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Will Call Setup for a Branch with ERP Integration

Enable pickup and will call support for click and collect orders with the TIMS ERP.

Marc McCall avatar
Written by Marc McCall
Updated over a year ago

Will Call

Will Call is a pickup feature separate from the Click & Collect features in EvolutionX. To read more about if you should use Will Call or Click & Collect, continue here for examples of the uses of each. It is used by Distributors using the TIMS ERP integration.

Enabling Branch Finder Features to the Store

This is a pre-release feature and must be enabled for your store by our EvolutionX staff. Ask our team to add the branch-finder-collection pre-release and the pickup pre-release to your store.

Enabling the branch-finder-collection and pickup to your store so will enable:

  • public preview settings per branch

  • setting inventory locations per branch for collection

  • in-store pickup toggle per branch

  • NOTE: Click and collect features will also be added but should not be enabled, including:

    • collection & forward delivery toggle per branch

    • collection slots configurations per branch

Setup of Will Call

Branch

Branch details will need to be added in Store Settings > General > Branches > New Branch.

  1. Ensure the Branch Code matches your ERP Branch code.

  2. In-Store Pickup toggle on when ready to add branch for will call

    1. Add short and long descriptions for branch when ready for will call. Short displays in checkout and long displays on thank you page.

Read more about adding a branch.

Supplier Locations

  1. Supplier location needs to be added to the Suppliers for Inventory. Repeat for each Supplier.

    1. Click add New Location.

      1. Branch name is customer facing on the storefront when viewing inventory amounts.

      2. Seller Reference needs to match Branch Code set in Branches.

  2. New Inventory Rules needs to be added to Products > Inventory > Settings. Create it matching the rules for the other branches except the “Location” field.

    Note: Below steps are optional depending on your configuration.

Shipping Rule

  1. Add the Location to the Will Call shipping Rule (if it applies) in Store Settings > Shipping > Will Call.

    1. Click the pencil icon to the right of your Will Call rule.

    2. Add the new location in the Restrict by Branches section. Click Save Rule.

      1. This adds the branch to the dropdown choices on the storefront.

    3. When complete notify your customer success manager as there are some relationships, we need to connect in the backend for you.

Inventory on Hand

Coordinate with your IT staff or integration partner to modify FTP inventory feed file they generate if you require and send to FTP for FTP feed. (This is what allows in-stock toggle to be used with live inventory)

  • Note: They may have a change request to perform this task.

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