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Customer information and choices

Information about who the customer is and the choices the customer has made during checkout.

🛑 Click and Collect does not hold the customer's personal data​

Name, phone number and the rest of the customer's profile live in the User Profile Service, which is the GDPR-compliant home for personal data across Hii Retail. Click and Collect stores an identifier and resolves the profile from that service when a picker needs it — so a store colleague can still ring a customer about an out-of-stock item, without this service holding their details.

What that means for you: do not expect to read a customer's name or phone number back out of Click and Collect. Ask the User Profile Service, with the identifier on the order. And when a customer exercises a GDPR right, the profile service is where that is honoured — there is no second copy here to chase.

The choices below still belong to the order, because they describe the order, not the person.

  • An identifier for the customer. This is what the order carries — the User Profile Service holds the name and phone number behind it, and a picker's app resolves them from there when a colleague needs to ring about an out-of-stock item. The identifier can be the customer's id in your loyalty system, or an email address.

  • The Customer will also make additional choices, like if they allow substitutions or not, this is set on item level, so if the customer says no for the whole order, each orderline needs this information.

  • If the customer has any comments to the store employees, they can add these on the order itself or on each orderline, or both.

  • Customers need to specify how the order should be delivered. Three methods are supported:

    • PICKUP_IN_STORE - the customer collects from the store that picked the order.
    • HOME_DELIVERY_FROM_STORE - delivered to the customer from the store that picked it.
    • HOME_DELIVERY_FROM_WAREHOUSE - delivered from a warehouse rather than the picking store.

    Both home-delivery methods need a delivery address. The distinction between them matters downstream — it decides who is responsible for getting the goods to the customer.

  • A pickup deadline. This is what the picker sees and what the order is scheduled against — the goods should be picked and in storage before it. Often called the pickup window.

    âš  There is one deadline, not two. If the order is being delivered rather than collected, set the pickup deadline early enough that the driver's own journey still fits. Click and Collect carries no separate delivery-by time, so the slack for the driver has to be built into this one value.

  • Customers can also select what type of container they want the goods delivered in. To make sure the customers pay for the containers used, the webshop also needs to pass an orderline where isContainer is set to true. During order completion this line is updated with the number of containers actually used. The supported types are:

    • Plastic bag
    • Paper bag
    • Cardboard box
    • Gift box

  • Depending on the choices the customer does during the checkout process in the webshop, there might be certain fees that will apply to the order. Things like picking fee, delivery fee, express order fee etc. These fees can be passed as orderlines with isHiddenProduct set to true, these orderlines will then be automatically picked and will not appear in the UI for the picker, but still be included when the order is processed and paid.