Shopify Local Delivery app

The Shopify Local Delivery app makes delivering local orders by you or your staff more efficient. The app can be used from the Shopify admin or from the Shopify mobile app.

Use the Shopify Local Delivery app to create order lists, map delivery locations, and to optimize delivery routes. In addition, you can use the Shopify mobile app while you deliver orders so that you can update the order status in real time.

Before you can use the Shopify Local Delivery app, you need to set up local delivery in your store.

Use the companion Shopify Local Delivery mobile app for iOS and Android to manage local deliveries, whether you’re running a fleet of drivers or delivering orders yourself. This app connects to the Local Delivery app in Shopify so that you can give drivers access to optimized routes for all your local deliveries, and lets you track delivery statuses from Shopify.

About the Shopify Local Delivery app

Staff access

Before your staff can access the Shopify Local Delivery app, they need to have an active login for your Shopify store and the required staff permissions enabled. Your store staff members will need to have the following permissions:

  • Orders
  • Apps
  • Manage locations

For more information, refer to the description of staff member permissions.

Workflow and order statuses:

As you fulfill your local delivery orders with the Shopify Local Delivery app, they progress through the following order statuses:

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

  • Ready for delivery: The order is packed and ready to be collected and delivered. After an order is marked as ready for delivery, it's a good time to add the order to a delivery list. However, you can also add orders to a delivery list when they are unfulfilled.

  • Out for delivery: You or a staff member have started delivery of the list that the order is assigned to.

  • Attempted delivery: Orders have this status if delivery was attempted, but the order wasn't successfully delivered.

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

Customer notifications

As you update the order status from the Shopify Local Delivery app, your customers are sent notifications so they know when to expect their order.

If you use the Shopify Local Delivery app, then customers who choose local delivery at checkout receive the following notifications:

  • Order confirmation
  • Order out for delivery
  • Attempted delivery
  • Order delivered

You can customize the templates for emails and SMS text messages that customers receive after they place an order for local delivery.

Install the Shopify Local Delivery app

If the Shopify Local Delivery app is available for your store, then you can install the app from the Shopify admin. To install the app, click the link on one of the following pages:

  • the Shopify app store
  • the banner on your Home page
  • the Local delivery section of the Shipping and delivery page

Create a delivery list with an optimized route

After you receive orders for local delivery, you can create delivery lists, add orders, and optimize your delivery routes.

You can create multiple delivery lists and then manage your lists or start delivering from a list.

Step 1: Create a delivery list

  1. From the Shopify admin, click Apps > Shopify Local Delivery.

  2. Click Create delivery list

  3. Optional: Under Delivery list description, enter a description to help you identify the list. For example, you might enter Downtown deliveries for May 1st.

  4. Under LOCAL DELIVERY LOCATION, select the location that you are delivering from.

Step 2: Add orders to a delivery list

After you select a location for the delivery list, delivery orders from that location are listed under the Orders not assigned tab. If you have no local delivery orders for the location, then you can change the local delivery location.

By default, the Orders not assigned tab shows all local delivery orders that aren't assigned to another delivery list and that have an order status of Unfulfilled or Ready for delivery.

When you add an order to a delivery list, it moves from the Orders not assigned tab to the In this delivery tab.

If a customer's delivery location can't be verified by Google, then you can't add the order to a delivery list. Open the order detail page to edit the address or to contact your customer.

Steps:

  1. Under the Orders in delivery tab, click View unassigned orders.

  2. Add orders to the list in one of the following ways:

    • To add all unassigned orders, select Select all and click Add to delivery list.
    • From the map, click the order numbers that you want to add. The orders you click are added to the Orders in delivery tab.
    • Click the Orders not assigned tab and select the orders that you want to add to your delivery list. Click Add to delivery list.
    • Click the Orders not assigned tab and hover your cursor over an order. Click Add.
  3. Click Save.

Step 3: Customize start and end locations

By default, the start and end locations of your delivery route are set to the store location. You can customize both your start and end locations. Your chosen locations will be used to calculate the delivery route and estimated delivery times.

