▶️ Configure click & collect

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