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Pickup Locations Page

Menu Location: Delivery > Pickup Locations

Access Level: Manager and above

Last Updated: 2026-03-01

Overview

The Pickup Locations page manages customer pickup locations for self-pickup orders. Create, edit, and organize pickup sites where customers can collect their orders instead of home delivery.

Primary Functions:

  • Add and manage pickup locations
  • Set pickup location details and schedules
  • Assign customers to pickup locations
  • View customer counts per location
  • Enable/disable locations
  • Manage pickup location availability

Page Layout

Header Section

  • Page title and description
  • Add new pickup location button
  • Search locations field
  • Filter by status (Active/Inactive)

Pickup Locations Table

  • Location name
  • Address
  • Contact information (phone, email)
  • Pickup day/time
  • Number of customers assigned
  • Status (Active/Inactive)
  • Edit and Delete buttons

Location Detail View (when editing)

  • Location name field
  • Full address fields
  • Contact person and phone
  • Pickup schedule (days and times)
  • Special instructions
  • Capacity limit
  • Map integration (if enabled)
  • Active status toggle

Primary Features

Location Management

Create and maintain pickup locations with complete address, contact, and schedule information.

Customer Assignment

View how many customers are assigned to each pickup location. Access customer list for each location.

Schedule Configuration

Set specific pickup days and time windows for each location. Supports different schedules per location.

Capacity Management

Set maximum customer capacity for each location to prevent overcrowding.

Common Use Cases

Use Case 1: Add New Pickup Location

Goal: Create new pickup site for customers

Steps:

  1. Click "Add New Pickup Location"
  2. Enter location name (e.g., "Main Street Community Center")
  3. Enter complete address
  4. Add contact person name and phone
  5. Set pickup schedule (e.g., "Tuesdays 3-6pm")
  6. Add special instructions (parking, entrance, etc.)
  7. Set capacity limit if applicable
  8. Set status: Active
  9. Click Save
  10. Verify location appears in list

Use Case 2: Update Pickup Schedule

Goal: Change pickup times for existing location

Steps:

  1. Find location in list
  2. Click Edit button
  3. Update pickup schedule fields
  4. Add note explaining change
  5. Click Save
  6. Email affected customers about schedule change
  7. Verify customers receive notification

Use Case 3: View Customers at Location

Goal: See which customers use specific pickup location

Steps:

  1. Find location in table
  2. Click customer count number
  3. View customer list
  4. Export list if needed
  5. Contact customers if necessary

Use Case 4: Temporarily Disable Location

Goal: Close location temporarily (holiday, maintenance, etc.)

Steps:

  1. Edit pickup location
  2. Change status to Inactive
  3. Add note explaining reason
  4. Save changes
  5. System notifies affected customers
  6. When ready to reopen:
    • Edit location
    • Change status back to Active
    • Save

Use Case 5: Manage Location Capacity

Goal: Prevent overcrowding at popular location

Steps:

  1. Edit pickup location
  2. Set capacity limit (e.g., 50 customers)
  3. Save location
  4. Monitor customer count
  5. When limit reached:
    • New customers see "Location Full"
    • Must choose different location
  6. Adjust capacity as needed

Troubleshooting

Customers Can't Select Pickup Location

Symptoms:

  • Location doesn't appear in customer's location dropdown
  • Customers report location missing
  • Can't complete order with pickup

Check:

  1. Verify location status is Active
  2. Check if location capacity is full
  3. Verify location has pickup schedule set
  4. Confirm location address is complete
  5. Check if location is available for customer's delivery day
  6. Verify no conflicts with delivery area

Too Many Customers at One Location

Symptoms:

  • Location overcrowded
  • Customers complaining about long wait times
  • Pickup chaos

Solutions:

  1. Set capacity limit to prevent new signups
  2. Add second pickup time slot
  3. Open additional nearby pickup location
  4. Email customers suggesting alternative locations
  5. Adjust capacity based on actual traffic

Location Details Wrong in Customer Notifications

Symptoms:

  • Customers receive wrong address
  • Pickup times incorrect in emails
  • Customer confusion

Check:

  1. Edit location and verify all details correct
  2. Check email template uses correct variables
  3. Save location to trigger data refresh
  4. Send test email to yourself
  5. Update location information if incorrect
  • Delivery - Delivery settings and routes
  • Delivery Windows - Time slot management
  • Weekly Report - View orders by pickup location
  • Customers - Assign customers to pickup locations

Best Practices

Location Setup

  1. Use clear, recognizable location names
  2. Include landmark in name if helpful ("Pickup at Library")
  3. Provide detailed address with cross-streets
  4. Add parking instructions
  5. Include contact person who'll be on-site
  6. Upload photo of location if possible

Pickup Schedules

  1. Set realistic time windows (2-3 hours minimum)
  2. Consider peak traffic times
  3. Avoid conflicting with site's regular operations
  4. Clearly communicate schedule changes
  5. Give customers 1+ week notice for changes

Customer Communication

  1. Email customers when location added
  2. Notify of schedule changes with 1 week notice
  3. Send reminder day before pickup
  4. Include clear directions and parking info
  5. Provide contact person for pickup day issues

Capacity Planning

  1. Start with conservative capacity limits
  2. Adjust based on actual attendance
  3. Monitor for overcrowding
  4. Add locations before hitting capacity consistently
  5. Consider seasonal fluctuations

Quick Reference Card

Task Action/Location
Add location Click "Add New Pickup Location"
Edit location Click Edit button on location row
Delete location Click Delete button, confirm
View customers Click customer count number
Disable location Edit > Status: Inactive > Save
Set capacity Edit > Capacity Limit field
Change schedule Edit > Pickup Schedule fields
Search locations Use search field in header
Filter active only Use status filter dropdown
Export locations Click Export CSV button

FAQs

Can customers change their pickup location?

Yes, customers can change their assigned pickup location through their account settings or by contacting support.

What happens if I delete a location with customers assigned?

System will require you to reassign those customers to different locations before deletion. Don't delete active locations abruptly.

Can one location have multiple pickup times?

Yes, add multiple pickup windows in the schedule field. Example: "Tuesdays 2-5pm and Saturdays 10am-1pm"

How do customers know where to pick up?

Pickup location details are shown during signup, in order confirmations, and in weekly order emails. Include clear directions.

Can I limit pickup locations by zip code?

Yes, pickup locations can be configured to show only for specific delivery areas or zip codes. Contact administrator for geo-restrictions.

What if a pickup location becomes permanently unavailable?

Mark as Inactive, reassign all customers to alternative locations, wait 30 days to ensure all orders fulfilled, then delete the location.

End of Documentation

For additional help, contact your system administrator or Kiva Logic support.