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STORE PICKUP USER GUIDE Version 1.0
TABLE OF CONTENTS 1.
INTRODUCTION ....................................................................... 3
Outstanding Features ...........................................................................................................................3 For Customers ..................................................................................................................................3 For Admin ........................................................................................................................................4 Others ...............................................................................................................................................5
2.
HOW TO USE.............................................................................. 7
2.1. View Store Information .................................................................................................................7 2.2. Use Store Pickup at Checkout .................................................................................................... 11 2.3. View Orders ............................................................................................................................... 14
3.
HOW TO CONFIGURE ........................................................... 16
3.1. Manage Stores ............................................................................................................................ 17 3.1.1. Add Store ............................................................................................................................ 18 3.1.2. Edit Store ............................................................................................................................. 23 3.2
Manage Tags ......................................................................................................................... 23
3.3. Manage Holidays ....................................................................................................................... 24 3.4. Manage Special Days ................................................................................................................. 26 3.5 Manage Schedule ........................................................................................................................ 28 3.6. View Pickup Orders ................................................................................................................... 29 3.6. Settings ....................................................................................................................................... 30
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1. INTRODUCTION According to ComScore, 61% of shoppers would rather use free in-store pickup than pay for shipping. Thus, 72% of retailers start allowing Customers to purchase online before coming to a store and receive purchased products. If there is a chain of stores available, undoubtedly Customers will choose the nearest one as well as an appropriate time to arrive. How can the store-owner make that happen? The answer is Store Pickup extension for Magento® – the most professional shipping extension, which allows setting up multiple Magento stores, showing addresses and opening time of each store for the Customers’ convenience.
Outstanding Features For Customers At Checkout
Allow choosing free in-store pickup option as a shipping method (from multiple stores)
Show locations of all stores on Google map in the Shipping Method section
Allow selecting a preferred store on Google map or in the selector
Show real distance from Customers’ billing address to each store by miles or kilometers in the selector
Sort stores in the selector by distance
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Auto-use selected store address as the shipping address on orders, invoice, email, etc.
Allow choosing a convenient pickup date and time
Disable store’s days off on calendar when selecting pickup date
Notify Customers if one of store’s holidays is chosen as their shipping date
Show stores with different pin colors on Google Map
On Store Listing page
Allow searching for specific stores by name, city, state, country on Google map
Show stores’ location on Google map along with their details
Show images of a selected store
After Checkout
Enable Customers to view/ print order with the pick-up store location on the map
Enable Customers to receive their order email with information about the pickup store
For Admin Quick and professional multi-store setup
Set address, location, opening time, description for each store
Get store coordinates based on Google API
Add contact information of store owners
Add images of each store showroom
Add shipping fee for each store (New)
Add lunch break time for each store (New)
Allow adding store tags (New)
Allow resetting store position by clicking a point on Google map
Allow uploading preferred image for store pin icon shown on Google Map (New)
Manage Customer messages, related orders of each store
Allow using Store Pickup shipping method when creating orders in back-end
Customize store’s pin color on Google Map Copyright (c) 2009-2016 www.magestore.com
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Convenient opening time management
Set interval of pick-up time for stores
Allow applying Monday time schedule to other days when creating/ editing stores
Allow setting holidays for a period of time
Allow setting holidays for multiple stores at once
Allow setting special days with special working time for selected stores
Easy configuration for a chain of stores
Set different positions of the link to store-list page: top link or footer link
Rewrite stores’ URLs instead of using store ID to make them more friendly
Enable/ Disable searching store by Country, State, City, and Store Name
Enable/ Disable displaying pickup time/ date in front-end
Allow integrating the store pickup shipping method with one or more fixed payment methods
Add messages displayed when Customer chooses the early date to receive products and when there is no store found
Implement Google map API to calculate real distance between Store and customer address
Allow calculating distance by miles or kilometers
Able to configure the number of stores shown in dropdown list at checkout with real distance
Able to choose default store when customer select “store pickup” as shipping method at checkout
Others
Updated Responsive Magento Store Pickup extension (Hot)
Work as a Magento standard shipping method
Supports multiple stores
Supports multiple languages
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Compatible with Magestore's One Step Checkout extension, Idev's One Step Checkout and Gomage's Light Checkout
Work with the new version of Google Map API
Open source 100%
License Certificate valid for 1 live Magento installation and unlimited test Magento installations (No license key required).
Easy to install and configure
User-friendly interface
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2. HOW TO USE Many times customers want to visit your physical store to pick up products ordered so they can test the quality as well as save the shipping fee. Below, let us introduce you how customers exploit all the usefulness when your store is integrated with the Store Pickup extension.
2.1. View Store Information Store Pickup extension creates a separated page to list all of your stores in the front-end. Customers can access this page by clicking on arrow button on Top-Link (the top right of the page)
Top-Link
The Store Listing page includes 4 sections: Store list, Search form, Google Map and Tags list.
