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Click & Collect System
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Click & Collect System · Available now

Run the storefront order from cart to fulfillment.

A retail team can organize storefront catalogs, products, variants and prices, then follow a shopper's session and cart into a customer order. The order keeps its line items, shipping method, address, payment evidence and event history together so service staff can answer what was ordered and what happened next.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewCart activity
Click & Collect System · Carts

Cart activity

Carts in one list

New cart
Carts in view
6
USD
1
EUR
1
GBP
1
USD1
cart_20261015_a73fHarbor home goods storefront
21 Oct
Add
EUR1
cart_20261015_b82cWeekend market selection
21 Oct
Add
GBP1
cart_20261015_c14eHome office collection
09 Oct
Add
CAD1
cart_20261015_d95aGifts under fifty collection
12 Oct
Add
AUD1
cart_20261015_e46bStudio essentials collection
11 Oct
Add
cart_20261015_a73fCarts · CRT-15133
USD
CatalogHarbor home goods storefront
CustomerKeiko Mensah
StatusActive
Last activity at21 Oct
Review refundCRT-15133 · cart_20261015_a73f

Merchant Owner reviews refunds that require owner approval.

Waiting for Merchant Owner
ApproveReturn
Example screen with sample data
Tables, ready to use
29
Saved views
12
Roles with set permissions
6
Reports and dashboards
8
Features

See the order in context

Every feature works on the same records. Pick one to see the screen your team works in.

Catalog and merchandising

Follow catalog and merchandising through the records and decisions your team uses each day.

  • Catalog identity
  • Variant choice
  • Publication decision
  • Catalogs
  • Products
  • Product variants
  • Product categories
  • Collections
Explore catalog and merchandising
OverviewLive storefront catalogs
Click & Collect System · Catalog and merchandising

Live storefront catalogs

Catalogs

New
Catalog codeNameCurrencyLocaleStatus
HOME-USHarbor home goods storefrontUSDen-USLive
PICKUP-NORTHNorthside pickup collectionEURen-GBLive
SEASONAL-FALLDowntown seasonal editGBPfr-FRLive
STUDIO-ESSENTIALSStudio essentials collectionCADde-DELive
KITCHEN-TABLEKitchen and table storefrontAUDja-JPLive
6 of 6 records
HOME-USCatalogs · CTL-59345
USD
NameHarbor home goods storefront
Localeen-US
StatusLive
Example screen with sample data
Process

Follow the storefront order cycle

Storefront order cycle ships ready to use. One step needs a named approval before the work moves on: Review refund (Merchant Owner).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare catalog

    Set up products, variants, prices and a storefront catalog.

    cart_20261015_a73fCRT-15133 · Catalog Manager
    Prepare catalogBy Catalog Manager

  2. Build cart

    Capture the shopper's chosen variants and quantities.

    cart_20261015_a73fCRT-15133 · Customer
    Build cartBy Customer

  3. Place order

    Connect customer, address, lines and payment evidence.

    cart_20261015_a73fCRT-15133 · Customer Service Rep
    Place orderBy Customer Service Rep

  4. Track fulfillment

    Review inventory and shipment progress against the order.

    cart_20261015_a73fCRT-15133 · Warehouse Operator
    Track fulfillmentBy Warehouse Operator

  5. Review refund

    Check the request against the original order and prior refunds.

    cart_20261015_a73fCRT-15133 · Customer Service Rep
    Review refundBy Customer Service Rep
    ApprovalMerchant Owner reviews refunds that require owner approval.

  6. Close customer follow-up

    Review events, communication records and product feedback.

    cart_20261015_a73fCRT-15133 · Customer Service Rep
    Close customer follow-upBy Customer Service Rep

Start with Storefront order cycle

Inside a record

Connect the services your team uses

Open any cart to see its abandoned carts, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Catalog, Customer, Status and Last activity at.

  2. 2
    Abandoned carts

    Each line is linked to this cart.

  3. 3
    Who works on it

    Customer and Customer Service Rep, each with their own permissions.

  4. 4
    Process stages

    Build cart, with the role that acts.

  5. 5
    Approvals

    Review refund, with who decides.

Cart activitycart_20261015_a73f
Click & Collect System · Carts

cart_20261015_a73f

Harbor home goods storefront · USD

Log activity
1
Record details
CatalogHarbor home goods storefront
CustomerKeiko Mensah
StatusActive
Last activity at21 Oct
2
Abandoned carts

cart_20261015_a73f

EmailSubtotalItem count
iris.campbell@example.test16037
omar.velasquez@example.test1902
keiko.mensah@example.test5903
Abandoned carts
6
Total subtotal
3,490
3

Who works on it

  • CustomerManage Addresses, cart items, Carts, customer orders, customer…
  • Customer Service RepManage customer orders, order events, order refunds, product…
4

Process stages

  • Build cartCustomer
5

Approvals

  • Review refundMerchant Owner
    Approved
Example screen with sample data
Approvals

Keep refund decisions accountable

OverviewApprovals
Click & Collect System · Overview

Approvals

Signed in as Merchant Owner

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • OR-56215Keiko Mensah, linen apron pickup
    Requested by Sanjay Moreau
    Customer2dActions
  • OR-14731Keiko Mensah, linen apron pickup
    Requested by Theo Alvarez
    Defective4dActions
  • OR-33851Sanjay Moreau, glass carafe pickup
    Requested by Omar Velasquez
    Damaged3dActions
  • OR-26638Lena Iwata, tea tray pickup
    Requested by Keiko Mensah
    Wrong item3dActions

Who approves what

DecisionApprover
Review refundCheck the request against the original order and prior refunds.Merchant Owner
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Click & Collect System to the work that is theirs. Pick a role to see what it starts with.

