Monstock allows you to manage your Click and Collect orders with ease.
To create a Click and Collect order, you must have created previously a Click and Collect delivery type.
Create an order manually
The creation steps for a Click and Collect order are the same as for a classic customer order, with a few additionnal steps.
For a Click and Collect order, you must be vigilant on the following points :
- The delivery type used must be a Click and Collect type (consult our tutorial to know how to manage your delivery types),
Once your delivery type is selected, the status barre is updated with a new status "Ready to go" :
- Handling units must be activated for preparation on the concerned site (see how to activate handling units here).
Retrieve an order from an external system
If your Monstock account is connected to an ERP, CRM, Ecommerce solution, or any other solution allowing you to retrieve orders in Monstock from external systems, the orders will be synchronized in your Monstock account.
You can then manually assign the type of delivery from the order form:
It is also possible to automatically assign a type of delivery according to your management rules. Calculations will then be made to choose the delivery method as well as the associated carrier, among those recorded in your company's database.
Preparation and packaging of the order
Once the packaging is validated, a new window is displayed, asking you to confirm the transition to the "Ready to go" status :
Sending the order
One the status of your order is "Ready to go", click again on "Packing" to display the events related the order :
To validate the availability of your order in Click and Collect, select your package and click on "Click and Collect", or click directly on the following button :
Note : If you want to ship multiple packages at the same time, select the packages you want to ship and then click on "Click and Collect" at the bottom of the window.
A final validation step is available for Click and Collect by clicking another time on "Packing". Validate the Click and Collect by clicking on the following button :
To deliver a Click and Collect order, go to the Android application.
See our tutorial on the delivery of a Click and Collect order.