Click and Collect
Working with click and collect orders in Omnium.
Click and Collect Orders
Click and Collect orders typically refer to orders without upfront payment that are picked up in-store. In Omnium, these orders are generally treated as product reservations rather than completed sales.
There are two available views for managaging Click and Collect orders in Omnium:
- Click and Collect Order List
- Click and Collect Order Line List
The Click and Collect view is designed as a simple interface for viewing, picking, and canceling Click and Collect orders.
Contact Omnium Support for a assitance on setting the correct version.
Setting up Click And Collect
Deadlines
In the Order-section of your tenant settings you will find the click and collect settings. Here you can configure different deadlines related to click and collect orders such as:
- Picking deadline for store staff
- Customer pickup deadline
It is possible to override these deadlines on store level by setting store specific deadlines in the Edit Store view in Omnium under Opening Hours.
⚠️ Important: It is important to set store opening hours in Omnium when using click and collect as this info is crucial for calculating the picking deadlines and allow them to account for store closing hours. Picking deadlines are only available within store opening hours, so if a store has no opening hours no picking deadline will be set on the order.
Automatic cancellations
Omnium has a scheduled task named CancelExpiredClickCollectScheduledTask. This task will automatically cancel all click and collect orders where the deadline has passed.
Notification templates
Omnium has click and collect specific notifications that can be triggered on click and collect specific events. Check out the available notification types under Configuration -> Notifications for more info.
Working with Click and Collect Orders in Omnium
Picking Orders
In a standard workflow, when a Click and Collect order is created in Omnium, inventory is reserved for the relevant items, and an order confirmation is sent to the customer indicating which products are reserved.
Once a Click and Collect order is registered in Omnium, it becomes visible in the Click and Collect list, typically accessible via the main menu on the left-hand side.
Store employees can view, search, and filter Click and Collect orders within this list. Usually, employees only have access to orders placed in their own store, and the list will reflect this based on who is logged in.
For example, if four new orders are received and only two items are available in stock, the employee can:
- Select the order lines for items that are in stock.
- Print a pick list, either collectively or as individual orders.
- After picking, select the same order lines again and update their status to “Ready for Pickup”.
When the status is changed to Ready for Pickup, a notification is typically sent to the customer and the customer pick up deadline starts running.
Manual Cancellation
If a Click and Collect order is not picked up within the specified pickup deadline, it is flagged as Urgent in Omnium.
When urgent orders exist, an orange button will appear in the Click and Collect list. Clicking this button filters the list to show only the urgent orders.
To cancel order lines:
- Select the rows to be canceled.
- Click Update Status.
- Choose Cancel Order Lines.
As part of the cancellation workflow, it's important to:
- Release the reservation or increase the inventory—depending on whether inventory was deducted at the time of picking.
- Notify the customer that the order lines have been canceled.