Customer

Storefront shopper self-service. Creates carts, cart items, orders and reviews and maintains their own addresses and wishlists, with read access to their own orders, shipments, refunds and email history. Own-record scoping is enforced by the external app-auth layer, not by this native role matrix.

  • Manage Addresses, cart items, Carts, customer orders, customer wishlists, order refunds, product reviews
  • View emails sent, order shipments

Roles and permissions

Reports

Read demand and fulfillment patterns

Read order, stock, shipment and refund patterns from operational records.

Overview
Click & Collect System · Overview

Click & Collect System dashboard

This quarter

Order refunds in view
6
Total amount
2,180
Customer
1
Defective
1

Carts by status

How far records got this quarter

StageReachedStep
Active28
Checkout1761%
Converted1271%
Abandoned650%

Number of carts by status

Sample counts per stage

900
20Active
20Checkout
60Converted
80Abandoned
90Merged
Example screen with sample data
  1. 01Orders by channel

    Group customer orders by Channel and Status to see where open orders originate.

  2. 02Financial status mix

    Compare customer orders by financial status and Currency.

  3. 03Fulfillment backlog

    Count customer orders by fulfillment status and shipping method.

  4. 04Variant stock position

    Compare Inventory quantity on hand and quantity reserved by warehouse code and Variant.

  5. 05Shipment progress

    Group order shipments by Status and Carrier.

  6. 06Refund outcomes

    Group order refunds by Status, Reason and Currency and sum Amount.

  7. 07Cart recovery stages

    Group abandoned carts by recovery stage and sum Subtotal.

  8. 08Discount use

    Sum applied discounts Amount by Rule and Scope.

All reports and dashboards

Who it's for

Fit the way your store sells

See how Click & Collect System fits your kind of team.

Independent retail

A practical operating pattern for independent retail teams.

Multi-channel commerce

A practical operating pattern for multi-channel commerce teams.

Specialty product stores

A practical operating pattern for specialty product stores teams.

Controls

Check commercial decisions

Each stage of storefront order cycle names the role that acts and the status it records, so a change is never anonymous.

OverviewStorefront order cycle
Click & Collect System · Process

Storefront order cycle

Each stage, the role that acts and the status it records

Process stages
9
Approval steps
1
Roles involved
6
Tables touched
22
Prepare catalog
Catalog Manager, Merchant Owner
StatusDraft → Live
RecordsProduct variants, Collections, Catalogs
Build cart
Customer
StatusActive → Checkout
RecordsCart items, Customers, Carts
Record delivery
Warehouse Operator
StatusIn transit → Delivered
RecordsOrder shipments
Storefront order cycle
  1. Start
    Prepare catalogDraft → Live
    Product variants
  2. Step
    Build cartActive → Checkout
    Cart items
  3. Step
    Record deliveryIn transit → Delivered
    Order shipments
  4. Approval
    Review refundCustomer Service Rep, Merchant Owner
    Order refunds
Example screen with sample data

See each stage in detail

AI agent

Ask Proto about a live case

Use Proto to help staff inspect and prepare storefront work.

It can

  • Catalog Manager: Find an active product and its variant prices in the selected catalog.
  • Customer Service Rep: Summarize an order's lines, financial status, shipment and event history for a customer question.
  • Warehouse Operator: List pending shipments and the related variant stock by warehouse code.
  • Merchant Owner: Prepare a refund review from the original order, payment evidence and prior refunded amount.

Stays with a person

  • A person remains responsible for changing commercial settings, deciding a refund and confirming a provider result.
  • Ask the assistant to cite the record it used and check the current status before acting.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Click & Collect System
  • Payment provider
  • Carrier service
  • Email delivery
  • Storefront
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 29 tables
29tables
  • Catalog and merchandising5
  • Cart and customer activity6
  • Orders and service5
  • Payment and pricing6
  • Inventory and fulfillment5
  • Returns and engagement5
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Map the first catalog

    Choose the products, variants, currency and shipping choices that the pilot will use.

  2. Prepare working records

    Add customers, addresses, stock, payment methods, tax rates and discount rules needed for those cases.

  3. Run an order

    Follow a cart into an order, then review its lines, payment evidence and shipment.

  4. Check exceptions

    Rehearse a fraud review, a stock shortfall and a refund request with their responsible roles.

  5. Expand deliberately

    Add more products or channels after the team can trace each handoff from the original order.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Click & Collect System.

All questions
How do I get started?

Click Get started, then use Proto to configure Click & Collect System for your business. Pilot one catalog, a few variants, a shipping method and a complete customer order.

Who maintains product information?

Catalog Manager maintains products, variants, categories and collections. Merchant Owner checks commercial settings.

Can I separate orders by channel?

Yes. Customer orders record a Channel such as Web, Mobile, POS, API or Marketplace.

How do I see stock for a variant?

Inventory links a variant to a warehouse code and records on-hand and reserved quantities.

How are order questions handled?

Customer Service Rep reads the order, its lines, events, address and related shipment before making a change.

Where does shipment progress live?

Order shipments carry the shipment status, carrier and tracking references linked to the customer order.

Who reviews a refund?

Customer Service Rep records the request. Merchant Owner reviews the amount and approves when owner approval is required.

Can we review abandoned carts?

Abandoned carts record the cart, recovery stage, subtotal and recovered order where applicable.

How do we check a payment result?

Payment evidence records the type, amount, status and provider reference for an order. Reconcile it with the payment provider's result.

Set up Click & Collect System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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