Selecting Local Pickup for Draft Invoices emailed to Customer

bmcrawford
New Member
1 0 7

Most of our Shopify sales begin with a draft invoice we create and email to customers.  We offer local pickup as well as shipping.  In the past we have used a custom free shipping option titled "Local Pickup".  Now we are trying to use the (new?) built-in Local Pickup feature, but we can't select that for draft invoices before sending to the customer.  So we can just not add shipping charges, but when the customer opens the invoice, the default option that comes up is UPS or USPS shipping (not Local Pickup).  So customers are asking why we are adding shipping charges when they always are local pickup customers.  Yes, they may be able to switch to Local Pickup during the checkout process, but that's not the point.  

We should be able to simply select Local Pickup before sending the invoice to the customer.  Am I missing something?

Yes, Local Pickup is enabled for the store.  We have only one location.

Thanks,

Brian

Replies 17 (17)
AcrylicBlanksCA
New Member
1 0 3

I'm having the same issue, and would love to know what the solution or work-around is.

adreamer88
New Member
1 0 3

I agree! I would to see it be an option when sending invoices!

DropsofSparkles
Tourist
3 0 7

Having same issue!! Can anyone help?

chucklevins
New Member
2 0 2

Would desperately like this to be available as well. This has caused issues with recording taxes correctly for local pick ups. If they come from a nearby state and the tax is different, we generally just have to eat the taxes. 

Would really love a way to select "Local Pickup" just like you can select "free shipping" on a Draft Invoice. Well overdue!

DropsofSparkles
Tourist
3 0 7
I figured it out! Before you send invoice you have to click “shipppng” and
adjust it that way.
chucklevins
New Member
2 0 2

Local Pickup is not an available shipping option on a draft invoice. Unless something literally changed today. 

jmcdowell
Tourist
3 0 3

I have not been able to set "Local Pickup" as default, but as a workaround I've started to include these instructions in my invoice email: 

Make sure to change the “Delivery” part to free “Local Pickup” so you don’t pay for shipping.

One issue I've ran into tho is that certain payment types are not supported for Local Pickup...specifically my Paypal customers!

Customers see the Pick up option only if they meet the following requirements:

  • All the products in the cart are eligible for pickup.
  • All the products are available in inventory at a pickup location.
  • The customer doesn't choose an unsupported accelerated checkout method. If they choose one of the following in the first step of the checkout then the pickup option is not available to them.

    • Apple Pay
    • Google Pay
    • Amazon Pay
    • PayPal

    Shop Pay is a supported accelerated checkout method pickup option. If a customer uses Shop Pay they will have the pickup option.

BestLife
Tourist
5 0 4

I just posted about this issue today before finding this thread!  I did the SAME as you and set up a local pickup option in my shipping, but that was BEFORE the actual local pickup option became available.  I'm finding that it's taking customers, when they click on complete your purchase in the invoice email, directly to the shipping page - but there is an INFORMATION page directly before the shipping page that has the local pick up option for them to choose!!  I want to know why it doesn't just send them directly to the information page first?!?!  Why is it skipping that page and going right to shipping?  Some customers have figured it out, but others have paid shipping and said they couldn't find the option for pickup, so I refund their shipping.  

jmcdowell
Tourist
3 0 3
agreed! Were any of them Paypal or Google pay methods? That might be why
they're not seeing the option.
BestLife
Tourist
5 0 4

Yes, I have a lot who go the PayPal route.  And they can get to the pickup option, but they just have to go BACK.  I don't understand why this is!!!!

Mike_Grusin
Tourist
8 0 20

I really need this as well.

I get a lot of phoned-in orders that I make draft orders for. I can set the shipping to free which LOOKS like a local pickup, BUT it sets the tax base as their home address and not my location, which is INCORRECT and embarrassing to explain if they point it out.

(It's a different issue, but I also don't like that draft orders automatically and unavoidably send an invoice to the customer. I have many older customers who get confused by this, hence the fact that they called in their order in the first place.)

Local pickup is great for customer-initiated orders (thank you Shopfiy), but if it's not implemented throughout the site it's only a band-aid and not a complete solution.

Thank you, -Mike

mzent
Tourist
3 0 6

I contacted Shopify Support Chat today to ask the same question as I want to choose "local pickup" when I create a draft order.  Here was her response:

"That is currently not available, but hopefully it will be released with future updates. I am able to pass on your feedback to the developers to let them know that you are looking for this feature. The more people that ask, the greater the chances that it will be implemented!"

So if you haven't done so already, contact them.  Let's flood them with this request so it gets added to future updates!

mzent
Tourist
3 0 6

See my other reply below on how to help speed up the process of this update. 

Mike_Grusin
Tourist
8 0 20

I really can't believe this. Shopify just sent out a big "look at all the improvements we made!" ad campaign, and I expected things like this and the other small improvements we've been asking for for years to be included. They weren't. (If yours were, congratulations.)

 

SHOPIFY: If a customer can select local pickup when they order online, WE SHOULD BE ABLE TO DO THE SAME THING WHEN WE MAKE A DRAFT ORDER.

 

I can create a $0 shipping option for this, BUT IT COMPUTES THE SALES TAXES FOR THE CUSTOMER'S ADDRESS, not mine, which is WRONG.

 

I can use the POS to create an order with the correct tax basis, but it doesn't do any of the "your order is ready for pickup" texts/emails, NOR will it let me send a link for credit-card payment LIKE A DRAFT ORDER WOULD. In addition, I have to pretend they paid to get the order into the system, and hope they actually pay later. Is this how you think we should run a business?

 

THIS IS STUPID. PLEASE ADD A LOCAL PICKUP OPTION TO DRAFT ORDERS. THANK YOU.

kevin_cl
New Member
11 0 0

Actually, if you set up a shipping rate called Local Pickup, then that should work, no? Please take a look at this help article on how to setup local pickup without using Shopify workflow to see if that works for you.

 

Order Fulfillment Guru - Split, route multi-vendor / warehouse orders. Advanced fulfillment priorities. Multi-store sync

Local Pickup Guru - Flexible curbside or in-store pickup with shared inventory

Mike_Grusin
Tourist
8 0 20

I skimmed through that solution, but I did not see where it changes the sales tax location to the physical store (pickup) location. Does it?

TinyTrendsCo
New Member
1 0 0

Right! It’s been 2 years and they still haven’t fixed this issue.