Setting Up Store Pickup for Location

Setting Up Store Pickup for Location (Store)

The Store Pickup fulfillment offers retailers (for store admin) the flexibility of Order Pickup options for specific locations independently, down to the individual location level. Retailers have the choice to adhere to a globalized Store Pickup setup in the Global Settings or to customize settings for each location (store), thus overriding the global configuration as per business requirements.

Certain Store Pickup configurations can only be configured at the location level, regardless of the Global Settings in place.

This KB article provides a comprehensive guide on both, following the global-level Store Pickup configurations and customizing store pickup settings for individual locations by overriding the global setting.

1. Reaching Locations for Store Pickup Settings

To configure the Store Pickup method for a particular store (location), follow the below steps:

1. Step 1: Log into Store Admin
   
2. Step 2: Click Settings
   
3. Step 3: Click Locations & Fulfillments
   

By clicking the "Locations & Fulfillments" menu, you will be redirected to the locations listing.

1. Step 4: Click "Action" for a specific location.
   By clicking an Action (Ellipsis) icon, you will see the list of setups to configure for that location.

Figure 1.1

Note: If any location (store) was recently synced from Control Center or accessing the locations from the Setup Wizard for the first time, you will get the "Setup" button instead of the action (ellipsis) icon for that location. It means you need to configure and set up the locations from scratch for the first time. The location status will be displayed as Inactive until the location is configured with basic details, fulfillment [Store Pickup & Delivery], and time slots.

2. Store Pickup Settings

By selecting "Store Pickup" (as shown in Figure 1.2), you'll access the Store Pickup settings specific to that location. Upon initial access, the Store Pickup switch will be disabled by default.

Figure 2.1

When you enable the switch, the store pickup method becomes available for the selected location. Subsequently, you'll need to configure the following store pickup settings:

1. Use Global Settings: Activate this switch to maintain the store pickup settings and options configured in the Global Settings.

2. Coming Soon: Activate this switch to display the store pickup fulfillment options as Coming Soon to customers. When enabled, customers cannot select the store pickup fulfillment option.

3. Store Pickup Settings/Options: When the "Use Global Settings" switch is disabled, configure all settings and options specific to the selected location, akin to the store pickup settings in the global settings.

Figure 2.2

2.1 Use Global Settings

Once you've configured the store pickup settings at the global level, you can opt to maintain these settings for the selected location. To do so, enable the "Use Global Settings" switch.

Enabling "Use Global Settings":

Upon toggling the "Use Global Settings" switch, a confirmation pop-up will prompt you to confirm the application of global settings.

Figure 2.1.1

2.2 Store Pickup Settings

By clicking "Yes" (as per Figure 2.1.1), all the following settings that are configured at the global level will automatically be applied to the selected location except "Allow Curbside Pickup":

1. Description for Users
2. Min Order Amount & Fixed Fee
   
3. Slot Booking Required & Allow Rescheduling
   
4. Slot Closing Days, Hours, and Minutes
   
5. Pickup Instruction
   

Figure 2.2.1

Disabling "Use Global Settings":

When you disable the "Use Global Settings" switch, a confirmation pop-up will again ask you to override the store pickup settings at the global level and configure the store pickup for the selected location.

Figure 2.2.2

The following settings and options can be configured at the location level by overriding the global settings (disabling the "Use Global Settings" switch).

Figure 2.2.3

1. Description for Users

When the customer adds the item to the cart and proceeds to place the order, they can choose the desired time slot to pick up the order from the store. So, if you want to display some instructions/notes at the time of the time slot selection, enter the content under Description for Users.

2. Min Order Amount & Fixed Fee

You can set minimum order amounts for customers based on specific conditions. If the customer places the order below the minimum order amount, the Fixed Fee will be applicable and added to the order total.

3. Allow Curbside Pickup

When this checkbox is enabled, customers can choose Curbside Pickup during checkout. If it is disabled, customers will only be able to select In-Store Pickup. Refer to Section 2.3 Allow Curbside Pickup Individually, for additional information.

4. Slot Booking Required

Allow the customer to choose the desired time slot at the time of placing the order. If you enable the "Slot Booking Required" checkbox, the customers can select the desired time slot to pick up the order from the store.

- Allow Rescheduling: When "Slot Booking Required" is enabled, the "Allow Rescheduling" checkbox will be enabled to reschedule the customer's order.

Note: If you have added and set up time slots from the available slots for locations (stores), only then will the customers get the time slot selection during the order placement.

5. Customer Identity Verification

Retailers can now choose how they want to verify the customers for the orders. There are two options available:

1. Uploading Backside Image DL/Scanning FTx Identity QR Code: Enabling this checkbox prompts fulfillment users (store employees) to upload a backside image of the customer’s driver’s license or scan the FTx Identity QR Code from the customer’s profile during order fulfillment.
2. Confirmation Code: Enabling this checkbox prompts fulfillment users (store employees) to collect a confirmation code from the customer during order fulfillment to verify the order details.
1. Where to Find the Confirmation Code: Upon order placement, a confirmation code is generated and made available to customers. They can locate this code on their order details page within their user profile.

6. Slot Closing Days, Hours, and Minutes

If you want to display the time slot to customers after some time interval as per the current date and time, you need to enter the Days, Hours, and Minutes. As per entering the slot closing days, hours, and minutes and calculating as per the current date and time, the time slots can be displayed after that time interval.

Ex.: If slot 1 (Day), 5 (Hours), and 0 (Minutes) are set up and the current date is 06/21 (21st June) and the time is 9 AM, the customers will get the time slot of the next day after the 2 PM time slots.

Figure 2.2.4

7. Pickup Instruction

Enter the pickup instruction to instruct the customers when the order is ready to be picked up from the store. This instruction can be seen only when the order is ready to be picked up on the order status detail page.
Ex. If you want to instruct the customers where to enter to pick up the order or what things they must carry, that kind of instruction/message can be added to the Pickup Instruction edit box.

Once all the above setups are configured, you need to click on the "Save" button to apply the Store Pickup for the location.

2.3 Allow Curbside Pickup

Going forward, retailers can manage Curbside Pickup availability independently for each store location by enabling or disabling the option for customers during checkout. Curbside Pickup helps minimize the need for customers to enter the store or wait in line when picking up their orders.

1. When “Allow Curbside Pickup” is enabled, customers can select Curbside Pickup as a fulfillment option during checkout for the selected store location.
2. When “Allow Curbside Pickup” is enabled, the “Use Curbside Pickup – Parking Spots” field becomes available for configuration.

Figure 2.3.1

1. By enabling the "Use Curbside Pickup - Parking Spots" checkbox, the customer will get the option to choose the parking spot when the order is in the ready stage. This option allows them to collect their orders directly from their vehicles, reducing time spent and improving overall convenience.
2. If "Allow Curbside Pickup" is disabled, Curbside Pickup is hidden from the Pickup Method section, so customers have only In-Store Pickup available.
   

Notes:

The "Allow Curbside Pickup" setting is available only when Store Pickup is enabled for the location.

If "Use Curbside Pickup - Parking Spots" is enabled, make sure the parking details are added at the location level under the "Parking Spot" menu.

Location-Level Store Pickup allows retailers to configure pickup settings for each store individually. Locations can either inherit the global Store Pickup configuration or maintain their own settings, while certain location-specific options are always managed independently.

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