Learn About AfterShip In-Store Pickup Tracking
Plans: Enterprise Platforms: Shopify, Commerce API
AfterShip’s Buy Online, Pickup In-Store (BOPIS), or In-Store Pickup Tracking is a step ahead in your post-purchase experience enhancement, enabling customers to track when and where they pick up their orders originally bought online.
AfterShip integrates with your Shopify platform to internally label and manage tracking information for your in-store pickup orders and trigger related tracking page and notifications flows.
Customers receive real-time notifications via email and SMS when their order status updates, such as when the order is ready for pickup and picked up, ensuring clear communication.
A centralized order dashboard to track both your shipping and in-store pickup orders synced from Shopify to manage customer expectations effectively.
A fully customizable, on-brand tracking page where customers can track the status of their in-store pickup orders, including the estimated pickup date, location of pickup, and important instructions to ensure smooth order pickup.
You can sync the preconfigured pickup locations from Shopify to AfterShip or set up specific locations where customers can retrieve their orders directly from your physical stores or designated pickup points in the AfterShip Locations directory.
You should be on Enterprise plan.
Set up locations that support in-store pickup in your Shopify admin.
Enable the in-store pickup option for locations you configured in Shopify’s shipping and delivery settings. These locations will be displayed to customers at checkout based on their location.
Configure the pickup estimate and instructions for the customers who have opted to collect their orders from a designated location in your Shopify admin
Set up order import rules to sync your Shopify orders to AfterShip Tracking.
To activate in-store order pickup tracking in AfterShip, the two extremely crucial steps are
Enabling an in-store pickup option at checkout in Shopify
Setting up in-store pickup locations
By enabling the in-store pickup experience at checkout through your store's settings, you offer customers the option to choose in-store pickup as their preferred delivery method instead of shipping. When customers proceed to checkout, they will see a selection or checkbox indicating in-store pickup availability. They can choose this option and select their desired store location for pickup.
You need to set up the in-store pickup option for each location where customers can go to get their orders. Here we are taking Shopify’s example to understand the process.
Go to your Shopify admin dashboard.
Click on Settings in the bottom left corner and then Shipping and delivery .
In the Pickup in store section, click Set up or the › icon.
Under the Your locations section, select where to set up an in-store pickup.
Select This location offers in-store pickup.
In the Expected pickup date section, select a processing time for in-store pickup from the dropdown menu.
In the Order ready for pickup notification section, enter pickup instructions for your customers.
Click Save.
You can set up additional locations or edit existing ones in the Shopify's Location settings. Once added, assign inventory to locations in the Inventory section and then proceed to the Shipping and delivery section to set up the in-store pickup option for the locations where customers can go to get their orders.
Once you’ve configured the in-store pickup option for the locations where customers can collect their online bought orders, it will be visible to them at checkout.
The in-store pickup orders will follow the same order import rules as your normal shipping orders.
AfterShip Tracking will import your pickup orders and shipping orders from your Shopify store if you have an active store connection associated with your organization. The order will be labeled as Shipping or Pick up at the backend and flow into different notification flows and tracking pages.
Since no tracking number is generated for in-store pickup orders, they will be imported and displayed on the Orders dashboard in the AfterShip Tracking admin.
1. Shopify
Location creation and in-store pickup assignment of a location can only be done in your eCommerce platform, for Shopify it is under the Shipping and delivery settings. Once enabled and configured in Shopify, AfterShip Tracking will sync these in-store pickup locations to its admin under Organization > Locations.
2. Commerce API
If your using AfterShip Commerce API to pass order and fulfillment data to AfterShip Tracking, you can either provide pickup information through the Commerce API using the pickup_location field, or create pickup locations for your in-store pickup orders and specify the Location ID in the Commerce API to link the order with a specific pickup location.
Go to AfterShip Organization settings > Locations
Click Add location
Shift the toggle to the right to activate the location status
Add the required location details.
A valid address is required to successfully add a location.
Configure the local timezone of the location.
Set the business days on and opening hours between which the location processes orders.
Select the holidays you want to exclude from the business days. The list of holidays based on your warehouse location will be automatically displayed below. Just check and uncheck the ones you want to exclude and include.
If there are additional holidays you want to exclude, click +Add dates, and select the month and date.
Activate the In-store pickups option and add in the required pickup instructions.
If the location only offers in-store pickup, you do not need to enter any order processing information.
AfterShip allows you to configure additional rules for your in-store pickup locations like opening hours to offer customers the right information in regards to the day and time when their order will be available to be picked up from the designated location.
Go to Locations in your AfterShip Organization settings.
