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- Click & Collect System
- Who it's for
- Multi-channel commerce
Multi-channel commerce
A commerce team selling through web, mobile, POS or marketplace channels can use the order channel to separate incoming demand while keeping the same customer order, line and shipment records. Catalog currency and locale help identify which storefront the order belongs to.
How Click & Collect System is set up for you
Merchandising
Catalog Manager owns product titles, variants, categories and collections so a shopper's choice points to a precise SKU.
Order service
Customer Service Rep uses the customer order and event history to answer questions and prepare refund requests.
Fulfillment
Warehouse Operator checks variant stock and shipment progress before changing an order's fulfillment picture.
A commerce team selling through web, mobile, POS or marketplace channels can use the order channel to separate incoming demand while keeping the same customer order, line and shipment records. Catalog currency and locale help identify which storefront the order belongs to.
Choose one channel and one catalog first. Compare its order totals, financial status and fulfillment status with the source transaction, then expand to the next channel after the handoff is repeatable. Review one normal order and one exception with the people who actually own those decisions. Confirm the order number, product variant, shipping method and financial status in the same case.
When the team expands the scope, decide who maintains tax rates, discount windows and active payment choices for each catalog. Keep external provider references alongside the related order or shipment. This gives the owner a clear way to compare the app record with a payment or carrier record during reconciliation.
The customer service team can group orders by channel while still working from the same order number and line details. Review any channel-specific exception with the Merchant Owner before changing pricing or fulfillment treatment.
Features to start with
Catalog and merchandising
Follow catalog and merchandising through the records and decisions your team uses each day.
Orders and service
Follow orders and service through the records and decisions your team uses each day.
Inventory and fulfillment
Follow inventory and fulfillment through the records and decisions your team uses each day.
Roles on the team
- Warehouse Operator
- Floor worker. Picks, packs, prints labels, marks shipments and handles RMA intake, with physical inventory adjustment. Order read is restricted to shipping data; payments, refunds, pricing and customer accounts are out of scope.
- Marketing Manager
- Owns promotions, lifecycle email, acquisition and retention: discount rules, merchandised collections and email send configuration, with read access to customers, orders, carts, reviews and sessions.
- Customer Service Rep
- Front line for shopper support: order lookups, address edits pre-ship, cancellations, notes, refunds and RM as within ceiling, and review moderation. Card data masked; cost and margin masked.
- Catalog Manager
- Merchandising lead. Owns product authoring, category taxonomy, collection curation, SEO metadata, imagery and copy. Read-only on inventory, orders and reviews (can flag, cannot finalise moderation).
- Merchant Owner
- Founder / Head of E-commerce. Owns the online P&L, merchandising, pricing and promotional posture. Full read on every table, record entry on catalog, pricing, promotion and payment configuration, and approve refunds above threshold.
Set up Click & Collect System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.