Offer local fulfillment options for your products alongside other shipping rates.

Create a local pickup or delivery option so nearby customers can pick up their orders in person for free, or receive them via a local courier service. These options display at checkout for all physical products, along with other shipping options you’ve created.

Tip: To set up pickup and delivery options for your restaurant, use our integrations with ChowNow or Tock.

Add a local pickup option

Local pickup options, sometimes called click and collect, are free to your customers. To create a local pickup option:

1. Open the Pickup panel.
2. Click Add Pickup Option.
3. Under Pickup Option, add the pickup name, like Local Pickup in Lower Manhattan. This will display at checkout.
4. Under Pickup Information, add the pickup details you want to share with your customers, like the pickup address, your store hours, and any instructions your customers should follow when they arrive. This information appears in their confirmation email. If you don't want to publish your address, you can leave it out and add the pickup address to your ready for pickup email instead.
5. Under Optional Information, enter the address where your customers will pick up their products. This way, you can charge taxes based on your pickup location. To apply pickup taxes at checkout, ensure you set up tax rates for your store.
6. Click Save. Repeat these steps to offer multiple options.

Add a taxation address

You can add a taxation address at any time, which calculates sales tax at checkout based on the pickup location instead of the customer's billing postal code.

To add a taxation address:

1. Open the Pickup panel.
2. Click the pickup option.
3. Under optional information, click Add Taxation Address.
4. Enter the address and click Apply.

Limitations for local pickup

After you add a local pickup option, keep in mind:

• Customers can't schedule a pickup time. 
• Afterpay and Clearpay aren't available for local pickup orders.
• Subscription products aren't eligible for local pickup. 
• Order information isn't sent to third-party extensions, like Shipstation or Shippo, because local pickup orders don't have a shipping address.

Add a local delivery option

You can offer local delivery for a fee or for free. Delivery options display at checkout after customers enter an eligible shipping address.

To add a local delivery option:

1. Open the Delivery panel.
2. Click Add Delivery Option.
3. Select the country and enter the ZIP codes, postal codes, or routing keys where the delivery option will be available. You'll need to enter these one at a time. You can't copy and paste. 
4. Add the delivery name, like LocalDelivery to Lower Manhattan. This will display at checkout.
5. (Optional) Enter the amount you charge for delivery to the postal codes you added. For free delivery, leave this field empty.
6. Under Delivery Information, add the delivery details you’d like to share with customers. This is a great place to add information about your delivery schedule, the courier service you use, and how you’ll get in touch with customers.
7. Click Save. Repeat these steps to offer multiple options.

Tip: To limit shipping options to specific products or groups or products, create fulfillment profiles.

Fulfilling local pickup and delivery orders

When you've prepared an order and it's ready for pickup or out for delivery:

1. Open the Products & Services panel and click Orders.
2. Click the order, then click Mark as ready for pickup or Mark as out for delivery.
3. In the window that appears, check the box to email your customer. This automatically includes your store’s pickup or delivery information, but you can customize this email in your customer email notifications settings.
4. Click Confirm.

To undo a fulfillment, open the order and click Mark as pending.

Customize your pickup or delivery experience 

Use built-in Commerce features to manage your customers’ local pickup and delivery experience.

Add a custom checkout form

Add a custom checkout form to ask customers about their pickup and delivery preferences. For example:

• If you offer local pickup, give customers the option to bring their own bag.
• If you offer local delivery, ask customers when they’re available to receive the delivery or the best way to get in touch with them.

Cancel abandoned pickup orders

If you accept returns and a customer doesn't pick up their order, consider canceling the order after a certain amount of time. Decide in advance what the pickup timeframe is, and edit your store's policies to address this.

Contact customers

You can require customers to enter their phone number at checkout to ensure you can get in touch with them about their orders.

Edit or delete a pickup or delivery option

To edit or delete a local pickup or delivery option:

1. Open the Pickup or Delivery panel.
2. Click … beside the option.
3. To edit the option, click Edit, then click Save after making changes.

To delete the option, click Delete, then click Delete to confirm.