How to Change Local Pickup to Shipping in Shopify: A Comprehensive Guide

Table of Contents

1. Introduction
2. Why Change Local Pickup to Shipping?
3. Methods to Change Local Pickup to Shipping
4. Potential Challenges and Their Solutions
5. Conclusion
6. FAQs

Introduction

Imagine this: A customer places an order for local pickup but later decides they want the item shipped instead. This is a common scenario faced by many Shopify store owners. While Shopify offers numerous features, the ability to easily switch an order from local pickup to shipping isn't straightforward. This guide will delve into various methods to make this switch, ensuring smooth operation and customer satisfaction.

By the end of this post, you will learn several methods for changing local pickup to shipping on Shopify, covering both manual workarounds and the use of third-party apps. You’ll also understand the implications of each approach to find the one that suits your needs best.

Without further ado, let’s dive into the details and challenges of modifying an order from local pickup to shipping.

Why Change Local Pickup to Shipping?

Shopify merchants frequently face situations where customers initially choose local pickup but later request shipping. Reasons for this include:

• Convenience: Customers may find it easier to have items delivered directly to them.
• Schedule Conflicts: Customers' plans may change, making pickup less feasible.
• Error Correction: Customers might accidentally select the wrong delivery method during checkout.

Addressing this need promptly can significantly impact customer satisfaction and operational efficiency.

Methods to Change Local Pickup to Shipping

Manual Method (Creating a New Draft Order)

1. Creating a Draft Order:

   • Navigate to the Shopify Admin.
   • Go to Orders > Create order.
   • Add the products again, ensuring the correct quantities are entered.
   • Enter the shipping information.

2. Applying a Discount:

   • Apply a 100% discount to ensure that the customer isn't charged again.
   • Add any applicable shipping costs manually.

3. Notifying the Customer:

   • Communicate with the customer, explaining that a new order has been created for shipping.
   • Send the checkout link to the customer for confirmation.

4. Adjusting Inventory:

   • Ensure the originally picked items are adjusted in your inventory to avoid discrepancies.

Advantages:

• Retains the original order number, minimizing confusion.
• Allows for the proper application of shipping costs.

Disadvantages:

• Time-consuming.
• Potential for human error in creating the draft order.

Using Apps like "Advanced Store Pickup + Delivery"

For those looking for an automated solution, third-party apps can bridge this gap:

1. Install the App:

   • Visit the Shopify App Store.
   • Find and install an app like "Advanced Store Pickup + Delivery."

2. Use the App to Edit Order:

   • Navigate to the order you want to change.
   • Use the app's interface to convert the delivery method from local pickup to shipping.
   • Update the shipping address and generate a shipping label as needed.

Advantages:

• Streamlines the process.
• Reduces manual work and potential errors.

Disadvantages:

• Additional costs for app subscription.
• Potential reliance on third-party support for troubleshooting.

Alternative Workaround (Using "Test User")

An alternative method involves creating a "Test User" and "Test Product" to generate a shipping label without altering the original order:

1. Create a Test User and Product:

   • In Shopify Admin, go to Customers > Add Customer and create a test user.
   • In Products, create a non-public product named "Test Product."

2. Generate a Shipping Label:

   • Create a new order using the test customer and product.
   • Input the real customer's shipping address and generate the shipping label.
   • Ensure that the test customer does not receive any email notifications.

3. Delete Test Order:

   • Once the shipping label is generated, delete the test order.
   • Keep the test product and user for future use.

Advantages:

• Avoids creating a new real order.
• Can be faster than creating a full draft order.

Disadvantages:

• It's a workaround and not a permanent solution.
• Can be confusing if not managed well.

Potential Challenges and Their Solutions

Issue with Inventory and Reporting

Creating a new order or using test orders can lead to inventory mismatches and reporting issues. To mitigate this:

• Inventory Checks: Manually adjust inventory levels after processing such changes.
• Clear Communication: Maintain clear notes in order records to ensure accurate reporting.

Customer Communication

Communicate clearly with customers regarding changes to their orders. It's essential to inform them about any new emails or notifications they may receive.

Cost Implications

Using third-party apps or creating additional orders can incur extra costs. Assess the cost-benefit ratio before implementing these methods.

Conclusion

Changing an order from local pickup to shipping in Shopify isn't as straightforward as many would hope, but there are several methods to achieve this. Whether you prefer manual adjustments, third-party apps, or creative workarounds, each approach has its pros and cons. The best solution will depend on the unique needs and circumstances of your store.

By following this guide, you can manage these changes more efficiently, ensuring smoother operations and happier customers.

FAQs

Q: Can I change an order from local pickup to shipping directly in Shopify?

A: No, Shopify does not currently support changing the fulfillment method directly. You need to use workarounds or third-party apps.

Q: What is the best method to change local pickup to shipping?

A: The best method depends on your specific needs. Manual methods are free but time-consuming, while third-party apps offer efficiency at a cost.

Q: Will using a test order affect my store’s reports?

A: Using test orders can affect inventory and sales reports. It's crucial to manually adjust and document these changes to maintain accuracy.

With these insights, you’re now better equipped to handle order fulfillment changes in Shopify. Happy selling!