Change Pickup Orders to Ship

Sometimes when you process your club your pickup club members don't come to pickup their wine, or someone wants to ship their wine instead of pick it up in the tasting room. To assist with the process of shipping these orders out, you can use two tools: Change Pickup to Ship and Change Pickup to Ship X.

What's the Difference Between Pickup to Ship and Pickup to Ship X?

Both tools allow you to take a successfully placed pickup order and prepare the order to ship; the difference between the two is how they carry this out:

Change Pickup to Ship: This automatically generates a full refund order for the original pickup order and then creates a new duplicate order including all of the products, shipping, cost and taxes using the Primary shipping address the customer has on file. This means that the customer will see a full refund for their original order as well as the new order that includes the shipping cost.

This is the same process you would go through if you were to manually address the order, but in a simpler automated process.

Change Pickup to Ship X: This does not place a full refund order. Instead, a new order for only the cost of shipping is created. The original order details are then changed/updated to use the Primary shipping address that the customer has on file.

Change Pickup to Ship

Upon being flipped, the order will ship to the 'default shipping address'. If a default shipping address doesn't exist it will ship to the billing address.

If the order has been paid or payment has been captured the system will refund the order and create a new order. If the customer’s credit card has only been authorized instead of charged, the system will cancel the pre-authorization and order, and create a new order.

Please follow the steps outlined below to "flip" an order using Pickup to Ship:

1. Store > Orders > Select one or more orders > Actions > Change Pickup To Ship.

2. On the General tab you will select the shipping methods that will be used for the order, as well as select the email document that we be sent to the customer when the order has successfully been processed.

3. Click Save & Next to continue to the Orders tab. From the orders tab you will be able to view the orders in queue and choose to process individual orders (to batch process the orders continue to the next step).

When you click on the Preview button you will see the below screen appear. Use this to confirm the shipping address for the new shipping order and review the shipping charge. The preview action does not create an order, instead it previews what an order would look like for the customer given your shipping rates and the customer's address information.

4. Once you have skipped the orders you do not want to flip or processed one-off orders, click Next to go to the Process Orders tab.

5. On the Process Orders tab you can being processing any unprocessed orders in the queue by clicking Start checkmark or choosing whether to include or exclude declined orders.

6. A progress bar will let you know how far along the process is and if and orders were declined (error). Once complete use Apply Changes to leave the Change to Ship tool.

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Change Pickup to Ship X

This process will create a new order for a shipping charge only. It will then edit the original order, add a shipping method, and push through compliance and fulfillment if applicable. The new shipping-only order will not be pushed to compliance and fulfillment.

Upon being "flipped", the original order will ship to the 'default shipping address'. If one doesn't exist it will ship to the billing address.

Please follow the steps outlined below to "flip" an order using Change Pickup to Ship X:

1. Store > Orders > Select one or more orders > Actions > Change Pickup To Ship X.

2. On the General tab you will select the shipping methods that will be used for the order as well as select the email document that will be sent to the customer when the order has successfully been processed.

3. Click Save & Next to continue to the Orders tab. From the orders tab you will be able to view the orders in the queue and choose to process individual orders (to batch process the orders continue to the next step).

Use the Preview button to double check the orders to see that shipping charges are correctly being applied on the new shipping-only order. The preview action does not create an order, instead it previews what an order would look like for the customer given the your shipping rates and the customer's address information. Ship X also will add a note to the shipping charge order referencing the order number for the original pickup order.

4. Once you have skipped the orders you do not want to flip or processed one-off orders, click Next to go to the Process Orders tab.

5. On the Process Orders tab you can begin processing any unprocessed orders in the queue by clicking the Start checkmark or choosing whether to include or exclude declined orders.

6. A progress bar will let you know how far along the process is and if and orders were declined (error). Once complete use Apply Changes to leave the Change to Ship X tool.

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