How to set up in-Store Pickup | Calcurates for Magento

How to set up In-Store Pickup

Video: How to Set Up In-Store Pickup in Calcurates


General Information

In-Store Pickup is a handy feature that we offer.
It enables a new shipping option type that will allow your customers to choose in-Store Pickup on checkout and see the available pickup locations.  

How to enable in-Store Pickup for Origins

In-Store Pickup needs to be enabled for the needed Origin. You are welcome to check how an Origin is added here. 
The Origins grid will show a column that depicts whether in-Store Pickup is enabled for it:

To enable in-Store Pickup for an Origin, click Edit button in the Actions column, step 3 will have a toggle that will allow you to enable the functionality and show the additional settings.
Specify the coordinates for your pick up location (required)  or use Google Place ID (optional):

In-Store Pickup overview

In-Store Pickup allows you to enable a shipping option that will represent a location where the order can be picked up. This location is tightly connected to an Origin, but in this case one Origin may serve as a warehouse for the in-Store Pickup and a different Origin can be used as a pick up location. 
It is possible to setup numerous Pickup Points and specific Rates for them.

Configure in-Store Pickup Shipping Option 

To create a new in-Store Pickup Shipping Option (Menu > Shipping Options) click the "Add New Option" button and select In-Store Pickup from the available Custom Shipping Options.

There are 4 steps needed to configure the in-Store Pickup:

Step 1 — General Information

On Step 1 there are General settings for In-Store Pickup Option:
  1. Status. In-Store Pickup status — enabled/disabled (editable).
  2. In-Store Pickup Name. The name is required and is displayed on checkout, must be unique.
  3. Shipping Option Type. Disabled and Informative field as type has been selected on the previous step.
  4. Shipping Option Description. Description for the admin, not displayed on checkout.
  5. Website. Select a website that is going to be served with this shipping option. Shipping Option will be only displayed in the selected website.
  6. Served Origins. Select origins that are going to be served with this shipping option. Shipping Option will only be available for the selected origins. Shipping Option will not be displayed if it doesn't serve any origin.
  7. Store Views. Select Magento store views if you want this shipping option to be displayed for a certain store view. Leave empty to display the Shipping Option on ALL store views. Try to resync your website if store views do not appear in the dropdown.
  8. Image. You can upload an image that will be displayed next the the in-Store Pickup option on checkout (png, jpeg, gif or svg, 500kb max, recommended size — 256x256px).

Step 2 — Add Pickup Points for in-Store Pickup Shipping Option 

This step requires you to create Pickup Points based on Origins and specify Algorithm and Delivery Dates for them.
Click the "plus" button to add a new Point and select the Origin and its name, then proceed to Algorithm:

General

In the General section, it is required to select the Origin that will serve as your Pickup Point. It is also needed to specify the Pickup Point name that will be displayed on checkout.
With the handy toggles, it is possible to give a different Display Name for the Pickup Point and enable Explanatory Tooltip for the customers.
 

Algorithm settings


  1. Apply Rate Conditions to. Defines method's algorithm depending on the level of application of the conditions — Entire Cart, Individual Products, Grouped Products.
  2. Totaling Algorithm. This setting is available for Individual Products and Grouped Products algorithms. It defines how the total shipping cost for entire order is calculated if different shipping costs for products or group of products in cart were calculated — Cumulative, Highest Single Cost, Highest Cost, Lowest Single Cost,  Lowest Cost. The table below explains it in greater detail.
  3. Custom Attribute for Grouping. This setting is available for Grouped Products algorithm. Defines which custom attribute is used for grouping products in cart. The most common used ones are "Shipping Type", "Shipping Group" or "Product Category". 
  4. Min Cost. Will be applied if calculated shipping cost for the method is less than 'Min Cost' value.
  5. Max Cost. Will be applied if calculated shipping cost for the method is more than 'Max Cost' value.
  6. Round Shipping Rate to Integer. If enabled, calculated shipping cost will be rounded up after all shipping rules are applied.
Totaling Algorithms may be quite complicated for configuration. Please find the below article on Table Rates Algorithm configuration, that explains it in greater detail:

Delivery Dates

The tab is only available with Delivery Dates advanced feature enabled. Please follow the below link to learn more about Delivery Dates functionality:

  1. Display Delivery Time Info. This toggle enables or disables the display of delivery time info on checkout.
  2. Min Days in Transit. Set minimal time in transit in days. If you don't want to set interval and want to set a certain number of days in transit then fill in only one of the values (min or max).
  3. Max Days in Transit. Set maximal time in transit in days. If you don't want to set interval and want to set a certain number of days in transit then fill in only one of the values (min or max).
Display format settings are available in module's config. Learn more from this article.

Step 3 - Info Messages

On this step you can add messages in order to complement your shipping option with some useful and important information. These messages will be displayed for customers on checkout.
  1. Show Explanatory Tooltip to The Customers. This setting enables or disables info tooltip for the shipping option.
    1. Explanatory Text. If Explanatory Tooltip is enabled you should fill in an explanatory text.
  2. Action Type when Shipping Option is Unavailable. There are 2 action types available:
    1. Hide Option with No Message. If an option is unavailable for some reason (for example, destination address doesn't match assigned Shipping Area) then the shipping option will not be displayed.
    2. Show Option with With Message. If an option is unavailable for some reason (for example, destination address doesn't match assigned Shipping Area) then the shipping option will be displayed with an Error Message.

Step 4 - Advanced

There are also advanced settings for the shipping option:
  1. Use Discount Inclusive Price and Subtotal for Calculations (shipping costs and rules). If there is a Shipping Rule for this shipping option that has conditions based on "Price" or "Subtotal" attributes this setting defines whether it should use prices with discounts or without discounts.
  2. Use Tax Inclusive Price and Subtotal for Calculations (shipping costs and rules). If there is a Shipping Rule for this shipping option that has conditions based on "Price" or "Subtotal" attributes this setting defines whether it should use prices with tax or without tax.
  3. Sort Order. Shipping Option sort order on the checkout (from min to max value). Empty field means it will be sorted by rate value (from min to max rate). This setting affects Magneto checkout only and doesn't affect Shipping Calculator.

 

Pickup Points and Rates grid

Pickup Points and rates are displayed in the below grid:

Following actions are available from the grid:
  1. Display the list of rates available for every Point by selecting a certain point in points grid.
  2. Add a new Pickup Point.
  3. Edit, duplicate or delete an existing Pickup Point using "Action" column.
  4. Add a new rate for the selected Pickup Point.
  5. Edit, duplicate or delete an existing rate using "Action" column.
  6. Show or hide certain columns for methods and rates grids.

How to add rates and conditions to a Pickup Point

Please note that a Rate is added to the currently selected Pickup Point in your "Pickup Stores and Points" grid. To add a Rate, click "+" button of the Rates Table. This will display a configuration popup:

There are multiple variations on how to set up the Pickup Point Conditions and Rates and to do that correctly, please refer to the following article.
Having configured the In-Store Pickup shipping option you are welcome to test it out in our Shipping Calculator or in your Magento frontend to see how the configured options are displayed when conditions are met.

Here is how the in-Store Pickup Point looks like on checkout:

The Pickup Points comes with a link to Google Maps that will show the location of the Point on the map.

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