--- schema_version: "1" id: 52d442f92887340214fa6223c2264a5047cc13b0f3a0ebbd184b1de151b023e3 title: "Omnichannel: Delivery and Pickup Date Overview" collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/rt_cms_modules_omnichannel_delivery_and_pickup_date_overview.md canonical_url: https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_omnichannel_delivery_and_pickup_date_overview.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 9c4725d5bb4abcd7856f183c95ab0bc3b89019fbaf553ef0b2582c6e7a96a7da description: Configure Delivery and Pickup Dates for Omnichannel in Point of Sale. products: - Commerce release: "264" --- # Omnichannel: Delivery and Pickup Date Overview Configure Delivery and Pickup Dates for Omnichannel in Point of Sale. Point of Sale allows delivery and in-store pickup orders with the option of a date selection to improve visibility with shoppers. The date selection can be done at the order level (default) or the line level. ## Prerequisites - Modern POS App Build: 9.9.1 or later - Platform Support: iPad - Offline Support: no ## Omnichannel CMS Configuration and Setup Configure Omnichannel delivery, pickup dates, and shipment addresses within Point of Sale CMS at the item and order levels. For instructions on how to configure delivery and pickup dates, refer to this [article](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_omnichannel_configuring_deliveryand_pickup_dates.htm&release=264.0.0&type=5 "Configure delivery and pickup dates to provide customers with the ability to select delivery options in the Point of Sale (POS) app."). ### Enabling Shipment Addresses at Order Level ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/images/icon_note.png) Note Multiple shipping methods must be configured to turn on this feature. [Learn More](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_omnichannel_configuring_shipping_methods_on_pos_app.htm&release=264.0.0&type=5 "Configure shipping methods in Point of Sale CMS’s Point of Sale (POS) app to host and select how to ship goods without external calls.") 1. In CMS, go to **Store Management \\> Store Settings \\> Store Fulfillment**. 2. Under **Omni Settings**, select the pencil to show the window. 3. Disable **Allow Multiple Shipping Addresses Per Order**. 4. Set and save your changes. 5. Relaunch your POS app. ### Enabling Delivery and Pickup Dates at Order Level 1. In CMS, go to **Store Management \\> Store Settings \\> Store Fulfillment**. 2. Under **Omni Settings**, select the pencil to show the window. 3. Under **Fulfillment Types \\> Ship to Home**, check **Ask for delivery date**. 4. Disable **Allow Multiple Delivery and Pickup Dates Per Order**. 5. Relaunch your POS app. ### Enabling Shipment Addresses at Item Level ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/images/icon_note.png) Note Multiple shipping methods must be configured to turn on this feature. [Learn More](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_omnichannel_configuring_shipping_methods_on_pos_app.htm&release=264.0.0&type=5 "Configure shipping methods in Point of Sale CMS’s Point of Sale (POS) app to host and select how to ship goods without external calls.") 1. In CMS, go to **Store Management \\> Store Settings \\> Store Fulfillment**. 2. Under **Omni Settings**, select the pencil to show the window. 3. Turn on the flags: - **Enable Order Delivery Grouping** - **Allow Multiple Shipments Per Order** - **Allow Multiple Delivery and Pickup Dates Per Order** - **Allow Multiple Shipping Addresses Per Order** 4. Set and save your changes. 5. Relaunch your POS app. ### Enabling Delivery and Pickup Dates at Item Level 1. In CMS, go to **Store Management \\> Store Settings \\> Store Fulfillment**. 2. Under **Omni Settings**, select the pencil to show the window. 3. Turn on **Allow Multiple Delivery and Pickup Dates Per Order**. 4. Set and save your changes. 5. Relaunch your POS app. ## Omnichannel Delivery and Pickup Date POS App Flow View the workflow for setting delivery and pickup details in the Point of Sale (POS) app ### Setting Shipment Address at Order Level On the POS app, after an item with either a fulfillment type of "Ship to Home" is added to the cart, the store associate sees a section for selecting delivery dates. ### Selecting Multiple Delivery & Pickup Dates at Order Level On the POS app, after an item with either a fulfillment type of "Ship to Home" or "Pickup Later" is added to the cart, the store associate sees a section for selecting delivery or pickup dates. Tapping on the field opens the calendar window. Here, the store associate can select the date and time. ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/images/icon_tip.png) Tip To add a "Will Call" switch for delivery dates—used if no delivery date is specified or the customer is unsure of the delivery schedule—use the willCallDate field on the [Date Picker SPI](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_omnichannel_retrieving_delivery_spi.htm&language=en_US). If this field is included in the response, it'll be fetched and displayed in the POS app. ### Setting Multiple Shipment Addresses at Item Level If a customer is logged into their profile and has items in the cart, the shipping address associated with their profile automatically populates for all items designated for shipment. To change a specific item's address, select its shipping address. This action opens a window where the address can be edited. In this window, the store associate has the option to apply this new address to every item in the cart. Items that have the same shipping addresses are organized into separate shipments (for example, Shipment 1, Shipment 2, and so on). The order can only be completed if a shipping method has been selected for all deliverable products. ### Selecting Multiple Delivery & Pickup Dates at Item Level If a customer is logged into their profile and has items in the cart, the information associated with their profile (name, email, and phone number) automatically populates for all items designated for delivery or pickup. To update the pickup details for an item, select its current pickup information. This opens a window where you can modify the pickup details as needed. In this window, the store associate has the option to apply the same information to every pickup item in the cart. To learn how to configure the layout, refer to [Pickup Information Layout](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_layouts_templates_pickup.htm&release=264.0.0&type=5 "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."). To select a pickup date, select Pickup Date to select a specific date and time. This opens a window for choosing a date either for that specific item or for all pickup items ### Delivery Groupings Items with the same fulfillment method, shipping address, delivery date, and shipping method are grouped together for delivery. The POS app receives the delivery groups in a sorted order from Point of Sale's backend, and this sorting order is shown in the cart. Each group has a sequential shipment number, starting with Shipment one. If one of the items has changed (for example, the way it's shipped or the address), it'll be in a different shipment. The number of these shipment increases by one (for example, Shipment two). ## Omnichannel Delivery and Pickup Date Receipts Configure email and print receipt settings in Point of Sale to customize the information that appears on customer receipts. Delivery and pickup details can be printed on receipts using [Print Tags](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_layouts_receipts_tags_list.htm&release=264.0.0&type=5 "Show dynamic data in your layouts by using Point of Sale print tags as placeholders. Each tag includes its description, location, receipt components, group list, and data mapping. Grouped lists output multiple data points for each tag.") or Email Tags
Use Case Print Tags Email Tag
     
