Help & Resource Center

Using Curbside & In-Store Pickup

Overview

While most of the work associated with Curbside & In-Store Pickup will get done during your integration project, there's still a few things you can do after setup. This article will walk you through what those things are, and how you can safely interact with your Curbside & In-Store Pickup features.

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Orders

The first option under In-Store Pickup is Orders. Clicking on this will being you to a screen showing any and all In-Store Pickup orders placed on your site.

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Here you can see (from left to right) the order ID and number, the email of the customer who made the order, the customer name, the product ID(s), what store the order is being picked up from, the price of the order, when it was made, and the order status. You can sort and search by this information as well, using the search fields at the top of each column.

Locations

The second option under In-Store Pickup in the dashboard is Locations. Here you can manage the locations you have enabled for in-store pickup.

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Here you can see each location set up as an In-Store Pickup location under Middleware Locations. Checking the Use For In-Store Pickup box is what makes your stores show up on your site as an option for In-Store or Curbside Pickup. For example, if you were the owner of the Downtown Store pictured here, and wanted to close for a couple weeks for renovations, you might check that box to prevent new In-Store Pickup orders from being placed there.

Under Assigned Users you can see which employees marked as Store Pickup Staff (this can be done under Users in the admin panel) have been assigned to which stores. Assigning an employee to a store allows them to perform order fulfillment for that store. Being assigned here grants the employee access to In-Store Pickup orders only, and only for the location(s) they're assigned to. Clicking on Manage Users will allow you to change who's assigned to which store.

Editing Locations

Clicking on the name of a location on the Locations page will allow you to edit things about that location.location.png

From this page, you can change basically any attribute for your in-store pickup locations. This can be particularly helpful if, for example, you need to alter working hours, or if a store moves. After filling out or changing whatever information you need, hit Save to make sure your changes are successful.

Logs

Logs is the last option under the In-Store Pickup menu in the Admin Panel. Here you can see any and all adjustments to Curbside & In-Store Pickup orders in your system.

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On the left, under Order Number, you can see the number of the order affected. Next, under Message, you can see the details of whatever is being logged. Under Type you can see what kind of thing is being recorded; in the above screencap these are all under the Info type, but you'll also see messages marked as Success and Error. You can sort by these by clicking on the icon next to Type; useful to check if any errors have occurred! Lastly, of course, you can see the date of the change on the right. Just like with Type you can sort by all these factors to find a specific piece of information if you need to.

If you have any further questions about Curbside & In-Store Pickup, or if you want to set it up for your store, get in touch with us via Support.