--- title: Set up and use Click and Collect in POS365 description: This guide explains how to set up Click and Collect and register full or partial collections as sales shipments in Business Central. --- [Skip to content](https://help.posone365.com/pos365/set-up-and-use-click-and-collect-in-pos365#main-content) [![POS365 Logo](https://help.posone365.com/hs-fs/hubfs/main_logo_pos365_color%202.png?width=150&height=24&name=main_logo_pos365_color%202.png)](https://help.posone365.com/pos365?hsLang=en) Open main navigation Close main navigation - [Contact us](https://help.posone365.com/tickets-view) [Contact us](https://help.posone365.com/tickets-view?hsLang=en) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. 1. [POS365](https://help.posone365.com/pos365?hsLang=en) 2. [In Depth Guides](https://help.posone365.com/pos365/in-depth-guides?hsLang=en) 3. [POS365](https://help.posone365.com/pos365/in-depth-guides?hsLang=en#pos365) # Set up and use Click and Collect in POS365 ## This guide explains how to set up Click and Collect and register full or partial collections as sales shipments in Business Central. Click and Collect requires internet connection to work. **Part 1:** Enable Click and Collect   **Step 1:** ![](https://help.posone365.com/hs-fs/hubfs/image-png-Nov-02-2026-01-38-07-8523-PM.png?width=1912&height=948&name=image-png-Nov-02-2026-01-38-07-8523-PM.png) 1. In Admin Center, go to 'Setup'. 2. Open 'Modules'. 3. Enable 'Click and Collect' under 'Add-On Modules'. **Step 2:** ![](https://help.posone365.com/hs-fs/hubfs/image-png-Nov-02-2026-01-41-29-4407-PM.png?width=1912&height=948&name=image-png-Nov-02-2026-01-41-29-4407-PM.png) 1. In Business Central, search for and open 'POS365 Company Integration Setup \[PON\]'. 2. Scroll to the right and set 'Click & Collect Shipment Method Code' to an existing shipment method code. **Part 2:** Add the Click and Collect button   **Step 1:** ![](https://help.posone365.com/hs-fs/hubfs/image-png-Nov-02-2026-01-53-29-6557-PM.png?width=1912&height=948&name=image-png-Nov-02-2026-01-53-29-6557-PM.png) 1. Go to 'Setup'. 2. Open 'Cash registers'. 3. Select the cash register. **Step 2:** ![](https://help.posone365.com/hs-fs/hubfs/image-png-Nov-02-2026-01-55-23-9255-PM.png?width=1912&height=948&name=image-png-Nov-02-2026-01-55-23-9255-PM.png) 1. Check which 'Screen' is assigned to the cash register. 2. Note the screen name. **Step 3:** ![](https://help.posone365.com/hs-fs/hubfs/image-png-Nov-02-2026-01-56-41-9494-PM.png?width=1912&height=948&name=image-png-Nov-02-2026-01-56-41-9494-PM.png) 1. Go to 'Setup'. 2. Open 'Screen designer'. 3. Select the screen assigned to the cash register. 4. Click 'Edit'. **Step 4:** ![](https://help.posone365.com/hs-fs/hubfs/image-png-Nov-02-2026-01-57-53-1866-PM.png?width=1912&height=948&name=image-png-Nov-02-2026-01-57-53-1866-PM.png) 1. Find the 'Functions' component. 2. Click its gear icon. **Step 5:** ![](https://help.posone365.com/hs-fs/hubfs/image-png-Nov-02-2026-01-58-50-7294-PM.png?width=1912&height=948&name=image-png-Nov-02-2026-01-58-50-7294-PM.png) 1. Select 'Click and Collect'. 2. Click 'Update'. Click 'Save' in the screen editor. **Note:** The available functions depend on the enabled company modules. If 'Click and Collect' is unavailable, check the module, employee permissions and screen configuration.   **Part 4:** Prepare the sales order   **Step 1:** ![](https://help.posone365.com/hs-fs/hubfs/image-png-Nov-02-2026-02-15-13-2463-PM.png?width=1912&height=948&name=image-png-Nov-02-2026-02-15-13-2463-PM.png) 1. In Business Central, search for and open 'Sales Orders'. 