Customer in store pick ups process
4.8/5 with 67 votes
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- Go to the Lowe's menu on the bottom left of screen
- Find Sterling- Click on it
- Log in using Lowes net User ID and Password
- Once logged in you will come to a screen that says Task on the left hand side and Quick Access on the right hand side
- Scroll down the Task side until you see In-Store Task in bold
- Once you see the In-Store Task the third option down will be listed as Customer Pick Up
- Click on the Customer pick up line
- The customer pick up screen will pop up it will say Shipment Search and then Basic search below in bold
- Once on this screen you will have many different options of finding the customers order
- The first option is for the order number this is the easiest method if the customer has the order number available
- The second best option is using the customers phone number
- The third option would be to use the customers Last name or Last and first name.
- Using whichever method you prefer type in the given information in the line corresponding
- The last thing to check once on this screen is to make sure the shipment status is ready for customer.
- The tab should be automatically defaulted to ready for customer, but it doesn't hurt to give it a second check
- Then hit the search button or shift f7
- The customer's order should automatically pop up or you may have to double click them from the list if multiple orders come up
- Once on this screen 3 choices for verification will come up
- First choice is to type in the last 4 digits to the credit card they used
- The second and best used method is to verify the customer's drivers licence
- Last option would be to verify the passport
- Select one of the options keeping in mind if you chose the credit card it will want you to enter the last 4 digits in the little box to the right before moving on
- Once that is done hit next on the bottom of the screen or shift f11
- The next screen that becomes available is to verify the items they are picking up
- You would then scan the product or multiple products and hit next or shift F11 once all is verfied
- The next screen that will come available is just to confirm that you are sure you want to print the loading ticket
- Hit confirm long as everything looks ok or hit shift F8 the loading ticket will now be printed
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Who it's for
This Customer in store pick ups process is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Customer in store pick ups process steps every time, regardless of who executes
- Save time - reuse a proven Customer in store pick ups process workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Customer in store pick ups process checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Customer in store pick ups process:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Customer in store pick ups process comes up again, start from your saved version and run it with clear ownership.
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5 stars
Scores 4.80 with 67 votes