> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usecharlie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Launch Ship From Store

> Step-by-step guide to launch Ship From Store with Charlie

This guide walks you through launching a Ship From Store (SFS) program using Charlie. From strategy to go-live, follow these phases to ensure a successful rollout.

<Info>
  Ship From Store orders look identical to warehouse orders from the customer's perspective—same emails, tracking, and delivery experience. The difference is purely operational.
</Info>

## Phase 1: Define the customer experience

Before any technical setup, define how SFS orders will be handled from the customer's perspective.

**Questions to answer:**

* Which carriers and service levels will stores use?
* What's the fulfillment SLA (same-day, next-day)?
* What documents need to be printed (packing slip, return label, branded insert)?
* How are undeliverable orders handled—return to store or centralized at DC?

***

## Phase 2: Define SFS and routing strategy

Determine the scope, constraints, and routing logic.

### SFS strategy

* How many orders per day can each store handle?
* Are all products eligible, or are some excluded (fragile, oversized)?
* How many stores are included in the pilot?
* Who handles SFS orders—dedicated staff or shared?

### Routing strategy

* When all locations have stock, which one wins? DC first? Closest to customer?
* Should SFS be limited to customers within a certain radius?
* What's the cutoff time for same-day shipping?

***

## Phase 3: Prepare stores

Ensure participating stores have the necessary equipment and supplies.

<CardGroup cols={2}>
  <Card title="Shipping label printer" icon="print">
    Thermal printer recommended for efficiency
  </Card>

  <Card title="Packaging materials" icon="box">
    Boxes, tape, branded inserts
  </Card>

  <Card title="Staff access" icon="user">
    Configure Shopify POS permissions
  </Card>

  <Card title="Packing area" icon="table">
    Dedicated space or back office
  </Card>
</CardGroup>

***

## Phase 4: Configure Shopify

Set up Shopify to support Ship From Store.

<Steps>
  <Step title="Enable stores as fulfillment locations">
    Go to **Shopify → Settings → Locations** and enable online order fulfillment for each store.
  </Step>

  <Step title="Configure shipping profiles">
    If stores have different shipping rates, create separate shipping profiles in **Settings → Shipping and delivery**.
  </Step>

  <Step title="Set up carriers">
    Configure shipping carriers via Shopify Shipping or your preferred carrier integration.
  </Step>

  <Step title="Configure order routing">
    Go to **Settings → Shipping and delivery → Order routing** and set up basic routing rules.
  </Step>

  <Step title="Verify POS permissions">
    Ensure store staff have the right permissions to fulfill orders from POS.
  </Step>
</Steps>

***

## Phase 5: Configure Charlie

Apply your SFS strategy using Charlie's no-code interface.

| Setting                     | Description                                          |
| --------------------------- | ---------------------------------------------------- |
| **Daily capacity**          | Max orders per store per day                         |
| **Safety stock**            | Reserve inventory for walk-in customers              |
| **Fulfillment constraints** | Block stores for specific products or conditions     |
| **Order routing rules**     | Prioritize DC, then stores (or your preferred logic) |
| **Split shipment limits**   | Control how orders can be split across locations     |

<Note>
  Charlie installs from the Shopify App Store—no custom development required. Order routing happens at checkout, so your existing fulfillment workflows remain untouched.
</Note>

***

## Phase 6: Training & launch

Final step before going live.

* Train store teams on the fulfillment workflow
* Create documentation for store staff
* Define escalation process for issues
* Set up a support channel for questions during pilot

***

## Related

<CardGroup cols={2}>
  <Card title="Prioritize Warehouse Shipping" icon="warehouse" href="/guides/prioritize-warehouse-shipping">
    Ship from DC first, stores as backup
  </Card>

  <Card title="Capacity" icon="gauge-high" href="/locations/capacity">
    Set daily order limits per store
  </Card>

  <Card title="Safety Stock" icon="shield" href="/inventory/safety-stock">
    Protect in-store inventory
  </Card>
</CardGroup>
