D365 Finance & Operations and Dynamics AX Forum

Hello AXUG,

I am looking for some help and advice for setting up "Buy online, pick up in-store". I am working on a project where we will have a customer make a purchase in our online store but collect their merchandise in our brick and mortar store. Our normal online purchases come in to AX and go through Warehouse management, they are picked then shipped. With BOPIS I am considering this same process but have the picklist print in store so that we can pick and hand off to the customer, but how would I capture funds when the customer arrives, this isn't a POS sale? This option is not the fastest option either. I'm also toying with bypassing warehouse management and pushing the online order receipt to the retail location and have them then manually create the sale in POS and complete the transaction/capture, but i'm not sure this is the best option either, how do I connect the online order to the POS sale? How are you making this work?

ANY help is very much appreciated.

Dynamics AX 2012 R3

Rob

------------------------------
Robert Harriman
The Eastwood Company
Pottstown PA
------------------------------

Hi, maybe a not-helpful question but I'm just thinking about when I buy online and pick up in store I pay online at the time of purchase. I go to the store and show them my order confirmation (I think the Home Depot ones have a QR code or something they scan) and they hand over the goods. Just curious why you would want to collect funds at the time of pickup? If I create an account and put in my payment info wouldn't it be easier to process payment and create the pick ticket and then it's just a matter of handing it over when I arrive? I'm sure there's a good reason.

------------------------------
Dan Johnson
Vice President
GraVoc
Tewksbury MA
------------------------------

Original Message:
Sent: Jan 07, 2021 11:23 AM
From: Robert Harriman
Subject: Buy online pickup in-store AX2012 R3

Hello AXUG,

I am looking for some help and advice for setting up "Buy online, pick up in-store". I am working on a project where we will have a customer make a purchase in our online store but collect their merchandise in our brick and mortar store. Our normal online purchases come in to AX and go through Warehouse management, they are picked then shipped. With BOPIS I am considering this same process but have the picklist print in store so that we can pick and hand off to the customer, but how would I capture funds when the customer arrives, this isn't a POS sale? This option is not the fastest option either. I'm also toying with bypassing warehouse management and pushing the online order receipt to the retail location and have them then manually create the sale in POS and complete the transaction/capture, but i'm not sure this is the best option either, how do I connect the online order to the POS sale? How are you making this work?

ANY help is very much appreciated.

Dynamics AX 2012 R3

Rob

------------------------------
Robert Harriman
The Eastwood Company
Pottstown PA
------------------------------

Hello Dan,

Thank you for your response. I think you probably authorize online with Home Depot and the capture happens probably at the time they scan the code etc. but I agree with you and capturing funds online is something to think about. The experience for the customer is absolutely key per what you say at the end of your comment.

Thank you

Rob

------------------------------
Robert Harriman
The Eastwood Company
Pottstown PA
------------------------------

Original Message:
Sent: Jan 08, 2021 09:56 AM
From: Dan Johnson
Subject: Buy online pickup in-store AX2012 R3

Hi, maybe a not-helpful question but I'm just thinking about when I buy online and pick up in store I pay online at the time of purchase. I go to the store and show them my order confirmation (I think the Home Depot ones have a QR code or something they scan) and they hand over the goods. Just curious why you would want to collect funds at the time of pickup? If I create an account and put in my payment info wouldn't it be easier to process payment and create the pick ticket and then it's just a matter of handing it over when I arrive? I'm sure there's a good reason.

------------------------------
Dan Johnson
Vice President
GraVoc
Tewksbury MA

Original Message:
Sent: Jan 07, 2021 11:23 AM
From: Robert Harriman
Subject: Buy online pickup in-store AX2012 R3

Hello AXUG,

I am looking for some help and advice for setting up "Buy online, pick up in-store". I am working on a project where we will have a customer make a purchase in our online store but collect their merchandise in our brick and mortar store. Our normal online purchases come in to AX and go through Warehouse management, they are picked then shipped. With BOPIS I am considering this same process but have the picklist print in store so that we can pick and hand off to the customer, but how would I capture funds when the customer arrives, this isn't a POS sale? This option is not the fastest option either. I'm also toying with bypassing warehouse management and pushing the online order receipt to the retail location and have them then manually create the sale in POS and complete the transaction/capture, but i'm not sure this is the best option either, how do I connect the online order to the POS sale? How are you making this work?

