Setting Up Delivery for Locations
Setting Up Delivery for Locations (Stores)
The Delivery fulfillment option empowers customers to receive their orders directly at their doorstep. Retailers can configure the delivery settings at the location level, tailoring the experience for individual store locations. Retailers have the flexibility to either follow the Global Settings for delivery fulfillment, maintaining consistency with configurations set in the Global Settings, or customize delivery settings for specific locations by overriding global settings.
Certain delivery settings are exclusive to the location level, offering granular control over the delivery process. i.e., if delivery is by Our Team, Delivery Coverage By and Custom Delivery Fee can be set up separately for locations.
However, some settings and options remain dependent on the global settings, regardless of whether the global configuration is followed or overridden; i.e., if delivery by Delivery Partner - DoorDash or Uber is selected at the global level, only then will the Delivery By Third-Party Delivery Partners option be followed for locations.
This KB article will help you manage and take care when setting up the delivery options for any location individually, whether following the global-level settings for the location or setting up separately.
1. Reaching Locations for Delivery Settings
To configure the Delivery method for a particular store (location), follow the below steps:
- Step 1: Log into Store Admin
- Step 2: Click Settings
- Step 3: Log into Locations & Fulfillments
- By clicking the "Locations & Fulfillments" menu, you will be redirected to the locations listing.
Figure 1.1
- Step 4: Click Action for a specific location
By clicking an Action (ellipsis) icon, you will see the list of setups to configure for that location. - By clicking "Delivery," you will be redirected to the Delivery Fulfillment options for that location.
Figure 1.2
Note: If any location (store) is recently synced from Control Center or accessing the locations from the Setup Wizard for the first time, you will get the "Setup" button instead of the Action (ellipsis) icon for that location. It means you need to configure and set up the locations from scratch for the first time. The location status will be displayed as Inactive until the location is configured with basic details, fulfillment [Store Pickup & Delivery], and time slots.2. Delivery Settings
By clicking "Delivery," you'll access the delivery settings specific to that location. Upon initial access, the delivery switch will be disabled by default.
As a retailer/store admin user, you can decide whether you want to enable the Delivery by Our Team or want to configure any third-party delivery partners [DoorDash Drive | Uber Direct] to deliver the customer's orders.
When the "Use Global Settings" switch is disabled, retailers need to set up the locations separately. However, the "Who will deliver the orders?" selection at Global level will be dependent on setting up the "Delivery By" for any locations.
2.1 Order Delivery to Customers
When "Use Global Settings" is disabled, you can choose the "Who will deliver the orders?" option to deliver the orders to the customers: Our Team | Delivery Partner [DoorDash | Uber].
- Our Team: Select this option if your store has an internal delivery team responsible for handling order deliveries. Your in-house staff will manage and deliver the orders directly to customers.
- Delivery Partner: Choose this option to enable third-party delivery integrations instead of using an in-house delivery team. Supported partners include DoorDash Drive and Uber Direct. In this case, delivery agents such as Dashers or Uber Drivers will pick up the orders from your store and deliver them to the customer’s location.
To use this option, you must have an active account with DoorDash Drive or Uber Direct, and integration must be configured successfully [Integrations → Delivery Partners].
Figure 2.2.1
Note: Whatever option is selected, the few options and settings are common for both at the location level.2.2 Common Settings
Manage and configure the following settings that are common for both Our Team and Delivery Partner(s):
1. Enable/Disable Delivery
Toggle this switch to enable Delivery across all locations.
If enabled, customers will see the Delivery option when they reach the "Location Search" or want to change the existing fulfillment option.
If disabled, the Delivery Fulfillment option will be hidden for the selected location, so the customers will not be able to find and place the order with the delivery fulfillment option for that particular location.
2. Show This Fulfillment as "Coming Soon":
Enable this option if you want to temporarily disable "Delivery" for the selected location but still display it as “Coming Soon” on the storefront. This helps notify customers that this fulfillment option will be available shortly for this location.
