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Order management

When using Store Pickup + Delivery, we recommend managing your orders in the Store Pickup + Delivery Orders tab.

You can mark your orders individually, or in bulk.

Take a look at our Order processing article to learn more about how the order gets processed in our app.

Note

We only send follow up emails for pickup orders. Shopify shipping confirmation email can be used as a ready for delivery/shipping notification. Learn more in our Email notifications article


Marking the orders individually

Pickup orders

There are three possible buttons to mark your pickup orders:

  1. Mark as ready for pickup          
    • Order should be marked as ready for pickup when you've prepared it.
    • This option will trigger the Ready for pickup email notification.
  2. Enter security code      
  3. Mark as picked up            
    • Order should be marked as picked up when the customer has picked up the order.
    • This option will trigger the Picked up email notification.

After you've marked the order as picked up, it will be marked as completed in Store Pickup + Delivery.

If you have the setting Mark as fulfilled once picked up enabled in Store Pickup + Delivery > Settings > Store Pickup, we will automatically fulfill the order in Shopify from the connected location when you mark it as picked up.

The stock will initially be deducted from the default location in Shopify when the order is created. When you mark the order as picked up we will force Shopify to fulfill the order from the  the correct location and adjust the stock.


Delivery orders

There are three possible buttons to mark your delivery orders:

  1. Mark as ready for delivery        
    • Order should be marked as ready for delivery when you've prepared it.
  2. Mark as dispatched        
    • Order should be marked as dispatched when it's on it's way to the customer (using a courier or your own drivers).
  3. Mark as delivered                
    • Order should be marked as delivered when the order has been delivered to the customer.

After you've marked the order as delivered, it will be marked as completed in Store Pickup + Delivery.

If you have the setting Mark as fulfilled once dispatched enabled in Store Pickup + Delivery > Settings > Local delivery, we will automatically fulfill the order in Shopify from the connected location when you mark it as dispatched

Fulfillment in Shopify triggers Shopify shipping confirmation.

The stock will initially be deducted from the default location in Shopify when the order is created. When you mark the order as dispatched we will force Shopify to fulfill the order from the  the correct location and adjust the stock.


Shipping orders

Shipping orders will only appear in Store Pickup + Delivery dashboard if you are using the date picker or adding the shipping tags to your shipping orders.

There are three possible buttons to mark your shipping orders:

  1. Mark as ready for shipping            
    • Order should be marked as ready for shipping when you've prepared it.
  2. Mark as dispatched            
    • Order should be marked as dispatched when it's on it's way to the customer (shipped).
  3. Mark as received      
    • Order should be marked as received when the order has been delivered to the customer.

After you've marked the order as received, it will be marked as completed in Store Pickup + Delivery.

The order will be automatically fulfilled in Shopify from your default location when you mark it as dispatched. If you would like to turn this off, please contact us at [email protected].

Fulfillment in Shopify triggers Shopify shipping confirmation.


Marking the orders in bulk

You can mark your orders in bulk in the Store Pickup + Delivery > Orders tab. When you select multiple orders, click Actions and select one of the options.

There are 3 options of marking your orders in bulk

  1. Mark as ready for pickup/delivery
    • This option can be used for all of your checkout methods when you've prepared them for pickup, delivery or shipping.
    • This option will trigger the Ready for pickup email notification.
  2. Mark as dispatched
    • This option should be used only for your delivery and shipping orders, when they have been dispatched and are on the way to the customer.
    • If you have the setting Mark as fulfilled once dispatched enabled in Store Pickup + Delivery > Settings > Local delivery , we will automatically fulfill the order in Shopify from the connected location when you mark it as dispatched. This will then trigger Shopify shipping confirmation. 
  3. Mark as picked up/delivered
    • This option can be used for all of your checkout methods when they have been picked up, delivered or shipped to the customer. 
    • This option will trigger the Picked up email notification.
    • If you have the setting Mark as fulfilled once picked up enabled in Store Pickup + Delivery > Settings > Store Pickup, we will automatically fulfill the order in Shopify from the connected location when you mark it as picked up.

Limitations

  • Order status change cannot be reverted.
  • If you are using the Bulk order status change, you will not be asked to enter the pickup security code, even if it's turned on.
  • When marking the orders in bulk, use the Mark as dispatched setting only for delivery/shipping orders


M
Marija is the author of this solution article.

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