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The list of all stores is shown on the bottom of Google Map. Customers can view store names and base images on this list. Store locations are displayed on Google Map. Customers can zoom in/ zoom out and choose view mode as map/ satellite as preferred. Customers can also view store address or get direction by clicking on the pin icon of any store. Switch the tab to search stores by distance or area. Besides, customers can also filter by tags. Customers just have to click on tags they want to search. Then, list of stores which admin add these tags to will be shown. When customers click on a store on the map, they can instantly view the store location along with its name, address, phone number and store manager’s email address. Customers can also get direction on this box. Copyright (c) 2009-2016 www.magestore.com Store Pickup for Magento 2 v1.0 User Guide
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For more details of a store, customers can click on its name link to be navigated to the detailed page.
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As you can see, this page shows all details that customers want to know about a store before arriving, such as location, contact info, working time, description and store images. They can also view list of special days & holidays in Special day & Holiday information tab. Conveniently, they can give comment to stores by filling in the Facebook comment box:
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2.2. Use Store Pickup at Checkout The main function of Store Pickup module is allowing customers to select a preferred store at checkout to arrive and pick up their ordered products. This section will show you how the extension works for customers.
In the Shipping method tab at checkout, customers can select Store Pickup as their shipping option. Then customers can select a store from the dropdown list:
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or select on Google map as bellow:
On the G-Map popup, customer needs to select a store on store list or search store that they want, after that click on the Apply button to apply or click on Close button to cancel. After selecting a store, customers need to choose a specific shipping date and time for arrival, and then check out as usual by clicking on the Continue button. If the shipping date is one of store’s holidays, customers won’t be able to choose that on the calendar. Thus, they can avoid arriving on the store’s days off. You can refer to section 3.2 to know how to set up these holidays.
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In the Payment Information tab, applicable payment methods for In-store Pickup are shown as your configuration.
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Before placing order, customers can also review the store address, shipping date and time along with other order information.
2.3. View Orders To view their orders with store pickup information, customers can go to My Account on Top-Link > My Orders tab > View Order.
To print orders, customers can click on Print Order on the top right. The following page will be shown:
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3. HOW TO CONFIGURE You have seen how Store Pickup works in front-end for customers. The following part will guide you through how to configure and manage the extension in back-end. *Tips: For quick instructions on where to set up each function and how to get Google Map API Key, you can go to the Guide tab on Store Pickup menu.
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3.1. Manage Stores In the back-end, go to Store Pickup Manage Stores. The Store Manager grid shows all stores created in your system with their address and status. To add new stores, you can add them manually and import from CSV files.
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3.1.1. Add Store Click on the Add Store button on the top right corner of the Store Manager page. You will be navigated to the Add Store page, which includes 7 tabs: General Information, Google Map Location, Image Gallery, Store’s Schedule, Store’s Tag, Store’s Holiday, Store’s Special Days General Information tab: This tab has 3 sessions: General Information, Contact Information and Meta Information. Fill store’s name, status, store link, sort order and description in General Information session. Besides important information such as Store name, Description, Status, here are some extra fields you should use to optimize user experience: → Store’s link: enter a link to the store’s official website or social channel such as Facebook fan page. → Sort order: Sort the display order of store on the store listing page. The store with higher sort order will be shown first. This value will be used as the Default option of “List Store by” in Settings.
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*Tips: You can input content for the Description field in HTML for better display in frontend, such as customized format, attached links, etc.
In Contact Information session, it allows you to enter information of store’s manager such as email address, phone number, etc. so customers will know how to contact if needed. You can configure to enable automatic emails sent to the store manager when pickup orders’ status is changed. Meta Information session, you can fill in URL key, meta title, meta keywords, meta description for better SEO
Google Map Location tab: Fill your store’s address in this field or pin from the map, remember to click on the Save Store or Save And Continue Edit button to save your work. After that, store’s location will be updated automatically on Google Map. Copyright (c) 2009-2016 www.magestore.com Store Pickup for Magento 2 v1.0 User Guide
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There are 4 fields in this tab including Zoom Level, Store Latitude, Longitude and Store Icon. Zoom Level: It is used when previewing the store’s location on Google Map in backend and on the Store Listing page in frontend. The higher number you set, the higher zoom-in level is. Store Latitude and Store Longitude: You do not need to fill them out if you do not remember your store’s coordinates. If you pin a store directly from G-map, these fields will be filled automatically. Store Icon: You can upload an icon to use as store’s marker on G-map instead of the default pin icon.
Image Gallery Tab: Upload as many store images as you want. The base image will be shown in the store list. Copyright (c) 2009-2016 www.magestore.com Store Pickup for Magento 2 v1.0 User Guide
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Store’s Schedule Tab: This tab allows you to choose a Schedule from a list to apply for this store. Let us take Monday for example: - If your store opens on Monday, choose Yes for Open. - If your store opens from 8 am to 10 pm, set Open Time as 8:00 and Close Time as 22:00. - The extension also allows you to set break time for each store if you want. Similarly, you can set opening hours for each remaining day of the week. To quickly set up, click on the Apply to other days button on the top right corner of the Monday section. Other days will have the same working time as Monday.
