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Fulfill curbside pickup orders on POS

COVID-19 is changing the way customers shop and how local stores do business. By implementing curbside pickup, brick-and-mortar stores can maximize operations and reduce the need for in-person contact between staff and customers, all while maintaining a first-class level of efficiency and truly personalized service.
If you wish to set up a local and curbside pickup experience for your store, we’ll show you the best way to apply this model to your business.

The growth of BOPIS and curbside pickup in the COVID-19 era

The COVID-19 crisis has led to dramatic shifts in consumer behavior. Retail businesses must adapt to the new normal and offer safe experiences that customers want.

Merchants that used to sell in-store need to find other options for fulfilling orders so they can stay open and serve the community while in-person shopping is restricted.

One option that’s gaining ground is curbside pickup.

curbside pickup badge

Greg Penno — the store owner of Mr.Pet’s chain stores — was one of the Canadian retailers struggling to manage and fulfill store pickup sales during COVID.

He witnessed an increase in curbside pickup orders by 10 times compared to the pre-COVID time.

However, his business lacked a proper store pickup workflow right on the Point of Sale (POS) for his staff. This makes fulfilling pickup orders challenging because most staff weren’t familiar with the backend system and found it rather confusing.

To complete the buy online — pickup curbsides process, Greg needed a store pickup solution on POS that also connects data with the online website.

Greg’s new solution gave his staff notification on the POS screen when there’s a new pickup order. In addition, they can easily sort new and completed pickup orders in a list. Thanks to this, Greg has much more confidence to maintain the business and satisfy his customers even during COVID time.

How to set up curbside pickup on POS

1. Understand the pickup process

To set up the right in-store pickup solution for your business, first, you need to understand the buying journey of your customers and also the fulfillment process of your staff.
In the case of curbside pickup, a customer might drive by your storefront, or your “curb,” to pick up a product — without ever having to leave their car.

Here is an overview of what a local pickup experience may look like for your store:

curbside pickup flow
  • Your customer will place an order and pay you online through your website.
  • Your staff gets the order emailed to them, so they can prepare it safely.
  • The staff tells the customer when it’s ready for pickup and provides them relevant instructions (e.g., your store hours or a phone number to call when they arrive).
  • Your customer will come to pick up their order.
  • Your staff gets the packed order and makes the delivery as efficiently as possible.
  • The staff marks the order as completed.

The flow can vary depending on business models and industries. But in general, you can apply this process to your business and adjust where necessary.

2. Prepare the online part

As mentioned above, to offer curbside you need both a place for customers to order (an online store) and a place for them to pick up the product. If you have a brick-and-mortar business and an eCommerce store, you already have what you need to get started.

Depending on each merchant’s requirements, however, your online website will need some essential features for customers to order such as:

  • Store Pickup as delivery option at the checkout page
  • List of stores that the customers can choose to pick up the order from
  • Where to select date and time to pick up
  • Custom suggestions via emails or phone including essential information (e.g. a phone number to call when they arrive, the status of the order…)
  • The last thing is where to store the online orders and how it automatically syncs data to POS at physical stores. This is important as the staff at physical stores need to update on the number of orders from Store pickup so that they can prepare the order quickly.
online pickup order flow

Note: If you’re using Magento as your eCommerce platform, you can check our solution for an online pickup feature as a reference.

3. Manage and fulfill store pickup orders right on POS

The person who is responsible for fulfilling orders will be the staff at stores. That’s why you need to apply in-store pickup on POS so that the staff can manage and fulfill orders easier.

Here is the flow to handle curbside pickup orders on POS:

fulfill pickup orders on POS

It can be explained in details as below:

Staff’s actions

Suggested features

Check the number of new store pickup order right on POS easily

Create an alert bell notification to get their attention.

Manage all store pickup orders right on POS and filter them by status

Show all the store pickup orders in one place on POS

Check the payment method information to ensure the payment was captured

Show detailed payment method and payment status in each store pickup order detail, whether it’s paid or unpaid, by cash or by credit card

Print receipt then go around store to pick items

Include barcodes that the staff can scan to update the quantity later

Send emails to update the order status to the customer

Prepare email templates in the system. It can be templates for out of stock items email or ready to ship email

Prepare items and complete the order

Update order status to ready for delivery on POS and complete the order after delivering merchandise to customers.

This is just a proposed solution from Magestore retail experts. It totally depends on each business requirement to design a perfect fit for your business.

To sum up

pickup at store

Consumers are increasingly asking for more flexible delivery options, so it can be a smart move to make curbside pick up a part of your business.
To offer curbside you need both a place for customers to order (an online store) and a place for staff to fulfill the order (a POS at physical stores).

If you want to build your own solution, the above knowledge can be helpful for you to get started. If you need help to know more about the technology, contact our experts to get a free business consultation for this curbside pickup workflow.

What is Magento POS

A Magento POS (point of sale) system is software integrated with the Magento platform to synchronize data between your online and offline stores and facilitate retail operations. Magestore POS is a web-based and Magento-native POS which requires at least one Magento website to work.

Who needs Magento POS system

The Magento POS system is developed for retailers with both Magento eCommerce websites and physical stores, and want to use the Magento website as a centralized place to manage all sales data and sell both online and offline.

Some features of Magento POS system

A basic Magento POS can work as a cash register to create orders, add discounts and taxes, print receipts, and manage sales. But a complete Magento POS system can assist you with more advanced tasks, such as inventory control, supplier management, loyalty programs, etc.

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Let us show you how it all works

After you complete the registration form & schedule a meeting with us, we'll contact to ask for your confirmation. This demo session is completely FREE & requires no commitments.

1. Where we'll discuss

We do screen sharing, so the demo will be conducted using Google Meet.

2. What we'll do

Our specialists will guide you through the POS solution and answer any questions you have. All to see if our POS system fits your business requirements.

3. What you'll get

  • A LIVE demo session to see how Magestore POS works
  • A FREE demo site to explore every product feature
  • A FREE consultation with our expert to discuss the best-fit solution for your business.

4. Additional information

  • A demo typically lasts for 45 minutes, but we can adjust the duration based on your needs
  • No preparation required but it's nice to have your requirements clear
  • Additional team members are welcome to join
  • If you want to see how Magestore POS works in reality, you can contact one of our customers and ask for their experience
  • Magestore doesn't do cold-calling, we only contact you on request.

Magestore | POS for Magento

About the Magento platform

1. What is Magento?

Magento is an open-source platform that helps retailers create eCommerce websites, released on March 31, 2008, by Varien and developed on Zend Framework. In 2018, Adobe acquired Magento with a price of $1.68 billion. There are currently about 270,000 eCommerce websites running on Magento in 2022.

2. Why do retailers choose Magento?

Most of our customers say Magento is speedy and more customizable than others; it is suitable for medium and large enterprises or fast-growing businesses with complex requirements/customizations.

Not sure if you're using Magento, check your website here!

3. What to do next?

  • If you are new to Magento or searching for eCommerce platforms, you can explore more about Magento in this article.
  • If you are looking for Magento website development services, please reach our dedicated service team here.
  • If you've already had a Magento website and are searching for a POS system, please close this pop-up and continue exploring.