Figure 2.2.1: Common Settings
3. Description for Users
When the customers add the item to the cart, they can choose the desired time slot to get the delivery of the order to their doorstep. So, if you want to display some instructions/notes for a selected location at the time of the time slot selection, enter the content under Description for Users.
4. Slot Booking Required
Slot Booking
Enable the Slot Booking Required checkbox for the selected location to allow customers to select their preferred time slot during order placement for order delivery. This enhances scheduling and ensures smoother store operations.
Note: Setting up the time slot for each store location individually: Customers will only see available time slots during checkout if time slots have been configured at the location (store) level under "Available Slots.
Allow Rescheduling - Only when "Delivery by Our Team" selected.
This option is found visible only when "Delivery by Our Team" is selected and "Slot Booking" is enabled. You can enable the "Allow Rescheduling" option to permit customers to modify their selected time slot after placing the order. This gives customers the flexibility to adjust their pickup schedule as needed.
5. Slot Closing Days, Hours, and Minutes
If you want to display the time slot to customers after some time interval as per the current date and time, you need to enter the days, hours, and minutes for the selected location. As per entering the slot closing days, hours, and minutes and calculating as per the current date and time, the time slots can be displayed after that time interval if the customers choose this location.
Ex. If slot 1 (day), 6 (hours), and 0 (minutes) are set up and the current date is 06/21 (21st June) and the time is 9 AM, the customers will get the time slot of the next day after the 3 PM time slots.
Figure 2.2.2: Common Settings
If "Our Team" is selected in the Order Delivery option, the in-store team will deliver the orders to the customers' addresses. The following settings will be required when "Use Global Settings" is disabled and "Our Team" is selected:
2.3 Delivery By Our Team
If you have a sufficient in-store team to deliver the orders to the customers, you can choose "Our Team" under "Who will deliver the orders?".
When you select "Our Team," you need to require the following settings related to delivery by in-store team apart from 2.2 Common Settings above:
1. Slot Booking
Allow Rescheduling
This option is found visible only when "Delivery by Our Team" is selected and "Slot Booking" is enabled. You can enable the "Allow Rescheduling" option to permit customers to modify their selected time slot after placing the order. This gives customers flexibility to adjust their pickup schedule as needed.
2. Min Order Amount & Fixed Fee
You can define a Minimum Order Amount to ensure cost-effective order delivery operations for each location separately.
- If a customer places an order below the defined minimum order amount, a Fixed Fee will automatically be added to the order total. This setup helps cover service costs for small orders.
- If the Fixed Fee isn't added and is left at $0, the customers can't proceed with the order to checkout until the Min Order Amount is matched with the Order Total.
- If the "Include Gift Card Amount" option is checked, the order total will include the Gift Card $ amount value in Min Order Amount calculation.
Figure 2.2.1: Delivery Settings When "Our Team" Is Selected | Use Global Settings is disabled
3. Customer Identity Verification
As retailers or admin users, you can choose to verify customer identity during order fulfillment using Confirmation Code, Driver's License (DL)/FTx Identity QR Code, or both.
However, at least one option must be enabled for verification to be applicable.
Confirmation Code: Customers will be required to provide a 4-digit confirmation code at the time of order fulfillment.
Where can customers find the Confirmation Code?
- This 4-digit code will be generated at the time of order placement.
- Customers can find it on the Order Tracking / Order Details page in the customer’s profile.
- The customer can also find it in the Ready for Delivery email notification.
DL/FTx Identity QR Code Required:
If this option is enabled, the customer or an assigned alternate pickup person during checkout must present either the back side of their driver's license (DL) or the FTx Identity QR Code for scanning during order fulfillment to confirm identity.
Important Notes:
- Customer Identity Verification (via Confirmation Code and DL/QR Scan) is applicable only when "Our Team" is selected for deliveries. If a Delivery Partner (DoorDash or Uber) is selected, these verification options will be disabled, as the order is fulfilled by a third party.