Display name of the designated person for picking up the product :ps\_p\_pickup\_info TBD
Display product’s pickup date that is selected on the POS app at item level :ps\_p\_pickup\_date

{product\_pickup\_date}

Email tag must be placed between {product\_pickup\_info\_start/end} tags
Display product’s delivery date that is selected on the POS app at item level :ps\_p\_delivery\_date

{product\_delivery\_date}

Email tag must be placed between {product\_shipping\_info\_start/end} tags
Display product’s shipping method that is selected on the POS app at item level :ps\_p\_shipping\_method\_name

{product\_shipping\_method\_name}

Email tag must be placed between {product\_shipping\_info\_start/end} tags
Display product’s shipping address that is selected on the POS app at item level :ps\_p\_shipping\_address Note: Print tag only displays address line 1

{product\_shipping\_address}

Note: Email tag must be placed between {product\_shipping\_info\_start/end} tags
Example Email ReceiptExample Print Receipt ConfigurationExample Print Receipt ### Example Email Receipt Configuration ![Example Email Receipt Configuration part 1](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_cms_exxample_email_receipt_configuration_1.png)![Example Email Receipt Configuration part 2](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_cms_modules_example_email_receipt_configuration_2.png) ### Example Email Receipt ![Example Email Receipt](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_cms_modules_example_email_receipt.png) ### Example Print Receipt Configuration ![Example Print Receipt Configuration](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_cms_modules_example_print_receipt_configuration.png) ### Example Print Receipt ![Example Print Receipt](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_cms_modules_example_print_receipt.png) ## Omnichannel Delivery and Pickup Date Known Issues & Restrictions Read about how order management limitations can impact how your data is displayed and how the Point of Sale (POS) app behaves. After items are returned, the app no longer shows the shipping address, shipping method, or delivery date details at the item level on the Order History screen. If an item's fulfillment is changed to "SHIP\_TO\_HOME" or "SHIP\_TO\_HOME\_CURRENT\_STORE," the app doesn't automatically apply the customer's address as the item-level shipping address. If item fulfillment is changed to "PICKUP\_LATER" or "PICKUP\_NEAR\_STORE," the app doesn't automatically apply the customer's information as item-level pickup information. If the item-level shipping address is set and customer login is mandatory before checkout, the POS app won't request login at that point. Instead, the app prompts for a customer login before starting the tendering process.