Overview

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

Click & Collect features the ability to check stock availability at any point during the order process, and to show different availability statuses for products based on the order fullfilment method - delivery vs. pickup. For delivery, availability is based on the customer's default warehouse, but for pickup it is based upon their currently selected store. 

On arrival at the website, the user can set their pickup location ('My Store') 

System Settings

  1. Enable the functionality - Enable Store Availability Click & Collect (tick)
  2. Set stock levels for availability calculation (looks at ProntoStockWarehouse - Qty on Hand, minus Committed)
  3. Decide how to handle order restrictions (whether you accept the online order even if product deemed 'unavailable')
  4. Enable Nearby Store Availability (optional)
  5. 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)
  6. Configure Email Settings - (Pickup Order Is Ready" email
  7. Configure warehouses to be pickup enabled in Store Locator
  8. Ensure the website has a 'Store Location Google Api Maps Uri' populated = https://maps.googleapis.com/maps/api/js?key=
  9. 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')

 

Availability Icons - Maintain Text & Tooltips

  1. Product List Click & Collect widget (for Campaign/Search Results/Browsing/Favourites): 
  2. Product Purchase Details widget (also includes 'Nearby stores' messaging):
  3. Order Line Click & Collect widget (for shopping cart lines): 
  4. Order Line Click & Collect Static widget (for Order Confirmation page):

 

Customise Email content

 

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 - Available3 in stock at selected pickup location (2 + 1 buffer)Available for PickupAvailable for pickup at your nominated store
Pickup - Low Stock2 in stock at selected pickup location (1 + 1 buffer)Low stock - call to confirmThis 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 locationUnavailable for pickupUnfortunately 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 OrderThis item is a special order. Please call 132 100 and we will order it in for you
Delivery - Available1 + 1(buffer) = 2 in stock at delivery warehouseAvailable for DeliveryAvailable for dispatch next business day
Delivery - 2-5 DaysCore item + stock in Whse Transfer ZoneDispatched in 3-4 DaysItems are generally dispatched within 3 to 4 business days
Delivery - 3-6 DaysNon-core item + stock in Whse Transfer ZoneDispatched in 5 to 7 daysItems are generally dispatched within 5 to 7 business days
Delivery - 5-7 DaysCore item + NO stock in Whse Transfer ZoneDispatched within 10 daysItems are generally dispatched within 10 business days
Delivery - IndentNon-core item + NO stock in Whse Transfer ZoneSpecial OrderThis item is a special order. Please call 132 100 and we will order it in for you

Keep in mind that actual icons will vary by site design, and Wording / Tooltip values are completely configurable in the CMS. 

 

Step-by-step guide

Add the steps involved:

  1. Insert your steps.
  2. You can also copy and paste or drag and drop images into your instructions.

 

You may also want to use visual panels to communicate related information, tips or things users need to be aware of.

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