The following article will describe how to set up "pickup sites" for your storefront customers by setting up multiple Visit Types to represent a pickup location.
Definition
In PantrySoft, a Location is a container to receive item quantities, and then distribute them. A schedule template is a specific appointment-availability scheme. So, some pantries running multiple distribution programs (say, an in-house distribution and a mobile distribution) will need multiple schedule templates tied to the same ("warehouse") Location. They do this with Visit Types.
Every Schedule Template (availability scheme) is a unique combination of Location and Visit Type. So, to get two schedule templates belonging to the same Location, you'll create at least two Visit Types named after your distribution sites (say, In-House and Mobile Pantry), and then make two Schedule Templates: the first template is Location + Visit Type In-House, and the second template is Location + Visit Type Mobile Pantry.
Perform the following steps to set up two schedule templates for the same location.
Step 1: Create "pickup site" Visit Types
Perform the following steps to add "pickup site" style Visit Types:
- Edit Picklists
While logged in as a User with Admin permissions, go to Setup->Picklists and edit Visit Types. - Add Pickup Site Visit Types
With an admin account, add a separate Visit Type for each pickup site (for instance, make a "Park Giveaways" and a "Downtown Pantry" visit type). - Save and Exit
Click Save and Exit.
Step 2: Create Availability (Schedule Template) for each Visit Type
Create at least two Schedule Templates, one for each of your new "pickup site" Visit Types. Create them with the same Location in the Location field.
(Use the article on Schedule Templates to help you create a block style schedule template for each of the Visit Types you've just made. If you've already set up block-style scheduling, skip to Creating a Schedule Template section; see Setting Up a Schedule Calendar.)
Step 3: Verify your storefront experience.
Following these instructions, you should have a single Location attached to a number of Visit Types, each with their own schedule template. Now customers can visit your storefront and choose from different schedules, each pulling inventory from the same Location.
Now it only remains for you to complete the rest of your storefront setup process (create inventory items, receive quantities of those items into your Location, etc.), a detailed map of which can be found in OVERVIEW: Inventory Journey/ Setup for Online Portal).
Once your inventory is set up in addition to the steps above, login with a storefront login and verify you have your choice of pickup site Visit Types after choosing the Location you set up above.