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            Manage Buy Online, Pickup In Store (BOPIS) and Buy Online, Fulfill In Store (BOFIS) Orders

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            Manage Buy Online, Pickup In Store (BOPIS) and Buy Online, Fulfill In Store (BOFIS) Orders

            The POS app provides the ability to process Buy Online, Pickup In Store (BOPIS) and Buy Online Fulfill In Store (BOFIS) orders. A store associate can place, pack, cancel, and update orders in the app.

            • Modern POS App Build: 6.4.2 or greater
            • Platform Support: iPad & iPhone
            • Offline Support: No

            See Also

            Enable BOPIS

            Configure a Product Display Page (PDP) layout to allow products to be picked up.

            1. Go to CMS | Layouts | Layout Templates | PDP > > > .
            2. Edit a PDP layout or Set Up a Product Display Page (PDP) Layout.
            3. Add a cell in the layout and select it.
            4. Click Cell Content | Form Element.
            5. Select the Field Type as "Button".
            6. Enter any button text, e.g., “Pickup In Store”.
            7. Select the Button Action as “Pickup in Store” from the drop-down menu. The CMS shows button settings.
            8. Select other button UI settings, e.g., button style, icon, etc., if needed.
            9. Set and save your changes. The CMS showr a PDP layer for BOPIS.

            Enable BOFIS

            Configure a PDP layout to allow products to be fulfilled for BOFIS orders.

            1. Enable Ship to Home From Current Store in the omni settings.The CMS shows the omni settings for BOFIS.
            2. Enable Ship to Home From Current Store Items Sent to PredictSpring Fulfillment in the omni settings.
            3. Configure a PDP layout for BOFIS orders. For more information, seeSet Up a Product Display Page (PDP) Layout.The CMS shows a PDP layout for BOFIS.

            POS BOPIS Flow

            Pack Order

            When the associate clicks on the Store Pickup Order to be Packed deep link, the app will show the list of orders to be packed. The associate can click on the PACK button to start packing the order.

            The POS app shows a list of orders to be packed.

            The associate can enter notes (optional) and select the items that are ready to be packed.

            The POS app shows the option to add a note to a packed item.

            Note
            Note The customer's phone number and email address, if available, will be displayed for only app builds 10.8.1 or greater.

            Complete Orders

            To complete the packing process, the associate will click on the SAVE button and the order will be updated.

            The POS app shows a message confirming that an order has been updated.

            Pick Up an Order

            When the customer comes to the store to pick up the order, the associate will click on the Store Ready to Pickup Order order to see the list of orders ready for pickup. Tap Pick to access the order ready to be picked up by the customer. If the customer changes their mind, the associate can cancel and refund the order by tapping Refund.

            Note
            Note

            If the BOPIS Item Level Cancelation (CanCancelIndividualBopisItems) app config flag is enabled from the CMS, associates will be able to select the items to be canceled and the reason code after clicking on the CANCEL ORDER button. If this flag is not enabled, associates will only be able to cancel the entire order. The associate can click on Cancelled/ Damaged Store Orders to view canceled orders.

            The POS app shows an order ready to pick up.

            When the customer picks up their order, the app will ask for the customer's signature and complete the order after clicking DONE.

            Note
            Note The signature is saved as an image blob in the database but is not transferred or visible in the Tlog. Associates can only view the signature on the App.

            The POS app shows a signature added to a pick up order.The POS app shows a message confirming an order has been updated.

            Order History

            Once the order is picked up by the customer, it will be moved to the order history screen. The associate can view a list of pickup orders from the deep link Store Picked Up Order History.

            The POS app shows the order history screen.The POS app shows an order as seen from the store picked up order history.

            Split Orders

            Unpacked items will be updated in the order display, and the order will not be considered complete until all items are packed. The associate can choose to pack the remaining items later or leave them unpacked.

            Split orders will be reported in CMS under BOPIS Reports (in CMS, go to Orders | BOPIS Orders) with the same order but different statuses.

            The CMS shows an example of a split order report.

            POS BOFIS Flow

            Manage Orders

            Similar to the app flow of BOPIS orders, BOFIS orders allow you to view and pack received orders. However, with BOFIS orders you'll have the option to either scan and attach a shipping label (Shipping Label) or manually generate a label (Generate Label) with an SPI. For details on this flow, refer to Configuring & Printing Shipping Labels via Point of Sale SPI.

            Return or Exchange

            The app will prevent unshipped items from being returned to avoid inventory discrepancies or the need for reconciliation. Specifically, for Ship to Home from Current Store items, if an order is in a pre-shipped state (not yet packed or shipped), the Return this product toggle will be disabled and non-editable during the return process. Instead, it will display the message "Item not shipped yet" (screenshot below). If the item has already been packed and shipped, it cannot be returned and will display the message "Cannot be returned."

            Note
            Note This restriction applies only when the Ship to Home From Current Store Items Sent to PredictSpring Fulfillment toggle is enabled in Omni settings.

            The POS app shows a refund item.

            Cancel Order

            You can cancel a BOFIS order at any point before shipment, including after packing the order or orders marked ready to ship. To cancel a BOFIS order: In the POS app, go to the pack page for the BOFIS order and select Cancel Order. You can't cancel partially shipped orders.

            Known Issues and Restrictions

            • Partial refunds are not supported for BOPIS orders.
            • The POS doesn’t prevent duplicate shipment creation for the same order item across registers. Because fulfillment orders aren’t marked as in progress, multiple associates can process the same item on different devices at the same time. As a result, an order can still display as Partially Shipped after shipment in the POS app.
             
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