Pickup, Zelle & Cash — Staff Fulfillment
One-click actions for local pickup, Zelle confirmation, and cash-at-pickup — from Orders or Sales Checkout at the counter.
Open Orders → Opens your members area in a new tab
Step-by-step instructions
1 Choose Orders or Sales Checkout
Use Ecommerce → Orders for shipping labels, batch pack-and-ship, and back-office review. When a customer is at the counter, use Apps → Sales Checkout → Web pickup — look upEC-{order}, confirm Zelle or cash, and mark picked up without leaving the register.
Web pickup bar on Sales Checkout — fastest when the customer is in front of you. 2 Open Orders each morning
Click Ecommerce → Orders. The fulfillment queue at the top shows paid orders ready to pack or hand off. Unpaid Zelle, wire, and cash orders appear separately with a red Awaiting payment status — they are excluded from Pack & Ship until confirmed.
Orders — ship, pickup, and awaiting-payment rows. 3 Understand inventory holds
When a customer places a Zelle, wire, or cash order, stock is deducted immediately and held until you confirm payment or the hold timer expires (set in POS Config → Online Store & Orders). Expired orders cancel automatically and inventory restocks — no manual adjustment needed.4 Same-day wire — match the reference
Wire customers receive bank instructions only after checkout (never on your public store). They are told to includeEC-{order number}in the wire reference. When your bank shows the transfer, open the order and click Confirm wire received.
Dealer setup: Only your separate incoming-only deposit account should be in those instructions — never your main business checking. Ask your banker for an account that accepts incoming wires but blocks outgoing checks and debits.5 Zelle — match the memo
The customer is told to send Zelle with memoEC-{order number}— for exampleEC-12345. When your bank shows the transfer with that memo, open the order and click Confirm Zelle received. Payment status updates and the customer gets a confirmation email.6 Zelle + ship orders
After confirming Zelle on a ship order, fulfill normally — buy a Shippo label, pack, and mark shipped. Pack & Ship stays blocked until payment is confirmed.7 Zelle + pickup orders
After confirming Zelle on a pickup order, SpotPro can mark the order Ready for pickup and email the customer. When they arrive, click Mark picked up to complete the order.8 Cash at pickup — one click
Cash orders show Pay at pickup. When the customer pays at your counter, click Mark picked up — this confirms payment and marks the order fulfilled in one step. No shipping label needed.9 Card + pickup
Card-paid pickup orders skip the payment step. Pull the items, optionally click Ready for pickup to notify the customer, then Mark picked up when they collect.10 Review pickup eligibility flags
Pickup orders store the customer’s declared state and ZIP. If their IP state does not match, the order detail shows a pickup IP state mismatch flag for staff review. Same-state-only rules are configured in POS Config.11 No label for pickup
Pack & Ship, Buy Label, and Mark Shipped are hidden or blocked for pickup orders. You will not accidentally buy postage on a local pickup sale.
Screenshots
