Customer in store pick ups process
Table of Contents
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.
If only using the last name you may pull up a few customers with the same last 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.