Configure POS delivery settings

Configure POS delivery settings

Sales may be made through Cin7 Core POS that will be delivered to the customer later. This article will show you how to configure delivery settings and set up a delivery calendar with delivery days.

Note: Delivery scheduling is not available for consolidated sales. Please change sale consolidation setting to No consolidation to use delivery scheduling.

When you have completed the steps in this article, the next step is to learn how to schedule delivery to customers.

Prerequisites

  • At least one POS register included in or added to your subscription

  • Set up locations

  • Set up POS outlets

Delivery settings in POS

Delivery schedule settings are configured via the Cin7 Core web portal. Go to Integrations → POS → [select store] and navigate to the Setup tab. Scroll to Delivery scheduling settings.

Enable delivery scheduling

Required to schedule deliveries and view scheduled deliveries from this store.

No. of deliveries per day

This setting sets the maximum number of deliveries that can be scheduled per day. If this box is left blank, there is no limit on the number of deliveries that can be scheduled.

Delivery time interval, mins

Length of each delivery slot.

Delivery schedule template

Select a default Delivery schedule template to be used across your POS store. Templates are accessed, added, and customized from Settings → Document and email templates. See Managing document and email templates for more information.

Setup delivery calendar

The delivery calendar defines the days when delivery tasks can be scheduled and the number of available delivery timeslots. If all timeslots for a delivery day are booked, no more deliveries can be scheduled on that day.

The delivery calendar applies to the POS store outlet for that location only. To check the outlet location, go to Integrations → POS → [select store] to view the locations of your POS outlets. You need to add a delivery calendar to all POS locations where you wish to use the delivery scheduling feature.

Set default hours and delivery days

The first step is to set the working hours for a default delivery day and the days for a default delivery week. This can be done from the Locations page.

  1. Go to Settings → Reference Books → Locations and bins and select a POS outlet location.

  2. Go to the Delivery calendar tab.

  3. Enter the No. of deliveries per day and the Delivery time interval in minutes.
         

  4. Click Delivery scheduling to open a pop-up window, then click Calendar settings.
         

  5. From the drop-down list, select the day of the week on which the workweek starts.

  6. Open the Select weekend days drop-down list. Click on a day of the week to mark it as a weekend (weekend days are displayed in grey).
         

  7. Set the start time, end time, and break for each day of the week by clicking on the field for that day. The calendar only allows for one break per day. You can click the copy icon at the end of a row to apply the hours from that row to all weekdays.

    • Start is the time when the working day starts, in the format hh:mm. The start time can't be later than the end time. The field accepts any values for hours from 0 to 24 and for minutes from 0 to 60.

    • End is the time when the working day ends, in the format hh:mm. The end time can't be earlier than the start time. The field accepts any values for hours from 0 to 24 and for minutes from 0 to 60.

    • Break is the time period for the break, in the format hh:mm - hh:mm. The start of the break can't be later than the end of the break. The fields accept any values for hours from 0 to 24 and for minutes from 0 to 60.

  8. Click Apply changes to close the pop-up window.

  9. Save your changes.

Set holidays and days off

The calendar for the year is shown on the left side of the calendar screen. Holidays are shown in a list on the right.

  1. Click days in the calendar to add holiday entries to the right. You can also add holidays by clicking the + button and entering a date.

  2. Enter an optional holiday description.
         

  3. Holidays can be deleted by clicking the X button to the right of the entry. Holiday dates and descriptions can be edited by clicking on their name field.

  4. Save changes to finish.

Set custom delivery hours

Cin7 Core allows you to set custom delivery hours for specific days of the year.

  1. Click the + button next to Custom working hours to add a date and set its custom operational hours.
         

  2. Custom working hours can be deleted by clicking the X button to the right of the entry. Custom hours can be edited by clicking on their name field.

  3. Save changes to finish.

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