ANY help is very much appreciated.

Dynamics AX 2012 R3

Rob

------------------------------
Robert Harriman
The Eastwood Company
Pottstown PA
------------------------------

When does your credit card payment setup charge the card?

With our setup, we would generate the packing slip when the customer picks up the item (which is the same to AX as if the carrier picked it up when we ship product).  Then a batch process invoices and charges the card.

If you want to charge the card exactly at the same time as the customer is picking it up (and make sure it charges before they leave with the product), then someone would have to either post the packing slip and invoice the order manually, or go straight to invoicing the order without posting the packing slip first (if your setup allows it).

Just a thought.  Not sure if that fits with your requirements or not.

------------------------------
Daniel Zook
Director of IT
Lehman's
Dalton OH
------------------------------

Original Message:
Sent: Jan 07, 2021 11:23 AM
From: Robert Harriman
Subject: Buy online pickup in-store AX2012 R3

Hello AXUG,

I am looking for some help and advice for setting up "Buy online, pick up in-store". I am working on a project where we will have a customer make a purchase in our online store but collect their merchandise in our brick and mortar store. Our normal online purchases come in to AX and go through Warehouse management, they are picked then shipped. With BOPIS I am considering this same process but have the picklist print in store so that we can pick and hand off to the customer, but how would I capture funds when the customer arrives, this isn't a POS sale? This option is not the fastest option either. I'm also toying with bypassing warehouse management and pushing the online order receipt to the retail location and have them then manually create the sale in POS and complete the transaction/capture, but i'm not sure this is the best option either, how do I connect the online order to the POS sale? How are you making this work?

ANY help is very much appreciated.

Dynamics AX 2012 R3

Rob

------------------------------
Robert Harriman
The Eastwood Company
Pottstown PA
------------------------------

Hello Daniel,

Our process is the same as yours. It looks like we are going to run with this and develop a process for retail to post/invoice a little quicker and prior to notifying the customer to collect. Again, the experience for the customer is key, the capture, picking, posting etc should all be complete when we tell the customer to collect.

Thank you

Rob

------------------------------
Robert Harriman
The Eastwood Company
Pottstown PA
------------------------------

Original Message:
Sent: Jan 11, 2021 04:48 PM
From: Daniel Zook
Subject: Buy online pickup in-store AX2012 R3

When does your credit card payment setup charge the card?

With our setup, we would generate the packing slip when the customer picks up the item (which is the same to AX as if the carrier picked it up when we ship product).  Then a batch process invoices and charges the card.

If you want to charge the card exactly at the same time as the customer is picking it up (and make sure it charges before they leave with the product), then someone would have to either post the packing slip and invoice the order manually, or go straight to invoicing the order without posting the packing slip first (if your setup allows it).

Just a thought.  Not sure if that fits with your requirements or not.

------------------------------
Daniel Zook
Director of IT
Lehman's
Dalton OH

Original Message:
Sent: Jan 07, 2021 11:23 AM
From: Robert Harriman
Subject: Buy online pickup in-store AX2012 R3

Hello AXUG,

I am looking for some help and advice for setting up "Buy online, pick up in-store". I am working on a project where we will have a customer make a purchase in our online store but collect their merchandise in our brick and mortar store. Our normal online purchases come in to AX and go through Warehouse management, they are picked then shipped. With BOPIS I am considering this same process but have the picklist print in store so that we can pick and hand off to the customer, but how would I capture funds when the customer arrives, this isn't a POS sale? This option is not the fastest option either. I'm also toying with bypassing warehouse management and pushing the online order receipt to the retail location and have them then manually create the sale in POS and complete the transaction/capture, but i'm not sure this is the best option either, how do I connect the online order to the POS sale? How are you making this work?

ANY help is very much appreciated.

Dynamics AX 2012 R3

Rob

------------------------------
Robert Harriman
The Eastwood Company
Pottstown PA
------------------------------