Configuring Locations for Store Pickup

To set up locations for store pickup, complete the following steps:

• Allow store pickup at the location and define a buffer stock value. Only locations that you enable for store pickup will appear in the sales order form as possible pickup locations.

• Specify buffer stock for store pickup.

• Define opening and closing hours of the location.

You can reserve a minimum quantity of items at a location (buffer stock). If buffer stock is specified for a location, NetSuite can calculate the quantity available for store pickup. The formula to calculate the quantity available for store pickup is: Quantity Available - Buffer Stock. For example, if the quantity available at a store is 24, and the buffer stock value for the location is 5, the quantity available for store pickup is 19. Specifying a buffer stock level at a location helps to ensure that inventory is reserved for walk-in customers at the location.

You can also specify a buffer stock level for individual items on the item record. See Configuring Items for Store Pickup. If buffer stock is specified on both an item record and a location record, NetSuite uses the value on the item record.

Important:

On the Sales Order page in NetSuite, you can create a store pickup sales order for items even if the quantity available for store pickup of the item is less than the ordered quantity.

Note:

If the Automatic Location Assignment feature is enabled, you can specify a separate buffer stock level on the location record for the automatic location assignment engine. See Configuring Locations for Automatic Location Assignment for more information.

To allow store pickup at locations:

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

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

   Note:

   Although you typically enable store pickup for locations that have the location type “Store”, you can choose to enable store pickup for any location, regardless of its location type.

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

4. Enter the email address of the store.

   You can send email notifications automatically to the store email address when a fulfillment request is created for the location. To send an email notification, you must create a saved search and select the Send Email Alerts box on the Email subtab. You can customize the content of the email notification. See Saved Search Email for more information.

5. Enter notes about the location in the Memo field.

6. If you want to specify a minimum reserve level of stock at the location, enter the quantity in the Store Pickup Buffer Stock field.

   Note:

   The buffer stock level applies to all items at the location. If you need to specify different buffer stock levels for items, you can edit an item record and enter a specific buffer stock level for the item. See Configuring Items for Store Pickup for more information.

7. Click Save.

Defining Store Business Hours

Defining store business hours lets you indicate the opening and closing hours of individual stores for each day of the week. When entering business hours, NetSuite checks that the hours entered are valid and do not conflict with the hours entered on previous lines. To ensure business hours are valid, be aware of the following:

• The “same day pickup cut-off time” must be within the start and end time.

• Each week day must have only one same day pickup cut-off time.

• The end time must be later than the start time.

• The business hours specified on one line must not conflict with the business hours specified on another line.

The same day pickup cut-off time is the latest time at which a customer can enter an order and pick up the order later on the same day. For example, if you set the pick up cut-off time to 2:00, the sales order must be saved in NetSuite before 2 p.m. Otherwise, the customer will have to pick up the order on the following business day. When editing or viewing an existing location record, the next pickup cut-off time is displayed on the Business Hours subtab. Note that the next pickup cut-off time might be the current day or the next business day.

To define the business hours of a location:

1. Go to Setup > Company > Classifications > Locations and click Edit next to the location record you want to work with.

2. Click the Business Hours subtab on the location record.

3. In the Start Time and End Time column, enter the opening and closing times of the store respectively.

4. Select the days of the week on which the times are valid – every day of the week is selected by default.

5. Enter a time in the Same Day Pickup Cut-Off Time field.

6. Make sure the days and times you entered are compatible with the days and times already defined on other lines.

7. Click OK to add the line.

8. Click Save after you have entered all business hours for the location.

Related Topics

Setting Up Store Pickup

Configuring Items for Store Pickup

Customizing the Sales Order Form for Store Pickup

Store Pickup Email Notifications

General Notices