You can't just flip a switch and have BOPIS working. I learned this the hard way when helping a local sporting goods chain launch store pickup—their website said items were "available," but store staff had no idea orders existed until customers showed up frustrated.
The problem wasn't their people. It was their technology—or lack of integration between systems. Their e-commerce platform, POS, and inventory management weren't talking to each other. Orders fell into a black hole.
Here's what I'll show you: the complete BOPIS technology stack that actually works, from order placement to pickup completion. You'll see which systems you need, how they integrate, what metrics to track, and real solutions retailers are using right now. Whether you're on Shopify or building custom, this guide maps the entire architecture.
A complete BOPIS system requires five integrated components: (1) E-commerce platform for online ordering with pickup checkout option, (2) Order Management System (OMS) that routes orders to the correct store location, (3) POS system where staff mark orders ready and scan pickups, (4) Real-time inventory management syncing stock levels across all locations, and (5) Automated notification system sending order status updates via email/SMS. These systems must communicate seamlessly—data flows from checkout → order routing → inventory deduction → staff picking → customer notification → POS pickup confirmation.
Each component solves a specific problem in the BOPIS workflow. Let's break down why each matters:
This is where customers shop and checkout. It must support location-based inventory ("Check availability at stores near you"), allow customers to select pickup vs delivery, show estimated ready times, and send order data to the OMS.
Examples: Shopify, BigCommerce, WooCommerce, Magento, custom builds on frameworks like Next.js
The OMS is mission control. It receives orders from the e-commerce platform, determines which store should fulfill based on inventory and location, sends picking instructions to store staff, tracks order status (pending → picking → ready → picked up), and handles exceptions (cancellations, out-of-stock).
Examples: Many e-commerce platforms include basic OMS; enterprise retailers use Brightpearl, NetSuite, Cin7, or custom systems
Store staff use the POS to see incoming pickup orders, mark items as picked and staged, print pickup slips with QR codes, and complete the pickup transaction when customers arrive. The POS must handle "Ready for Pickup" workflows differently than regular in-store sales.
Examples: Shopify POS, Square, Clover, Lightspeed, Toast (restaurants), Vend, custom POS integrations
Real-time inventory sync ensures the website shows accurate stock at each store. When an order is placed for pickup, that inventory is immediately reserved. When picked up (or canceled), inventory updates across all systems. Without this, you promise items you don't have.
Examples: Built into most platforms; enterprise uses TradeGecko, Cin7, NetSuite Inventory, custom ERP systems
Automated emails and SMS keep customers informed: order confirmation, "we're preparing your order," "ready for pickup," and "don't forget to pick up" reminders. According to Shopify's BOPIS research, clear communication is the #1 driver of customer satisfaction with pickup services.
Examples: Klaviyo, Twilio, SendGrid, built-in platform notifications, custom notification services
Here's the data flow from the moment a customer clicks "Place Order" to picking up their purchase:
Integration Point: The most common failure point is between OMS and POS. Make sure your POS can receive order updates from your OMS in real-time—not batch updates that run once an hour. Real-time means staff see orders within 30 seconds of placement.
Your online store is the customer-facing entry point. Here's what it must do for BOPIS:
Shopify: Built-in local pickup at checkout, location-based inventory, integrates seamlessly with Shopify POS. For most indie and mid-market retailers, this is the easiest path. According to Shopify's setup documentation, you can enable pickup in under 30 minutes.
BigCommerce: Supports pickup via native features or apps like Store Pickup + Delivery. Good for brands needing more customization than Shopify offers.
WooCommerce: Requires plugins like "WooCommerce Local Pickup Plus" or "Order Delivery Date." More technical setup but flexible for developers.
Magento: Enterprise-grade with complex multi-location inventory and pickup capabilities. Overkill for most retailers; best for large chains.
Custom Builds: If you're building on Jamstack (Next.js, Gatsby, etc.), you'll integrate with Stripe, Shopify Storefront API, or headless commerce platforms. You have full control but must build pickup logic yourself.
If you have a branded mobile app, ensure it supports:
Target's app is the gold standard here—seamless Drive Up experience with real-time staff coordination.
The OMS is often invisible to customers but critical to operations. It decides which store fulfills which order, tracks status, and handles exceptions.
