Getting Started with Pick and Collect

Help

We start from the premise that not everyone was born with a computer or tablet in hand. That’s why we designed and programmed our Pick and Collect app to be as user-friendly as possible.

And to make your life even easier, we provide guidance so that even those who are computer-averse can feel completely comfortable with our products.

Aide Pick and Collect FR

Because everyone has their own reading preferences, we offer you two choices for this assistance:

You can either navigate this page or download the same content formatted as a PDF by clicking on the 'Download PDF Guide' button

Download the PDF Guide
1. Purchase
2. Configuration
3. Getting started
4. Usage

Getting Started with My 'Pick and Collect'

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1. First step in this getting started process. Click the blue “Point de vente” button to provide all the information about your point of sale.

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2. Click the “Nouvel enregistrement” button to access the information you need to provide.

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3. Provide some basic information about your point of sale.

  • Complete address, one or more phone numbers for your point of sale, and its email address.
  • List the available payment methods.
  • Click the blue “Save” button to save and move on.
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4. Second step in this getting started process. Click the blue “Departments” button to create your first department.

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5. Departments are one of the four pillars of Pick and Collect, along with the point of sale, products, and offers. To set up your first department, click the “New Record” button.

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6. Two simple pieces of information are required:

  1. Display order: by default set to 10, you define its position on the future page of your online store. For example:
    • If you set it to 1, it will always be the first.
    • If you set it to 1000, it will always be the last (as long as you haven’t assigned a number higher than 1000 to another aisle).
  2. The name of your department.
  3. Click the blue “Save” button to save and move on.
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7. Third step in this getting started process. Click the blue “Products” button to create your first product.

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8. Products are one of the four pillars of Pick and Collect, along with the point of sale, departments, and offers. To set up your first product, click the “New Record” button.

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9. Complete your first product.

  1. Product: the name of your product.
  2. Department: assign an department(previously created) to your product.
  3. Description: a nice description will always make your customers more eager to buy it.
  4. Price and Unit: enter the desired price and define the unit (kg, package, liter, etc).
  5. The supplier selection is not accessible during this getting started process, but it will be after this when you have filled in your suppliers in the ‘Suppliers’ section of your Pick and Collect.
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10. Fourth step in this getting started process. Click the blue “Regular offers” button to create your first regular offer.

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11. Offers are one of the four pillars of Pick and Collect, along with the point of sale, departments, and products. To set up your first regular offer, click the “New Record” button.

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12. Create your first offer.

  1. Priority: by default set to 100, you define its position on the page of your online store. For example:

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    1. If you set it to 1, it will always be the first.
    2. If you set it to 1000, it will be the last (unless you have assigned a number higher than 1000 to another offer).
  2. Offer name: assign a name to your offer.
  3. Offer validity: a start and end date.
  4. Days for order pickup: you must check at least one day. If it’s an offer available every weekday, check all those days. If this offer is only available on Tuesdays, check only Tuesday, and so on.
  5. Possible online orders until…: You set the minimum number of days and the cutoff time by which your customers can place an order.
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13. Fifth and final step in this getting started process: complete your first offer by clicking on the name of the offer you just created.

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14. Select the products that will be part of your offer.
During this getting started process, there is only one product available: the one you just created. However, in the future, you can choose from all the products you have created. Let’s detail the columns:

  • Checkmark: Check the box next to the product you want to add to your offer.
  • Product: The name of each product created by you.
  • Unit Price/Unit: By default, the displayed price and unit are the ones you determined when creating the product. However, you can modify them in whole or in part for this offer. For example, the strawberry containers, which you usually sell for 4.5€ each, can be offered at 8€/kg as part of this offer.

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  • Average weight: In some cases, it can be challenging to determine an exact price. Take chicken breasts, for example. You might sell them individually, but not all chicken breasts will have the same weight. The price calculated online will be approximate, and the customer will pay the actual price when they come to the store. In such cases, you can indicate an average weight of 150g, knowing that it might range between 135g and 170g.
  • Initial available stock: The stock you offer for sale when creating this offer.
  • Already ordered: Pick and Collect keeps you updated on what you have already sold as confirmed orders.
  • Low stock from: Specify from what stock level you want the “Only … left” message to appear.
  • Promotion: Check this box if you want to show your customers that this item is on sale.
  • Department: The name of the department to which your product is attached.

Then, you have three buttons to choose from:

  1. Save: Save your product selection.
  2. Cancel changes: Clear your selection and filled fields to start over.
  3. Exit without saving: Leave this page without saving your selection and filled fields.
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15. It’s done! The getting started process is complete, and your online store is now operational.

Your screen displays a summary of important information to manage your Pick and Collect. As a reminder, you have already received these details via email earlier.

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16. If you clicked on the link to test your online store, here’s what it looks like.

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17. If you clicked on the “Access my back office” blue button, you will be taken to a page that lists all the clickable menus for completing or modifying your online store.

When you choose one of the buttons, all the others will be listed in the menus and submenus above.

Now let’s move on to the assistance for the everyday use of your Pick and Collect.

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