Checkout: Simple Click to Collect

Woo Commerce has no-non-sense implementations of inventory, shopping cart and checkout. In this post we talk about the checkout and how you can get started with a simple and efficient click-to-collect that does not require electronic payment.

You can start with this simple method and start selling even before you get acquainted with electronic payment methods available to you.

The idea always looms of being overwhelmed by online sales, the fear of looking terrible for not having enough stock, handling backorder, track orders, track payments…

I really wish you get 10,000 sales on the first day. I really do!
But it won’t happen.

Rather, sales will build up as the result of your hard work over several years, several months if you are lucky.  So you will start small. You main concern in the first few weeks will be to get people to know you website is around.

With that in mind, you can set up your catalogue using Woo Commerce (we will talk about that in another post) and you will count every item for each product (stocktake) and record this in Woo Commerce. You will configure Woo Commerce to not accept backorders.

With that simple setup, customer will be able to add items in their carts if it has stock.
As a result, every order can be fulfilled.

Now for Click-to-Collect. The word sounds like it is all hard an automated. In fact nothing is and that is why it is so easy.

proceed-to-checkout

From the shopping cart, people will use the “Proceed to checkout Button”, which may look like this.

The only ‘shipping’ option is ‘Local Pickup’.
People will come to your counter and pay there.

All you have to do is prepare their order. No finding a shipping agent and calculating fees.

The customer will “Pay in cash”, which allows you to take cash or use an EFTPOS machine if you have one. The point is, this all happens over the counter.

Once the customer has confirmer her order, she will see a confirmation which may look like this one.

local-pickup-order

At the same time, two emails are sent.

new-customer-order-email

The first email is for you.

It let’s you know that an order was placed.

The order is also saved in the database so you can process it later (prepare it, hand it over and record payment…Even cancel it!)

The customer details are listed at the bottom of this screen and are not shown here.

 

 

thank-you-for-your-order-email

The second email is for the customer records.

This email can be customised. Here I chose to use the default template and simply play with colours to match the shop’s colour scheme.

Here too, customer details are listed at the bottom of this screen but not shown here.

 

 

 

At some stage, the customer comes to pickup the order.
They hand over the cash(or pay by card on your EFTPOS machine), you give the goods and you mark the order complete in the order management panel.

order-management

Detailed this way, it ‘feels long’, but it is really fast.
As far as you are concerned, you receive an email at some stage and a bit later you spent a minute over the counter, taking money, handing out items and recording the sales completion.

voila! You can sell.
With that out of the way, you have time to review electronic payment methods.
I will had a post about that later.

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