Chapter 1: Processing an In-Store Pickup

Customers decide where to pick up their order for an in-store pickup. If the selected store has the requested items in stock, the shipment is automatically assigned to it.

Important: Stores selected for in-store pickups that have the items in stock are not able to refuse these shipments. If the requested items cannot be sold (because they are damaged, used as demos or the stock levels are incorrect), the selected store must request a shipment transfer. The transfer allows another store to pick and pack the items and transfer them to the selected pickup location. Transfers are requested for entire shipments, not only for missing items.

IF the STORE CAN FULFILL THE ORDER

If your store has the requested items in stock, the shipment is automatically assigned to you with a Ready for picking status.

Preparing the in-store pickup

To move from one step to the next, use the action button located in the bottom right corner of the window.

Tip: Unlike the Ship from Store processing, there is no need to accept the shipment since it is already assigned to your store. By clicking on the shipment, you are automatically at the Ready for Pickup stage.

Figure 1 - Ready for Pickup

In the Active tab, tap the shipment to select it.

1. Tap the orange action button to begin picking.
2. Pick the specified number of unite by using the up/down arrows.

Figure 2 - Picking in Progress up/down arrows

Important: You must pick up the quantity indicated for each item. It is not possible to pick up a number less than the number of units indicated in the shipment. For example, if the customer ordered 3 units of an item, you need to pick up 3. If there are only 2 available, you need to add an exception (red flag) and complete processing the mail. Another shipment will be created for the warehouse to ship the required number of items.

3. complete picking by tapping the yellow action button.
4. Pack the items into one or more parcels, indicate the type of parcels used and complete packing by tapping the green action button.
5. The shipment status now shows Ready for pickup and the customer receives an email notification. The shipment remains among your active orders.
6. The shipment status is changed to Ready for Pickup and a notification is sent to the customer via email. The shipment is added to the list of orders ready for pickup but is still part of your active orders.

Completing the pickup

1. When the customer drops by to pick up their purchases, locate the shipment in the Active tab.
2. Tap the blue action button to indicate that the shipment has been picked up.
3. Ask the customer to provide their signature.

Figure 3 - The customer signature field

4. Tap Confirm. The shipment's status is now Pickup Completed.

The shipment is now added to the list of completed orders and disappears from the active orders list.

Requesting a shipment transfer 

If at least one of the requested items cannot be sold, for example because it is damaged or currently used as a demo in the store, you must request a shipment transfer from a another store or warehouse.

1. Access the Active tab.
2. Locate the shipment you cannot fulfill.
3. Using your finger, a stylus, or the mouse if you are on a computer, swipe left. A confirmation message is displayed.

Figure 4 - The confirmation message

4. Tap OK to request the transfer.
5. Provide the reason for the transfer request, then tap Continue.
6. Tap OK to close the confirmation message.

The shipment disappears from the active orders list.

REFERENCES

• Receiving an In-Store Pickup