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Enable Delivery flow on POS

Enable Delivery flow on POS

Updated over 2 months ago

Introducing the Delivery Feature to the Point of Sale (POS) system for merchants who offer in-house or external delivery services, such as Lalamove. This update enhances order management by enabling delivery assignments, tracking, and a seamless workflow for delivery orders.

Key Features and Updates

  • Added “Delivery” as an option in the Order Type dropdown.

  • When “Delivery” is selected, a pop-up window prompts the user to input delivery-specific details for the order.


How to Use in POS

  1. Go to POS Screen

  2. On the upper left part of the screen, click dropdown next to "Order Type"

  3. A pop-up window will show up for you to enter the details and Save

  4. Then you're now ready to process order, select the orders and complete by clicking "Charge" then proceed with the selected payment method.


Delivery Modal Fields

The delivery modal provides fields to capture essential customer and delivery details:

a. Customer Details

  • Select an existing customer from the CRM or manually input the information.

  • Editable fields include:

    • Name

    • Address

    • City

    • Postal Code (optional)

    • Phone Number

b. Delivery Info

  • Input fields for delivery-specific details:

    • Booking Code: Unique reference for external delivery services.

    • Courier Name: Name of the delivery service or in-house rider.

    • Delivery Fee: Pre-set based on system settings but remains editable.

    • Other Fees: Additional charges applicable to the delivery.

c. Delivery Date/Time

  • A mandatory field required before processing the delivery order.


POS FAQs

  • Delivery fees and other charges are clearly displayed as part of the order breakdown in the POS.

  • This ensures transparency and accurate accounting for delivery-related expenses.


Order Status Workflow

To streamline order tracking and fulfillment, a structured workflow is implemented:

  • Preparing: The order is being prepared for delivery.

  • Ready for Delivery: The order is packaged and ready for pickup by the rider.

  • On Its Way: The rider has picked up the order and is en route to the customer.

  • Delivered: The order has been successfully delivered to the customer.


Benefits of the Delivery Feature

  1. Efficient Order Management:

    • Seamlessly assign orders for delivery and track their status in real-time.

  2. Improved Customer Experience:

    • Collect and manage accurate delivery details, ensuring timely fulfillment.

  3. Enhanced Reporting:

    • Delivery-related fees are tracked and accounted for within the POS, offering better financial oversight.

  4. Flexible Integration:

    • Works with both in-house delivery teams and external services like Lalamove.


Conclusion

This Delivery Feature empowers merchants to manage deliveries directly from their POS system. By simplifying order processing, tracking, and fee breakdowns, this update ensures smooth and reliable delivery operations, enhancing customer satisfaction and operational efficiency.

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