How to Set Up Click & Collect and Delivery Options for Your Online Store

By Michael Thompson

December 7, 2024 at 04:35 AM

Click & Collect and local delivery are convenient ways to serve nearby customers. Here's how to set them up effectively:

Click & Collect Setup

To create a free local pickup option:

  • Go to Pick-Up menu > Add Pick-Up Option
  • Name your pickup option (displays at checkout)
  • Add pickup details including address, hours, and instructions
  • Enter tax address for proper tax calculation
  • Click Save

Important Click & Collect Notes:

  • Not available with Afterpay/Clearpay
  • Cannot be used for product subscriptions
  • Pickup details appear in order confirmation emails
  • Orders won't sync with shipping platforms like Shipstation

Adding Delivery Options

To offer local delivery service:

  • Navigate to Delivery menu > Add Delivery Option
  • Select country and enter postal codes for delivery area
  • Name the delivery option
  • Set delivery fee (or free)
  • Add delivery schedule and contact details
  • Save and repeat for multiple delivery zones

Managing Orders

When orders are ready:

  1. Go to Products & Services > Orders
  2. Select order and mark as ready
  3. Choose whether to notify customer by email
  4. Confirm status change

Best Practices:

  • Use custom payment forms for special instructions
  • Set clear pickup timeframes
  • Consider collecting customer phone numbers
  • Establish policies for abandoned orders

You can edit or delete these options anytime through the Pick-Up or Delivery menus.

For efficient tax handling, add a tax address:

  • Open pickup option
  • Add Tax Address under Optional Information
  • Enter address details
  • Apply and Save

Note: Customer notification emails automatically include relevant pickup/delivery information and can be customized in email settings.

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