Set Shipment or Order Ready for Pickup

Prepare click-and-collect orders by setting warehouse and pickup deadline.

Overview

The Set Shipment or Order Ready for Pickup step prepares click-and-collect orders by setting the customer pickup deadline, updating warehouse assignments, and marking order lines as reserved. It handles the transition when items arrive at the pickup location.

Identifier

PropertyValue
KeySetShipmentOrOrderReadyForPickup
GroupInventory
Applicable StatusesReadyForPickup
HiddenYes

Configuration Properties

PropertyTypeRequiredDefaultDescription
tagFilterStringNo-Comma-separated tags to filter which orders get special date handling
saleStartDateDateTimeNo-Override sale start date for deadline calculation

Behavior

What It Does

  1. Calculates customer pickup deadline based on click-and-collect configuration
  2. If no shipments are in Transit or Open status, sets order-level deadline
  3. For shipment-level execution:
    • Gets pickup warehouse code from shipment
    • Updates shipment warehouse assignment to the pickup location
    • Marks affected order lines as reserved
    • Clears the PickUpWarehouseCode after processing
  4. For order-level execution, processes all shipments
  5. Applies tag filter and sale start date for deadline calculation

Prerequisites

  • Order should be in ReadyForPickup status
  • Click-and-collect service configured for deadline calculation
  • Shipments should have PickUpWarehouseCode set if warehouse transfer needed

Side Effects

  • Sets CustomerPickupDeadline on order
  • Updates shipment warehouse assignments
  • Marks order lines ReservedInventory = true
  • Sets ReservedInventoryQuantity on order lines
  • Clears PickUpWarehouseCode after processing

Business Cases

When to Use

  • Click-and-collect: When items arrive at pickup store
  • Store transfer: When items transferred to pickup location
  • Pickup notification: Triggers deadline for customer pickup

Example Scenarios

Scenario 1: Standard Click-and-Collect Customer ordered for store pickup. Items arrive at store. Step sets pickup deadline and marks ready.

Scenario 2: Warehouse Transfer Items shipped from central warehouse to store. PickUpWarehouseCode set to destination store. Step updates warehouse and sets deadline.

Scenario 3: With Tag Filter tagFilter=PRESALE,VIP. Only orders with these tags use the saleStartDate for deadline calculation.

Scenario 4: Multiple Shipments Order has multiple shipments at order level. Step processes each shipment that has a pickup warehouse code.

Error Handling

ConditionResultContinues Workflow?
No shipmentsSuccess with messageYes
Processing successfulSuccessYes
Exception during processingErrorNo

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