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 you to set up a delivery calendar with delivery days and schedule deliveries, view a list of scheduled deliveries, and mark deliveries as completed. You can also print delivery schedules.
You can view the delivery schedule with your assigned tasks, mark delivery tasks as complete, and attach proof of delivery from Cin7 Core WMS. See WMS delivery schedule for more information.
Delivery scheduling is not available for consolidated sales. Please change the sale consolidation setting to No consolidation to use delivery scheduling.
Before you start
At least one POS register added to your base subscription.
Not available for consolidated sales
You need the "Can see scheduled deliveries" permission to view scheduled deliveries. In the navigation, select Integrations, then POS, select your store, then Users
Enable delivery scheduling in Cin7 Core POS settings. In the navigation, select Integrations, then POS, select your store, open Setup, then Delivery scheduling settings
Schedule a delivery when making a sale
Delivery can be scheduled after the customer has paid. You need to add a customer to a sale in order to schedule a delivery. Click Schedule delivery on the receipt screen after the sale is completed.
Delivery scheduling is not available for consolidated sales. Please change the 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, you can select them from a drop-down menu. You can add contact details and shipping address or edit this information before continuing.
Next, you 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 also be scheduled later if no delivery was scheduled at the time of the sale. In the navigation, select Sell and then 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.
Delivery scheduling is not available for consolidated sales. Please change the 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, you can select them from a drop-down menu. You can add contact details and shipping address or edit this information before continuing.
Next, you 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
In the navigation, select Sell and then Scheduled deliveries to view the delivery list. Deliveries can be filtered by date, outlet, status, and also searched using the search box.
You must have the permission Can see all scheduled deliveries to see this page. (Set the permission in the Cin7 Core web portal. In the navigation, select Integrations, then Cin7 Core POS, then Users.)
Click a scheduled delivery to view and edit the delivery details. Delete a scheduled delivery by pressing X.
Mark delivery as complete
In the navigation, select Sell and then Scheduled deliveries to view the delivery list. Click Complete to mark the delivery as completed.
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
You can view the delivery schedule with your assigned tasks, mark delivery tasks as complete, and attach proof of delivery from Cin7 Core WMS. See WMS delivery schedule for more information.