In-store pickup orders and inventory calculations

A common mistake with in-store pickup orders is to mark the order as completed before the customer actually picks up the item. If you do this, the system will have no way of knowing that the inventory for that order is committed, and another customer will be able to purchase the same item, resulting in a canceled order and a refund.

To handle pickup orders properly, you need to do one of two things:

A. Leave the order open until the customer actually picks up the item. Handle the pickup on the Pickup Dashboard (Orders > Pickup Dashboard); the system will create a "shipment" record for the pickup which will adjust the inventory correctly. This approach is recommended because until the item is in the customer's possession, it is still possible for the customer to cancel or just never show up for pickup.

B. If you want to complete the order immediately, you need to create a "shipment" record to set the item aside for the customer. You can create a shipment record, but don't rate shop or create a label; just enter something like "set aside for customer pickup" in the notes field.