If you're on Shopify, BigCommerce, or similar platforms, basic OMS functionality is built-in. You likely don't need a separate system unless:
For most retailers with 1-5 locations, your e-commerce platform's built-in order management is sufficient.
If you do need dedicated OMS, consider:
Your POS system is where store staff interact with BOPIS orders. It needs dedicated pickup workflows—not just regular sales transactions.
Shopify POS: If you're on Shopify e-commerce, this is the obvious choice. Native integration means orders flow seamlessly. Staff use iPad/tablet to see orders, mark ready, and complete pickups. Free with Shopify; Pro version adds advanced features.
Square for Retail: Works well for small retailers. Supports online ordering (via Square Online) with pickup. Good for single-location or small chains.
Clover: Popular with restaurants and retail; supports pickup workflows. App marketplace offers extensions for curbside coordination.
Lightspeed Retail: Strong inventory management, supports BOPIS via integrations with e-commerce platforms. Good for specialty retail (sports, fashion, home goods).
Vend (by Lightspeed): Similar capabilities; cloud-based POS with pickup order management.
Here's how it works in practice with Shopify:
For detailed setup instructions, see our Shopify BOPIS setup guide.
Our BOPIS Team Training Slides include pickup workflows, ID verification, curbside handoff procedures, and upselling techniques—ready to present in 60 minutes.
Get Training Slides – $24Includes: PowerPoint deck, printable SOPs, staff checklists, role-play scenarios.
BOPIS lives or dies on inventory accuracy. If your website says "available for pickup" but the item isn't actually in stock, you've lost a customer.
Imagine this scenario:
Real-time inventory sync prevents this. When the walk-in sale happens, the website immediately shows 2 available, not 3.
Native Integration: If your e-commerce and POS are from the same vendor (e.g., Shopify + Shopify POS), sync is automatic and real-time.
API Integration: If using different systems, they connect via API. Your POS sends inventory updates to your e-commerce platform continuously.
Middleware/iPaaS: For complex setups, use integration platforms like Zapier, Workato, or Celigo to sync data between systems.
Manual Sync: Avoid this—manual CSV uploads lead to errors and delays. Only acceptable for very low volume (under 10 orders/week).
Even with perfect sync, physical reality can differ from system records (theft, damage, miscounts). Best practices:
Clear, timely communication is what separates great BOPIS from mediocre. Customers need to know exactly what's happening with their order.
1. Order Confirmation (Immediate)
Sent the moment order is placed. Includes: order number, items ordered, pickup location, estimated ready time, what to bring.
Channel: Email (detailed) + SMS (summary with link)
2. Order Being Prepared (Optional but Nice)
Sent when staff start picking the order. "We're getting your order ready—be there soon!"
Channel: SMS or push notification
3. Ready for Pickup (Critical)
Sent when staff mark order ready. "Your order is ready! Pick up at [location] anytime until [date]. Bring ID and this confirmation."
Channel: Email + SMS + push (if app)
4. Pickup Reminder (After 24-48 Hours)
Friendly nudge if customer hasn't picked up yet. "Don't forget! Your order is waiting at [store]. Pick up by [date] to avoid cancellation."
Channel: Email or SMS
5. Final Reminder / Cancellation Warning (Last Day)
"Last chance! Pick up your order today or it will be canceled and refunded."
Channel: Email + SMS
6. Order Canceled / Refund Processed
"Your order wasn't picked up and has been canceled. Your refund will appear in 3-5 days."
Channel: Email
Built-in Platform Notifications: Shopify, BigCommerce, and most e-commerce platforms include basic email/SMS notifications. Start here—they're free and work well for most retailers.
Klaviyo: Marketing automation platform with sophisticated email/SMS flows. Great for customizing messages, A/B testing, and advanced segmentation. Popular with Shopify stores.
Twilio: SMS and voice API for custom notification workflows. Use if you need real-time, event-driven messaging (e.g., "driver is 2 minutes away" for curbside).
SendGrid: Transactional email service for high-volume, reliable delivery. Good for enterprise retailers sending thousands of notifications daily.
Postscript: SMS marketing + transactional messaging specifically for e-commerce. Integrates with Shopify.
For curbside pickup, you need real-time coordination:
This requires app integration or SMS two-way messaging (Twilio). Target's Drive Up uses this beautifully.
Once your system is live, track these metrics to ensure it's working well:
Most modern POS and e-commerce platforms generate these reports automatically:
For more on setting realistic SLAs and capacity planning, check our BOPIS Best Practices for Holiday 2025.
