Click & collect

Click & collect

Cin7 Core sales that have been made through the Cin7 Core web portal or other sales channels can be collected from a Cin7 Core POS outlet location.

The sales invoice must be authorized for the sale to be available for click and collect. The sale location in Cin7 Core or the sales channel must match the outlet location in order for the sale to be available for click and collect. The order can be paid in the sales channel or paid at the POS outlet upon collection.

  1. To see what sales are available for collection, first go to the Menu → Sell → Click & Collect page. Click Search to display all orders.

  2. Sales can be searched by customer name, customer email, order# and invoice #. The search facility retrieves sales records with the following statuses:

    • Ready for fulfillment: Some or all sale order items are available in the current location.

    • Not ready for fulfillment: No sale order items are available in the current location.

    • Fulfilled: The order has already been fulfilled.

  3. If the search does not return any data, a No invoices found message is displayed on the Click and Collect page.
         

  4. Click an order with the status Ready for fullfillment to open the Sale fulfillment page. Available items will be displayed in white, while unavailable are displayed in red. Click an available item to add it to the pick list, or click Fulfill all to pick all available items.

  5. Click Done to continue to the payment screen if the customer has not yet paid and process the payment. If the customer has already paid for the order, the payment screen will not be shown. This will move the sale from the Click & Collect page to the Sales History page, whether or not the order has been totally fulfilled.
         

  6. If the order is not totally fulfilled, you will need to go the Menu → Sell → Sales History page when the remaining order items are back in stock. Select the sale and click Fulfill.
         

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