Shopify - Set up your store details

  • Updated

Follow the steps below to set up your store locations (stores will you be delivering out of), delivery days and time, and pickup details & instructions for the Sherpa driver.

 

Store Name

  1. Under the Settings section, click on ‘Manage Settings’

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  2. Enter your business name 

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Store Locations

Selection is based on how many active locations you have in your Shopify locations settings. If you have multiple stores but do not wish to use Sherpa for delivery from all you should select Multiple locations.

  • Shopify store with one active location
    Only select this option if you have only one store location, OR you have multiple store locations AND multi-origin shipping is disabled. Click here to learn about multi-origin shipping.

  • Shopify store with multiple active locations
     
    Select and manage the locations you wish to use Sherpa for delivery. Customer is required to enter postcode at cart to check for stock availability at a single store within their delivery radius.

    If all items in the cart cannot be fulfilled from a single pickup location, the customer will be asked to remove the unfulfillable items from the cart before proceeding to checkout.
 
 

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Stock Levels

When you have multiple stores enabled, Sherpa app uses Stock Levels to determine if an order can be delivered by Sherpa. This is to make sure an order isn't logged with us when there is no stock available for pickup. 

  1. Low stock threshold (for multiple locations only): Set the amount at which Sherpa should no longer consider able to ship. 
  2. Only display Sherpa rates when all times are in stock: When "Continue selling when out of stock" is enabled on your products in Shopify, this option allows you to keep selling, but prevents Sherpa from showing at checkout unless all products are in stock. 

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Delivery Date Selection

You can choose to enable a calendar to allow customers to select a delivery date in the future. If the calendar is not enabled, customers will see rates for today, or next available day.

Note this option may not be compatible with all themes. 

  1. Choose to disable or enable the calendar
  2. If enabled:
    • Set the Calendar Window - the number of days in advance an order can be placed for Sherpa delivery
    • Set Blockout Dates - if there are specific dates you do not wish to offer Sherpa for delivery, you can add them in advance (eg Christmas Day, public holidays etc). Simply Select a date and click the + button to set it. 

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Manage Delivery Days, Times and Stores

You can choose which days you wish to offer Sherpa for delivery, along with the hours the items will be available for pickup (by our drivers) on those days. You can also select which stores you deliver from, and what delivery services you offer.

 

  1. Select if you'd like to have the same delivery days and times for all your active stores, or if you need custom days, times and services set for each. 
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  2. Set your Pickup Details
    • Pickup Contact Name - name of the person the Sherpa driver should look out for when they reach the pickup location.
    • Pickup Instructions - any additional instructions for the Sherpa driver relevant to the pick up.
  3. If you have multiple stores, then you set Custom operating days / hours per store, you can now select 'Manage' for each of those stores. You can also select Do not offer Sherpa delivery from this location to disable the app from showing Sherpa rates for those stores.

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  4. Specify your Delivery days and operating hours for each day. These times won't be shown to customers and should be set according to the hours our driver can attend the store to pickup orders. This is time range will then be used to provide delivery windows to the customer at checkout. 

    For example, if you set your operating hours from 9am to 5pm, and are offering 2hr delivery, customers will see delivery windows between the time they are making their order and 5pm. The cut off time for a same day 2hr delivery is 3pm, allowing 2 hours for the driver to pickup the order and deliver to the customer. After 3 pm, customers will only be able to see delivery windows for the next day, or next available days in the calendar (if you've enabled it). 

  5. Select Save to lock in your changes

Important: Same day delivery won't show if hours of operation are after 12 pm (or 2pm for 7pm delivery) and before 5pm (or 7pm for 2pm pickup). Preparation time also affects these times. If you have 1 hour prep time then the cutoff time for an order to be placed for that same day is 11am for a 12pm pickup. Bulk rates require the store hours to be set to the deliver-by time set on your account.

 

 

Should you need further assistance with this, please send an email to plugins@sherpa.net.au or log a support ticket via our help desk.

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