Salesforce Docs Portal

Set Up a Pickup Information Layout

Configure the Pickup Information layout in the CMS to collect essential details from customers picking up orders, ensuring a smooth and secure in-store experience. Customizable fields enhance data accuracy and streamline the pickup process.

This feature is available in Point of Sale Omni V2.

  • Modern POS App Build: 8.10.1 or above
  • Platform Support: iPhone & iPad
  • Offline Support: N/A

Create a Pickup Information Layout

  1. In CMS, go to Layouts | Layout Templates | Pickup Information.
  2. Create a template from scratch or use a preconfigured one by clicking Add From Template. This example uses a preconfigured template.
  3. Select the Pickup Information template and a font. You should now see the template with four fields: First Name, Last Name, Email, and Phone.

Customize a Pickup Information Layout

Customize the layout to fit your business needs.

Set Fields as Optional

Choose which fields are required before submitting a form.

  1. On the layout, click on a field.
  2. In this right toolbar menu, go to Cell Content | Form Element.
  3. If the field is not required, enable Is Optional.
  4. If the field is required, disable Is Optional.
  5. Set and save your changes.

Set Same Pickup Details

Add a toggle on the layout to set the same pickup information for all pickup items.

Important
Important Multiple pickup dates must be configured for this feature. See Omnichannel: Configuring Delivery & Pickup Dates for more information.
  1. Set Field Type as Toggle.
  2. Under Field, enter the JSON object key (for example, isPickupForAllItems).
  3. Under Placeholder Text, enter the text to display to the user (for example, "Use this information for all pickup items").
  4. Enable Is Optional.
  5. Set and save your changes.

Assign a Pickup Information Layout to an App Config

After creating the layout, assign it to an app config.

  1. In CMS, go to Apps | All.
  2. Edit the selected app config you wish to have the Pickup Information layout.
  3. Go to Modules | Cart.
  4. Under Pickup Info Layout, select the layout.
  5. Save your changes.

Test a Pickup Information Layout

  1. Relaunching your POS app.
  2. Add an item to a cart with a fulfillment type as either "Nearby Store", "Pickup Later", or "Try at Store". Click the Pickup Info section.
  3. You should see the Pickup Information ‌popup. Enter the fields and click Confirm.
  4. The Pickup Info section will update with the entered information. Proceed with the checkout process.