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Use Reserve Online, Pick Up In Store (ROPIS)
Point of Sale's Reserve Online, Pick Up In Store (ROPIS) feature lets customers reserve items online for in-store trials before buying. After reserving online, the store gets an order, allocates the items, and prepares them for fulfillment, similar to Buy Online Pick Up In Store (BOPIS). Once the order is ready, the customer receives a notification to try the items in-store before purchase.
- Modern POS App Build: 9.6.1 or greater
- Platform Support: iPad & iPhone
- Offline Support: No
- Integration: SFOM, NetSuite, SFCC
Point of Sale's Reserve Online, Pick Up In Store (ROPIS) feature allows customers to reserve items online at a nearby store for a product trial before making a purchase. This feature is initiated by eCommerce, while POS initiation is reserved for "Try at Store" orders.
After an online reservation, the store receives an order, and the specified item(s) are allocated and readied for fulfillment, following a process similar to Buy Online Pick Up In Store (BOPIS).
Once the order is received by the store, the items are allocated and an associate packs the items. When the order is ready for pickup, the customer is sent a notification, and they will come to the store to try the items before purchasing.
See Also
Configure Deep Links
Managing ROPIS orders on the POS app is done by configuring the below deep links.
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In CMS, configure a layout and go to the deep link picker modal.
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Go to BOPIS / Store Fulfillment and set these deep links:
- Store Pickup Order to be Packed
- Store Ready to Pickup Order
- Store Picked Up Order History
- Cancelled / Damaged Store orders
Thit is an example screenshot of the POS app showing the deep links: 
POS Behavior
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. To find a specific order, filter by order number, phone number, first name, or last name. If filtering by first or last name, provide both, as partial matches are not supported.
ROPIS orders are distinguished by their "ROPIS" label, see example below. The store associate can click the Pack button to start packing the order. If the customer cancels the order, the associate can click Cancel instead.
The next screen displays the details of the order, although similar to BOPIS, ROPIS orders differ in that they are unpaid as noted by the Payment Method. Here, the store associate can enter optionally enter notes. To pack an item, simply toggle it. Items that are not toggled will be removed from the order and be unallocated.
Note: The customer's phone number and email address, if available, will be displayed for only app builds 10.8.1 or greater.
Store associates can add more items to this order by either scanning (barcode icon at top right) or through an item look-up (magnifying glass). Note, adding items can only be done before packing has been completed— it cannot be added after. Added items will move their inventory from Available to Allocated. If an item is mistakingly added, untoggle it.
To complete the packing process, tap Save and the order will be updated. The app will send an update to OMS via order SPIs, SFOM, or Netsuite that the item is packed and the customer will be sent a notification for pickup.
Pick Up an Order
When the customer comes to the store to pick up the order, the store associate will click on the Store Ready to Pickup Order order to see the list of orders ready for pickup.
As ROPIS orders are not yet paid orders, they can be identified with the label, Unpaid. Orders can be searched by filtering order number, phone number, first name, and/or last name.
After locating the order, click Create Cart to go to the cart screen. The ROPIS items will populate the screen. If there are items already in the cart, the ROPIS items will merge with them. The order details, including name, email, and phone, will populate the user profile.
If the customer decides they no longer want the product, they can click Unreserve. This will subtract the item's quantity from the Allocated inventory bucket and move it to the Available bucket. Whether Create Cart or Unreserve is tapped, the ROPIS order status will update to "Picked Up".
Click Create Cart again to add the items to the Saved Cart screen. As the items are not yet paid for, a suspended cart will be created for the order and the inventory will be reverted back to Available. The store associate who packs the items will be attributed to the items in the initial cart. The store associate can choose to either create a quote for the customer or resume. Once the cart is resumed, the checkout flow will be initiated.
Reporting
Transaction Logs (TLogs)
ROPIS orders are recorded using https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_export_tlog.htm&language=en_US with specific attributes:
- Order Level - OrderType - ONLINE_RESERVE: At the order level, ROPIS orders are categorized as "ONLINE_RESERVE." This classification distinguishes them as orders placed online for in-store pickup.
- Item Level - FulfillmentSubType - TRY_AT_STORE: At the item level, each individual product within an ROPIS order is tagged with a "FulfillmentSubType" of "TRY_AT_STORE." This detail indicates that customers have the opportunity to try out these items in the store before making a final purchase decision.
