Set up Omnichannel fulfillment options in CMS so that your store associates can fulfill orders from the Point of Sale (POS) app.
- Modern POS App Build: 8.4.0 or later
- Platform Support: iPad and iPhone
- Offline Support: No
Omni Settings in Point of Sale CMS control which fulfillment types are available to store associates, how orders are routed for fulfillment, and what customers see for fulfillment options in the POS app.
Enabling Omnichannel
Turn on OmniV2 to allow store associates to select and switch between fulfillment types in the POS app.
- In CMS, go to .
- Under Omni Settings, select the pencil icon to open the configuration window.
- Turn on .
- Customize the configuration by referring to Omni Customization.
- Save your changes.
Configure Fulfillment Types
Configure the fulfillment types, whether you support Mixed Cart or Single Fulfillment.
- In CMS, go to Store Management | Store Settings | Store Fulfillment.
- Under Omni Settings, select the pencil icon to open the configuration window.
- Under Is Enabled, select the fulfillment types to support in the POS app.
- Under Is Default, select the default fulfillment type. If Mixed Cart is off, the default fulfillment type takes precedence.
- Save the changes.
Customize Display Text
- In CMS, go to Store Management | Store Settings | Store Fulfillment.
- Under Omni Settings, select the pencil icon to open the configuration window.
- Under Display Text, enter a display value. Use the Language dropdown to configure display text in different languages. The app shows the text on the PDP, Cart, Order History, and paper receipts.
- Save the changes.
Set Fulfillment Location
Configure where to fulfill Ship to Home and Pickup Later orders.
- In CMS, go to Store Management | Store Settings | Store Fulfillment.
- Under Omni Settings, select the pencil icon to open the configuration window.
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Select the default fulfillment location for processing orders.
- Auto Route: The system selects where to fulfill the item (warehouse or a store). Associates can’t select a different fulfillment location when they add items to a cart.
- Current Store: The system fulfills items from the store where the associate logs in on the app.
- Save the changes.
Enable Delivery and Pickup Dates
Let customers select a delivery or pickup date for Ship to Home, Ship to Home From Current Store, and Pickup Later orders.
- In CMS, go to Store Management | Store Settings | Store Fulfillment.
- Under Omni Settings, select the pencil icon to open the configuration window.
- Select Ask for delivery date.
- Save the changes.
Enable Ship to Home From Current Store
Allocate items and route them to Point of Sale’s fulfillment system for BOFIS order processing. When enabled, store associates can review and pack these orders in the POS app.
- In CMS, go to Store Management | Store Settings | Store Fulfillment.
- Under Omni Settings, select the pencil icon to open the configuration window.
- Turn on Ship to Home From Current Store.
- Save the changes.
Restrict Fulfillment Switching
Prevent store associates from switching fulfillment types after adding items to the cart. When this feature is enabled, associates must void the cart to select a different fulfillment type.
- In CMS, go to Store Management | Store Settings | Store Fulfillment.
- Under Omni Settings, select the pencil icon to open the configuration window.
- Turn on Limit Cross-Channel Fulfillment Switching.
- Save the changes.
Apply Shipping Fees to Selected Fulfillment Types
App build prerequisite: 12.4.1 or later.
Choose which fulfillment types are eligible for shipping fees. Ship to Home and Ship to Home From Current Store are selected by default. You can also select Pickup Later to charge shipping fees for those orders.
- In CMS, go to Store Management | Store Settings | Store Fulfillment.
- Under Omni Settings, select the pencil icon to open the configuration window.
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Under Apply Shipping Fees to Selected Fulfillment Types, select the
fulfillment types you want to charge shipping fees for.
To charge shipping fees on Pickup Later orders, turn on both of these toggles:
- Enable Order Delivery Grouping: Groups items by delivery group on the cart.
- Allow Multiple Shipments Per Cart/Order: Allows multiple shipments per cart or order.
- Save the changes.
Omni Customization
Configure Product Display Page (PDP) layouts, mixed carts, and shipping methods after you turn on Omni settings.
Product Display Page (PDP)
After the Omni settings have been enabled and configured, you will have to configure a PDP layout with the fulfillment type UI component. For more information, refer to this article.
Mixed Cart
You can set items in the cart to have multiple fulfillment types in a single order (Ship to Home, Pickup Later, and so on). For more information, refer to this article.
You can also configure fulfillment combination rules, allowing you to block certain Omnitype combinations in the POS cart. For more information, refer to this article.
Single Fulfillment
If you’d rather have a single fulfillment type in a single order but still have the option to select in the POS app, refer to this article.
External Shipping
You can retrieve shipping methods by using an API. This feature is not supported if the multiple shipping method is enabled. For more information, refer to this article.
Shipping Methods
You can set up available shipping methods within the CMS or through an API. You can also decide whether different shipping methods are allowed or not for a single order. For more information, refer to this article.
Obsolete Settings & Deep Links
These settings and deep links are no longer supported or won't apply when Omni settings are enabled. Additionally, there are plans to deprecate them in the future.