days	Items are generally dispatched within 5 to 7 business days
Delivery - 5-7 Days	Core item + NO stock in Whse Transfer Zone	Dispatched within 10 days	Items are generally dispatched within 10 business days
Delivery - Indent	Non-core item + NO stock in Whse Transfer Zone	Special Order	This item is a special order. Please call 132 100 and we will order it in for you