Setting up Delivery Fulfillment Globally
Setting up Delivery Fulfillment Globally
Settings -> Global Settings -> "Delivery"
About Delivery
Configure this fulfillment to allow customers to place the order to get the orders on the mentioned address details. When customers access the online store and they want to get the order at their doorstep, you need to enable the "Delivery" fulfillment option and configure it along with who will deliver the orders.
When logging in for the first time as a store/business owner to the store admin, you must enable fulfillment methods to allow customers to select their desired method when placing an order. Initially, you'll need to set up and configure the fields at the business level (globally). There are primarily three fulfillment methods (types) available for customers to choose how they want to receive their orders:
1. Store Pickup
2. Delivery
3. Standard Shipping
In this KB article, we have explained how to configure the Delivery fulfillment globally:
1. Reaching to 'Delivery'
To reach the "Delivery", follow the below steps:
- Step 1: Log into Store Admin
- Step 2: Click Settings
Figure 1.1
- Step 3: Click Global Settings
Figure 1.2
By clicking the 'Global Settings', you will be redirected to the business details automatically. You can find the fulfillment options in the list of global settings.
- Step 4: Click Delivery
Figure 1.3
By clicking "Delivery", you will be redirected to the Delivery setup page. If you're accessing for the first time, you will see the delivery disabled.
2. Delivery Configurations
Now, you need to configure the following settings for the delivery fulfillment and understand how they will apply to your online store:
1. Enable/Disable Delivery:
If you want to let customers place orders by selecting the delivery option, you must enable this switch. If you disable this switch, it will be disabled for all the stores (locations). It means customers cannot place orders using Delivery Fulfillment.
2. Show This Fulfillment as "Coming Soon":
When you want to disable the "Delivery" option but want to keep displaying it to the customers as "Coming Soon," enable this switch. By enabling this switch, the customers will see the "Coming Soon" label underneath of Delivery fulfillment option when they access the site/app.
Figure 2.1 "Set up Delivery"
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 at the time of the time slot selection, enter the content under "Description for Users."
4. Confirmation Code Required
Enabling this checkbox will prompt customers to provide a confirmation code to verify their order details.
Note: This confirmation code is only applicable if the order will be delivered by the store's internal team (Our Team). If you select DoorDash to deliver the order, the 'Confirmation Code Required' checkbox will be invisible as it will not apply to DoorDash delivery.
How customers can find the Confirmation Code?Upon order placement, a confirmation code is generated and made available to customers. They can locate this code on their order details page within their user profile.
5. Enable Tip
About Tip
The retailer's team (store executive) works on the order for picking and packaging as per the customer's instructions (if customers were added). Enable the tip option to give the store executive some extra money as a tip. The tip will be requested at the time of checkout.
How to set up Tip:
- First, you need to enable the "Enable Tip Option on Checkout" checkbox to enable the tip on the checkout page and set up the tip values in percentages.
So, when customers are redirected to the checkout page and add a tip, they will get the preset (suggested) percentage values based on the order total amount ($). - You can enter the maximum four tip % values as predefined. But if you want to suggest only two values, you can set it up for two values.
At least one suggested value should be entered.
Note: The tip option is provided only at the global level configuration. If the tip option is enabled, it will apply to all the stores (locations).Figure 2.2 "Set up Delivery"
6. Slot Booking Required
Allow the customer to choose the desired time slot at the time of placing the order. If you enable the "Slot Booking Required" checkbox, the customers can select the desired time slot to pick up the order from the store.
- Allow Rescheduling: When "Slot Booking Required" is enabled, the "Allow Rescheduling" checkbox will be enabled to reschedule the customer's order.
Note: If you have added and set up Time Slots from the "Available Slots" for locations (stores), only then will the customers get the time slot selection during the order placement.
7. Who will deliver the orders?
If your store has an internal team responsible for delivering orders to customers' doorsteps, you can select and set up 'Our Team'. However, if your store lacks a sufficient delivery team and you wish to integrate the third-party delivery service DoorDash, you can select DoorDash and set up the details by creating an account with DoorDash. This is explained in the '1.2 Delivery By (Delivery Type)' section.
8. Min Order Amount & Fixed Fee
You can set up the minimum order amount for the customers conditional-based. If the customer places the order below the minimum, the "Fixed Fee" will be applicable and added to the order total.
Figure 2.3 "Set up Delivery"
9. 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. 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.
Ex. If slot 1 (Day), 6 (Hours), and 0 (Minutes) are set up and the current date 06/21 (21st June) time is 9 AM, the customers will get the time slot of the next day after the 3 PM time slots.
2.1 Delivery By (Delivery Type)
As a retailer, you can set up delivery fulfillment with two different modes (order delivery options):
1. Our Team (retailer's team) | 2. DoorDash (a third-party delivery provider)
Figure 2.1
By clicking the "Who will deliver the orders?" drop-down, you need to select how you want to deliver the order to the customer's address.
2.1.1 Our Team
If you have managed the in-house team to deliver the order from the store to the customer’s address, the retailer needs to select the “Our Team” order delivery option. When our team is selected, you need to define/set up the delivery coverage area. There are two options provided to define the delivery coverage area:
The radius of miles from the location (By Miles) | Custom Geofence (by drawing a geofence around the location)
Figure 2.1.1
- The radius of miles from the location: You need to enter the miles, and those will be calculated around the location in the radius of miles to define the delivery coverage.
- Custom Geofence: You need to draw a custom area (geofence) around the location on the map to define the delivery coverage within that drawn area.
Note: You can select the "Delivery Coverage By" option only from the business configuration. Any selected delivery coverage can be defined only at the location level for the individual locations (stores).2.2.2 DoorDash
If you do not have enough delivery teams to deliver the order to the customer's address, you can integrate the third-party delivery provider, “DoorDash." To deliver the order to the customer's doorstep/address using DoorDash, you must create an account with DoorDash and complete a one-time setup to integrate with your online store (Store Admin). You need to set up the following DoorDash account details:
Developer ID | Key ID | Signing Secret
Figure 2.2.2
- Markup on Delivery Fee: You have the option to add a markup on a delivery fee.
- Is customer's signature required?: If you enabled the checkbox, the customer has to provide their signature as proof that the order was delivered and handed over to them.
- Test DoorDash Credentials: When you enter the DoorDash account details, you need to verify whether the details are correct or not. Once you have tested the DoorDash credentials successfully, only then can you save the Delivery Fulfillment details.
Note: You need to configure the DoorDash setup from the business configuration, while the delivery radius in miles can be entered at the location level individually.
Once you configure the delivery, save the delivery settings to apply to the online store.
The above 'Delivery' fulfillment configurations will be applicable globally (business level), which means they will apply to all the locations (stores) in one go.
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