Changing a Pickup Order to a Shipping Order

When a Customer cannot pick up their Order, you can easily switch it to ship instead

Changing a Pick Up Order to Ship

  1. In the Order, click on the More Actions drop down and select Pickup to Ship.
    Screen Shot 2023-10-09 at 3.05.09 PM-1
  2. On the edit screen you will see a few things:
    1. Items from the Pickup Order will first be listed with a negative quantity, as they are being returned to the applicable Pickup Inventory Location.
    2. Next, you'll see the items listed with a positive quantity for the shipping Order, because those items are being pulled from the applicable Shipping Inventory Location.

    Screen Shot 2023-10-09 at 3.08.45 PM
  3. Review the Shipping address. The default Shipping address is pre-populated for you. Edit as needed.
    Screen Shot 2023-10-09 at 3.29.27 PM
  4. The default Shipping Service will be used. This can be edited by clicking on the pencil icon, if needed.
  5. The Order total will reflect the shipping cost and any applicable tax on shipping.
    Note: Any tax differentials from the Pickup location to the Shipping location will not be calculated on the Pickup to Ship Order. 
  6. The default credit card will pre-populate for you. Feel free to edit the payment method if needed. 
  7. Once everything looks good, click the blue Charge button to process.

    Screen Shot 2023-10-09 at 3.09.46 PM
  8. The Shipping Order will be clearly labeled as a Pickup to Ship Order and will include a convenient link back to the original Order.
    Screen Shot 2023-10-09 at 3.41.27 PM
  9. Likewise, when you click into the original Order, it will indicate that it was changed to a Shipping Order.
  10. It will also automatically be marked as No Fulfillment Required.
    Screen Shot 2023-10-09 at 3.47.09 PM-1
  11. The Customer will receive the Order Pickup to Ship Transaction Email, informing them that their Pickup Order has now been shipped.  
    Screen Shot 2023-10-09 at 3.57.55 PM

Changing a Shipping Order to Pickup

There isn't a systematic way to flip an Order from shipping to pickup. You can either do a full refund of the shipping order and reprocess as a pickup order, which would calculate the correct taxes, etc. This is the preferred method to ensure accuracy in accounting.