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[email protected] [email protected] Phone: +1-415-954-7137 STORE PICKUP USER GUIDE Version 1.0

Transcript of STORE PICKUP - Magento › media › catalog › product › mages… · Show stores’ location on...

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[email protected]

[email protected]

Phone: +1-415-954-7137

STORE PICKUP

USER GUIDE

Version 1.0

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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

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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.

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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.

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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.

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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.

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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

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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

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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

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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 Sample Result

1 Enable Store

Pickup

Yes Enable this extension on your site

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

order

Stores are listed based on alphabetical order of

store name.

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No. Field Sample Result

4 Page Title Store Pickup Store listing page and store detailed are

displayed as Store Pickup

5 Display holidays

and special days

in the next

10 All holidays and special days in the next 10 days

of stores will be shown.

6 List store page

size

10 The maximum number of stores that will be

shown in store listing page is 10

7 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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33 Store Pickup for Magento 2 v1.0 User Guide

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No. Field Sample Result

1 Search

criteria

Country, Zip

Code

Customers can search for stores by area using Country

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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