PaymentPutty User Guide

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Setup & Features

Adding Users in BigCommerce

Click on Accounts Settings -> Users and select a user or click on create new user.

Input all the user details and give them permission to the Integration App under Single Click Apps in permissions.

More granular permissions may be assigned within PaymentPutty once they log into the app.

Payment Methods by Customer Group

Click on Automation on top and click on PaymentPutty

Click on Settings on top right

1. User can switch the stores on the top left. Custom checkout settings are also available on this page.

Buy Online, Pickup In-Store (BOPIS)

How to Access BOPIS

Login into BigCommerce
Click on Apps
Click on the Integration App
Click on Automation on the top
Select "Store Pickup (BOPIS)"

Store Pickup (BOPIS) - Calendar

Create a schedule

Click on Create Schedule to get started

Create a schedule

Select a start and end to your date range.
Select the days of the week you want to offer pickup (ex. Monday-Friday)

Define your daily pickup windows

You can set individual windows by selecting the Start time, end time and max pickups allowed.
Click on the trash can next to each line to delete the time slot.
Copy a completed schedule to other days using the 3 dots on bottom right.

Pickup Schedule Wizard

The schedule wizard allows you to define a whole day of pickup windows by selecting a window duration, a start time, and an end time. Tell the wizard how many pickups are allowed per slot and press confirm. An entire day worth of pickup windows will be created for you.

Click Create Schedule

Click the button to build out your schedule on every day of the week you specified in the date range. Individual days can be edited later to address holidays, or modified hours.

Schedule Builder

Creating pickup schedules can be a lot of work, but not with the PaymentPutty BOPIS schedule builder. These intuitive tools allow you to quickly create a pickup schedule for one location or many, even if that means planning out the next year in advance.

Follow the step-by-step guide below to build out what days & times you want your customers to be able to schedule pick-ups for.

Worried about getting overwhelmed? We've go you covered there too. You can limit the number of customers that are able to select each pickup slot and keep your fulfilment team from getting stressed out.

Store Pickup
Daily View

Edit the scheduled time slots for the selected date.
Print packing slips by pickup window or for the entire day.
Clicking on each time slot will display the details on the right side.
1. View details of the pickup
2. Reschedule the pickup to a future available date
3. Print packing slip for the specific pickup

Click on the Reschedule button

Select the new pickup time

Reschedule a Pickup

Click on the Reschedule button next to the current set pickup time.
Select the new pickup time in the pop up window.
Click on Reschedule button.
A confirmation message will be displayed on bottom right.
The new pickup time and date will be displayed on the screen. The previous pickup time will free up for others to schedule.

Note: Users can also reschedule their own pickups by going to the My Account section of the website.

Store Pickup
Weekly View

Allows users to view the available pick up time slots and scheduled pick up slots.
Time slots are displayed for each day with date, number of pickups scheduled for the date, each time slot with number of available and scheduled pick up slots.
Today: Navigates the user back to today's calendar view.
Create Schedule: Takes the user to a screen where they can create new pickup slots (More details in the "Create Schedule - BOPIS Schedule Builder" section)
Time Slots: Each time slot is a link to a Day view where user can view the scheduled pick ups, modify the pick up, reschedule the pick up times and print packing slips for all the orders for the day or each order. (More details in the "Store Pickup - Daily View")

Store Pickup Locations

Locations can be added, edited or deleted from the locations screens. All location addresses are stored within BigCommerce.

Note: If there are pickups scheduled for the location, the user will not be able to delete the location.

Customer Facing Tools

1. User will be able to select pick up day and available pickup times under shipping during checkout.

2. Once the date and time have been selected a summary of the Pickup window will be displayed and user will be able to define the details of person picking up the order. Note: The user will have 5 minutes to place the order, a timer will be shown on the screen.

3. The "Your pickup window is about to expire" popup will be shown when there is 1 min left before it expires. 4. When you hit the "Place Order" button in the payment step, the currently selected reservation window is rechecked even if the timer has not expired, catching the scenario where the current hour rolls over and the selected window becomes unavailable.

5. The confirmation screen will also display the pick up time.

Checkout Page - Schedule Pickup

Order Lookup

webpage link

Enter Order number and email used during checkout
The order details will be displayed, and user will be able to reschedule the pickup until allowed limit.

Pickup reminder email

Pickup reminder emails will be sent based on settings

Store Management Settings

Email Configuration

Here user will be able to Register the From address in the email template and design the email template.

Store Pickup Settings

In Settings users will be able to set Reservation Timer, reminder email notifications, order processing time, Reschedule Pickup, allow user to enable or disable the custom checkout and modify or add checkout fields.

Note: User can change the settings for any store in the top right drop down menu.

Order Processing Time: User will only be able to select time after the days or hours set.