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How To Setup Pick Up At Store In Magento 2

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Store Pickup in Magento 2 is a useful tool which supports customers to book the order with the most convenient stores and pick up the items in the designated location. A Pickup record is generated by every Click and Collect order and associated with the particular order. Different from a shipment, the Pickup record does not contain packing or booking requirements. In this article, I will show you how to set up the pick up at the store in Magento 2.

Before Getting Started:

  • Finish the setup of your Click and Collect Locations. Customers can view the store information details, including name, address, and working time at the Checkout page. Furthermore, if special hours become active within the next seven days, they are also included.

Note: Store admins are not able to change the Pickup location that a customer selects.

  • Make a Qualify Shipping Experience Rule with the outcome set to Offer click and collect location. Store admins can configure the rule to offer one or more sites. In case Click & Collection location is set to All, any new locations are visible to customers during checkout.

  • In the Magento Shipping configuration, select Yes option in the Enable Click and Collect field.

Five Steps To Set Up Pickup At Magento 2 Store

Step 1: Navigate To The Pickups Page

To satisfy a pickup, initially, you need to access to the Pickups page. All pickups which have been created will appear in the Pickups grid.

Step 2: Sort The Pickups Grid

The Pickups grid can be sorted by a variety of fields. Among them, Origin Location and Status fields are mainly used. Any filter settings created by the store admin are kept for that user’s future sessions. In case you have multiple stores locations, filtering the grid based on Origin Location is recommended to view the orders which are only picked up at your designated location. You can also filter the list by a Status field value of Pickup Requested to view the list contains only new pick up records which are not yet fulfilled.

Step 3: Print Packing Slips

After filtering Pickups, you can print packing slips for them by choosing Select All, and set the Action control to setting the Action control to Print Packing Slips. You can download the packing slips as a single PDF file and print it immediately or saving and print it later. Each packing slips includes many references for the Pickup such as the customer details, the products ordered, and a barcode.

Step 4: Show Order Is Ready For Pick Up

After being picking and set aside, the orders are marked Ready for Pickup. The customer receives an email which notifies that their order is ready for Pickup.

To avoid duplication, any items that are marked Ready for Pickup are not available to be included in another package.

Step 5: Change The Order Status To Picked Up

After the customers pick up the items at the designated store, click to the upper-right corner of the Pickup record to change its status to Picked Up.

Scenario 1: All Items Ready for Pickup By default, a Pickup record shows that all items in the order are packed. Click to the Ready for Pickup button to start the pickup process for all items. The following events take place:

  • The Pickup gets Ready for Pickup status.
  • The customer will receive an email notification about the order is ready to collect.
  • The Pickup page closes, and you come back to the Pickups grid.

Scenario 2: Partial Order Ready for Pickup

If there are some available items, change the Qty Packed values to show the items that are ready for pick up.

Click to the Ready for Pickup button to start the partial Pickup process. The following events occur:

  • The partial Pickup gets Ready for Pickup status.
  • The customer will receive an email notification about the order is ready to collect.
  • A new Pickup record with a status of Pickup Requested is made for the remaining Pickup items.
  • The Pickup page closes, and you come back to the Pickups grid.

When the items become available, the remaining Pickup items can be fulfilled as either a separate Pickup or shipment. After the customer collects these items, the status of the Pickup changes to Picked Up, and the customer will receive an email notification about the order has been fulfilled.

How To View A Pickup Record

Use one of the following methods to view a Pickup record.

Method 1: Scan the Packing Slip Barcode

Quickly scan the barcode from the packing slip to see the corresponding Pickup record. The Go to Pickup field in the upper right corner of the Pickup page is designed to automatically accept a barcode that is scanned from a packing slip.

Method 2: View Action

Select the record you want to view in the Pickup grid. Then, click View in the Action column.

How To Cancel A Pickup

Open the Pickup record, and click to the Cancel Pickup button.

  • If the Pickup has Ready for Pickup status, the items are returned to inventory.
  • An email will be sent to the customer to notify that the Pickup has been canceled.

Conclusion

Above is the detail instruction of setting up Pickup at the store in Magento 2. If you get bordered and confusing with the complicated process, worry no more! With the support of Magento 2 Store Locator extension by Mageplaza, store admins can integrate Google Map with store website, as well as display store information. As a result, customers can easily find out the nearest shop locations and choose the most suitable one to visit or make online purchases quickly. Furthermore, Mageplaza Store Locator also contains local content, which improves the store rankings on the search engines result. Let Magento 2 Store Locator extension help you enhance customers experience, boost the store sale, and grow your business.

Explore Mageplaza Store Locator extensions now!

It comes to the end of the tutorial: How To Setup Pick Up At Store In Magento 2.

Posted by Jacker in Magento 2 Tutorials . May 16, 2019

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