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

# Available for Pickup

> Available for Pickup Notifications for customer communication when carrier has the package available at one of their hold locations.

## Available for Pickup Notifications

Leverage the Available for Pickup email notification to give your recipients the most timely carrier information. The carrier scan that triggers this notification supports Hold-At-Location and Access Point deliveries for both UPS and FedEx. Follow the instructions below to set up and assign your template.

#### Create Your Template

1. From the portal, select "Available for Pickup" from navigation menu.

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-28/b6326a6d-5365-4b64-89f8-33717518e72d/ascreenshot_387195958ffb4fdf9535d7817f01a664_text_export.jpeg)

2. Select your winery from "Select an Account" dropdown.

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-28/04f707e2-46cf-48a7-b04f-8674c05f43ba/stack_animation.webp)

#### Template Initialization

3. Click "Add Template".

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-28/d03fc74e-9a08-458c-a779-8913cf26598c/ascreenshot_61970c1933b64aa5b6057676c4ed5225_text_export.jpeg)

4. Select "Available-for-Pickup Notification Template" as starting template or create your own from scratch by selecting "Blank - Notification".

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-28/dccb9765-c951-4d5e-9a92-90cef49a904b/stack_animation.webp)

5. Set your template name and click "Create".

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-28/646b4ed3-4f6b-43d3-8f84-36e6c62a4abe/stack_animation.webp)

#### Template Customization

6. Click text block to edit content.

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-28/39754659-27be-44e3-abc9-2b3189b76103/ascreenshot_90c1a32f8c0145d2a9685820b6ffccf9_text_export.jpeg)

7. Use the "Merge Tags" menu to add details specific to your client's order and shipment. 'PICKUP\_ADDRESS' is a key piece of information to include.

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-28/14ae8305-b7b5-46c6-a12f-338ec7c5122e/ascreenshot_72a28b1a6a924799af16b063b34896bf_text_export.jpeg)

8. Click inside text editor to further customize with your branding and winery voice.

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-28/a3f6d9ca-d426-4f7e-9e58-6fa9508bcde5/ascreenshot_9059670962f0498e81305e411e3efef1_text_export.jpeg)

9. Go to the "Fields" tab.

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-28/b70af736-bde6-4b66-8ecc-e20e42b02001/ascreenshot_de2c4712953e426aa418daef3db6d2d0_text_export.jpeg)

#### Email Fields Configuration

10. Update "Email Subject".

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-28/daab582b-ee3e-47e8-a4b2-cca1d6e601d2/stack_animation.webp)

11. Adjust the CC, BCC and Sent From fields as appropriate.

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-28/85c317ff-0982-4f08-8ea0-3ac04d8345d7/File_7cbaa805e69041009ba6c581dd2d6a81_text_export.jpeg)

12. Click "Save" to update template.

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-28/f9901cec-172f-4b91-a01e-140704d7ae04/ascreenshot_11b17ac05bf04279b75ffe8ebe743c01_text_export.jpeg)

13. Go back to the main page by clicking "Available for Pickup" in side menu.

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-28/cd866dde-1f68-4347-a0c5-9754508aa753/ascreenshot_6f2516de550d4b13a1832e15546d3ee1_text_export.jpeg)

#### Template Assignment

14. Click "Assign" tab.

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-28/28c6ad1f-c624-46a0-b888-61c1b1a4b77d/ascreenshot_12fc2cfaf08844ea891e98f8b2167f0a_text_export.jpeg)

15. Assign new template by order type..

![](https://colony-recorder.s3.amazonaws.com/files/2026-05-28/e12c8182-8a71-4ee2-8780-ede0b60d1aa1/stack_animation.webp)