Click & Collect Workflow

Click & Collect Workflow

Default Workflow

The Click & Collect module must be installed for this workflow to happen. This can be done through Omnyfy's back end platform or the Omnyfy Closer app.


NOTE: This feature is an extra addition and not part of the Out of the Box Implementation for V4.

Setting the order to Ready for Pick Up

Once you have picked and packed the order, you can set the order to ready for pick up. To set the order as Ready for Pick Up - you will need to go into the order, and choose "Ready to Pick Up".
1. Pick and pack the products for the order and prepare it for customer pick up.
2. In the backend, go to the order.
3. Select Ready for Pickup from the top menu.



4. The next page will take you to the section where you can choose which location is the order ready to pick up from. This is similar to the Ship section.
5. Choose "Ready For Pickup" in the Action section.



6. A pop up will appear to confirm changing the status. Select OK to proceed.


Per Vendor vs Per Order Notification

The customer notification can be triggered in 2 ways:

1. Per vendor - This will be a notification sent to the customer from each vendor once they individually set "Ready for Pickup" (as per the status above). So if there are 5 vendors in an order, then 5 notifications will be sent to the customer for each vendor setting their status.

2. Per order - This notification will be sent to the customer once all vendors have prepared their side of the order to "Ready for Pickup". So if there are 5 vendors in an order, then this notification will only be sent once all 5 vendors update their status.


Setting the order as Complete upon Customer Pick Up

Once the order is collected by the customer, you can set this to "Complete"
1. Go to the order in the backend.
2. Select "Complete" from the top banner


3. The next page will take you to the section where you can choose which location is completed. This is similar to the Ship and Ready to Pick Up section.
4. Choose "Ready For Pickup" in the Action section.


5. A pop up will appear to confirm changing the status. Select OK to proceed.


6. The order status will change to Complete once all vendors have changed their status to Complete.


    • Related Articles

    • Refunds / RMA Workflow

      This process highlights the Refunds / RMA workflow. This is the default process where the Vendors are responsible for approving the products from the customers. The refund process involves all parties of the transaction generally, as each role has ...

    • Setting up RMA workflow rules

      This is typically required to set up when you are going through a standard RMA process as outlined here. Omnyfy automatically split the RMA by the different vendors - so this step will apply for when the vendor approves the RMA, as this will need to ...

    • Registered Customer Refund Request

      If you aren't aware of the workflow, please check the link: Refunds / RMA Workflow Customer Requests a Refund In order for a customer to request a refund online, they will need to be signed in as a registered customer on the platform. Customers can ...

    • Issuing a credit memo to an Approved RMA (as a Marketplace Owner) (Offline Refund Only)

      Credit memos allow the Marketplace Owner to provide a refund (directly or manually) back to the customer, provided the customer has paid for it and has been invoiced. Note that this particular method of creating a credit memo from an RMA directly is ...

    • Reports - Overview

      Omnyfy comes with standard e-commerce reporting out of the box, for Marketplace Owners. Vendors currently do not have access to this, and can see their stats through the dashboard (depending what you have provided as available). Accessing Reports Log ...