Buy Online Pick-up In-Store (BOPIS) is an omnichannel fulfillment method where customers can shop online and go to the store or pickup location once the order is ready. This allows businesses to drive in-store traffic by connecting their offline and online experiences. This is a guide to enable and use Point of Sale's BOPIS feature.
For a general overview of SFOMS integration in CMS, refer to this Configure the Salesforce (SF) Order Management System (OMS) in CMS.
For information on enabling BORIS, read Enable BORIS for SFOMS Integration.
OMS Configuration
Review each of these sections and fields to ensure that they are filled out matching your business requirements.
These sections can be accessed by going to CMS | Integrations | OMS Configuration.
| CMS OMS Integration Sections | Description |
| Order Search Configuration | For Sales Channel IDs, please ensure that the correct IDs are input for the sources that you want to pull your BOPIS orders from |
| BOPIS | Ensure that the Enable BOPIS flag is toggled on. Make sure that the values in each of the Status fields are matching to the corresponding Status values in SFOMS. These are order statuses for the Fulfillment Order Objects. |
| Digital Wallet | If your SFOM or Salesforce Commerce use certain digital wallet types for payment, you will need to choose the specific options for the Payment Method (Digital Wallet Type) and enter the value to map them in POS and Salesforce. |
| Additional Payment Types | Similar to Digital Wallet, choose from the payment type options and enter the corresponding values from Salesforce to map them in POS |
| Advanced | If using the SFOMS Rest API Cancellation endpoints, ensure that the toggle for Enable Cancellation APIs is toggled on. |
App Config – BOPIS Store Fulfillment Modules
These flags can be accessed in your app config by going to Modules | BOPIS Store Fulfillment.
| Flag | Description |
| BOPIS Item Level Cancellation | This flag can allow the cancelation of individual items in BOPIS orders. Toggle on this feature if your business supports this workflow. |
| Has Store Fulfillment | This flag can display the store fulfillment UI on the Manage BOPIS Orders screen. Toggle on this feature if your business supports this workflow. |
| Allow Partial Refund | This flag can allow store associates to issue partial refunds on purchases. Toggle on this feature if your business supports this workflow. |
Store Management
These sections can be found in CMS by going to Store Management.
| Section | Description |
| Return Policy Configuration | Create a Return Policy for Ecomm Stores if one has not been created already. Check to ensure that the settings match your online order policy as closely as you can. |
| Email & Print Templates | Ensure that both BOPIS Ready for Pickup and BOPIS Order Picked Up templates have been configured and published. |
| Store Settings |
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