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 valuable sales driver, as it allows the customer to avoid shipping costs and receive their order on the same day in some cases.

This guide details the general implementation of Click & Collect for a BPD site on version 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.

My Store

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.

Site header (Theme Layout) widget placement	Shopping Cart widget placement

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.

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

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.

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

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.

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

Check Other Stores

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 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.

Implementation and Maintenance

Store Locator

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.

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.
Store Name For Pickup Click And Collect - sets an alternate pickup warehouse for this location (e.g. in some cases, a default warehouse may be ok for delivery, but not suitable for pickup. In this instance, an alternate warehouse is used).
Click And Collect Product Availability Buffer - an optional buffer value specific to this warehouse, overriding the value in System Settings.

System Settings

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

Tick 'Enable Store Availability Click And Collect' to enable the Click & Collect functionality.

Set stock levels for availability calculations:
Click And Collect Delivery Available Qty - if available stock in the default delivery warehouse is equal to or greater than this value (after buffer), the product will show as 'Available for Delivery'.
Click And Collect Pickup Available Qty - if available stock in the pickup warehouse is equal to or greater than this value (after buffer), the product will show as 'Available for Pickup'.
Click And Collect Pickup Call Qty (Low Stock, Call to Order) - if available stock in the pickup warehouse is less than the 'Pickup Available Qty' but equal to or greater than this value (after buffer), the product will show as '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.

Available stock values for each product are drawn from the ProntoStockWarehouse table. Available stock = 'QtyOnHand' minus 'QtyCommitted' for the specified warehouse.
Decide how to handle order restrictions (whether to accept the web order even if it contains products deemed 'unavailable').
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'

Enable 'Check Other Stores' (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)

Set the '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.

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.

Messaging

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

Store Availability Locator widget ('My Store')
Found in: Theme Layout template
Found in: Cart template

Availability Icons - Text & Tooltips
Product List Click & Collect widget (for Campaigns/Search Results/Browsing/Favourites):
Found in: Product List Item Zoned template

Product Purchase Details widget (also includes 'Check Other Stores' messaging):
Found in: Product Detail template

Order Line Click & Collect widget (for shopping cart lines):
Found in: Order Lines Info template

Order Line Click & Collect Static widget (for Order Confirmation page):
Found in: Order Lines Static Info 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	Icon	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
Product Status (Transfer Zone mode only)	Calculation	Icon	Wording	Tooltip
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