Introduction

This document describes the "Pick in Store" functionality embedded in Anyware POS.

Scenarios

"Pick in Store" is a form of "Click and Collect" and comes in two different flavours. The first one is more simple to implement, while the other offers a better delivery to the end customer.

• Web order fulfilled by the central warehouse. The order is picked up by the end customer at the requested store. For more information on this flavour, see "Click and Collect".
• Web order fulfilled by the requested store, if products are available. For best experience, the inventory levels should be monitored by the web platform and the estimated pickup time (aprox. 2 hours) should be communicated to the customer at checkout.

Prerequisites

Anyware POS has no direct integration with the web platform. Instead its required that the web order for "Pick in Store" is created in Business Central with a "Shipment Method Code" identifying the fulfillment store. This is the trigger for the unified commerce process in Anyware POS. It is also required that the shipment methods are setup correctly in "Anyware POS Setup". To setup the shipment methods, follow the steps below:

1. Open up the "Shipment Methods" list page by searching for it in the search pane.
2. Make sure that there are shipment methods defined for Pick in Store" and the corresponding pickup stores. For example "CC GBG" for the Gothemburg store. Align these new codes with the web integration and the web platform.
3. Close the list page.
4. Open up the "Anyware POS Setup" page by searching for it in the search pane.
5. Locate the subpage "Deliveries".
6. For each of the ones indicating "Pick in Store", set "Delivery Type" to "Store - Pick in store".
7. Connect the shipment method to the store in the column "Store Code".
   
8. Done!

Due to the fact that the end customer selects the preferred store for pickup, its required that the web platform has updated inventory values and the ability to filter away stores with inventories not matching the whole order. Alternatively the ability to display an updated delivery time based on the fact that the merchandize are in store stock or not.

Walk through

Unified commerce focuses alot around sales orders as the primary starting point of the process. To monitor the current status of unified commerce sales orders, the "Shipping and Billing" tab of the sales order is extended with "Store Delivery" information. See screenshot below.

Create Sales Order

Follow the instructions below to manually create a "Pick in Store" order in Business Central:

1. Start by creating a new sales order for some customer.
2. Set "Shipment Method Code" on the "Shipping and Billing" tab (Show more) to one of the "Pick in Store" shipment methods pointing to a store.
3. Add some items.
4. Click "Release" to release the order.
5. The "Store Delivery" information should now indicate the corresponding store code and delivery type.
6. The "Location Code" field on the order lines should indicate the store location.
7. If the "Store Delivery" information is visible: Done!

To verify the order in Anyware Cloud, follow the steps below:

1. Log in to "Anyware Cloud".
2. Click "Orders" and "Pick-up Orders". 
3. As a first stage, the status says "Created" and means that there is a known order to be processed by the store.

Pick the Order

The picking part is done in the POS device alone. When noticed by the POS device, a picking slip will be printed on the receipt printer, indicating that a new pick order has arrived. Follow the instructions below to pick the order:

1. Pick the merchandize from the store shelf and make ready for pickup.
2. Log in to sales mode.
3. Click "To Pick" (Att plocka) to display pickup orders to be picked. 
4. Locate the order of choice (the search pane is available) and click "Manage" (Hantera).
5. Click "Picked" (Plockad).
6. A notice will be sent to the customer that the order is ready for pickup.
7. The shipment will be posted in Business Central on next status check.
8. Done!

Pickup Order

Finaly, pickup can be done in two different ways, which are explained below. To set the order as picked up using "Anyware Cloud", follow the steps below:

1. Log in to "Anyware Cloud".
2. Click "Orders" and "Pick-up Orders". 
3. Select the order of choice and click on the order number to open the details page.
4. Click "Change Status" to open the status change page.
5. Set the status to "Picked Up".
6. Enter the customer personal id, if required.
7. Click "Save".
8. Done!

 To set the order as picked up in the store using the POS device, follow the steps below:

1. Log in to sales mode.
2. Click "Deliver" (Lämna ut) to display pickup orders in transit. 
3. Locate the order of choice (the search pane is available) and click "Manage" (Hantera).
4. Click "Deliver" (Leverera).
5. Done!

Cancel Order

Orders not picked up by the customer needs to be cancelled. To set the order as cancelled using "Anyware Cloud", follow the steps below:

1. Log in to "Anyware Cloud".
2. Click "Orders" and "Pick-up Orders". 
3. Select the order of choice and click on the order number to open the details page.
4. Click "Change Status" to open the status change page.
5. Set the status to "Cancelled".
6. Click "Save".
7. Done!

 To set the order as cancelled in the store using the POS device, follow the steps below:

1. Log in to sales mode.
2. Click "Deliver" (Lämna ut) to display pickup orders in transit. 
3. Locate the order of choice (the search pane is available) and click "Manage" (Hantera).
4. Click "Cancelled" (Avbruten).
5. Done!