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Managing pickup in store orders in Shopify POS

Use Shopify POS to manage all of your pickup in store orders in one place. A customer can place a pickup in store order online or your staff can create a pickup in store order at the register. To activate pickup in store in your Shopify admin, refer to Setting up pickup in store for online orders.

From Shopify POS, you can prepare orders for pickup, activate customer pickup notifications, and mark orders as picked up.

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Add the Pickup all items tile to your Home screen in Shopify POS

To quickly notice and access all orders that need to be fulfilled for pickup, you can add the Pickup all items tile to your Shopify POS home screen.

The tile displays the number of orders that need to be prepared for pickup. You can tap the tile to filter between orders that need to be prepared for pickup and orders that are ready for pickup.

Steps:

  1. From Shopify POS, tap Add tile within the smart grid.

  2. Tap Action, and then tap Pickup all items.

  3. Tap Add.

  4. Tap Done.

Creating a pickup in store order in Shopify POS

If a customer at the register wants to pay now and collect their items later, then you can create a pickup in store order directly in Shopify POS. The order is held until the customer returns to collect it.

Considerations for creating pickup in store orders in Shopify POS

Review the following considerations for creating pickup in store orders in Shopify POS:

  • The location where you process the order is the default pickup location. If other pickup locations are available, then you can change the pickup location before checkout.
  • You can add a mix of digital and physical products to your Shopify POS cart. Digital items fulfill automatically. Physical items require manual fulfillment.
  • Subscriptions aren't supported.
  • Physical gift cards aren't supported.

Requirements for changing a pickup location in Shopify POS

If your store has other available locations for pickup, then the option to change the location is available in the cart.

Review the following requirements for changing a pickup location for an order in Shopify POS:

  • Your device must be using Shopify POS app version 11.8 or later.
  • You have more than one location set up for pickup order fulfillment in your Shopify admin.
  • Inventory for the order must be available at the pickup location.
  • The location must be in the same country as the POS location where you're creating the order.

Create a pickup in store order in Shopify POS

You can create a pickup in store order directly in Shopify POS.

Steps:

  1. From Shopify POS, add items to the cart.
  2. Tap the Pickup all items tile.
  3. Optional: Tap the default pickup location name in the cart, and then select an alternative pickup location.
  4. Tap Add customer, and then search for a customer or create a new customer.
  5. Tap Checkout, and then select the customer's payment method.
  6. Optional: Select the customer's receipt method.

The details of the pickup location display on the customer's receipt.

When the order is ready for pickup, you need to fulfill the pickup in store order.

Activate pickup in store notifications in Shopify POS

You can activate or deactivate push notifications from Shopify POS on your device to alert you when you receive a new pickup in store order. When notifications are activated, you can tap the notification to start the pickup workflow.

Push notifications for pickup in store aren't available on Android devices.

Steps:

  1. From Shopify POS, tap the Horizontal menu icon.

  2. Tap Settings.

  3. Tap Order Notifications.

  4. Activate or deactivate Notifications.

Fulfilling a pickup in store order in Shopify POS

You can fulfill a pickup in store order from Shopify POS when the order is created through either of the following methods:

  • A customer places an online order and then selects pickup in store.
  • A staff member creates a pickup in store order at the register.

To fulfill the order, you need to prepare the items and then mark the order as picked up when the customer arrives.

Prepare an order for pickup in Shopify POS

After a customer places a pickup in store order, you or your staff need to set aside the order items and then notify the customer that their order is ready for pickup.

You can set up an email notification to let you know when a customer places an online pickup in store order.

You can edit pickup in store orders before or after you prepare that order. You can edit pickup in store orders only in your Shopify admin or on the Shopify mobile app, but not in Shopify POS.

Steps:

  1. From Shopify POS, tap the Order icon.

  2. Tap the order that you want to fulfill.

  3. Tap Ready for pickup.

  4. Set aside all of the items for the customer.

  5. Optional: Print a pickup slip and keep it with the order. You can scan the QR code in the pickup slip to quickly find the order when the customer picks up their items.

  6. Tap Send notification to let the customer know that their order is ready to be picked up.

Mark an order as picked up in Shopify POS

After a customer picks up their order, you can change the order's status to Fulfilled. Make sure to confirm the order number and the customer's name when the customer comes to pick up their order. If you printed the order's pickup slip, then you can scan the QR code to find the order in Shopify POS.

Steps:

  1. From Shopify POS, tap the Order icon.

  2. Find and tap the order that you want to mark as picked up.

  3. Tap Mark as picked up.

  4. Optional: If you want to send a pickup confirmation message, then in the Pickup Confirmation section, select either Email pickup confirmation or Text pickup confirmation.

  5. Tap Done.