Summary
The Delivery Order Type setting is used to create and pay for orders to be delivered to customers.
Configuration
Configure a location to allow the delivery order type
- In ECM, go to Sites > click edit (pencil) icon to edit site
- Go to Areas > select area > click Locations > select Location within area
- Checkmark Delivery order type to allow delivery orders for this location.
App: Set Order Type to Delivery
- Tap the order type text at bottom of check column.
- In pop-up, tap the Delivery order type to select.
- Checks will be ordered as a delivery order.
Operation
Order an item using delivery
Order an item. Make sure the order type is delivery.
Search for a customer or add a new customer.
Whether this is a new or existing customer, be sure the address is entered. The order cannot be created without an address for delivery.
Tap Submit Order or Send Now. This will detach the check from the location while keeping the check active in order to receive payment at a later time.
Dispatch a Check
- Tap Delivery Orders in the Location Menu
- Tap on the checkbox to the right of an active checks
- Tap Dispatch
- Tap a delivery driver to assign the order to
- Tap OK on the Successful Shipment pop-up
- When the delivery driver taps on checks to view the assigned checks, the dispatched check will be assigned to the driver.
Payment for an Active Check
- On the location menu, tap Delivery Orders
- Search for the active check and tap to select.
For help searching for an active check, see Delivery Orders.
- Tap Open
- Tap Payment, apply payment and finalize the check as normal.
