Pickup Flow v2

Pickup Flow v2 changes how customers choose between shipping/delivery and in-store pickup/collection. Three changes define the redesign:

Single Add to Cart — Product pages no longer show separate "Delivery" and "Collection" add-to-cart buttons. There is one Add to cart button.
Fulfillment choice moves to the cart — Customers pick or switch between Delivery and Pickup per line item, or in bulk, from the cart itself.
System-calculated pickup readiness — Checkout no longer shows a collection date calendar or time-slot picker. "Ready by" dates are calculated automatically from inventory Lead Time rules and shown as read-only pickup splits.

What changed (v1 classic vs. v2)

Area	Classic (v1)	Pickup Flow v2
Add to cart	Separate `Delivery` / `Collection` buttons	Single `Add to cart` button
Choosing fulfillment	Chosen at add-to-cart	Chosen/changed in the cart (per line or bulk)
Checkout collection date	Shopper picks a date from a calendar + time slot	System calculates "ready by" from inventory Lead Time; read-only
Time slot picker	Yes	No
Product shipment restrictions	`Delivery only` / `Collection only` still apply	Unchanged — still apply

Before You Begin

Ask EvolutionX staff to enable the pickup-flow-V2, ddms-split-order and engine-upgrade-checkout pre-release on the store. Also keep branch-finder-collection for stores with collection branches. Live Inventory v2 should be available for accurate availability lines.
Configure Click & Collect basics for at least one branch: collection enabled, locations, delays. See Click & Collect / Forward Delivery and Branch Finder setup.
Decide the branch Default Type (Delivery or Collection) — preselects the product-page fulfillment card.
Decide the Lead Time behavior per inventory rule (From order time, Specific date, or Scheduled availability) so pickup ready-by dates are meaningful.
Review product-level Shipment Method overrides (Inherit / Delivery only / Collection only) under Storefront Overlay — same rules as classic Click & Collect.

Admin Setup

1. Inventory display settings

Go to Products → Inventory → Settings.
Under Show Stock Value, select lead time, stock message, location and count to enable the Pickup Flow v2 stock display mode.
Save Changes.

2. Inventory rules — Pick Up Available From & Lead Time

Go to Products → Inventory → New Rule (or edit an existing rule).
Set Pick Up Available From — the time of day pickup availability starts for the rule.
Set Lead Time to one of: From order time, Specific date, or Scheduled availability (see Key Terms above for what each means).
Complete the rest of the rule (locations, messages, stock display) and Save.

3. Store-level cart behavior

Admin → Store Settings → Branch → Collection → Default Type: sets whether Delivery or Collection is preselected on the PDP.
Admin → Store Settings → Store Preferences → Orders → Allow Cart Item Delivery Method Change: On allows per-line switching in the cart; Off restricts the whole cart to a single fulfillment method (switchable only via bulk swap).

5. In store today

Admin → Store Settings → Branch → Locations: the In store today availability count is based on stock at the location(s) selected here for that branch — not the branch's total stock across all locations.

Storefront Experience (Customer-facing)

Product list (PLP)

Each product tile shows up to three live availability lines, e.g. In store today, Pick up by {date}, Shipping.
One Add to cart button — no separate Shipping/Collection buttons.
Branch pin / current branch name remains available for branch switching.

Product detail (PDP)

Two fulfillment cards:
- Shipping — units available for shipping.
- Collection — In store today and Pick up by {date} counts.
One card is preselected based on the branch Default Type; the selected card has a highlighted (blue) border.
Quantity stepper and a single blue Add to cart button below the cards.
If the selected channel is out of stock and stock enforcement is on, Add to cart stays disabled.

Cart

Top bar: Swap all items to: with Delivery (e.g. "All items available") and Pick up (e.g. "Available for X of Y items").
Per line: inline Delivery / Pick up cards for changing fulfillment line by line (only when Allow Cart Item Delivery Method Change is On).
Bulk swap applies only to eligible lines; restricted lines (e.g. delivery-only products) show Pick up disabled/greyed out.
No slot or time picker appears in the cart.

Checkout (collection step)

Heading: Collection from {branch name}, {city}.
No calendar and no "Select a time" section in any configuration — Continue always advances using the system-calculated groupings below.
How collection items are grouped and labeled is controlled by the Split collection items by availability toggle: Admin → Store Settings → Orders → Order Settings → Split collection items by availability. Enabled by default.

Toggle state	Grouping behavior	What the shopper sees
On (default)	Pickup items are split into separate groups by ready-by date (calculated from inventory Lead Time — see Key Terms).	If more than one group exists: `Some items will be ready on different dates and may require separate pick ups.` Each group shows its own ready-by label and the items in it.
Off	All pickup items are grouped together, regardless of ready-by date.

