pickup@store - magento · 2019. 10. 29. · the pickup@store extension only requires a few steps...

29
PICKUP@STORE User Guide

Upload: others

Post on 30-Oct-2020

3 views

Category:

Documents


0 download

TRANSCRIPT

Page 2: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

The Pickup@Store extension only requires a few steps before being ready to use.

First of all, you need to create your pickup locations. For this, go to: SALES POINT OF SALE MANAGE POS / WH

With Pickup@Store that includes the Point of Sale extension, you can manage as many warehousesor points of sale as you want in the backend of Magento 2.

To add new points of sale, click on .

Each POS must have at least a name, a code, an order of display, a latitude and longitude. Otherinformation is additional, however we recommend you to fill in a maximum of fields.

You will also be able to reuse these fields in the Google map display.

Code (internal use)That code is for internal use only.

NameThis is the name that appears on the front-office of your web-site in Google Maps. It can be ashop sign or used help to localize the point of sale, eg. «USA Washington Store».

Type of displayDisplay the point of sale in the Gmap and in the checkout or not (warehouse).

Order of displayThis is the order of display on the Google Map.

Latitude & LongitudeThis information is essential to allow the point of sale to be displayed in Google Maps. You canfind these information with Google maps.

How to use Pickup@Store for Magento® 2

STEP 1: Manage your pickup locations

Create your pickup locations

General information

Page 3: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

All the details specified in Address & Hours appear in the information section when a customer selectsa particular point of sale.

You must fill in:

Address, City, Postal code

CountryThe country allows customers to filter their point of sale search results.

StateThe state code is essential if data files are exported to a Google Places account.

Main phoneThe telephone number is essential if data files are exported to a Google Places account

EmailIt is the email to contact the website.

ImageThis is the image associated with a point of sale eg. the shop front, the logo etc... The imageappears in the information section when a customer selects this particular point of sale. Theimage can be a .jpeg, .gif or .jpg file.

DescriptionThis is a description of the point of sale. The description appears in the information section whena customer selects this particular POS.

Address & Hours

Page 4: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

HoursThe opening hours can be shown for each point of sale. You can set lunch hours as well.

Days off You can list all the days off. Each date must be on a new line formatted as follows:

yyyy-mm-dd

Page 5: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

Note that you can also add hours off. Each date and hour must be on a new line formatted asfollows:

yyyy-mm-dd HH:ii-HH:ii In the case where there are several breaks during the day, you'll need to add one line per breaktime, for example:

2019-02-25 14:00-15:00

2019-02-25 18:30-19:30

A point of sale can be linked to one or more Magento 2 store views. Only the points of sale linked to astore view are then displayed for customers in Google Maps.

Be careful, if you select No Store view with or without selecting an other option, the point of sale will notbe visible to any store view.

You must then select in the Customer Group Selection tab, the customer group(s) that will be able tosee the point of sale.

Store Views selection

Customer group selection

Page 6: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

Be careful, if you select No Customer Group with or without selecting an other option, the point of salewill not be assigned to any customer group.

For each point of sale, you can define a fee when customers choose the pickup at store method. Thehandling fee will be displayed in the cart, in the checkout when selecting the point of sale, as well as inthe total of the order. Handling Fee

You can use the global handling fee or define a specific one.

Fee amountNo need to add the currency as it will automatically use the one linked to the storeview. Use adot if needed, for example:

5.5

Minimum time required to handle an orderYou can use the global time required to handle an order or define a specific one.

Minimal delay for an orderAdd the time in minutes. For example:

1440

Minimum time required to handle a backorderYou can use the global time required to handle a backorder or define a specific one.

Minimal delay for a backorderAdd the time in minutes. For example:

2880

Pickup At Store

Page 7: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

Note that the minimum handling time defined for each POS will have an impact on the the first dayavailable to pickup the order in the checkout.

You have the possibility to define a description specific to the POS/WH as well as to enable a uniquefrontend page.

In the Store Locator page, you can use the global store description, or use a specific one for thePOS/WH.

If you choose to use a template specific to the POS/WH, you have the possibility to add variables to thedescription.