At minimum, you need an e-commerce platform that supports pickup checkout, a POS system where staff can see and fulfill orders, and inventory that syncs between online and in-store systems. Platforms like Shopify include all of this out-of-the-box. For custom setups, you'll need integrations between your website, order management, POS, and inventory systems.
Yes, Shopify has built-in local pickup functionality. You enable it in Settings → Shipping and delivery → Local pickup, configure your store locations, set processing times, and write pickup instructions. Orders automatically flow to Shopify POS where staff can mark them ready. It works seamlessly without additional apps for most retailers.
Not if you're using Shopify, BigCommerce, or similar all-in-one platforms—they include basic order management. You only need a dedicated OMS if you have 10+ locations, complex routing rules, or you're doing ship-from-store fulfillment in addition to pickup.
When a customer places a pickup order, the inventory management system immediately reserves those items at the selected store location, preventing other customers from ordering them. When the order is picked up (or canceled), inventory updates across all systems. For real-time sync, your POS and e-commerce platform communicate via API, updating within seconds.
Shopify POS (for Shopify stores), Square for Retail (small businesses), Clover (retail and restaurants), Lightspeed Retail, and Vend all support BOPIS workflows. The best choice depends on your e-commerce platform—native integrations (e.g., Shopify + Shopify POS) are always easier than third-party connections.
When store staff mark an order "Ready for Pickup" in the POS, the system automatically sends email and SMS notifications to the customer. The message includes pickup location, hours, what to bring (ID, order number), and how long the order will be held. Most platforms allow you to customize these notification templates.
Yes, most BOPIS systems work entirely through your website and SMS/email notifications. A mobile app is nice for features like "I'm here" curbside notifications, but it's not required. Small and mid-market retailers successfully run BOPIS with just a website and text messages.
For curbside, customers need a way to signal arrival. Options: (1) "I'm Here" button in your mobile app that alerts staff via POS, (2) two-way SMS where customers text a code and staff receive notification, or (3) phone call to store (least efficient). Platforms like Shopify support "I'm Here" notifications natively with their mobile app.
This is every retailer's nightmare. If staff can't find an item when picking, they should immediately mark it unavailable in the system, notify the customer, offer alternatives or refund, and investigate why inventory was wrong. Prevention: daily cycle counts, safety stock buffers, and staff training to update inventory when discrepancies are found.
Industry standard is 3-7 days. Target holds for 3 days, Walmart cancels if not picked up by end of next business day, Best Buy gives 5 days. Shorter hold times free up inventory faster but may frustrate customers with busy schedules. Set a hold time you can consistently enforce, clearly communicate it, and send reminders before auto-canceling.
Key metrics: pickup rate (% of orders actually picked up), promised vs actual ready time, order accuracy, wait time at pickup, average pick time for staff, attach rate (additional purchases during pickup), fulfillment cost per order, and customer satisfaction scores. Most POS and e-commerce platforms generate these reports automatically.
Yes, though it requires technical integration work. Your ERP (like NetSuite, SAP, or Dynamics) handles inventory, purchasing, and accounting, while your e-commerce platform handles customer-facing orders. They connect via API or middleware (Celigo, Workato) to sync inventory, orders, and customer data. This is common for enterprise retailers with complex back-office systems.
BOPIS technology isn't about having the fanciest software—it's about having systems that talk to each other reliably. The best stack is the simplest one that meets your needs.
Here are your takeaways:
For most retailers with 1-10 locations, Shopify (e-commerce) + Shopify POS + built-in notifications is the complete stack you need. It's battle-tested, affordable, and works out-of-the-box.
For enterprise retailers with complex needs, consider dedicated OMS (Brightpearl, NetSuite), advanced POS (Lightspeed, custom), and notification platforms (Twilio, Klaviyo) with professional integration help.
The goal isn't the most advanced technology—it's reliable fulfillment that makes customers happy and doesn't stress your staff.
Continue Learning:
Our BOPIS Holiday Ops Kit includes technology checklists, system integration planning docs, POS workflow guides, staff training materials, and an SLA calculator to ensure you can deliver on your promises.
Get the Complete BOPIS Ops Kit – $29Everything you need to implement BOPIS correctly: setup checklists, policy templates, signage, training slides, and calculators.
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