Overview
Enabling the In-Store Order Setting on your Sales Channel allows you to designate orders as In-Store Orders. Once an order has been designated as In-Store, the following occurs:
- A fulfillment request will auto-generate for the selected source (i.e. your internal warehouse)
- If you are utilizing the committed stock feature, stock with either be committed or released appropriately
- Order will then auto-close
The Order History and Variant History tool will report each step outlined above.
Enable Toggle in Sales Channel Settings
In-Store Orders is now available on all sales channels. You must enable the In-Store Orders toggle in the channel settings for each desired channel.
In-Store Order Workflows Required
To designate an order as an In-Store Order, you must have an active In-Store Order Workflow configured that provides Flxpoint with instruction on when and why to designate an order as In-Store.
Below we'll cover a few workflow options.
Configuration
To import In-Store Orders, follow these steps:
- Enable the In-Store Order Workflow Toggle in the In-Store Settings for your Sales Channel.
- Select the Source your POS orders are fulfilled from (i.e. your internal warehouse)
- Create an In-Store Order Workflow Rule to set the Order Type and Fulfillment Type to POS and In-Store Purchase respectively (Rule format options shown below)
- Click Update to complete
| Order Display |
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Once you have successfully configured the In-Store Orders settings and workflow, you will see In-Store orders designated as such in the top left blue information panel on each order. You will see: Order Type: Online or POS Fulfillment Type: Shipping or In-Store Purchase |
Order Workflows Examples
| Workflow Examples |
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You have access to the following data points in the following sections to use in your workflow rule: Billing Address, Channel Invoice, Listing Parent, Listing Variant, Name/Value Pair, Order, Order Line Item, and Shipping Address. Below are common order workflow examples we see our clients use. |
Option 1: Order Note Workflow Rule
Option 2: Channel Shipping Text Workflow Rule
Option 3: SKU in List Workflow
Order Filters
