Enable will-call and store pick up
Will-call and store pickup in Optimizely Configured Commerce lets customers choose nearby warehouses to pick up their orders, verify inventory at selected locations, and indicate pickup dates. This increases customer self-service, improves handling of time-sensitive orders, and lets customers choose the fulfillment method that meets their needs.
Note
To enable this functionality, you need to update your theme and do some storefront work.
Customers see an option to select their fulfillment method and location in the header, both before and after signing-in. They can save or update their default fulfillment method through My Account > Settings.
They can select their pickup location through a window that shows nearby warehouses and their service hours.
The header shows the fulfillment selection and pickup location.
When customers select Pick Up as their fulfillment method and designate a warehouse, the inventory availability messaging throughout the site indicates stock for that warehouse only. Additionally, the system calculates taxes based on the pickup location, and any location-based restriction group rules apply.
Note
Restriction groups are based on the customer records, not the actual addresses. When Pick Up is selected, the restriction is based on the Ship-To customer for the order, even though the selected Ship-To is not displayed.
Enable warehouse pick-up
Use the following steps to enable warehouse pick-up and display options for your customers.
- Go to Administration > Settings and search for Enable Warehouse Pick Up.
- Set the Enable Warehouse Pick Up setting to Yes. A selected warehouse on the storefront is set as the pick-up location for the order. Default value is No.
- Set the Enable Request Pick Up Date setting to Yes, if desired. Selecting a warehouse on the storefront sets it as the pick-up location. Default value is No.
- Go to Pick Up under Shipping settings.
- Set or update the Number of Warehouses Shown Per Page. The default is 5.
- Set or update the Search Radius setting for pickup locations. The default is 50. Users can also change this preference when setting their location.
Allow backorders for pick-up
Enable the setting to allow backorders for pickups, if desired.
- Go to Administration > Settings and search for Allow Backorders for Pickup.
- Set Allow Backorders for Pickup to Yes. Users can purchase products with no inventory in stock for orders being picked up at a warehouse. Default value is No.
- Click Save.
Create will-call or pick-up carrier
You must first create a carrier to handle your will-call or pick-up services for your warehouse records.
- Go to Shipping & Fulfillment > Carriers.
- Click Edit next to an existing carrier, or create a will-call or pick-up carrier.
- Enter a name, select Yes for Enabled, then click Save.
- Click the Services tab.
- Click Add Shipping Service to add services, or click the Edit icon to update services for your warehouses or other locations.
- Set Warehouse Pick Up to Yes for each service you add or update. This populates the Shipping Service for Pick Up at this Warehouse menu that displays on warehouse records.
- Click Save and Back.
Update warehouse to allow pick-up
Indicate which warehouses are available for pick-up for your customers.
- Go to Shipping & Fulfillment > Warehouses.
- Click Edit next to an existing warehouse or create a warehouse.
- Set the Allow Warehouse Pick Up option to Yes under General Information on the Details tab. Users can select this warehouse as a pick-up location. The warehouse must have address information that is geolocated for the pick-up location to display properly.
- Enter the times the warehouse is open for pick-up in the Hours field, which displays in a tooltip on the locations page.
- Select a Shipping Service for this warehouse (the carrier you created previously) from the Shipping Service for Pickup at this Warehouse menu.
- Verify the fields under Address Information are correct.
- Click Geolocate to populate the Latitude and Longitude values for the warehouse.
- Click Save.
- Select the Websites tab to assign a website to a warehouse.
- Click Assign Websites.
- Select the checkbox next to the sites where you want this warehouse to display.
- Click Done and Save.
- Click Back to create or edit additional warehouses.