Frontend

Page 8: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

You can also enable a unique Store page for the POS/WH.

Define your own url key, for example, with italy-store, you'll be able to access the store page from:www.yourstore.come/italy-store

Also, add the content of your choice. Note that HTML and CSS code are supported.

Page 10: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

{{phone}}The point of sale phone number

{{email}}The point of sale email address

{{address_1}}, {{address_2}}, {{city}}, {{state}}, {{country}}, {{zipcode}}The point of sale address

{{hours}}The point of sale opening hours

{{description}}The point of sale description

{{image}}The point of sale image

{{link}}Link to the point of sale page

{{google_map}}The Google map with the targeted point of saleNote that you can't use the Google map variable in the Store locator description template.

{{additional_attribute_code}} All custom attributes that you have configured.

For each store, you can define your own attributes in order to customize the store page as you want.

For this, go to: SALES POINT OF SALE POS / WH ATTRIBUTES

Click on .

This works the same way than product attributes.

The attribute can be:

text (simple input)

textarea

wysiwyg

Additional information

Page 11: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

Note that the attribute code will be generated automatically from the attribute label.

Once saved, a notification displays and the attribute is listed in the grid.

Once created, the attributes will be displayed in the Additional information tab of each point of sale.

Then, they can be used in the description template for the store locator and in the template for the pointof sale page.

Page 12: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

If you already have a file with all your pickup locations, your can easily import them with [email protected] and import your file in Magento (it must be a csv file).

You should now see all the pickup locations added in: SALES POINT OF SALE MANAGE POS / WH

Import and export a CSV file

Import your pickup locations

Page 13: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

To export a csv file, it is quite easy, you need to click on . You will then be able to download a CSV filethat includes all the data of your points of sale or warehouses.

To import a large number of points of sale more easily, you can first export a CSV file, fill it in Excel andsave it in CSV format. Finally import it as a CSV file.

In order to edit the display of your points of sale in the Google map, go to: STORES SETTINGS CONFIGURATION WYOMIND POINT OF SALE

To see your points of sale in the map, go to www.yourstore.com/pointofsale

Note that if customers have a preferred store, then it is automatically highlighted in the store list.

Export your pickup locations

Configure the display of your points of sale

Page 14: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

There you will be able to add your API key in the Google API key field.

Note that distances and times will be displayed only if the geolocation is enabled.

You can totally configure the location:

Number of POS to display according to the distanceNote that 0 means unlimited.

Display the distance from the customer location to the store in the store titleYou can add the distance to the store from the customer location.

Add your Google API key

Edit the location configuration

Page 15: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

Display the duration from the customer location to the store in the store titleYou can add the time it takes from the customer location to go to the store.

Unit systems for the distanceChoose between Metric or Imperial.

Note that the distances and times will be displayed only if the geolocation is enabled.

You can change the display of your points of sale and even add some PHP code.

For example, let's say you want to display the phone number in red. You'll just need to add in the Storedescription template field:

<span style="color:red"> {{phone}} </span>

Edit the store description

Page 16: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

You have the possibility to change the format of the date. For example, for 2:30 AM, use:

h:i A

For more details, you can refer to the below table:

Edit the time format

STEP 2: Enable the Store Pickup method in the Shipping methods

Page 17: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

So that you can use the Pickup@Store extension, you need to enable the store pickup method.

Start with enabling the store pickup, from:

STORES SETTINGS CONFIGURATION SALES SHIPPING METHODS

There, you will be able to configure the Pickup@Store extension according to your needs:

EnabledYou can at any time disable that option.

TitleChange the title of the method if you desire or leave it on Store pickup. This will be displayed inthe checkout when your customers will choose the shipping method.

Global handling feeThe handling fee will be charged during the order, if you define one, don't forget to enter thedecimal point. Note that you can define handling fee for each pos in their configuration.

Sort orderDefine where you want that shipping method to appear.

Attention, if your points of sale are defined on No Storeview and/or No Customer Groups, the storepickup method won't be available.

If enabled, your customers will be able to choose the store pickup method when going to checkout.

