RetailClick and collectHow to

Create a new Collect Store

The following procedure contains necessary steps for creating a collect store that can be successfully used with the Click & Collect module.

The following procedure contains necessary steps for creating a collect store that can be successfully used with the Click & Collect module.

  1. Search for Collect Stores, and choose the related link.
    The card contains various options for managing collect stores.
  2. To create a new store card, click New.
    The Collect Store Card popup window is displayed.
  3. Provide the company name in the Company Name field.
    The Service URL field is populated automatically if the store is in the same tenant, but it needs to be provided manually if that’s not the case.
  4. Provide the service username and password in the designated fields.
  5. Activate the Local Store toggle switch if you’re creating a source collect store, or leave it inactive if you’re creating a target/collecting store.
    If this toggle switch is active, the new POS Relations section displays in the Store Card. This section can be used for defining which POS store/unit the collect store is associated with.

The following actions can be taken after completing the initial procedure. All of them can be accessed from the Collect Store Card ribbon.

Field NameDescription
Validate Store SetupCheck if the Service URL, Username, and Password are correct.
Update Contact InformationPull either Cash Register, Location or Company Information from the specified company.
Show AddressOpen Google Maps based on the contact address, from where the geolocation can manually be copied from the URL.
Show GeolocationOpen Google Maps based on the geolocation latitude and longitude.
Stores by DistanceDisplay a list of other stores with distance to the current store.

See also