Click-and-Collect, Ecommerce Integration, Shopify Integration

Configure Shopify Order Routing and Click-and-Collect Setup

Shopify’s order routing automatically determines which fulfillment location handles each order and enables customers to collect purchases in-store. This guide walks you through configuration for order routing and click-and-collect functionality.

Applies to: Standard Shopify plans (Basic, Shopify, Advanced). Note: Shopify Plus offers advanced custom routing via Shopify Functions—this guide covers standard plan capabilities.

 

Prerequisites

✅ Locations configured – If you haven’t set up your Shopify locations yet, start here: How to Configure Shopify Locations for Order Routing and Click-and-Collect.

✅ Multiple active locations – Order routing requires 2+ locations.

✅ Inventory assigned – Products must have stock at fulfillment locations.

 

Planning Your Routing Strategy

Before configuring rules, decide which locations will:

  • Ship orders (fulfillment centers).

  • Offer click-and-collect only (pickup-only stores).

  • Do both (hybrid locations).

You might start with warehouse + one store for shipping, while other stores only offer pickup. The beauty of order routing: you have complete control, and you can adjust this anytime.

All configuration happens within Shopify – no third-party apps required for basic routing.​

 

Accessing Order Routing Settings

  1. From Shopify admin, click Settings (bottom-left).

  2. Select Shipping and delivery.

  3. Scroll to Order routing section.

  4. Click Manage routing rules.

 

Configuring Your First Routing Rule

Shopify provides four default rules you can use individually or combine:

Single-Rule Setup (Recommended for Beginners):

  1. Click Add rule.

  2. Select Ship from closest location.

  3. Click Save.

This routes orders to the geographically nearest location with inventory, reducing shipping costs and delivery times.

 

Advanced: Combining Multiple Rules

For sophisticated logic, stack rules in priority order:

  1. Add first priority: Minimize split fulfillments.

  2. Click Add rule below.

  3. Add second priority: Stay within destination market.

  4. Add third priority: Ship from closest location.

  5. Drag-and-drop to reorder if needed.

  6. Click Save.

Rule sequence: Shopify applies top-to-bottom. First rule filters locations, second refines results, final makes decision.

Multiple rules configured with drag-and-drop priority

 

Configuring Ranked Locations

Manually prioritize which fulfillment centers handle orders first:

  1. Add Use ranked locations rule.

  2. Click Manage locations.

  3. Drag locations into priority order (top = highest).

  4. Optional: Group multiple locations at same priority.

  5. Save ranking.

Example:

  • Priority 1: Main Warehouse

  • Priority 2 (Group): Sydney Store, Melbourne Store, Brisbane Store

  • Priority 3: Overflow Warehouse

 

Click-and-Collect Configuration

Click-and-collect lets customers pick up online orders in-store.

Enable for specific locations:

  1. Go to Settings → Shipping and delivery.

  2. Find Pickup in store section.

  3. Click Set up or Manage.

  4. Check locations offering pickup.

  5. Set processing time (e.g., “Ready in 2 hours”).

  6. Customize pickup notification.

  7. Save.

At checkout: Customers see pickup option and select their preferred store.​

 

Testing Configuration

Method 1: Test Orders

  1. Place test order with shipping address → verify fulfillment location.

  2. Place test order with pickup option → verify pickup location displays.

  3. Check order details confirm correct location assignment.

Shopify order dashboard displaying fulfillment location assignments for testing order routing configuration

Method 2: Inventory Simulation

  1. Temporarily adjust inventory at specific locations.

  2. Place test order → verify routing adapts.

  3. Restore actual levels.

Shopify inventory management screen displaying stock levels at Montreal location for testing order routing configuration

 

Troubleshooting

Troubleshooting

Issue Solution
Orders not routing to expected location Verify inventory exists; check rule priority
All orders going to one location Check ranked locations; verify other locations have inventory
Pickup option not showing Ensure location enabled in Pickup in store settings
Split fulfillments happening Add “Minimize split fulfillments” as first priority

 

What About Shopify Plus?

This guide covers standard Shopify routing available on all plans. Shopify Plus offers significantly more through Shopify Functions API:

  • Custom routing rules based on product tags, SKUs, customer attributes

  • Time-based routing (cutoff times, warehouse hours)

  • Advanced logic (if/then conditions, multi-factor decisions)

  • Developer-created custom rules

For Plus-level customization, see Shopify Functions documentation.

 

Key Takeaways

✓ Configure locations FIRST (fulfillment + pickup settings).
✓ Order routing requires 2+ active locations.
✓ Start simple, add complexity as needed.
✓ Click-and-collect configured separately in Pickup in store.
✓ Test thoroughly before going live.
✓ This is just the basics – Shopify Plus enables advanced customization.

 

Helpful Resources

Shopify Documentation:
Setting Up Order Routing | Pickup in Store Setup

Video Walkthrough:
Watch Shopify’s official 2-minute tutorial demonstrating routing setup:

 

Platform-Specific Integration

POS Systems:

Lightspeed + Shopify | Retail Express + Shopify | Square + Shopify

ERP Systems:
SAAS Integrator supports Shopify integrations with NetSuite, Acumatica, Microsoft Dynamics 365 Business Central, SAP Business One, and Sage Intacct for enterprise-level order and inventory management.