2. Open the order that the customer will collect. **Step 2:** ![](https://help.posone365.com/hs-fs/hubfs/image-png-Nov-02-2026-02-16-25-0423-PM.png?width=1912&height=948&name=image-png-Nov-02-2026-02-16-25-0423-PM.png) 1. Set 'Shipment Method Code' to the code selected in Part 1. **Step 3:** ![](https://help.posone365.com/hs-fs/hubfs/image-png-Nov-02-2026-02-22-53-2989-PM.png?width=1912&height=948&name=image-png-Nov-02-2026-02-22-53-2989-PM.png) 1. Check that the items to be collected have 'Type' set to 'Item'. 2. Check that 'Location Code' matches the current POS store location. 3. Make sure that at least one item line has a positive quantity. **Note:** Lines with another location, a blank location or a type other than 'Item' cannot be collected at that POS. **Step 4:** ![](https://help.posone365.com/hs-fs/hubfs/image-png-Nov-02-2026-02-24-22-8593-PM.png?width=1912&height=948&name=image-png-Nov-02-2026-02-24-22-8593-PM.png) 1. Release the sales order. 2. Check that 'Status' is 'Released'.   **Part 5:** Register the collection   **Step 1:** ![](https://help.posone365.com/hs-fs/hubfs/image-png-Nov-02-2026-02-25-53-3385-PM.png?width=1920&height=1032&name=image-png-Nov-02-2026-02-25-53-3385-PM.png) 1. In POS365, click 'Click and Collect'. **Step 2:** ![](https://help.posone365.com/hs-fs/hubfs/image-png-Nov-02-2026-02-26-52-7856-PM.png?width=1920&height=1032&name=image-png-Nov-02-2026-02-26-52-7856-PM.png) 1. Search by order number, external document number or customer information. 2. Open the relevant order. **Step 3:** ![](https://help.posone365.com/hs-fs/hubfs/image-png-Nov-02-2026-03-07-14-9949-PM.png?width=1920&height=1032&name=image-png-Nov-02-2026-03-07-14-9949-PM.png) 1. Review the remaining quantities. 2. Set 'Collect Now' to the quantity the customer is collecting on each eligible item line. 3. Click 'Complete Collection'. 4. Review the details and click 'Confirm collection' **Note:** A collection posts a sales shipment in Business Central. It does not create an invoice or take payment. **Note:** You can register partial collections. For example, collecting 3 of 5 units leaves 2 for later collection. Each successful partial collection creates a separate posted sales shipment. If the collection cannot be completed | Situation | What to do | | --- | --- | | The order has changed | Reopen the refreshed order and check the current quantities before confirming again. | | The request times out or the result is unclear | Check 'Posted Sales Shipments' in Business Central before attempting the collection again. | | Business Central rejects the posting | Review the error message for inventory, item tracking, posting setup or warehouse processing requirements. | | Business Central is unavailable | Restore the connection before completing the collection. | **Note:** This guide covers standard and partial collections. Separate serial or lot selection and advanced warehouse pick or shipment procedures are outside its scope. [![cropped-cropped-logo\_posone\_pos\_CMYK-180x60-1-2](https://help.posone365.com/hs-fs/hubfs/cropped-cropped-logo_posone_pos_CMYK-180x60-1-2.png?width=180&height=60&name=cropped-cropped-logo_posone_pos_CMYK-180x60-1-2.png "cropped-cropped-logo_posone_pos_CMYK-180x60-1-2")](https://posone365.com) [www.posone365.com](https://www.posone365.com) Copyright © 2026, POS-ONE A/S