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Setting up your Delivery Options

Updated over 3 weeks ago

Retailers have many ways to get their products to the consumer. Whether it is a will-call pickup area, your own delivery trucks, or maybe you contract a third-party installer, you can set up as many delivery options as you need.

  1. Click the Menu icon

2. Click and expand Point of Sale

3. Click Settings

4. Click the Delivery tab

5. To create a new delivery option, click + Delivery

Note: Pickup, Delivery, Drop Off, 3rd Party and Install are included by default

6. Enter the name of the delivery option in the Name field

7. If the delivery option will deduct slots and stops from available slots and stops, select check the Uses Slots/Stops option

8. Click Update under the Action column

9. Delivery options appear on order and quote line items under the Delivery/Pickup column

Note: All locations with the pickup option turned on, will show as pickup locations

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