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Point of Sale
Manage Buy Online, Pickup In Store (BOPIS) Orders in Point of Sale

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Manage Buy Online, Pickup In Store (BOPIS) Orders in Point of Sale

Configure and process Buy Online, Pickup In Store (BOPIS) orders in the POS app.

  • Modern POS App Build: 6.4.2 or later
  • Platform Support: iPad & iPhone
  • Offline Support: No

See Also

Enable BOPIS

Configure a Product Display Page (PDP) layout to let customers select in-store pickup for products.

  1. In CMS, go to Layouts | Layout Templates | PDP.
  2. Edit an existing PDP layout or create a new one. For more information, see Product Display Page (PDP) Layouts.
  3. Add a cell in the layout and select it.
  4. Click Cell Content | Form Element.
  5. Under Field Type, select Button.
  6. Enter a button text, for example, Pickup In Store.
  7. Under Button Action, select Pickup In Store.
  8. (Optional) Configure button UI settings, such as style and icon.
  9. Save your changes.

Enable Item-Level Cancellation

Turn on item-level cancellation so associates can cancel individual items during packing.

  1. In CMS, edit an app config.
  2. Go to Modules | BOPIS / Store Fulfillment.
  3. Turn on BOPIS Item Level Cancelation and Enable Item Level Cancellations for BOPIS in Pack Flow.
  4. Save your changes.

BOPIS Workflow in the POS App

Pack and Complete Order

Select the Store Pickup Order to be Packed deep link to see orders ready to pack.

List of orders to pack in the POS app.

Open an order. Each item row shows a pack toggle and a Cancel Item button.

Cancel Item button shown for a line item in the POS app.

To pack items, select the pack toggle for each item and optionally add notes. To cancel individual items, select Cancel Item, choose a cancellation reason and quantity, and confirm. Canceled items move to a Cancelled section and inventory returns to stock.

Cancel item dialog with reason code selection in the POS app.

After packing or canceling all items, select SAVE. The Order Packed dialog appears. Select Print Pack Slip to print the packing slip.

Order Packed dialog with Print Pack Slip option in the POS app.

Process Customer Pickup

Select Store Ready to Pickup Order to see orders ready for pickup. The Last Pickup Date is shown so that store associates can prioritize orders that are close to expiring. Open an order and select Pick. Capture the customer's signature and select DONE. To cancel and refund, select Refund instead. To reprint a packing slip, select Print Pack Slip from the order list or order details page.

Customer pickup screen with signature capture in the POS app.

Unpack Canceled Orders

When a packed order cancels before pickup, it moves to the unpack section. Unpacking releases the inventory back to stock.

Select the Store Pickup Order to Unpack deep link to see canceled orders eligible for unpacking. Open an order and select Unpack. The app confirms the unpack and releases inventory. The order status changes to Cancelled.

Unpack canceled order screen in the POS app.

View canceled and unpacked orders under Cancelled/ Damaged Store Orders.

Handle Partially Packed Orders

Partially packed orders show which items remain unpacked. Pack remaining items later or leave them unpacked.

View split orders in CMS under Orders | BOPIS Orders. Split orders appear with the same order ID but different statuses.

Split order example showing different statuses in Point of Sale CMS.

Known Issues and Restrictions

  • Point of Sale doesn't support partial refunds for BOPIS orders.
  • Multiple associates can process the same order item on different devices simultaneously because the system doesn't mark fulfillment orders as in progress. This can result in duplicate shipments, and the POS app may show an order as Partially Shipped after it's been fully shipped.
  • The POS app displays only BOPIS orders updated within the last 30 days.
 
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