Sales Channel - Delivery Tab

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In the Delivery tab, you define for each POS location whether you want to track your delivery orders and which documents you want to automatically send to the customer.

You can access the Delivery tab in the POS menu via Order management > Order Settings
Then, in the left pane, select the POS location for which you want to define the settings. 

This tab is only visible if you have activated the Delivery sales type. You can find out how to activate the sales types for your sales channel here.

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Tracking

Would you like to adjust the steps for processing incoming delivery orders? Specify here for your selected sales channel which type of order tracking you want to use. Activate the desired steps by tapping on the respective NavbarCheckmark-15.png.

In the POS menu under Order Management > Active Orders, you can track the orders whose settings you define here.

Various settings are available here. You can track the following positions:

Confirmation Required: activate this option if you want to confirm incoming orders manually. If this option is disactivated, incoming orders will be confirmed automatically.

Track Assembly: activate this option to manually confirm the order assembly. With the confirmation, your customers' orders are marked as Prepared.

Track Delivery: activate this option if you want to add the status Ready to your Order Management. You can mark orders as Shipped when they have been picked up by the delivery service. 

Track Receipt: activate this option if you want to add the In Delivery status to your order tracking. Your customer will be informed that the order is in delivery. You can mark orders as Delivered when the delivery has been confirmed.

Business Documents

In the Business Documents area, choose whether the respective business documents should be sent via SMS or email or printed.

Order Acknowledgement: If you activate the option Confirmation Required, your customer will be informed with this document that the order has been received but not yet accepted.

  1. To set the shipping method, tap on Order Acknowledgement.Bildschirmfoto⮕ The Configure Order Acknowledgement window opens.
  2. Activate the desired sending method. 
  3. Confirm your selection by tapping on NavbarCheckmark-15.png. Bildschirmfoto_2022-09-21_um_14.09.40.png ⮕ You have successfully set the sending method for the order acknowledgement.

Order Confirmation: Your customer will be informed that the order has been accepted. If you have deactivated the option Confirmation Required in the Tracking section, the order will be automatically confirmed and the confirmation will be sent to the customer.

  1. To specify how the order confirmation should be sent, tap on [Order Confirmation].Bildschirmfoto⮕ The Configure Order Confirmation window opens.
  2. Activate the desired form of sending.
  3. Confirm your selection by tapping on NavbarCheckmark-15.png. Bildschirmfoto_2022-09-21_um_14.12.08.png ⮕ You have successfully specified the form of sending for the order confirmation.

Delivery Note: activate this option if you want a delivery note that you can send to your customers or print and attach to the order to be generated. You can also decide here whether the delivery note and the invoice should be generated as one document or as separate documents.

  1. To specify how the delivery note should be sent, tap on Delivery Note.Bildschirmfoto⮕ The Configure Delivery Note window opens.
  2. If you want to generate the delivery note and the invoice as one document, activate the option Delivery Note and Invoice as one Document. ⮕ You specify how the delivery note and the invoice as one document should be sent in the Invoice field.
    If you want to generate the delivery note as a separate document, activate only the desired form of sending.
  3. Confirm your selection by tapping on NavbarCheckmark-15.png. Bildschirmfoto_2022-09-21_um_14.21.27.png⮕ You have successfully set the form of sending for the delivery note.

Delivery Advice: activate this option if you want to inform your customers that their order is in delivery. The notification will be sent once you have marked the order as Shipped.

  1. To specify how the delivery advice should be sent, tap on Delivery Advice.Bildschirmfoto⮕ The Configure Delivery Advice window opens.
  2. Activate the desired form of sending.
  3. Confirm your selection by tapping on NavbarCheckmark-15.png. Bildschirmfoto_2022-09-21_um_14.23.01.png⮕ You have successfully specified the form of sending for the delivery advice.

Invoice: Enable this option if you want your customer to receive an invoice as soon as you mark their order as Shipped.

  1. To set how the invoice should be sent, tap on Invoice.Bildschirmfoto⮕ The Configure Invoice window opens.
  2. Activate the desired form of sending.
  3. Confirm your selection by tapping on NavbarCheckmark-15.png. Bildschirmfoto_2022-09-21_um_14.27.45.png ⮕ You have successfully set the form of sending for the invoice.

Devices

Define here the devices or the printers that should be used for the order confirmation, delivery notes or invoices. You can find out how to link printers to enforePOS here.

Learn more...

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