Store Pickup Setup Steps
Complete the following steps to set up store pickup:
- Enable the Store Pickup feature. To enable Store Pickup
- Go to Setup > Company > Setup Tasks > Enable Features.
- Click the Transactions subtab.
- Under Shipping & Receiving, check the Store Pickup box.
- The Store Pickup feature uses the Pick, Pack, and Ship feature. If not already enabled, you must enable it.
- Click Save.
- Configure locations to allow store pickup. To allow store pickup at a location:
- Go to Setup > Company > Classifications > Locations.
- Click Edit next to the location you want to set up.
- Click the Store Fulfillment tab and check the Allow Store Pickup box.
- On the Business Hours tab, enter the daily opening and closing hours of the location.
- Click Save.
- Verify store pickup settings for items. To verify the store pickup settings of items:
- Go to Lists > Accounting > Items.
- Click Edit next to the item you want to modify.
- On the Purchasing/Inventory subtab, verify the Allow Store Pickup box in the Locations sublist for each location at which you want to enable store pickup. All items are enabled for store pickup by default.
- Clearing the Allow Store Pickup box prevents store pickup fulfillment for the item at the location.
- Click Save.
- Create a customized sales order form. To customize a sales order form for store pickup:
- Go to Transactions > Sales > Enter Sales Orders.
- Click Customize at the top of the form and then select Customize Form.
- In the Name field, enter a name to identify the new form.
- Click the Screen Fields tab.
- Click the Columns subtab and add both the Location and the Fulfillment Choice columns to the form by checking the Show box for each item.
- Click Save.
- Turn on store pickup email notifications. This is an optional setting.
- Configure automation for store pickup orders. This is an optional setting.