Overview
In order to use Curbside & In-Store Pickup, someone has to manually process Curbside or In-Store Pickup orders in the Admin Panel. This article will walk you through how to do this, along with helpful screenshots and explanations of each step.
Fulfilling Orders
In order to fulfill orders in Curbside & In-Store Pickup, first you'll have to go to the Orders page under In-Store Pickup in the admin panel:
The Orders page will display all Curbside & In-Store pickup orders placed at your store. The Status column will show you which orders need to be processed (These will be marked New, or Processing).
Click on the number in the Order column for the order you want to fulfill. This will open up a window with more information about that order, pictured below:
This screen will display the information for the total, original, order. This means the Grand Total on the right will not change if you partially ship or cancel items in the order. In order to fulfill the order, click Change Status to Processing in the bottom right. If the box next to this button is ticked, it will send an email to the client notifying them of the status change. You can cancel individual items by hitting Cancel under Cancel Item, or view comments from the customer or other employees by hitting Comments.
Clicking on Change status to Processing will set the status of the order to Processing. Once an order is set to processing, its pop-up window will look like this:
Note that in the top right, the indicator now reads Processing, and the button in the bottom right now reads Change Status to Ready to Pickup. Once your staff has gotten the order ready for pickup, click on the button in the bottom right to change the status of the order to Ready to Pickup. Again, this will notify the client with an email. After hitting the button, the order page should look like this:
Finally, once the customer has picked up their order, you can hit the button in the bottom right to set the order to Completed.
If you have any further questions about order fulfillment, don't hesitate to submit a support request.