Fulfilling online orders for local delivery

From the all-new Shopify POS app, you can manage local delivery orders, prepare them for delivery, and update their order statuses.

Before you can manage orders from your Shopify POS, you need to set up local delivery from your Shopify admin.

Local delivery workflow and statuses

As you fulfill your local delivery orders, they progress through the following order statuses:

  • Unfulfilled: Order preparation and fulfillment haven't started. Your next step is to prepare the order for delivery by picking and packing the items. You can also print delivery slips to include with the order. To finish, mark the order as Ready for delivery.

  • Ready for delivery: The order is about to be delivered, or is out for delivery. Orders might also have this status if delivery was attempted, but the order wasn't successfully delivered. After the order is delivered, your next step is to mark it as delivered.

  • Delivered: After you mark the order as delivered, the order status changes to Fulfilled and the fulfillment process is complete.

If you need to cancel a delivery, then you can do it from the Shopify admin.

Enable local delivery notifications

You can enable or disable push notifications from Shopify POS on your device to alert you when you receive a new delivery order. When notifications are enabled, you can tap the notification to start the delivery workflow.

Steps

  1. From Shopify POS, tap > Settings > Notifications.

  2. Tap the toggle switch to enable or disable notifications.

Manage local delivery orders

Learn how to quickly access local delivery orders from your Shopify POS.

Filter local delivery orders

From the Orders screen, you can filter online orders to view all local delivery orders.

Steps:

  1. On the home screen of the Shopify POS app, tap the button and then tap Orders.

  2. Under SALE TYPE, tap Online.

  3. Under DELIVERY TYPE, tap Local delivery.

Add a Smart grid tile for local delivery fulfillment

Add a tile to your smart grid to quickly view local delivery orders that need to be fulfilled.

Tap the tile for a list of local delivery orders that are Unfulfilled and Ready for delivery. You can use this list to prepare orders for delivery.

Steps:

  1. On the home screen of the Shopify POS app, tap Add tile within the grid.

  2. Tap Action.

  3. Under FULFILLMENT, tap Add beside View local delivery orders.

  4. Tap Done.

Add a Smart grid tile for the Shopify Local Delivery app

Add a tile to your smart grid to quickly access the Shopify Local Delivery app.

Tap the tiles to open the app and manage delivery lists and routes.

Steps:

  1. From the Shopify app store, download the Shopify Local Delivery app.

  2. On the home screen of the Shopify POS app, tap Add tile within the grid.

  3. Tap App.

  4. Beside Shopify local delivery, tap Add.

  5. Tap Done.

View delivery instructions

Your customers have the option to add delivery instructions to orders at checkout. These instructions can help you find delivery locations and give you extra information about where to leave the package.

Steps:

  1. From the home screen of the Shopify POS app, tap > Orders.

  2. Tap the order that you want open.

  3. Scroll to Delivery instructions. From here, you can read any instructions left by your customer at checkout.

Prepare an order for delivery

After a customer places an order online for local delivery, you or a member of your staff need to collect and pack the items.

You can also print a delivery slip from your receipt printer to attach to the order. Your receipt printer must be set up before you can print delivery slips.

When you're done preparing an order, you mark it as ready for delivery.

If you have the Shopify Local Delivery app, then you can use it to optimize delivery routes for you or your staff.

Steps:

  1. From the home screen of the Shopify POS app, tap > Orders.

  2. Tap the order that you want to fulfill.

  3. Tap Prepare for delivery.

  4. Optional: To print a delivery slip, tap Print delivery slip.

  5. Pick and pack the items for delivery.

  6. Tap Mark as ready for delivery.

Mark an order as delivered

After an order is delivered, you need to mark the order as delivered. This changes the order status and signals to you and your staff that the order was delivered and no further action is required.

Marking the order as delivered also sends a notification to your customer so they know that the order arrived.

Steps:

  1. From the home screen of the Shopify POS app, tap > Orders.

  2. Tap the order that you want to mark as delivered.

  3. Tap Mark as delivered.

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