Enable customer check-in notifications in point of sale (POS)

This topic describes how to enable customer check-in notifications in Microsoft Dynamics 365 Commerce point of sale (POS).

In their "order ready for pickup" emails, organizations can provide a link or button that lets customers notify the store that they are on the premises and waiting for their package to be brought out to them. Customers then receive a check-in confirmation, and the store receives a notification as a task in its POS application. This task serves as a prompt for a sales associate to deliver the order to the customer's vehicle. Therefore, the customer doesn't have to enter the store.

The customer check-in workflow can also be configured to collect additional information from customers, such as their parking spot number, the make, model, and color of their vehicle, and delivery instructions. The retail store attendant can use this information to facilitate order fulfillment.

Enable customer check-in

When the customer check-in feature is turned on, Commerce generates an order confirmation ID (also known as the channel reference ID). It also generates order confirmation IDs for orders that are created through point of sale (POS) or call center channels.

To turn on the customer check-in feature in Commerce headquarters, follow these steps.

  1. Go to Workspaces > Feature management.
  2. Search for the Generate a consistent channel reference ID format across channels feature.
  3. Select the feature, and then select Enable now in the properties pane.

Create a check-in confirmation page

On your e-commerce site, you must create a new page that will serve as the check-in confirmation experience. Through additional configuration, the page can also include a form that collects additional information from customers to facilitate order fulfillment. For information about how to set up the page and module, see Customer check-in module.

Configure the transactional email template

You must add an I am here link or button to the template for the transactional email that customers receive when their order is ready for pickup. Customers will use this link or button to notify the store that they have arrived to pick up their order.

Add the link or button to the template that is mapped to the Packing completed notification type and the mode of delivery that you're using for curbside order fulfillment. In the template, create an HTML link or button that points to the URL of the check-in confirmation page that you created. Here is an example.

<a href="https://[YOUR_SITE_DOMAIN]/[CHECK-IN_CONFIRMATION_PAGE]?channelReferenceId=%channelreferenceid%&channelId=%channelid%&packingSlipId=%packingslipid%" target="_blank">I am here!</a>

For more information about how to configure email templates, see Customize transactional emails by mode of delivery.

A check-in confirmation task is created in POS

After a customer notifies the store that they are present for pickup, they receive a check-in confirmation notification, and a task is created in the tasks list in POS for the store where the customer is picking up the order. The task contains all the customer and order information that is required to fulfill the order. In the task, the instructions field shows any information that was collected from the customer through the additional information form.

Additional resources

Check-in for pickup module