Setting Up Store Pickup

To create and fulfill store pickup orders, you must enable the Store Pickup feature in your account and complete additional setup tasks.

Store Pickup Setup Steps

Complete the following steps to set up store pickup:

1. Enable the Store Pickup feature.

2. Configure locations to allow store pickup.

3. Verify store pickup settings for items.

4. Create a customized sales order form.

5. Turn on store pickup email notifications.

6. Configure automation for store pickup orders.

These steps describe the minimum requirements to set up the Store Pickup feature. See the help topics related to each step for additional details.

Step 1. Enable the Store Pickup feature.

To create and fulfill store pickup orders in NetSuite, you must enable the Store Pickup feature.

To enable Store Pickup

1. Go to Setup > Company > Setup Tasks > Enable Features (Administrator).

2. Click the Transactions subtab.

3. 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.

4. Click Save.

See Enabling Store Pickup for more information about enabling the Store Pickup feature.

Step 2. Configure locations to allow store pickup.

You must configure store locations to allow store pickup. You can also enter the business hours of the location. See Configuring Locations for Store Pickup.

To allow store pickup at a location:

1. Go to Setup > Company > Classifications > Locations (Administrator).

2. Click Edit next to the location you want to set up.

3. Click the Store Fulfillment tab and check the Allow Store Pickup box.

4. On the Business Hours tab, enter the daily opening and closing hours of the location. See Defining Store Business Hours for more information.

5. Click Save.

Step 3. Verify store pickup settings of items.

Verify store pickup settings for individual items. All items are eligible for store pickup by default. See Configuring Items for Store Pickup.

To verify the store pickup settings of items:

1. Go to Lists > Accounting > Items (Administrator).

2. Click Edit next to the item you want to modify.

3. 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.

4. Click Save.

Step 4. Create a customized sales order form.

Customize the sales order form by adding the Fulfillment Choice and Location columns to the Items sublist. See Customizing the Sales Order Form for Store Pickup.

To customize a sales order form for store pickup:

1. Go to Transactions > Sales > Enter Sales Orders (Administrator).

2. Click Customize at the top of the form and then select Customize Form.

3. In the Name field, enter a name to identify the new form.

4. Click the Screen Fields tab.

5. 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.

6. Click Save.

Step 5. Turn on store pickup email notifications.

Optional. Send email notifications to customers when their order is ready for pickup. See Store Pickup Email Notifications.

Note:

The Fulfillment Request feature must be enabled to send automatic email notifications – see Enabling Store Pickup.

Step 6. Configure automation for store pickup orders.

Optional. Create fulfillment requests automatically for stores after sales orders are saved in the system. See Fulfillment Request Creation for more information.

After you complete the setup tasks for store pickup, you can create sales orders for store pickup (see Creating Store Pickup Sales Orders) and then fulfill the orders (see Fulfilling Store Pickup Orders).

Important:

Additional configuration steps are required if you want to offer store pickup as a fulfillment method on a SuiteCommerce Advanced web store. See Store Pickup for SuiteCommerce Websites.

Store Pickup and SuiteCommerce

When both the Store Pickup and the SuiteCommerce Advanced features are enabled in your account and you want to enable store pickup on a SuiteCommerce web store, you must complete additional configuration steps. See Store Pickup for SuiteCommerce Websites for more information about the prerequisites and configuration steps for a SuiteCommerce Advanced web store.

Store Pickup and Cross-Subsidiary Fulfillment

When both the Store Pickup and the Intercompany Cross-Subsidiary Fulfillment features are enabled in your account, you can fulfill store pickup orders from store locations in other subsidiaries, as well as locations in the current subsidiary. You use the Inventory Location column (in the Items sublist) on a sales order to specify the store pickup location. The Inventory Location column appears on all sales order forms after you enable the Intercompany Cross-Subsidiary Fulfillment feature.

For more information about cross-subsidiary fulfillment, see Intercompany Cross-Subsidiary Fulfillment.

Related Topics

Configuring Locations for Store Pickup

Configuring Items for Store Pickup

Customizing the Sales Order Form for Store Pickup

Store Pickup Email Notifications

Enabling Store Pickup

Store Pickup

General Notices