Split collection items by availability: ON

Split collection items by availability: OFF

Order confirmation

The "Thank You" page shows separate cards per order split (Delivery / Collection / Contract), including ready-by labels where applicable.

Use cases (Admin setup → expected result)

1. Both Shipping and Collection/Pickup in stock

Setup: Branch Collection enabled (Admin → Store Settings → Branch); inventory rule allows both Shipping and Collection/Pickup.
Result: PLP shows all three stock counts. PDP has both Delivery and Collection/Pickup cards enabled. Cart allows switching the item between Delivery and Pickup. Add to cart is enabled.

2. Single delivery method per cart (Shipping as default)

Setup: Admin → Store Settings → Branch → Collection → Default Type = Shipping. Admin → Store Settings → Store Preferences → Orders → Allow Cart Item Delivery Method Change = Off.
Result: PDP defaults to Shipping. Carts cannot mix Delivery and Pickup items — all items share one method. Shoppers can still switch the entire cart via Swap all items to: Delivery or Swap all items to: Pickup, but not per item.

3. Pickup later (not available in store today)

Setup: Configure the appropriate Lead Time in Inventory Rules; set inventory display to Lead Time, Stock Message, Location, and Count.
Result: PLP/PDP show Out of Stock (or 0 available) for "In Store Today" pickup, with available counts shown for "Pickup By" and Shipping. Item remains purchasable; Add to cart is enabled.

4. Delivery-only product restricts pickup

Example: heavy items that can't be collected in-store (e.g. cement bags).
Setup: Product → Storefront Overlay → Other Fields → Shipment Method = Delivery only.
Result: Pick Up card is disabled in the cart. Delivery remains available and selectable, showing available stock quantity. Customers can order for delivery but cannot choose in-store pickup.

5. Collection-only product restricts delivery

Example: items that must be collected in person (e.g. a military uniform).
Setup: Product → Storefront Overlay → Other Fields → Shipment Method = Collection only.
Result: Delivery is disabled in the cart. Collection/Pick Up remains available and selectable, subject to stock at the selected location. The item cannot be purchased with a delivery method.

6. Mixed cart — swap items between Pickup and Delivery

Setup: Admin → Store Settings → Branch → Collection → Default Type = Shipping or Collection. Admin → Store Settings → Store Preferences → Orders → Allow Cart Item Delivery Method Change = On.
Result: Shoppers can change fulfillment per item in the cart, or update all eligible items at once via Swap all items to: Pickup / Swap all items to: Delivery. The cart supports a mix of Pickup and Delivery items simultaneously.

What's Not Supported

Shopper-selected collection calendar or time slots when v2's collection step is active — ready-by dates are always system-calculated from inventory Lead Time.
Choosing fulfillment via separate Delivery/Collection buttons on the product list — fulfillment choice happens via the PDP cards or the cart.

FAQ

Why don't I see a calendar to pick my pickup date anymore?
Pickup Flow v2 calculates your ready-by date automatically based on the product's inventory lead time, so there's no manual date/time selection at checkout.

Why is there only one "Add to cart" button now instead of separate Delivery and Collection buttons?
The redesign consolidates fulfillment choice into the cart. You choose your branch/fulfillment preference on the product page (which preselects a default), then can freely switch between Delivery and Pickup once the item is in your cart.

Can I have some items delivered and others picked up in the same order?
Yes, if the store allows it (Allow Cart Item Delivery Method Change = On) and the products are eligible. If the store restricts carts to a single method, you'll need separate orders.

Why can't I switch an item to Pickup (or Delivery)?
The product may have a Shipment Method restriction (Delivery only or Collection only) set by the merchant, or the store may not allow mixed-method carts.

Why does my order show multiple pickup dates?
If your cart has items with different inventory lead times, the system splits them into separate pickup groups, each with its own ready-by date.

As a dealer/implementation contact, how do I turn this on?
Ask EvolutionX staff to enable the pickup-flow-v2 pre-release, then complete the Admin Setup steps above (inventory display settings, Lead Time rules, Default Type, and any Shipment Method overrides).

Why don't I see the In store today, Pick up by {date}, and Shipping availability lines on the product page?
These lines only appear when the store's stock display mode is set correctly. Go to Products → Inventory → Settings and check that Show Stock Value is set to lead time, stock message, location and count. If it's set to a different option, these availability lines won't display.

What stock does the In store today count reflect? It reflects stock at the specific location(s) selected for that branch under Admin → Store Settings → Branch → Locations — not the branch's combined stock across all locations. If a location isn't selected there, its stock won't count toward In store today availability.