Configure BOPIS in a Dynamics 365 Commerce sandbox environment
This article explains how to configure buy online, pickup in store (BOPIS) in a Microsoft Dynamics 365 Commerce sandbox environment after the environment has been provisioned.
Complete the procedures in this article only after your Commerce sandbox environment has been provisioned and configured. For information about how to provision and configure your environment, see Provision a Dynamics 365 Commerce sandbox environment and Configure a Dynamics 365 Commerce sandbox environment.
After your Commerce environment has been provisioned and configured end to end, you can use this article to enable BOPIS scenarios.
BOPIS scenarios that involve a credit card payment require a hardware station. The hardware station is built into Store Commerce for Windows, Android, and iOS clients. If you're using Store Commerce for web, the point of sale (POS) client must be paired with a shared hardware station. This article explains how to configure BOPIS for Windows, Android, and iOS clients. For information about how to set up a shared hardware station, see Configure and install Retail hardware station.
- Go to Retail and Commerce > Channel setup > POS setup > Registers.
- Select register SANFRAN-5, and then select Edit.
- Change the value of the Hardware profile field from HW002 to HW001, and then select Save.
- To synchronize the changes, go to Retail and Commerce > Retail and Commerce IT > Distribution schedule.
- Select distribution schedule 1090, and then, on the Action Pane, select Run now.
- Select Yes and then OK to initiate data synchronization.
For guidance on downloading and installing the Store Commerce app, see Store Commerce app and Store Commerce for mobile platforms.
For guidance on activating the Store Commerce app, see Retail device activation.
To enable BOPIS in Store Commerce, follow these steps.
- Sign in to Store Commerce by using 000713 as the operator ID and 123 as the password.
- When prompted, select Perform a non-drawer operation.
- On the Welcome page, scroll to the right, and select the Select hardware station operation.
- Select Manage, set the Use hardware station option to On, and then select OK.
- Sign out of the POS, and then sign back in.
- After you're signed in, select Open a new shift.
Go to the URL that you specified in the Initialize e-Commerce step during environment configuration.
Select an item, and select Add to cart.
On the shopping bag page, select Pick this up for the order line that you just added.
In the Select a store dialog box, enter San Francisco, and then select the Search button.
In the list of results, find the San Francisco store, and select Pick up here.
On the shopping bag page, select Checkout as Guest.
Note
To continue with checkout, you must accept the cookie notice. This notice appears as a banner at the top of the checkout page.
For the credit card payment method, enter the following details:
- Cardholder name: Enter any name.
- Card number: Enter 4111-1111-1111-1111.
- Expiration date: Enter 03/30.
- Card verification value (CVV) code: Enter 737.
Important
Never, under any circumstances, try to use actual credit card information on the test site.
Continue with checkout by entering details of the billing address, and then select Save and continue.
When the order is ready to be placed, select Checkout.
For information about how to synchronize online orders, see Posting of online sales and payments.
Sign in to the POS.
On the Welcome screen, select Order fulfillment
In the list of items for pickup, select the line from the order that was placed online.
While the order line is selected, select Pick up.
The line item is added to the transaction screen, and $0.00 is shown as the balance that is due.
Select the balance due of $0.00, or select any payment method to conclude the transaction.
When an order is retrieved for in-store pickup, if the balance due isn't 0 (zero), make sure that Store Commerce is being used, and that the hardware station is active. If you are using Store Commerce for web, make sure that a shared hardware station is active, because some form of active hardware station is required to retrieve payments that were made online.
For all general issues, you should always consult the Store Commerce or Internet Information Services (IIS) Hardware Station event logs as a first step. You can find these logs under the following nodes in the Windows event log:
- Application and Services Logs > Microsoft > Dynamics > Commerce-StoreCommerce
- Application and Services Logs > Microsoft > Dynamics > Commerce-Hardware Station
Provision a Dynamics 365 Commerce sandbox environment
Configure optional features for a Dynamics 365 Commerce sandbox environment
Microsoft Lifecycle Services (LCS)
Retail Cloud Scale Unit (RCSU)