Click & collect should feel simple—for your customers and your in-store teams. But getting the setup right? That can feel overwhelming. This fast-track click & collect plan walks you through the key decisions you need to make, without turning it into a six-month project.
Step 1: Confirm Your Prerequisites
To use this fast-track click & collect plan, you need Shopify locations enabled. SAAS Integrator’s Click & Collect app is built to leverage Shopify’s native locations model, works with leading ERP and POS solutions like Acumatica, Square, Retail Express, and Lightspeed, and avoids fragile workarounds.
Once those foundations are in place, you can enable the Click & Collect app, configure the key settings, and go live quickly—knowing you can always adjust pop-ups, wording, stock display, and radius later, without involving a developer.
Step 2: Decide on Your Postcode Pop-Up
When a customer first lands on your store, you can display a postcode pop-up asking where they’re shopping from. For many retailers, this is the first big decision in a fast-track click & collect plan.
With SAAS Integrator’s Click & Collect app for Shopify, the postcode field in this pop-up can be automatically pre-populated using the customer’s current location. The pop-up can be configured to appear once per 24-hour period, so you’re not constantly interrupting customers every time they click around your site.
Key questions to ask:
Do you want the postcode pop-up at all, or would you prefer a cleaner experience on first load?
Should it appear on every visit, or just once per 24-hour session so returning visitors aren’t repeatedly asked?
Is your focus on speed (auto-detect and pre-populate) or control (let customers type their own postcode)?
Even if you decide not to use the pop-up, customers can still change their postcode or preferred store at any time using the standard controls on your site.
Step 3: Who Should Use the Postcode Pop-Up?
The next part of your fast-track click & collect plan is understanding who benefits most from the postcode pop-up—and when you should have it turned on.
Retailers who should strongly consider enabling it:
High click-and-collect volume: Homewares, nutrition, sporting goods, and seasonal categories where click & collect represents a significant share of sales.
Tourist or high-traffic locations: Where customers may not know the local postcode but still want to find the nearest store quickly.
A tourist example: Someone travelling through your city may not know the postcode they’re currently in, but they do know they need a gift or an urgent purchase—and they prefer to pick it up in person. By pre-populating the postcode, your store finder immediately shows nearby stores, helping you drive more in-store visits and click-and-collect orders.
For local customers, typing a postcode usually isn’t a major friction point, especially on a desktop. On mobile, however, many retailers prefer to remove as many taps as possible—let the system pre-populate the location, then allow customers to adjust if needed.
Step 4: Let Customers Select and Remember Their Preferred Store
Whether or not you use the pop-up, you should always make it easy for customers to select their preferred store. The SAAS Integrator app supports a “Set Store” experience that can be surfaced in the header—typically near the cart or search icon—so customers can set or change their store at any time.
From the store finder modal, customers see:
All stores within a configurable radius (e.g., 50 km, 100 km, 200 km, or more)
Real-time stock availability for each store
Distance from their postcode, calculated automatically
Once a customer selects a store, that preference is remembered for 24 hours, so they don’t need to keep re-selecting it during their browsing session.
This is particularly useful if:
Your customers shop repeatedly from the same location and expect to see stock for their local store first
You want customers to consciously choose a preferred store to improve in-store preparation and staffing
Ready to see how preferred store selection works in a live environment?
Step 5: Decide Where Store Availability Appears on Product Pages
Once the store is selected, the product page becomes one of the most important parts of your fast-track click & collect plan.
With SAAS Integrator’s Click & Collect:
The product page shows the three closest stores within your configured radius
The customer’s selected store appears first, with stock status clearly visible
Alternative locations with stock are also shown, along with distance and “Directions” links
This area usually sits below the Add to Cart button—the most common placement for eCommerce retailers—though some prefer it above. Either way, the goal is to show store availability before the customer commits to adding the item to their cart.
You can configure:
Stock badges (in stock, out of stock, low stock) in your own brand colours
Step 6: Configure Search Radius and Store Display Logic
A key configuration in your fast-track click & collect plan is the search radius. This controls which stores appear when a customer searches by postcode—and which three stores show on the product page.
You can set the radius to:
50 km or 100 km if you have many stores in close proximity and want to keep results local
200 km or even 500 km if you have fewer stores spread across larger regions
Because the app always shows the three closest stores first, a larger radius usually isn’t a problem—unless you have a very dense store network where too many nearby options could confuse the customer.
On the product page, the three closest locations are always shown. In the store finder modal, customers can explore all stores within the radius. Distance and stock are calculated and displayed automatically—no manual configuration required per store.
