Setting up pickup in store for online orders
You can set up an in-store pickup option in your checkout to let your customers pick up their online orders at one of your retail locations.
You can also set up store transfers for your in-store pickup locations. Store transfers let you automatically transfer inventory from one location to your in-store pickup location when an item is out of stock.
If your store is on the Shopify Plus plan, then you can replace the default pickup in store feature with a custom app.
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Requirements for setting up pickup in store
To set up pickup in store in your Shopify admin, you need to meet the following requirements:
- You need to have at least one location that fulfills online orders.
- Your store needs to have the latest version of checkout or have checkout extensibility activated:
- If you're on the Shopify Plus plan, then you need to migrate to checkout extensibility.
- If you're not on the Shopify Plus plan, then you need to have the latest version of checkout in your store. Most stores already have the latest version of checkout.
Considerations for setting up pickup in store
Before you set up pickup in store, review the following considerations:
- A customer can't choose to have some items shipped and some items picked up on the same order. Instead, a customer needs to place two separate orders.
- If you use a theme that supports pickup availability, then the customer can view whether a product is available for pickup before they add it to their cart. This feature doesn't work with store transfers.
- Pickup in store isn't supported in B2B checkout.
Set up pickup in store
You can set up pickup in store for your locations. You need to set up pickup in store for each location where customers can pick up their orders.
Steps:
From your Shopify admin, go to Settings > Shipping and delivery.
In the Pickup in store section, click Set up. or the › icon.
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Select a location for in-store pickup:
- If you have a single location, then click a location where you want to set up pickup in store.
- If you have multiple locations, then click Add location, and then click a location where you want to set up pickup in store.
In the Expected pickup date section, select a processing time for in-store pickup from the drop-down menu. This information is displayed to your customers.
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Optional: To set up store transfer, complete the following tasks:
- In the Store transfers section, select the locations that you want to transfer inventory from when inventory is unavailable at the in-store pickup location.
- To set up a different processing time for orders that require a store transfer, select Set a different processing time at checkout when a store transfer is needed, and then select a processing time from the drop-down menu.
In the Ready for pickup notification section, enter pickup instructions for your customers. This field replaces any customizations that you have in the
email_bodyvariable in the Ready for pickup notification template.Optional: In the Checkout preview section, preview how your in-store pickup option displays at checkout.
Click Save.
Set up store transfers
By default, pickup in store is available only when the entire order is in stock at the pickup location. If you have multiple locations, then you can set up store transfers that let you automatically transfer inventory from one location to your in-store pickup location when an item is out of stock or when an item isn't in stock at all. You can also set up different processing times for orders that require a store transfer. The closest location with stock to the pickup location is prioritized.
Steps:
From your Shopify admin, go to Settings > Shipping and delivery.
In the Pickup in store section, click the › icon.
Click a location that you want to set up store transfers for.
In the Store transfers section, select the locations that you want to transfer inventory from when inventory is unavailable at the in-store pickup location.
Optional: To set up a different processing time for orders that require a store transfer, select Set a different processing time at checkout when a store transfer is needed, and then select a processing time from the drop-down menu.
Click Save.
Set up transfer exclusions
You can exclude specific product collections from store transfers. For example, if some of your products are too large to transfer to an in-store pickup location, then you can exclude these products from store transfers. You can exclude product collections, but not specific products.
Before you begin, create a collection for products that can't be transferred to an in-store pickup location. To avoid displaying your collection to customers, ensure that the collection isn't included in any sales channels.
Steps:
From your Shopify admin, go to Settings > Shipping and delivery.
In the Pickup in store section, click Set up. or the › icon.
In the Transfer exclusions section, click Add collections.
Select any collections that you want to exclude from store transfers, and then click Done.
Click Save.
Activate a pickup service
If you want to use a custom app to manage in-store pickup, then you can activate a pickup service in your Shopify admin and replace the existing in-store pickup settings. Learn more about custom in-store pickup apps.
Steps:
From your Shopify admin, go to Settings > Shipping and delivery.
In the Pickup in store section, click Set up. or the › icon.
In the Pickup service section, click Change.
Select a custom app that you want to use for your in-store pickup feature, and then click Save.
Click Choose pickup service.
Transfer items manually
If you can't fulfill an in-store pickup order and need to transfer items from somewhere else, or the automatically chosen location for a store transfer isn't possible, then you can manually change the location of an in-store pickup order. You can't change the pickup location chosen by the customer at checkout.
Steps
From your Shopify admin, go to Orders.
Click the in-store pickup order that you want to fulfill.
In the Unfulfilled section, click the ... button.
Click Change location.
Select the items to choose a new location for.
In the Change location section, select a new location.
Click Change location.
Fulfill an in-store pickup order
You can fulfill an in-store pickup order from your Shopify admin. If a product transfer is required for your in-store pickup order, then the Transfer required badge is displayed next to your in-store pickup location.
Steps:
From your Shopify admin, go to Orders.
Click the in-store pickup order that you want to fulfill.
Optional: If a transfer is required to move items to the in-store pickup location, then click Transfer to pickup location when you make the necessary preparations. This action can't be undone.
Click Prepare pickup.
Click Send pickup notification.
After your customer picks up their order, you can mark your order as picked up.
Checkout experience
After you activate pickup in store, your customers can choose between Ship and Pick up options in the Delivery section of your checkout. When they select the Pick up option, they can choose the location where they want to pick up their order. Customers can view pickup locations only in their country. They can change their country by clicking Change location.
The processing time that you select in the in-store pickup settings is displayed at checkout.
Turn off pickup in store
If you no longer want to offer pickup in store at your location, then you can turn it off.
Steps:
From your Shopify admin, go to Settings > Shipping and delivery.
In the Pickup in store section, click the › icon.
Click a location where you want to turn off pickup in store.
Click Turn off pickup in store.
In the dialog, click Turn off pickup in store.