Sitecore Experience Commerce

Walkthrough: Configuring fulfillment options

You can configure different fulfillment options on your storefront site for shipping goods to customers.

The fulfillment options you make available on your storefront are configured in the Commerce Control Panel. Fulfillment options can be applied at the cart level, or at the individual cart line level.

Fulfillment functionality in the Sitecore XC solution consists of a fulfillment option type, a fulfillment option, and a fulfillment method.

Each fulfillment option is based on a predefined fulfillment option type, and can have one or more fulfillment methods.

Fulfillment-Options-Model.jpg

Fulfillment option types are defined in Commerce Connect (through the ShippingOptionType class). The following table shows the Shipping Option Types defined in Commerce Connect by default, and their display names in the Commerce Control Panel.

Commerce Connect ShippingOptionType

Commerce Control Panel Fulfillment Option Type

ShipToAddress

Deliver to Address

ElectronicDelivery

Digital Delivery

LineShippingOption

Deliver Items Individually - split shipment

Note

The "Pick Up From Store" fulfillment option type is not currently supported.

If you want to create a new fulfillment option type, see the Create a custom fulfillment option topic. 

This walkthrough describes how to:

Create a fulfillment option

You can create a new fulfillment option and add fulfillment methods, based on an existing fulfillment option type. 

To create a new fulfillment option:

  1. From the Sitecore Launchpad, open the Content Editor.

  2. In the left page, navigate to the \sitecore\Commerce\Commerce Control Panel\Shared Settings\Fulfillment Options folder.

  3. Click on the Fulfillment Option button in the main pane.

  4. In the Message dialog, enter a name for the fulfillment option and click OK.

  5. In the new Fulfillment Option pane, optionally add a description of the fulfillment option, and select a fulfillment option type from the drop-down menu in the Fulfillment Option Type field. 

  6. Save your changes.

  7. If you want to define one or more methods for your new fulfillment option, right-click on your new fulfillment option in the content tree and select Insert > Fulfillment Method from the pop-out menu.

    Fulfillment-Method.jpg
  8. In the Message dialog, enter a name for the fulfillment method and click OK.

Configure fulfillment options for your storefront

Once fulfillment options have been defined in the Shared Settings database, they are available to add to your storefront. 

Note

You may need to update your storefront UI code to reflect any new or changed fulfillment options you configure in the Content Editor. 

To configure fulfillment options for your storefront:

  1. In the Content Editor, navigate to the \sitecore\Commerce\Commerce Control Panel\Storefront Settings\Storefronts\<YourStorefront>\Fulfillment Configuration folder.

  2. In the Fulfillment Configuration window, select the fulfillment options that you want to make available on your storefront from the All column, and click the > icon to move them to the Selected column.

    For example, if you want to enable split-shipments on your storefront (to apply shipping options to individual items in a cart, instead of the entire cart), add the Split Shipments fulfillment option to your storefront.

    Configure-split-shipments.jpg
  3. Save your changes.

Note

If you do not want to support split shipments, you can remove it from the fulfillment options in the Commerce Control Panel. However, if disabled, customers will not be able to complete a checkout on your storefront if they have both digital items (for example, a subscription) and physical items in their cart.

Create a commerce term

You can create a commerce term if you need to display a new commerce text element on the Storefront or in the XC Business tools. For example, you can define a new system message to display on the XC Business Tools interface, or a new shipping (fulfillment) method on your Storefront site.

Before you create a commerce term, you must define the item in the Sitecore Content Editor (Sitecore/Commerce//Shared settings).

Note

This procedure uses Pick Up From Store as an example, but this fulfillment option is not available by default. Although the Commerce Control Panel predefines Pick Up From Store as a fulfillment option type, this feature is not fully implemented.

To create a new commerce term (for example, to display the Pick Up From Store option on the SXA Storefront):

  1. Log in to Sitecore and click Content Editor.

  2. In the Content Editor, navigate to Sitecore/Commerce/Commerce Control Panel/Storefront Settings/Commerce Terms.

  3. Right-click Shipping and then click Insert, Commerce Term.

  4. In the Message dialog box, enter the name of the new item, for example, Pick Up From Store, and then click OK to save your changes.

    Note

    The item name you enter as the commerce term must match exactly the corresponding fulfillment option. For example, to display the commerce term string Pick Up from Store on the storefront, you must have a fulfillment option defined with exactly the same text string.

  5. Click OK to save your changes.

  6. In the navigation pane, click the new commerce term (for example, Pick Up From Store).

  7. In the Content pane, in the Commerce Control Panel section:

    • In the Value field, enter the name of the Commerce term that you defined, for example, Pick Up From Store.

    • In the Description field, enter the string that defines the fulfillment option (for example, Pick Up From Store). The value of the Description field is the string that is displayed in the Storefront user interface.

      Note

      To display the new commerce term on the Storefront website, the defined commerce term, the value of the Description field, and the string that defines the corresponding fulfillment option must match exactly, as the following example shows:

    DevOps_CommerceItems.png

Note

You must publish the site and perform an IIS reset to display the new option on the Storefront site.