Schedule delivery to customers from POS store

Schedule delivery to customers from POS store

Sales may be made through Cin7 Core POS that will be delivered to the customer later. This feature allows the merchant to set up a delivery calendar with delivery days and schedule deliveries, view a list of scheduled deliveries, and mark deliveries as completed. Additionally, users can print delivery schedules.

Users can view the delivery schedule with their assigned tasks, mark delivery tasks as complete, and attach proof of delivery from Cin7 Core WMS. See WMS delivery schedule for more information.

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

Prerequisites

  • At least one POS register added to your base subscription.

  • Setting up Cin7 Core POS - Basics

  • Sales in POS

  • Configure delivery settings

  • Not available for consolidated sales

  • User needs 'Can see scheduled deliveries' permission to view (Integrations → POS → [select store] → Users)

  • Enable delivery scheduling in Cin7 Core POS settings (Integrations → POS → [select store] → Setup → Delivery scheduling settings)

 

Schedule a delivery when making a sale

Delivery can be scheduled either during a sale from the sales register or after the customer has paid. The cashier will need to add a customer to a sale in order to schedule a delivery. Click Add delivery on the register before the sale is completed, or Schedule delivery on the receipt screen after the sale is completed

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

Next you will have to confirm the contact and shipping address details for the customer. If the customer already has contact details and/or shipping addresses, the user will be able to select them from a dropdown menu. The user will be able to add contact details and shipping address or edit this information before continuing.

  

Next, the user has to select a date and preferred time for the delivery of the POS sale order. Each SKU can be given its own delivery task or one or more SKUs can be grouped into the same delivery task. Save to add the delivery task to the delivery schedule.

Schedule a delivery later

Delivery can be scheduled later if no delivery was scheduled during the sale. Go to Sell → Sales history to view sales and choose a sale. Existing delivery task numbers are displayed next to the related sale. Click a delivery task to view and edit the delivery details.

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

  

Click a sale to open a popup window, then click Deliver to schedule a delivery.


Next you will have to confirm the contact and shipping address details for the customer. If the customer already has contact details and/or shipping addresses, the user will be able to select them from a dropdown menu. The user will be able to add contact details and shipping address or edit this information before continuing.

Next, the user has to select a date and preferred time for the delivery of the POS sale order. Each SKU can be given its own delivery task or one or more SKUs can be grouped into the same delivery task. Save to add the delivery task to the delivery schedule.
     

View delivery list

Go to Sell → Scheduled deliveries to view the delivery list. Deliveries can be filtered by date, outlet, status, and also searched using the search box.

The user must have the permission Can see all scheduled deliveries to see this page. (Set permission via Cin7 Core web portal, Integrations → Cin7 Core POS → Users).

Click a scheduled delivery to view and edit the delivery details. Delete a scheduled delivery by pressing X.

Mark delivery as complete

Go to Sell → Scheduled deliveries to view the delivery list. Click Complete to mark the delivery as completed.

Note: If Authorize sale order 'ship' when delivery marked as completed is enabled in POS Delivery schedule settings, completing a delivery will cause the system to authorize the pick, pack, and ship tabs of a sale. If this setting is not enabled, the sale will follow the pick, pack, and ship processing mode selected in the POS General Settings.

  

Print a delivery schedule

Download or print a PDF of scheduled deliveries. The PDF delivery schedule will show the filtered list of deliveries.

  

Use Cin7 Core WMS for deliveries

Users can view the delivery schedule with their assigned tasks, mark delivery tasks as complete, and attach proof of delivery from Cin7 Core WMS. See WMS delivery schedule for more information.

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