Introduction

This document describes the "Click and Collect" functionality embedded in Anyware POS. 

Scenarios

"Click and Collect" 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.
• 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. For more information of this flavour, see "Pick in Store".

Prerequisites

Anyware POS has no direct integration with the web platform. Instead its required that the web order for "Click and Collect" is created in Business Central with a "Shipment Method Code" identifying the pickup 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 "Click and Collect" 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 "Click and Collect", set "Delivery Type" to one of the following values:
• "Warehouse - Pickup in store" for fulfillment at warehouse and pickup in store.
• "Store - Pickup in store" for fulfillment in store and pickup in store.
7. Connect the shipment method to the store in the column "Store Code".
8. Done!

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 "Click and Collect" order in Business Central:

1. Start by creating a new sales order for some customer.
2. Set "Location Code" on the "Shipping and Billing" tab to the central warehouse.
3. Set "Shipment Method Code" on the "Shipping and Billing" tab (Show more) to one of the "Click and Collect" shipment methods pointing to a store.
4. Add some items.
5. Click "Release" to release the order.
6. The "Store Delivery" information should now indicate the corresponding store code and delivery type.
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 warehouse.

To continue to the next stage, follow the steps below:

1. Locate the order in "Business Central".
2. Post the shipment though normal warehouse processes.
3. The status in "Anyware Cloud" now says "In transit" and indicates the shipment "en route" to the store.

Receive Order

Receiving can be done in two different ways, which are explained below. To receive the order in the store 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 "Received in Store".
6. If shelfs are available in the store, select the shelf in the "Bin" field.
7. Click "Save".
8. Done!

 To receive the order in the store using the POS device, follow the steps below:

1. Log in to sales mode.
2. Click "In Transit" (På väg) to display pickup orders in transit. 
3. Locate the order of choice (the search pane is available) and click "Manage" (Hantera).
4. Click "Received in Store" (Mottagen i butik).
5. Verify the carton quantity.
6. If shelfs are available in the store, select the shelf in the "Bin" field.
7. Click "OK".
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!