1. Enable Shipping for Your Store
Open the StoreConnect App in Salesforce.
Open the StoreConnect Navigation (bottom right).
Go to Configuration > Stores > All Stores.
Select your store and click Edit.
Scroll down to the Shipping section.
Check the box to enable shipping.
Click Save.
2. Create a Stock Location for Click and Collect
Under Key Relationships, go to Stock Locations.
Click New to create a stock location:
Select your store.
Give the location a name and mark it as Active.
In Fulfillment Options, choose:
Click and Collect only, or
Shipping and Click and Collect.
Enter the address of the location.
Optional:
Require available stock to show at checkout.
Enter estimated wait time (in days) for customer notification.
Click Save to create and assign the location.
3. Set Up a Collection Point
Go to StoreConnect Navigation > Configuration > Locations.
Scroll to Collection Points and click New:
Select the stock location created earlier.
Enter a name for the collection point.
Choose the store it belongs to.
Set a lead time (e.g., 4 hours before order can be collected).
Optional: Add a description or phone number.
Make sure it’s Active, then click Save.
4. Enable Pickup for the Product
Open the product record (e.g., Steve’s Mystery Box).
Click Edit, then:
Under Stock Information, check Track Inventory.
Scroll to Shipping Methods and enable Pickup in Store.
Click Save.
5. Set Product Stock at the Collection Location
Go to the Stock Location you created.
Click Edit and:
Use Set Quantity to define initial stock (e.g., 50 units).
Optional: Check Allow Backorder to let customers purchase even with no stock.
Click Save.
The record now shows Available to Sell and Count on Hand values.
6. Test the Click and Collect Setup
Visit your store’s website.
Add the product to the cart and proceed to checkout.
Under the Delivery section:
Click and Collect will be available.
Choose the collection point (if more than one is configured).
Customer selects a preferred collection date.
Once the order is placed, the customer is notified of:
Collection date
Lead time
Collection point address