How to configure Click & Collect? – URBANTZ | SUPPORT

In this section we show how to set up the Click & Collect feature (which must be activated by Urbantz).

Overview

1. Create a Collection Point
2. Flow settings
3. User settings
4. Notification settings
5. How to create a manual task
6. Tracking page

1. Create a Collection Point

Administration => Platform => Collection Points

Note: Please be aware that for setting up Collection Points for Carrier platforms, the associated option needs to be enabled by an Urbantz member in the Carrier's Admin screen. In this case, please reach out to your Customer Success representative to have it enabled for you for the requested carrier(s).

Required fields:

Name of the collection point
Address (or latitude and longitude cordinates)
External ID (must be unique per platform - used for API announcements)

Optional field:

Information (e.g. opening hours, special instructions)

2. Flow settings

To use the click & collect function, you need to customize or create some functions in the flow. Administration => Flow

Flow => Requires => On drop-off section (for Click & Collect tasks, drivers will "drop off" rather than "deliver"
Activate the required options according to your process
Save the configuration (top-right corner)

3. User settings

To use the click & collect function, create a new user with the role Collection Point Manager. When creating the user, please follow the steps below:

Administration => User => Click on the plus (add) symbol

Required data:

First name
Last name
Email address
Select the role => Collection Point Manager
Select the Collection point location
Save

4. Notification settings

You can notify the customer when the delivery has been dropped off at the collection point and is ready for pickup. Please proceed as follows:

Administration => Platform => Messaging

Click on the plus (add)
Select the type of notification (automatic or manual)
Enter the name for the notification
Select the type sending from Email, SMS or Both
Select the trigger "Notify consumer when the task is ready to collect"
Select the flow you want to use this notification for
Select the client/sender you want to use this notification for
Select the task type (delivery) for which you would like to use this notification.
Save

If you need additional information about the notification settings, please have a look here.

5. How to create a manual task

If the click & collect function is activated, another field is added to the manual task creation. Here, you can see what you have to pay attention to when you create a task with click & collect. Please follow the steps below to create the task manually:

Create a Task in the task section or Round Editor (for more information, click here)
In the General tab, fill in the required information
In the Items tab, create or select the product/item to be dropped off.
In the delivery tab, you can enter the customer's data, etc., in the regular manual creation.
Activate the toggle : This task will be collected at a collection point"
Select the collection point where the customer can pick up the goods.
Enter the date and time of the possible pickup for the customer.
Confirm your input with the button confirm

Tasks can also be announced via API for click & collect. You can find more information here.

6. Tracking page

In Click & Collect, the tracking page looks different from a delivery's. Furthermore, when a task is created, the tracking page displays information about the status, the time window for collecting and information about the collection point.