Steps:

  1. From the Route optimization section, click Customize.

  2. Click Custom address for the Start of route or End of route.

  3. Enter an address.

  4. Click Done.

Step 4: Optimize delivery routes

After you add orders to a list, you can optimize the delivery route. This maps the most efficient delivery route and rearranges the order sequence. You can optimize routes that are up to 100 stops. The start location and the end location count as two stops.

The Shopify Local Delivery app uses Google Maps to calculate the fastest delivery route. The time of day, average traffic, and number of delivery stops are used to optimize your delivery route.

You should optimize the delivery route before you start the delivery in case any of these factors change.

You should also optimize the route after you add or remove orders.

Steps:

  1. From a delivery list, click Optimize route.

  2. Review the route details and click Confirm.

  3. Click Save.

Manage orders in a delivery list

After you create a delivery list and add orders, you can remove orders.

Remove orders

Orders that you remove return to the Orders not assigned tab. You can optimize the route after you remove orders.

Steps:

  1. From a delivery list, click the Orders in delivery tab.

  2. Remove orders in the following ways:

    • Hover your cursor over the order and click Remove.
    • Select the orders that you want to remove and click Remove from list.
  3. Click Save.

Manage delivery lists

Mange your delivery lists to keep them updated and organized.

Delivery list statuses

When you open the Shopify Local Delivery app, you have an index of your local delivery lists. The Status column tells you how your delivery lists are progressing. Delivery lists progress through the following delivery list statuses:

  • Ready for delivery: You added orders to the list but haven't started delivery from the list.
  • Out for delivery: You started delivery of orders in the list. Some orders might already be delivered.
  • Completed: All orders in the list are marked as delivered

Change the delivery list location

Orders are shown based on the delivery location that's selected for the delivery list. If you change the delivery location, then any orders on the list are removed and you have a list of unassigned orders for the new location.

Steps:

  1. From the Shopify Local Delivery app, click the delivery list you want top open.

  2. Beside LOCAL DELIVERY LOCATION, click Change.

  3. Click the dropdown menu and select a location.

  4. Click Done.

Deliver from a list

After you create delivery lists, you can start delivery from the app, print the list and route, or share the list with a staff member or driver so they can start a delivery.

Share a delivery list

You can create a link to share a delivery list with your staff or driver so they can start a delivery. The link to the delivery list is accessible by anyone, without further authentication required. Generated links expire after 48 hours, but you can regenerate them if required.

To share a link, you copy it from the Shopify local delivery app, and paste it into an email, text, or instant messaging app.

Steps:

  1. From the Shopify Local Delivery app, click the list that you want to share.

  2. Click Share delivery list.

  3. Click Create link.

  4. Copy and then paste the link where you want to share it.

  1. From the Share delivery route modal, click Close.

If your driver doesn't have access to the Shopify admin or the Shopify mobile app while they deliver orders, then you can print a delivery list and route.

If you use a printed, paper copy of the delivery list, then you can't update order statuses in real time from the Shopify Local Delivery app. You need to mark orders in the delivery list as delivered.

To print a delivery list, start from the Shopify Local Delivery app, open a delivery list, and click Print.

Start delivery from the app

When you start delivery from a delivery list in the app, the status of all orders assigned to the list change to Out for delivery and customers are sent a notification.

As you deliver orders, you mark each order as delivered (or as delivery attempted) and your customer is sent another notification.

When all the orders in the delivery list are marked as delivered, the status of the delivery list changes to Complete.

Steps:

  1. From the Shopify Local Delivery app, click the list that you want start delivering.

  2. Click Go to driver view.

  3. Click Start delivery.

  4. Click Start.

  5. As you deliver each order, click the order in the deliveries list.

  6. Optional: To view the customer's delivery location from your device's mapping app, click Open in maps.

  7. Optional: Under Delivery instructions, you can read instructions left by your customer at checkout.

  8. Update the order status in the following ways:

    • If you deliver the order successfully, then click Mark as delivered. You can enter an internal note with details of the delivery. This note isn't available to customers. Click Confirm delivery
    • If you can't deliver the order, then click More options > Attempted delivery. You can enter an internal note to explain why you can't deliver the order. This note isn't available to customers. Click Not delivered.

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