Enable the store pickup

Pickup At Store

Frontend

Page 18: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

The Store Pickup method will also be displayed in the order Summary as below.

Note that if customers have a preferred store, then it is automatically highlighted with the mention"Preferred store" or "*" and selected in the order summary and in the checkout if they choose to collecttheir order in store.

Configure the display settings

Page 19: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

Pickup@Store can be totally customized from: STORES SETTINGS CONFIGURATION SALES SHIPPING METHODS PICKUP AT STORE

Here define the display of the store pickup:

Store pickup activated by default? Automatically activate the store pickup method.

Display a unique store pickup shipping method in the cart estimation If you select Yes, only one "store pickup" radio button will be displayed in the cart.

Display the locations in a dropdownChoose to display the locations in a dropdown, or in a simple list with radio butons.

If you choose to display the locations in a dropdown, you have the choice to:

Display the stores listChoose to display or not the list of the stores in the frontend.

Display the Google Map Choose to display or not the Google Map in the frontend.

Page 20: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

In the case where you don't want to display the location in a dropdown, your point will be listed. Youhave the possibility to:

Display the description of the locationsYou can add the description of each point of sale.

Pickup@Store gives the customers the opportunity to decide on the day when they want to pick up theirorder.

Allow the customer to choose the day to pickup the order Give the possibility to your customers to choose the day when to pickup their order.

Allow pickup method ahead Choose how much time in advance the store pickup method can be planned. For example, allowpickup method ahead 15 days.

Date format to display Choose how you want the date to be displayed in the frontend. A table should help you to

Date Settings

Page 21: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

configure the date format as you want it to appear. For example, to write Wednesday 14th April, you should write:

l jS F

Below, you will find the characters recognized in the date format.

You can give your customers entire satisfaction by allowing them to choose the time to pick up theirorder. Allow the customer to choose the time to pickup the order

Give the possibility to your customers to choose the time when to pickup their order.

Time Settings

Page 22: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

Pickup time range Define a Pickup time range. You need to be aware that this range shouldn't exceed 60 minutes.

Minimum time required to handle an order Define the minimum time required to handle an order. In the case where you need one day toprepare the order, you can enter:

1440

Minimum time required to handle a backorder Define the minimum time required to handle a backorder. In the case where you need 2 days toprepare the order, you can enter:

2880

Time format to displayChoose how you want the time to be displayed in the frontend. For example, to display 11:30 am, you should write:

g:i a

Below, you will find the characters recognized in the time format.

Page 23: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

Note that the time slots when customers can come and pickup their orders are limited to the openinghours of the points of sale.

Store pickup activation titleDefine the title when activating store pickup method.

Shipping address title Define your title for the Shipping address.

Store choice title Define your title when selecting the store.

Ship to title Define your title for the place to ship.

Below, you can see the Store pickup activation, Shipping address and Store choice titles in theShipping section of the checkout.

Labels

Page 24: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

Below you can see the Ship to title in the Review & Payment section of the checkout.

Note that the points of sale can be displayed on Google maps directly via the popup link.

STEP 3: Enable the Preferred store option

Page 25: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

You have the possibility to add a widget to let your customers select their preferred store.

For that, go to: CONTENT ELEMENTS WIDGETS

Click on .

Select Preferred Store as type and choose your theme. Click on Continue.

Configure the Storefront Properties according to your needs and as in the example below.

Finally, choose the widget options. You have the choice between:

1 column - Store List

Add the widget

Page 27: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

When the widget is added, you customers will then have the possibility to choose their preferred storeclicking on from the top bar.

A popup should displayed and list all available stores.

Select the preferred store

Page 28: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

If enabled, geolocation can be used to propose the closest store and customers can also select theirpreferred store by clicking on .

Once the store is selected, this will be displayed in the top bar.

Page 29: PICKUP@STORE - Magento · 2019. 10. 29. · The Pickup@Store extension only requires a few steps before being ready to use. First of all, you need to create your pickup locations

Note that if customers have a preferred store, then it is automatically highlighted with the mention"Preferred store" or "*" and selected in the order summary and in the checkout if they choose to collecttheir order in store.