Setting Up Delivery Fulfillment Globally

Setting Up Delivery Fulfillment Globally

Setting Up Delivery Fulfillment Globally

Settings -> Global Settings -> "Delivery"

As a retailer or business owner, when you log in for the first time, you need to configure your fulfillment methods to allow customers to choose their preferred option for how they want their order.

There are mainly three fulfillment methods (types) available for customers to choose how they want to receive their orders:

1. Store Pickup
2. Delivery
3. Standard Shipping


Configure the Delivery fulfillment at the business level (globally) to allow customers to place orders and get them delivered to their desired address. Retailers can also integrate third-party delivery partners such as DoorDash Drive and Uber Direct if they have no in-store team who can manage and deliver the orders.

This KB focuses on enabling and configuring the Delivery fulfillment settings and options at the global (business) level.
NotesNote: Not all fulfillment settings are configured at the Global Settings level. Some dependent configurations must be set at the location level individually.

1. Reaching "Delivery - Global Level"

To configure and manage Delivery globally, follow these steps:
  1. Step 1: Log into FTx Commerce Store Admin
  2. Step 2: Click Settings -> General
  3. Step 3: Click Delivery
Figure 1.1

Note: If the multi-brand option is enabled (at the account level Control Center), no changes to the Delivery configuration at the Global level.

When retailers or admin users access the Delivery screen/page for the first time, the Delivery switch will be disabled by default. They will need to enable the switch to proceed with setting up Delivery fulfillment.

2. Delivery Configurations

Enabling the "Delivery" option allows customers to place orders online and have them delivered directly to their doorstep.
To configure and set up delivery fulfillment, you can choose who will deliver the orders and how the delivery will be managed. Retailers have two delivery options to fulfill orders from their store to the customer’s address: Our Team or Delivery Partners (DoorDash | Uber).

Who will deliver the orders?
  1. 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.
  2. 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 2.1: Order Delivery By
NotesNote: Some configurations and settings depend on the selected delivery option (Our Team or Delivery Partners), while others are common across both.

2.1 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 all locations so the customers will not be able to place the order with it.

2. Show This Fulfillment as "Coming Soon":
Enable this option if you want to temporarily disable Delivery but still display it as “Coming Soon” on the storefront. This helps notify customers that this fulfillment option will be available shortly.

Figure 2.1.1: 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 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 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 the "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. Enable Tip
Tip Option
Enable the Tip Option to let customers provide a tip to store executives who assist with order preparation and packaging.

How to Set Up Tip:
  1. Check the "Enable Tip Option On Checkout" option.
  2. Define preset tip percentages (based on the order total amount). You can configure up to four predefined values (e.g., 5%, 10%, 15%, 20%).
    1. At least one tip value must be entered.
    2. If you only want to offer fewer suggestions (e.g., 2 options), you can configure accordingly.
Customers will see the suggested tips pop-up during the checkout process and can select one before completing the order. However, customers can manually customize the $ tip value on the tip pop-up.
NotesNote: 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).

6. Auto-Ship Days
When the "Subscribe & Save" feature is enabled and configured from the Control Center, the "Auto-Ship Days" option becomes available under the Delivery settings.

Where to Configure Auto-Ship Days
All Auto-Ship Days settings — whether applied globally or at the product level — must be configured in Control Center. Any associated subscription discounts can also be set only in Control Center.

In the FTx Commerce Store Admin, the Auto-Ship Days and subscription settings will appear as read-only. A quick link to the Subscribe & Save section in Control Center will be provided for easy redirection.


Figure 2.1.2: Common Settings

7. 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.

2.2 Delivery By Our Team

If you have a sufficient in-store team to deliver the orders to the customers, you can choose the "Our Team" under "Who will deliver the orders?".
When you selected the Our Team, you need to require the configure following settings related to delivery by in-store team apart from 2.1 Common Settings above:

1. Slot Booking
Allow Rescheduling
This option is found visible only when the "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.


Figure 2.2.1: Delivery Settings When "Our Team" Is Selected
2. Min Order Amount & Fixed Fee
You can define a Minimum Order Amount to ensure cost-effective order delivery operations.
  1. 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.
  2. If the Fixed Fee isn't added and left $0, the customers can't proceed the order to checkout until the Min Order Amount is matched with the Order Total.
  3. If the "Include Gift Card" option is checked, the order total will include the Gift Card $ amount value in Min Order Amount calculation.
3. Delivery Coverage By
When "Our Team" is selected as the delivery method, 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)
  1. 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.
  2. 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.
Note: You can configure preferred delivery coverage areas at the global level and then override or customize them individually for each location, based on the global delivery coverage selection.

Figure 2.2.2 Delivery Settings When "Our Team" Is Selected

4. 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?
  1. This 4-digit code will be generated at the time of order placement.
  2. Customers can find it on the Order Tracking / Order Details page in the customer’s profile.
  3. 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:
  1. 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.
  2. 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.

2.3 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 2.3.1: Delivery Settings When "Delivery Partners" Is Selected

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.
  1. Enable/Disable Delivery Partner: You can enable or disable individual delivery partners at the global level, which will stay in sync with the status shown under Integrations → Delivery Partners. Changes made in either section will reflect in both places.
  1. Is Customer's Signature Required: This is a shared setting applicable to both DoorDash and Uber Direct deliveries. If enabled, customers will be required to provide a signature upon delivery as proof of receipt. If the order contains age-restricted item(s), this setting becomes mandatory by default for FTx Commerce — ensuring proper age verification through signature.
Save Your Configurations
Once all settings are configured as required, click the "Save" button to apply the Delivery settings globally. These configurations will be enforced across all store locations.

InfoNote: Once the global-level configuration for Delivery Fulfillment is completed, you can proceed to manage and customize location-specific settings.

When "Our Team" is Selected
For each store location, you can configure:
  1. Define the delivery coverage using one of the two available methods: By Miles (radius from store location) | Custom Geofence (drawn area on the map)
  2. Custom Delivery Fees: Set delivery fees based on various parameters.
When "Delivery Partner" is Selected
For each location using third-party delivery (DoorDash or Uber), you can configure:
  1. ASAP Delivery Support: Enable or disable real-time, immediate delivery fulfillment for the selected location.
  2. Pickup Time for Delivery Partners: Define the average time needed to prepare the order before the delivery partner (Dasher or Uber Driver) arrives for pickup.