Ship to Store

Overview

Ship to store (STS) allows you to optimize your inventory across different sources for in store pick up (ISPU) orders. Having the capability to move stock from one source to another, you are able to manage orders with products out of stock on the collection point, request a source to ship them to the destiny source to then be collected by the customer. Please, go to the STS document in the Features Section in order to receive more information about this feature.

The purpose of this document is to explain the complete ISPU process (Pick and collection) with in stock and pending arrival SKU’s.

  • As a store assistant you will be able to complete the process so you can close the order when the customer comes to collect the products to your store. As
  • As a customer service Agent you will be able to track STS orders so that you can give support to customers.

STS process in Admin

In order to explain the STS process, we will consider that there is an order which status is Logistic in progress (ready to ship) and at this moment the source engine has already process the order and has created two different shipment request, one is an In store pickup (ISPU) and the other one is a Ship to Store (STS).

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The Item status for all order lines will be New at this time.

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Below, in the Shipment Request Details you can see the following details:

Details ISPU Shipment Request STS Shipment Request
Shipment Request Status New Picking
Shipment Request Item Status Pending arrival New
Requested to Final source where the customer will pick the order Store that has currently the products for this order
Shipment method ISPU STS

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In order to start the picking process, you have to go to Sales > Ship from Store and click the generate pick list button. At this moment, a link to the SFS pick list will be created in the General Information section of the order. From here, you can generate the pick list for the products that have been requested to the source that have the products available. Note: there is another link to the ISPU pick list but the pick status is Pending arrival so at this point, you cannot do anything in this source.

Coming back to the SFS pick list, you need to follow the standard flow of the pick list: go to the SFS pick list through the link that is available in the “General information” section and confirm the requested items.

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Once you confirm the items, the STS shipment request status will be updated to “Pickconfirmed” and the Shipment Request Item Status will be “Assigned”. On the other hand, the ISPU Shipment Request Statuses don’t change in this step of the process, as well as the Order Lines which remain as New. Note: in the SFS flow, the order lines would be pickconfirmed but as this is a STS shipment request and the requested source is not the final one, we consider this step as an intermediary process between one source ant the other one.

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Then, you can start packing: click the Start packing button and then, confirm it by clicking the Confirm packing button.

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Finally, you have to Confirm Shipping of the items by clicking the correspond button.

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At this moment, the shipment request status will change to Shipped as well as the Item Status for the STS shipment Request. For the ISPU shipment request the status will remain as New but the shipment request item status will be In transit as it is waiting for the products to arrive.

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Additionally, the Item Status will change as In transit as well.

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It is in this moment when you go to the ISPU pick list through the link that is available in the general information section and the action buttons are enable so when you receive the products in the final source, you will be able to confirm or decline each of the items. Additionally, a notification is sent to the collection source with information about the order with all items, pending and active.

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From Now, you need to continue the standard ISPU process, you have to confirm or decline each of the items. Please, go to the ISPU userguide in order to receive more information about this process.

Then, the order status will be updated to Complete (order completed, shipped) if all the items were confirmed and Complete (order completed, partially shipped) in case some of the items were declined.

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Furthermore, item status will be updated from in transit to shipped if the item was confirmed and cancelled if it was declined.

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Finally, the shipment request status for both shipment request will be shipped. The ISPU shipment request item status will be Collected or Declined by customer depending on the decision you took before when you confirmed or declined, while for the STS will remain as Shipped.

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This entire process will be the same if you have two different STS shipment request.

Customer Support

You will be able to track STS orders so that you can give support to customers. There is a link called View order in customer service in the general information section that gives you access to the Customer Service page where you can see relevant information about this specific order. Basically, you will have four different notifications in the History and Comments section:

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  1. The first notification tells you that there was a shipment request notification that was sent to one source but the items requested were out of stock so they were requested to a different source in order to fulfill the order.

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  1. There is a second notification for the STS source to fulfill the products. It also mentions the store where the producs will be collected.

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  1. When the STS source send the items to the ISPU source, the third notification is sent in order to inform that the packages have been already shipped. Additionally, you can see the tracking link from the carrier.

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  1. The last notification will be sent when the ISPU source fulfill the products. It means that the final customer has come to collect his products.

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