- Identity verification applies to both global-level and location-level fulfillments. However, this depends on whether a location is configured to inherit global settings (by enabling the "Use Global Settings" switch) or follows its own individual settings.
4. Delivery Coverage By
When "Our Team" is selected as the delivery method in case Use Global Settings is disabled, you are required to define the delivery coverage area. There are two available options to configure this:
By Miles (Radius from Store Location) | Custom Geofence (Map-based Drawing)
By Miles (Radius from Store Location) | Custom Geofence (Map-based Drawing)
- By Miles: Specify the radius in miles from the store location. The system will calculate the delivery coverage area based on the entered radius to determine which customer addresses fall within the delivery zone.
- Custom Geofence: Use the interactive map to draw a custom geofence around your store. Orders will only be accepted for delivery within this manually defined area.
Now, you can select and set up preferred "Delivery Coverage By" individually for each location, based on the global delivery coverage selection.
Note: If "Use Global Settings" is enabled and "Our Team" is set globally, you will get the "Delivery by Coverage" option selected as per the global-level setup. You can't change it, but you just need to define the areas as per the global-level setup fetched for the location.
Figure 2.2.2: Delivery Coverage By option fetched from Global Level selection upon enabling Use Global Settings
2.3.1 Set Up Delivery Fee
When "Our Team" is selected, you also need to set up the Delivery Fee that will be applied to customers' orders when they redirect to the Review Order - Checkout page.
Kindly refer to the KB for detailed instructions on setting up the Delivery Fee, including the different Fee Type parameters such as Fixed Dollar ($), Percentage (%), or Tiered Rate: Setting up Delivery Fee
The KB explains how each fee type is configured and how it will be applied to customers' orders based on the selected parameters.
However, if the Delivery Partner is selected for the order delivery, this delivery fee option will be hidden, as the Delivery Fee will be calculated dynamically as per the Delivery Partner's order delivery range.
Save Your Configurations
Once all settings are configured as required, click the "Save" button to apply the delivery settings for the selected location.
2.4 Delivery by Delivery Partners
If your store does not have a sufficient in-house team to handle deliveries, you can select "Delivery Partners" under the Who will deliver the orders? setting. When you choose to deliver through a partner — either DoorDash Drive or Uber Direct — you are required to configure additional delivery partner-specific settings, in addition to the 2.1 Common Settings mentioned above.
Figure 2.4.1: Delivery by Delivery Partner(s)
Combined Delivery Option
If both DoorDash Drive and Uber Direct are configured and enabled under "Integrations → Delivery Partners," retailers/admin users can manage them at a global level.
When both partners are active, customers will be able to choose their preferred delivery partner at checkout. The corresponding delivery fees for each partner will be displayed for selection.
- Enable/Disable Delivery Partners: You will get the Delivery Partner enabled for each location individually only when both or any of one of them is enabled at the global level.
- Enable ASAP Delivery: Enable or disable real-time, immediate delivery fulfillment for the selected location. Customers will get the "Deliver ASAP" option during checkout under the "Select Delivery Option" selection. If customers place the order with the "Deliver ASAP" option, this order will be marked as immediate delivery.
- Minimum Order Preparation Time: Enter a value in hours. This will be used to calculate the pickup time for the Dasher/Uber Driver after what time they would come to pick up the order. The hours set in this field are not dependent on the delivery partner's actual pickup time; this will be used for order management purposes in store.
Note: If "Our Team" is selected under Global Delivery Fulfillment and Use Global Settings is disabled for location, you cannot switch to "Delivery Partners" at the location level. In this case, the location must continue using Our Team for order fulfillment. Even if "Delivery Partners" is selected, the system will show an error upon clicking the "Save" button.
However, if "Delivery Partners" is selected at the global level, you have the flexibility to choose the desired order delivery option (either "Our Team" or "Delivery Partners") at the individual location level.
Save Your Configurations
Once all settings are configured as required, click the "Save" button to apply the delivery settings for the selected location.
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