Skip to Content
Pro-A-Motors / Customer experience

Turn local pickup into a clear appointment.

A custom checkout extension collects a valid pickup date and time, and carries the appointment into the sales team's daily work.

Explore the workflow ↓
Choose local pickupSelect an allowed timeKeep the team informed
What improved

Turn a pickup choice into a warehouse appointment.

The business problem

Selecting local pickup alone does not tell the warehouse when someone is coming. The customer promise needs to account for preparation time, opening hours, cutoff times, and closures.

What we changed

Preparation time, opening hours, cutoffs and closures constrain the appointment, which stays attached to the order.

What the team can do now

Customers choose an allowed appointment, and staff can see and update the same commitment from the order.

The implemented workflow

Turn a pickup choice into a warehouse appointment.

Selecting local pickup alone does not tell the warehouse when someone is coming. The customer promise needs to account for preparation time, opening hours, cutoff times, and closures.

How it works

Preparation time, opening hours, cutoffs and closures constrain the appointment, which stays attached to the order.

What the team does next

Apply preparation time, opening hours, cutoff and blackout rules before accepting the appointment.

What the next team receives

Customers choose an allowed appointment, and staff can see and update the same commitment from the order.

How the work moves

Follow the work from one decision to the next.

01

Choose local pickup

Show the appointment fields only when the selected delivery method requires scheduling.

02

Select an allowed time

Apply preparation time, opening hours, cutoff and blackout rules before accepting the appointment.

03

Keep the team informed

Display the appointment on the sales order. Staff changes use the same scheduling rules and leave a chatter note.

Build notes and background
Ecommerce UXWorkflow automation

Make the exceptions part of the workflow.

A slot must be valid

Preparation time, opening hours and closures constrain the promised appointment.

Rescheduling keeps order context

Later staff changes belong to the same order commitment.

Live activation not established

This case remains source-backed and outside the screenshot collection.

Existing records are shown as captured. Private identities are covered or outside the crop. No business records were changed for this collection. Implementation history supports behavior beyond the visible screen; a still image is not an end-to-end test or a measured productivity result.

A custom Pro-A-Motors extension to Odoo eCommerce, delivery methods and sales orders. Native checkout remains the foundation.

Which handoff is slowing your team down?

Talk through your workflow →