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
- ADD => Enter the values name, address, or latitude and longitude as well as External ID and information (e.g. opening hours).
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
- 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 (pickup) 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.