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.


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