All the locations from your Shopify admin will be listed on the dashboard. Click Edit to access the configuration window.
Move to the Business days section and configure the business days and times the location will be open.
You can also exclude public holidays to not be counted as business days.
The business days and opening hours will be displayed to customers on your tracking page and in emails.
The estimated pickup time will be calculated based on the order created date and time and the Expected pickup time (defined in Shopify) and will be mapped to AfterShip.
In-store pickup option for the location cannot be deactivated nor the pickup instructions can be modified in AfterShip for Shopify users. Both actions can only be done through your Shopify admin.
The AfterShip Commerce API users can activate/deactivate or modify pickup instructions at the time of creating locations in AfterShip.
On the Locations dashbaord, you can easily filter locations that offer in-store pickup facility platform-wise.
AfterShip employs predefined fulfillment status codes to track and update the progress of order pickups, starting from order creation to pickup completion.
Additionally, these status codes are employed to send notifications for in-store pickups and to show the progress of pickup orders on branded in-store pickup tracking pages.
AfterShip updates the fulfillment status based on order updates received from the eCommerce platform. The availability of fulfillment status depends on the specific eCommerce platforms you are using.
AfterShip In-Store Pickup Tracking Notifications
AfterShip In-Store Pickup Branded Tracking Page
The customer should be on the Enterprise plan.
The feature is available for Shopify and AfterShip Commerce API users.
In-store pickup tracking is a paid add-on that needs to be enabled separately. Please get in touch with your customer success manager for assistance and activation.
How to Set Up Custom Fulfillment Statuses
For any further questions or help, please contact our chat support team.
Overview
AfterShip’s Buy Online, Pickup In-Store (BOPIS), or In-Store Pickup Tracking is a step ahead in your post-purchase experience enhancement, enabling customers to track when and where they pick up their orders originally bought online.
AfterShip integrates with your Shopify platform to internally label and manage tracking information for your in-store pickup orders and trigger related tracking page and notifications flows.
Customers receive real-time notifications via email and SMS when their order status updates, such as when the order is ready for pickup and picked up, ensuring clear communication.
A centralized order dashboard to track both your shipping and in-store pickup orders synced from Shopify to manage customer expectations effectively.
A fully customizable, on-brand tracking page where customers can track the status of their in-store pickup orders, including the estimated pickup date, location of pickup, and important instructions to ensure smooth order pickup.
You can sync the preconfigured pickup locations from Shopify to AfterShip or set up specific locations where customers can retrieve their orders directly from your physical stores or designated pickup points in the AfterShip Locations directory.
Before you start
You should be on Enterprise plan.
Set up locations that support in-store pickup in your Shopify admin.
Enable the in-store pickup option for locations you configured in Shopify’s shipping and delivery settings. These locations will be displayed to customers at checkout based on their location.
Configure the pickup estimate and instructions for the customers who have opted to collect their orders from a designated location in your Shopify admin
Set up order import rules to sync your Shopify orders to AfterShip Tracking.
Enable AfterShip in-store order pickup tracking
To activate in-store order pickup tracking in AfterShip, the two extremely crucial steps are
Enabling an in-store pickup option at checkout in Shopify
Setting up in-store pickup locations
1. Enable in-store pickup option at Shopify checkout
By enabling the in-store pickup experience at checkout through your store's settings, you offer customers the option to choose in-store pickup as their preferred delivery method instead of shipping. When customers proceed to checkout, they will see a selection or checkbox indicating in-store pickup availability. They can choose this option and select their desired store location for pickup.
You need to set up the in-store pickup option for each location where customers can go to get their orders. Here we are taking Shopify’s example to understand the process.
Go to your Shopify admin dashboard.
Click on Settings in the bottom left corner and then Shipping and delivery .
In the Pickup in store section, click Set up or the › icon.
Under the Your locations section, select where to set up an in-store pickup.
Select This location offers in-store pickup.
In the Expected pickup date section, select a processing time for in-store pickup from the dropdown menu.
In the Order ready for pickup notification section, enter pickup instructions for your customers.
Click Save.
You can set up additional locations or edit existing ones in the Shopify's Location settings. Once added, assign inventory to locations in the Inventory section and then proceed to the Shipping and delivery section to set up the in-store pickup option for the locations where customers can go to get their orders.
Once you’ve configured the in-store pickup option for the locations where customers can collect their online bought orders, it will be visible to them at checkout.
In-store pickup orders import to AfterShip Tracking
The in-store pickup orders will follow the same order import rules as your normal shipping orders.
