How to Set Up Pick Up for Delivery on Shopify

Table of Contents

1. Introduction
2. Eligibility and Initial Setup
3. Setting Up In-Store Pickup on Shopify
4. Handling Orders and Fulfillment
5. Special Situations and Customizations
6. Conclusion
7. FAQ

Introduction

Imagine running a retail store where customers love your products so much that they want to pick them up right from your doorstep, minimizing wait times and saving on shipping costs. As a Shopify store owner, enabling in-store pick-up can create this exact experience for your customers, providing more flexibility and enhancing customer satisfaction. This blog post will guide you step-by-step on how to set up pick-up for delivery on Shopify, ensuring a seamless experience for both you and your patrons.

By the end of this guide, you will understand how to activate in-store pickups for various locations, manage product availability, customize customer notifications, and ensure a smooth checkout process. Not only does this feature improve the customer's experience, but it's also a significant move towards boosting your store's local sales.

Eligibility and Initial Setup

To begin with, it's crucial to verify your eligibility for the pick-up feature:

1. Multiple Locations Requirement: Ensure that your store has multi-origin shipping activated, especially if you operate from multiple locations.
2. Shopify Plan: Remember that some features might only be available depending on your Shopify plan or if you’re using Shopify POS Pro.

Ensure your Shopify account meets these criteria to avoid any interruptions during the setup process.

Setting Up In-Store Pickup on Shopify

Now, let's dive into the heart of the setup process. Follow these steps to enable and configure in-store pick-up for your Shopify store.

Step 1: Activate Pickup in Store Option

1. Log in to your Shopify admin.
2. Navigate to Settings > Shipping and delivery.
3. In the "Pickup in store" section, click Set up or the '>' icon next to it.
4. In the "Your locations" section, select the location you want to set up for in-store pickup.
5. Check the box This location offers in-store pickup.
6. Choose the expected pickup time from the drop-down menu. This information will be displayed to customers during checkout.
7. Enter any specific pickup instructions in the Order ready for pickup notification section.
8. Click Save.

Step 2: Configure Pickup Details and Notifications

1. Under Settings > Notifications, customize the "Ready for pickup" notification template according to your store's needs. This ensures customers receive clear instructions when their order is ready for pickup.
2. You can also add custom messages to order confirmation emails by editing the Liquid variables. (Note: This requires some knowledge of Shopify's Liquid templating language).

Step 3: Manage Pickup Preferences for Multiple Locations

1. Go to Settings > Shipping and delivery.
2. Click the '>' icon in the "Pickup in store" section.
3. For each location, update the settings as required and click Save.

Step 4: Display Pickup Availability on Product Pages

Some Shopify themes support displaying product availability for pickup. This feature can indicate to customers whether a product is available for pickup before they even add it to their cart.

1. From your Shopify admin, go to Products.
2. Select the product you wish to update.
3. Ensure that "This is a physical product" is checked under the Variants section.
4. Click Save.

Step 5: Customize the Checkout Experience

Once the pickup option is activated, customers will see the option to pick up their orders in the Delivery method section during checkout. It's important to note that:

• Customers can't split an order to have some items shipped and others picked up. They need to place separate orders in such cases.
• Ensure your theme supports the pickup feature for a smooth user experience.

Handling Orders and Fulfillment

Verifying and Preparing Orders

Each pickup order needs to be verified for stock availability:

1. From the Shopify admin, go to Orders.
2. Mark each item as ready for pickup after verifying stock.
3. Send the "Order ready for pickup" notification to the customer.
4. Optionally, print a pickup slip to attach to the order.

Marking Orders as Picked Up

When a customer picks up their order:

1. Change the order status from "Unfulfilled" to "Fulfilled" in Shopify.
2. Confirm the customer's identity by checking the order number and name. You can also scan the QR code on the pickup slip for confirmation.

Special Situations and Customizations

Specific Products for Pickup Only

For instances where certain items can't be shipped due to their size or fragility:

1. Create a separate shipping profile for pickup-only items under Settings > Shipping and delivery > Create new profile.
2. Do not add any shipping rates to this profile to ensure pickup is the only available option at checkout.
3. Ensure these items are stocked at pickup-enabled locations.

Handling Mixed Orders

If a customer adds both pickup-only and shippable items to the cart, Shopify’s default behavior does not support mixed orders:

• Consider using third-party apps like Advanced Shipping Rules to create custom shipping profiles and rules.
• Encourage clear messaging on product pages to guide customers to place separate orders if they want to mix shippable and pickup items.

Conclusion

Enabling in-store pickup on your Shopify store offers a fantastic opportunity to connect with local customers directly and boost sales. By following the detailed steps outlined in this guide, you can ensure a smooth, professional, and appealing pickup option for your customers.

Not only does this make the shopping experience more convenient, but it also sets your store apart by offering flexible fulfillment options. Feel free to experiment with various settings and customizations to find what works best for your business model and customer base.

FAQ

Q1: Can I offer in-store pickup for specific items only? A1: Yes, you can configure specific items for in-store pickup by creating distinct shipping profiles and not adding shipping rates to them.

Q2: What happens if a customer orders both a shippable and a pickup-only item? A2: Shopify does not support mixed orders with different fulfillment methods by default. Customers need to place separate orders for shippable and pickup-only items.

Q3: Can I customize the notifications sent to customers for in-store pickups? A3: Yes, you can customize these notifications through Shopify's Settings under the Notifications section, using the Liquid templating language.

Q4: Is there any additional cost for enabling in-store pickup? A4: There is no additional cost for enabling in-store pickup on your Shopify store, but some advanced features might require a higher Shopify plan or Shopify POS Pro.

By setting up an efficient in-store pickup system, you can enhance customer satisfaction, streamline your order fulfillment process, and ultimately grow your business.