Setting Up Store Pickup Globally

Setting Up Store Pickup Globally

Setting Up Store Pickup Fulfillment Globally

Settings -> General -> "Store Pickup"
As a retailer or business owner, when you log in for the first time, you need to configure your fulfillment methods to allow customers to choose their preferred option how they want their order.
Available Fulfillment Methods:
1. Store Pickup
2. Delivery
3. Standard Shipping

Configure the Store Pickup fulfillment at the business level (globally) to allow customers to place orders with the 'pick up at store' option.
This KB focuses on enabling and configuring the Store Pickup option at the global (business) level.
NotesNote: Not all fulfillment settings are configured at the Global Settings level. Some dependent configurations must be set at the location level individually.

1. Reaching "Store Pickup- Global Level"

To configure Store Pickup globally, follow these steps:
  1. Step 1: Log into FTx Commerce Store Admin
  2. Step 2: Click Settings -> General
  3. Step 3: Click Store Pickup
Figure 1.1 Reaching Store Pickup - Global level

Note: If the multi-brand option is enabled (at the account level in Control Center), no changes to the Store Pickup configuration at the Global level.

By clicking "Store Pickup," If you are accessing this feature for the first time, Store Pickup will be disabled by default.

2. Store Pickup Configurations

Enabling Store Pickup allows customers to place orders online and pick them up from the selected store location. To enable and manage Store Pickup fulfillment, configure the following settings:

Figure 1.1.1: Store Pickup Configurations

1. Enable Store Pickup

Toggle this switch to enable Store Pickup across all locations.

  • If enabled, customers will see the Store Pickup option when they reach to the "Location Search" page or want to change the existing fulfillment option.

  • If disabled, the Store Pickup fulfillment option will be hidden for all locations so the customers will not be able to place the order with it.

2. Show This Fulfillment as "Coming Soon"

Enable this option if you want to temporarily disable Store Pickup but still display it as “Coming Soon” on the storefront. This helps notify customers that this fulfillment option will be available shortly.

3. Description for Users

Add instructions or notes that will be shown to customers when they select a time slot for in-store pickup during checkout.
Example: “Please bring a valid photo ID when picking up your order.”

4. Customer Identity Verification

To ensure secure order handoff, you must verify customer identity at the time of pickup. You can enable one or both of the following verification methods:
Confirmation Code Required
When enabled, customers will need to provide a confirmation code at the store to verify their identity.
How do store employees ask customers to find the confirmation code?
The confirmation code is generated automatically upon order placement and is available on the Order Details page under the customer’s user profile or Email Notification related to order.
Scanning DL/FTx Identity QR Code Required
Enable this option to verify the identity by scanning a Driver's License (DL) or FTx Identity QR Code. The QR code must match either the person who placed the order or a designated Alternate Pickup Person.
Note: At least one identity verification method must be enabled. If both are enabled, store employees should ask for either the Confirmation Code or scan the DL/FTx Identity QR Code before releasing the order.

5. Slot Booking & Rescheduling

Slot Booking
Enable the "Slot Booking Required" checkbox to allow customers to select their preferred time slot during order placement for in-store pickup. This enhances scheduling and ensures smoother store operations.
Note: Setting up the Time Slot for each store location individually: Customers will only see available time slots during checkout if time slots have been configured at the location (store) level under "Available Slots.
Allow Rescheduling
This option can only be visible once "Slot Booking" is enabled. You can activate the "Allow Rescheduling" option to permit customers to modify their selected time slot after placing the order. This gives customers flexibility to adjust their pickup schedule as needed.
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6. Tip Option

Enable Tip
Enable the Tip Option to let customers provide a tip to store executives who assist with order preparation and packaging.
How to set up Tip:
  1. Check the Enable Tip Option on Checkout box.
  2. Define preset tip percentages (based on the order total amount). You can configure up to four predefined values (e.g., 5%, 10%, 15%, 20%).
    1. At least one tip value must be entered.
    2. If you only want to offer fewer suggestions (e.g., 2 options), you can configure accordingly.
Customers will see these "suggested tip" pop-up during the checkout process and can select one before completing the order. However, customers can manual custom $ tip value on the Tip pop-up.
NotesNote: The tip option is provided at the global (business) level only and will be effective across all store locations.

Figure 1.1.2: Store Pickup Configurations

7. Min Order Amount & Fixed Fee

You can define a Minimum Order Amount to ensure cost-effective in-store pickup operations.
  1. If a customer places an order below the defined minimum order amount, a "Fixed Fee" will automatically be added to the order total. This setup helps cover service costs for small orders.
  2. If the Fixed Fee isn't added and left $0, the customers can't proceed the order to checkout until the Min Order Amount is matched with the Order Total.
  3. If the "Include Gift Card" option is checked, the order total will include the Gift Card $ amount value in Min Order Amount calculation.

8. Slot Closing Days, Hours, and Minutes

Use this feature to control the time interval after which customers can see available pickup time slots, relative to the current date and time. Configuration: Days | Hours | Minutes
Ex. If you configure 1 Day, 5 Hours, and 0 Minutes, and the current time is June 21st at 9:00 AM, then the earliest available slot will be shown starting from June 22nd, 2:00 PM onward.
This ensures adequate preparation time before allowing pickups.

9. Pickup Instruction

Enter custom Pickup Instructions to guide customers when their order is ready for pickup. These instructions will be shown in the mobile app when the order is placed with Curbside Pickup.

10. Allow Pay at Store

Enable the Pay at Store option to let customers place orders online and complete the payment in person at the store when they arrive for pickup.
=> This feature is coming soon!

Save Your Configurations
Once all settings are configured as required, click the Save button to apply the Store Pickup settings globally. These configurations will be enforced across all store locations.

Info
Note: Once the global-level configuration for Store Pickup Fulfillment is completed, you can proceed to manage and customize location-specific settings:
The follow settings can be configured and managed for each location individually:
Curb Side Pickup | Select Users for Pay at Store