AfterShip Tracking will import your pickup orders and shipping orders from your Shopify store if you have an active store connection associated with your organization. The order will be labeled as Shipping or Pick up at the backend and flow into different notification flows and tracking pages.
Since no tracking number is generated for in-store pickup orders, they will be imported and displayed on the Orders dashboard in the AfterShip Tracking admin.
2. Create pickup locations in AfterShip
1. Shopify
Location creation and in-store pickup assignment of a location can only be done in your eCommerce platform, for Shopify it is under the Shipping and delivery settings. Once enabled and configured in Shopify, AfterShip Tracking will sync these in-store pickup locations to its admin under Organization > Locations.
2. Commerce API
If your using AfterShip Commerce API to pass order and fulfillment data to AfterShip Tracking, you can either provide pickup information through the Commerce API using the pickup_location field, or create pickup locations for your in-store pickup orders and specify the Location ID in the Commerce API to link the order with a specific pickup location.
Go to AfterShip Organization settings > Locations
Click Add location
Shift the toggle to the right to activate the location status
Add the required location details.
A valid address is required to successfully add a location.
Configure the local timezone of the location.
Set the business days on and opening hours between which the location processes orders.
Select the holidays you want to exclude from the business days. The list of holidays based on your warehouse location will be automatically displayed below. Just check and uncheck the ones you want to exclude and include.
If there are additional holidays you want to exclude, click +Add dates, and select the month and date.
Activate the In-store pickups option and add in the required pickup instructions.
If the location only offers in-store pickup, you do not need to enter any order processing information.
Edit pickup location settings
AfterShip allows you to configure additional rules for your in-store pickup locations like opening hours to offer customers the right information in regards to the day and time when their order will be available to be picked up from the designated location.
Go to Locations in your AfterShip Organization settings.
All the locations from your Shopify admin will be listed on the dashboard. Click Edit to access the configuration window.
Move to the Business days section and configure the business days and times the location will be open.
You can also exclude public holidays to not be counted as business days.
The business days and opening hours will be displayed to customers on your tracking page and in emails.
The estimated pickup time will be calculated based on the order created date and time and the Expected pickup time (defined in Shopify) and will be mapped to AfterShip.
In-store pickup option for the location cannot be deactivated nor the pickup instructions can be modified in AfterShip for Shopify users. Both actions can only be done through your Shopify admin.
The AfterShip Commerce API users can activate/deactivate or modify pickup instructions at the time of creating locations in AfterShip.
On the Locations dashbaord, you can easily filter locations that offer in-store pickup facility platform-wise.
In-store pickup orders fulfillment statuses
AfterShip employs predefined fulfillment status codes to track and update the progress of order pickups, starting from order creation to pickup completion.
Additionally, these status codes are employed to send notifications for in-store pickups and to show the progress of pickup orders on branded in-store pickup tracking pages.
STATUS | DESCRITPION | |
---|---|---|
pending | Awaiting fulfillment or processing of items at the store. | |
processing | The processing of the items in the order for which in-store pickup has been opted has started. Not available for Shopify. | |
ready_for_pickup | The items in the order are ready for pickup at the designated store location | |
picked_up | The customer has picked up the order from the store. | |
canceled | The in-store pickup order has been canceled by the customer. | |
Custom status | Merchants can define their in-store pickup status(es) in addition to the above standard triggers in AfterShip | Available only for Commerce API users |
In-store pickup orders fulfillment status triggering rules
AfterShip updates the fulfillment status based on order updates received from the eCommerce platform. The availability of fulfillment status depends on the specific eCommerce platforms you are using.
Status | Triggered by Shopify | Shopify UI |
---|---|---|
pending | Shopper has placed the order | |
processing | Not available | |
ready_for_pickup | Merchant clicked Ready for pickup at Shopify’s order detail admin page. | |
picked_up | Merchant clicked Mark as picked up at Shopify’s order detail admin page | |
canceled | Merchant clicked More actions > Cancel order | |
custom status | Implementing these statuses would require additional development and can be triggered based on a specific tag applied to an order in Shopify |
What are the solutions available under the AfterShip In-Store Pickup Tracking?
AfterShip In-Store Pickup Tracking Notifications
AfterShip In-Store Pickup Branded Tracking Page
Onboarding process
The customer should be on the Enterprise plan.
The feature is available for Shopify and AfterShip Commerce API users.
In-store pickup tracking is a paid add-on that needs to be enabled separately. Please get in touch with your customer success manager for assistance and activation.
Additional resources
How to Set Up Custom Fulfillment Statuses
For any further questions or help, please contact our chat support team.
Updated on: 16/08/2024
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