Add pickup orders to reports

Learn how to add pickup orders to home-state reports.

A pickup order happens when a customer visits the supplier's location to take possession of a product that was purchased offsite (online or over the phone, for example), as opposed to having the product shipped to the customer's location. Tasting room sales are not considered pickup orders. By default, orders with a license relationship of Pickup will not be checked against onsite or offsite direct-to-consumer shipping rules and will not appear on any reporting. This is because the product is not being shipped. If you would like for pickup orders to appear on your home state reports, follow these instructions:

Note:

When entering pickup order information, the license relationship type must be specified as Pickup when the order is entered.

In ShipCompliant, go to the Reports tab, then click Report Settings.
Select Include my pickup orders on all of my home-state reports under Reporting of Pickup Orders.
In order to be included on home-state reports, the customer's shipping address must be a location within your state.
Click Save Report Settings to update your selected options.
Click OK to change your settings, or Cancel to keep your settings the same.

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