Click and Collect Setup

This tutorial walks you through setting up, activating, and managing the Click and Collect (C&C) feature end-to-end. The process covers everything from the moment a customer places an order online to the point they pick it up in-store.

The ERP Code you define must be identical across Commerce, Omnitron, and OMS. Keep this value consistent throughout every step below.

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1. Define the Shipping Option

1. Navigate to Sales Channels > Sales Cahnnel Settings > Shipping Options in Omnitron.

2. Add a new delivery method for Click and Collect.

3. Enter the ERP Code (use the same value you will enter in Omnitron and OMS).

4. Set the shipping rule as follows:

{
  "name": "Retail Store Rule",
  "slug": "retail-store-rule"
}

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Define the Shipping Company

Create the Shipping Company

1. Go to Settings > Shipping Companies in Omnitron.

2. Create a new shipping definition for in-store delivery.

3. Fill in:

   • Name: Your shipping option name

   • ERP Code: Same value used in Commerce and OMS

Enable Delivery from Store

1. Go to Store Management > Stores.

2. Open the detail page of each store you want to enable for C&C.

3. Set Delivery from Store to true.

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Configure OMS

Create the Shipping Definition

1. Go to Akinon OMS > Settings > Shipping Management in OMS.

2. Create a new shipping definition for in-store delivery.

3. Fill in:

   • Name: Your shipping option name

   • ERP Code: Same value used in Commerce and Omnitron

Set Up Scenarios

You need to choose one of the following C&C models based on your operational needs.

Option A — C&C Without Transfer

Use this model when the order is fulfilled directly from the store's own stock. If the product is not available at the C&C store, the package will be created with an out-of-stock (OOS) status.

• When defining the scenario rule, add all selling stores under Stock Location Conditions to ensure stock is checked correctly.

Option B — C&C With Transfer

Use this model when another store or warehouse provides the stock via a transfer order.

• The source store/warehouse must be included in the Stock Location Conditions within the transfer scenario.

Define Status Transitions

Set up the following status transition commands in order:

Step	Command	What Happens
1	COMPLETE_PACKAGING_WITHOUT_SHIPMENT	Items in "Waiting" status are picked and packaged without creating a shipment record.
2	READY_FOR_PICKUP	The package is marked as ready. The order item status in Omnitron updates to ready_for_customer_pickup, triggering a notification (email/SMS) to the customer.
3	SELF_SERVICE_PACKAGE_DELIVERY_COMMAND	Executed when the customer picks up the product in-store. The package is marked as delivered.

When defining these transitions, add the "Only Click And Collect Orders" condition to prevent these commands from being applied to regular (non-C&C) orders.

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Pre-Packaged C&C (Optional)

Use this model when neither the store's own stock nor a transfer order is used. Instead, the package is shipped pre-packed to the pickup store via a carrier, arriving ready for customer pickup.

Enable the Required Settings

• In OMS, set the PRE_PACKAGE_CLICK_AND_COLLECT ApplicationSetting to true.

• In Instore, set the config_has_cc_order_filter UISetting to true.

Status Transition Flow

Step	Command	What Happens
1	COMPLETE_PACKAGING	Items in "Waiting" status are picked, packaged, and a shipment record is created.
2	SHIP_THE_PACKAGE	The package is handed off to the carrier for delivery to the pickup store.
3	(Automatic)	Carrier tracking tasks update the package status to Ready For Customer Pickup once it arrives at the destination store. The customer is notified.
4	SELF_SERVICE_PACKAGE_DELIVERY_COMMAND	Executed when the customer picks up the product in-store. The package is marked as delivered.