Process customer order pickups in Store Commerce
When a customer order for store pickup is created, a store employee can use the Store Commerce application to begin inventory pickup. The final payment capture will be handled by the Store Commerce as needed. It will also finish the inventory and financial posting for the quantities selected.
If you're a store user, you can perform the pickup by using either the Recall order operation or the Order fulfillment operation in Store Commerce. To make the Pick up operation available, you must first follow one of these steps:
- To use the Recall order operation, search for and select the order that will be picked up.
- To use the Order fulfillment operation, search for and select one or more order lines.
The Pick up operation will be unavailable if the selected order or order lines are not configured for pickup at that specific store, or if the order has already been fully picked up.
The Improved user experience for pick up order processing in Point of Sale feature can be turned on through Feature management in Commerce headquarters.
Users are unable to select pickup quantities if this feature is disabled. By default, the full quantity that was ordered for the line is the quantity that will be picked up. This experience can be problematic, because users might forget to select some items for pickup when they perform the pickup through order fulfillment.
The Improve user experience for pick-up order processing in the Point of Sale feature gives users more control over the products that will be picked up and the quantity of those products. On the Order fulfillment page, users do not have to select every line of the sales order before selecting Pick up. All of the items that are available for pickup will be displayed. Even if only one product line is chosen, users can specify multiple lines for pickup.
When the Improve user experience for pick up order processing in Point of Sale feature is turned on, and you select the Pick up operation, the Pick up dialog box appears. There, you can select the items and quantities that will be picked up. By default, any ordered quantity that has inventory in a picked or packed state is considered eligible for pickup. By default, that quantity is set as the pickup quantity. You can change the quantity that was entered, if the quantity isn't 0 (zero) and doesn't exceed the total open (that is, non-invoiced) quantity for the selected line.
The transaction page appears after you select the quantities to be picked up and then select Pick up. Apply the payment if the omni-channel payments feature is enabled and there are pre-authorized credit card payments on file.
The option to search through Existing payment options informs a Store Commerce user of pre-existing payment methods for a customer which leads to a faster and more efficient check-out process. For example, if a customer has already paid online and is coming to pick up an order in store, a store employee would be able to easily identify any existing card payments that may have been made against the order. This saves time and reduces the chances of making a customer go through the payment process again, leading to potential dissatisfaction and going through a full refund process.
The system calculates the amounts due on the transaction page by calculating the total due for the selected pickup items, then subtracting any previously applied deposits or authorized credit card payments. To complete the pickup transaction, you must complete payment. You can complete a transaction without selecting a payment method if the screen layout of the transaction page includes the Conclude transaction operation and there is no amount due. If the Conclude transaction operation isn't available, you can finish the transaction by selecting the $0.00 amount due link in the Totals pane without having to choose a payment method.
Changing pickup lines or quantities
You can select Set quantity if you need to change the pickup quantity after you've selected the items to be picked up. You cannot set the pickup quantity to 0 (zero) or to a value that exceeds the remaining non-invoiced quantity for the ordered line. Select Void transaction to remove a pickup line from the transaction cart. The current transaction will be terminated, and the Pick up operation's flow will be resumed.
If the Improve user experience for pick up order processing in Point of Sale feature is turned on, organizations can add a button for the Change pickup lines operation to the screen layout of the transaction page.
After you create the pickup transaction cart in Store Commerce and select items, you can select Change pickup lines if you must change the pickup items but don't want to void the whole transaction. In the Change pickup lines dialog box that appears, you can change the pickup items and quantities. The transaction cart is then updated to reflect your changes.
