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      Magento 2- BOPIS Installation Guide

      Quivers BOPIS Installation

      • Navigate to your Magento root directory.
      • Change directory to app/code.
      • Create a new directory named “QuiversBopis”.
      • Change directory to QuiversBopis
      • Now your current directory will be MagentoRootDirectory/app/code/QuiversBopis/.
      • Unzip the most recent QuiversBopis_Integration package found in this support article.
      • Navigate back to the Magento root directory.
      • Run: bin/magento module:status, It will list all installed modules. You can see the QuiversBopis_Integration module in the list of the disabled modules.
      • Now enable QuiversBopis_Integration module using following command: bin/magento module:enable QuiversBopis_Integration
      • Now run following command:* bin/magento setup:upgrade* bin/magento setup:di:compile

      Admin End Settings for BOPIS - Configure Quivers BOPIS  Integration Settings:

      • Login to your Magento account as an administrator.
      • Go to Stores > Configuration > Sales > Quivers BOPIS.
      • Go to Quivers BOPIS Settings section set all the required fields.
      • Set Quivers Sandbox Enabled to True if you are using the extension in your test environment. For testing purposes, this should always be set to True.
      • Save configuration

      Configure Shipping Methods:

      • Log in to your Magento account as an administrator.
      • Go to Stores > Configuration > Sales > Shipping Methods.
      • Now you will be able to see a section named “Quivers BOPIS”.
      • Set Enabled to Yes.
      • Set the Title to “In-Store Pickup”
      • Set the Method Name to “In-Store Pickup”
      • Set the Shipping Cost to 0
      • Set Enabled to Yes.

      Email Template Set Up:

      Login to your Magento account as an administrator.

      • Go to Marketing > Communication > Email Templates.
      • Click on “Add New Template”
      • In the Template, chose “Quivers Bopis Order” and click on Load Template
      • In the Template Name, add “Quivers Bopis Order”
      • Save Template
      • Go to Stores > Settings > Configuration 
      • Navigate to  Sales > Sales Emails  > Configuration 
      • In Order section, for New Order Confirmation Template and New Order Confirmation Template for Guest chose Quivers Bopis Order. Save Config.

      Quivers Panel Set up:

      There are a lot of criteria that must be met for a retailer to be a valid option for fulfillment for BOPIS.

      • The retailer must have an inventory record where UPC matches the search term, available stock must be positive.
      • The age of the matching inventory record must adhere to the “Maximum Inventory Age” configured by the brand in the Fulfillment → Order Settings
      • BOPIS must be enabled as an option on the storefront being used (“Use Retailer Inventory” must also be enabled); BOPIS must also be enabled by the retailer on that brand/retailer connection (managed when viewing that brand as the retailer under the “Brands” view)
      • BOPIS must also be enabled for that UPC/Product via a Claiming Policy; the claiming policy must either be a whitelist + contain that item, or a blacklist + not contain that item. The claiming policy must apply to that storefront, and be assigned to that retailer.
      • The retailer must have a claiming region associated with them that contains the address of that retailer.

      Below are the steps on how an order is selected for BOPIS on the eCommerce platform and how it is synched to quivers.

      Full order Bopis case - The order will sync with In-Store Pick Up shipping method and 0 shipping fee.

      1. Place an order
      2. Go to a product detail page and click on “Pick Up“. It will show the retailer list. Chose a store from where the Item will be picked up.
      3. Go to cart. “Estimate shipping and tax” section in the order summary will be hidden.
      4. At checkout, shipping methods will not be shown. Store selected will be shown at the Line Item level for Bopis Items.
      5. On the payment page, the shipping information will be hidden..
      6. Orders will sync at Quivers admin panel. The items selected at checkout for BOPIS should be assigned to the Retailer(selected at checkout) at Quivers with In-Store Pickup label.
      7. Email - Should show line item level store

      Mixed Case (Both shipping and Bopis)

      1. Place an order
      2. Go to a product detail page and click on “Pick Up“. It will show the retailer list. Chose a store from where the Item will be picked up.
      3. If the Item is for shipping. Click on “Ship It”.
      4. Go to cart, it will show line item-level shipping. “Estimate shipping and tax” section in order summary will be hidden.
      5. At checkout, shipping methods will not be shown. Store selected will be shown at the line Item level for Bopis Items.
      6. On the payment page, the shipping information will be hidden.
      7. Orders will sync at Quivers admin panel. The items selected at checkout for BOPIS should be assigned to the Retailer(selected at checkout) at Quivers with an In-Store Pickup label.
      8. Email - Should show line item level store and shipping method ad shipping fee.

      Full order shipping case - It will follow native Magento2 Flow

      1. Place an order
      2. If the Item is for shipping. Click on “Ship It”.
      3. Go to cart. “Estimate shipping and tax” section in order summary will be shown.
      4. At checkout, shipping methods be shown.
      5. At payment page, shipping information will not be hidden.
      6. Orders will sync at Quivers admin panel.