Add Click and Collect Tags

Add specific tags to click-and-collect orders for notification routing.

Overview

The Add Click and Collect Tags step adds specific tags to click-and-collect orders to enable different notification templates and processing paths based on pickup type.

Identifier

PropertyValue
KeyAddClickAndCollectTags
GroupClickAndCollect
Applicable StatusesNew
HiddenYes

Configuration Properties

This step has no configurable properties.

Behavior

What It Does

  1. Validates order has shipments
  2. Clears CustomerPickupDeadline (set later when ready)
  3. For click-and-collect orders, analyzes pickup warehouse codes:
    • normalClickAndCollect - All shipments have empty/zero pickup warehouse
    • multiClickAndCollect - Mixed pickup warehouses
    • orderClickAndCollect - All shipments have pickup warehouse set
  4. Clears StorePickDate for multi and order click-and-collect

Prerequisites

  • Order must have shipments
  • Order should be click-and-collect type

Side Effects

  • Click-and-collect tags added
  • CustomerPickupDeadline cleared
  • StorePickDate may be cleared

Business Cases

When to Use

  • Notification routing: Different emails for pickup types
  • Processing logic: Different handling by pickup type
  • Reporting: Track pickup type distribution

Example Scenarios

Scenario 1: Normal Click-and-Collect Customer picks up at store, no transfer needed. Gets "normalClickAndCollect" tag.

Scenario 2: Multi Click-and-Collect Some items at store, some shipping from warehouse. Gets "multiClickAndCollect" tag.

Scenario 3: Order Click-and-Collect All items shipping to store for pickup. Gets "orderClickAndCollect" tag.

Scenario 4: Not Click-and-Collect Regular home delivery order. No tags added.

Error Handling

ConditionResultContinues Workflow?
Tags addedSuccessYes
No shipmentsErrorYes
Not click-and-collectSuccess (no tags)Yes

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