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After entering all the necessary data, remember to click on the Save or Save and Continue Edit button to save your work. Store’s Tags Tab: For easier search, you can tag each store in multiple categories. Choose tags for each in this tab by search for the tag and select suitable ones. Please note that one store can belongs to more than one tag.
Store’s Holidays Tab: Select Holidays to be applied for this store by searching/filtering and select Holiday(s) that you set up before. Copyright (c) 2009-2016 www.magestore.com Store Pickup for Magento 2 v1.0 User Guide
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Store’s Special Days Tab: Select Special days to be applied for this store by searching/filtering and select Special day(s) that you set up before.
3.1.2. Edit Store On the Store Manager grid, click on any store to edit.
3.2 Manage Tags Click Store Pickup >>> Manage Tags to access Tag Manager. This tab manages all tags that are used to filter stores. Click on the Add New Tag button to create new one. General Information Copyright (c) 2009-2016 www.magestore.com Store Pickup for Magento 2 v1.0 User Guide
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Choose a suitable Tag Name, write a description and upload Icon to make it pop out on store listing page. Stores of Tag Select stores from the list to be shown up when Customers clicking on “Coffee” tab. Then Save Tag.
3.3. Manage Holidays To set days off for your stores, go to Store Pickup Manage Holidays. You will be Copyright (c) 2009-2016 www.magestore.com Store Pickup for Magento 2 v1.0 User Guide
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navigated to the Holiday Manager page listing all holidays created. Click on Add Holiday button to create a new one.
On the General Information page: -
Set the Holiday Name
-
Select the start date and end date of holiday
-
Fill in the Comment field if needed
Remember to click on the Save and continue edit button after entering required fields to save your work. On the Stores of Holiday page: tick all stores that you want this holiday to be applied, then Save Holiday
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3.4. Manage Special Days To set days with special working time for your stores, go to Store Pickup Manage Special Days. You will be navigated to the Special Day Manager page listing all special days created. Click on the Add Special Day button to create a new one.
On the Add Special Day page: Enter special day name. Select store(s) to apply special working days from the list Select the start date and end date of special days Set interval between shipping time options shown to customers at checkout, such as Copyright (c) 2009-2016 www.magestore.com Store Pickup for Magento 2 v1.0 User Guide
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15 minutes. Choose opening and closing time applied to these special days.
Remember to click on the Save Item button to save your work. * Note: Special days have the highest priority compared with holidays and other days. If a specific date is assigned as both store’s special day and holiday, it will be counted as special working day. The store still opens for pickup on that date but with special opening hours as you configured. On the Stores of Holiday page: tick all stores that you want this special day to be applied, then Save Special Day
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3.5 Manage Schedule Set up all store’s schedules in Store Pickup >>> Manage Schedule tab. You can see a number of schedule that had been created in this tab and quickly edit some, or create a new one by hitting the button Add New Schedule
Quickly set up open/close time, break time of each day from Mon to Sun.
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And to apply this schedule to various stores, navigate to Stores of Schedule to check all stores that you want to add.
3.6. View Pickup Orders To view pickup orders in backend: Go to Sales Orders on the menu, choose the order in which the shipping name is the same as the pickup store’s name.
In the Information tab, you can see the information about shipping address changed to the address of pickup store and attached with a map location.
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3.6. Settings To configure settings of the Store Pickup extension, go to Store Pickup > Settings The configuration is divided into 3 groups including General, Service API, Store Search General:
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No. Field 1
Enable
Sample Store Yes
Result Enable this extension on your site
Pickup 2
Display top link
Yes
Show Store Pickup link on the top link in frontend or not
3
List stores by
Default
Stores are listed based on Sort Order of each store
Distance
Stores are listed based on the distances between customers' location & stores. If customers don't enter their location, stores will be listed by Default (Sort Order).
Alphabetical
Stores are listed based on alphabetical order of
order
store name. Copyright (c) 2009-2016 www.magestore.com
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No. Field
Sample
Result
4
Store Pickup
Store listing page and store detailed are
Page Title
displayed as Store Pickup 5
Display holidays 10
All holidays and special days in the next 10 days
and special days
of stores will be shown.
in the next 6
7
List store page 10
The maximum number of stores that will be
size
shown in store listing page is 10
Image gallery
3
Each store can be uploaded with maximum of 3 images in gallery
Service API:
-
To integrate Google API in your site, fill your Google Map API key into this field. You can get this key by following the guide link or going to Store Pickup → Guide on the menu in backend.
-
Choose Yes to enable Facebook comment for your stores. To integrate Facebook social plugin in your site, you must enter Facebook API key into this field. To register this key, please follow the guide link.
Store Search:
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No. Field
Sample
Result
1
Search criteria
Country, Zip Customers can search for stores by area using Country Code and Zip Code criteria.
2
Default Radius for search
100
When searching for stores by distance, if Customers do not specify a radius, the system auto uses the default value and shows stores within the radius of 100 kilometers (or miles).
3
Distance unit
Kilometers
The unit to measure radius is Kilometer.
Now, if you are here, in the last line of our guide, you have completely finished studying our Store Pickup extension with all of its striking features! Hope you find this manual useful.
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