Ship to Store

The ship to store (STS) functionality allows you to optimize your inventory across different sources for in-store pickup (ISPU) orders. The capability to move stock from one source to another allows you to manage orders with out-of-stock products and request shipment to the destination source for collection by the customer.

See Ship to Store Process for more information.

This functionality allows for complete control of in-store orders:

  • As a Store Assistant you can complete the entire process so you can close the order when the customer comes to collect the products from your store.
  • As a Customer Service Agent you will be able to track ship to store orders so that you can give comprehensive support to customers.

Below you will find an explanation of the complete ISPU process (pick and collection) of in-stock and arrival-pending SKUs.

Ship to store process in Admin

In order to explain the STS process, we will use the example of an order that is in the Logistic in progress (ready to ship) status.

The source engine has already processed the order and has created two different shipment requests: an ISPU and an STS order.

ship to store admin page

In this example, the item status for all order lines is New.

item status view of New

You can see the following info in the Shipment Request Details section:

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

Alt text

To start the picking process, navigate to Sales then Ship from Store and click Generate Pick List. A link to the SFS pick list will be created in the General Information section of the order.

You can generate the pick list for the requested products for the available source. There is another link to the ISPU pick list, but the pick status is Pending arrival, so you cannot take any action for this source.

Access the SFS pick list via the available link in the General information section and confirm the requested items.

Alt text

Once you confirm the items, the STS shipment request status will update to Pickconfirmed and the Shipment Request Item Status will update to Assigned. The ISPU Shipment Request Statuses do not change in this step of the process, and the order lines remain New.

In the SFS flow, the order lines would be pick-confirmed, but since this is a STS shipment request and the requested source is not the final one, we consider this step an intermediary process between sources.

Pick list example

Click Start packing and then click Confirm packing.

Start packing

Confirm packing

Click Confirm Shipping to confirm the shipment.

Confirm shipping

The shipment request status and the item status will change to Shipped. The status will remain as New for the ISPU shipment request, but the shipment request item status will be In transit, as it is waiting for the products to arrive.

Shipment requests statuses

In transit shipment status

When you access the ISPU pick list the action buttons are enabled so that you can confirm or decline each of the items when they arrive at the final source. A notification is sent to the collection source with information about the order including a list of all items, pending and active.

Enabled actions

Continue on with the standard ISPU process, confirming and declining each of the items. See the User guide page for ISPU for more information about this process.

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

Complete order

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

Item status of shipped

The shipment request status for both shipment requests will be shipped. The ISPU shipment request item status will be Collected or Declined by customer depending on whether you confirmed or declined items, though the STS status will remain as _shipped__.

Order status of declined

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

Customer support

You can track STS orders so that you can give optimal support to customers. The View order in customer service link, in the General information section, gives you access to the Customer Service page so that you may see relevant information about this specific order. You will see four different notifications in the History and Comments section:

Out of stock step

  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.

Shipment request

  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.

Fulfill products

  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.

Shipped packages

  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.

Customer collection