Step 7: Decide How You Want to Display Stock (and Low Stock Urgency)
Stock display is another important lever in your fast-track click & collect plan. The SAAS Integrator app gives you several options:
Display Mode
Example
Simple status only
“In stock” or “Out of stock”
Quantity only
“2 items”
Combined messaging
“Low Stock (2 items)”
Hidden
No stock counts exposed
You also define your low stock threshold—such as 1, 3, 5, or more units. When inventory for a store drops below that threshold, a low stock message displays using your custom wording. This can gently create urgency and encourage customers to purchase before the last few units are gone.
The important part: This isn’t something you must finalise before go-live. You can start with simple “In Stock / Out of Stock” messaging and experiment with low stock alerts once your team is comfortable. All settings are managed in Shopify and can be adjusted anytime—without needing SAAS Integrator to make changes for you.
Step 8: Use a Side Cart and Validate Before Checkout
For many Shopify retailers, a side cart (or cart drawer) is standard. SAAS Integrator’s default recommendation is to enable a side cart because it gives you more control over when and how customers choose click & collect versus home delivery.
The key benefit: Cart validation before checkout.
When a customer clicks checkout, the app validates each cart item against the selected store’s inventory:
If any item is unavailable at that store, it’s flagged immediately
You can optionally show a “Remove all unavailable items” button
Checkout is blocked until the cart is valid
This ensures:
✓ Customers don’t reach checkout only to discover items are unavailable for pickup
✓ Orders aren’t placed against locations that can’t fulfil them
✓ Customers can easily switch to another store or choose home delivery if needed
The customer then selects their delivery method (click & collect or home delivery). When they choose click & collect, the cart passes location data through to Shopify, so the correct store appears in the pickup options at checkout. Shopify still requires the customer to select the “Pick up” option themselves, but the location details are already set—streamlining the process.
Want to see how cart validation and delivery selection work in your specific setup?
Step 9: Keep It On Brand with Configurable Text and Colours
A big part of this fast-track click & collect approach is avoiding heavy design and development work. SAAS Integrator’s Click & Collect app is designed so your team can configure everything in Shopify—without code.
You can customise:
Badge colours for in stock, out of stock, and low stock (any hex codes)
Button colours, radio button accents, and text colours to match your theme
All key labels and messages, including “Select your store,” “Enter ZIP/postcode,” “Set as your store,” and terminology like “Click & Collect” vs. “Store Pickup” or “Reserve & Collect”
This means you can go live using the default text and colours, then refine the wording or style over time as you gather feedback. The goal: move quickly now while still leaving room to optimise later.
Step 10: Understand What You Control vs. What Runs Automatically
To truly fast-track your click & collect setup, it helps to be clear about what you configure once—and what happens automatically behind the scenes.
You configure once:
Colour palette for badges, buttons, and text
Text labels and availability messaging
Search radius and low stock threshold
Whether the postcode pop-up is on or off (and whether it appears once per 24 hours)
Whether to show or hide options like “Remove unavailable items” in the cart modal
The app handles automatically:
Postcode-to-location matching and distance calculations
Real-time stock checks per product and per store
Cookie-based storage of the customer’s preferred store for 24 hours
Passing location details and cart attributes into Shopify checkout
The architecture is designed so you cannot accidentally allow a click & collect checkout with unavailable inventory—and so the correct location is always associated with the order inside Shopify. That’s the foundation for a reliable click & collect experience.
Post Go-Live Considerations
Once your core Click & Collect is live and generating orders, revisit these optional advanced settings in Shopify—no code needed. Defaults work for most retailers; customize based on real-world data.
Click & Collect Configuration Settings Overview
Product Availability Configuration
Default: All products available for Click & Collect
Straightforward for most retailers
Restrict by Collection Name: Select specific collections via dropdown (e.g., “Home Page”, “Automated Collection”)
Ideal for varied product types
Restrict by Tag: Use custom tags for eligibility
Flexible categorization
Stock Quantity Configuration
Minimum Stock Quantity: Set threshold (e.g., 2 units) for eligibility
No minimum by default; use buffer for protection
Search Radius: Default 100km; adjust for network density
Order Tagging & Sync
Custom tag (e.g., “CNC”) on Click & Collect orders to differentiate from online delivery
Implementation Tip: Accept defaults initially; tweak post-launch using live performance data.
Where to Go Next
If you’re mapping out your click & collect roadmap, these related articles will help you dive deeper into strategy and conversion:
