Sales may be made through Cin7 Core POS that will be delivered to the customer later. This feature allows the merchant to set up a delivery calendar with delivery days and schedule deliveries, view a list of scheduled deliveries, and mark deliveries as completed. Additionally, users can print delivery schedules.
Users can view the delivery schedule with their assigned tasks, mark delivery tasks as complete, and attach proof of delivery from Cin7 Core WMS. See WMS delivery schedule for more information.
NOTE: Delivery scheduling is not available for consolidated sales. Please change sale consolidation setting to No consolidation to use delivery scheduling.
Prerequisites
- At least one POS register added to your base subscription
- Setting up Cin7 Core POS - Basics
- Using POS - Basics (make, exchange, return sales)
- Not available for consolidated sales
- User needs 'Can see scheduled deliveries' permission to view (Integrations → POS → [select store] → Users)
- Enable delivery scheduling in Cin7 Core POS settings (Integrations → POS → [select store] → Setup → Delivery scheduling settings)
Table of Contents
- Configure delivery settings
- Schedule a delivery when making a sale
- Schedule a delivery later
- View delivery list
Configure delivery settings
Delivery schedule settings are configured via the Cin7 Core web portal. Go to Integrations → POS → [select store] and navigate to the Setup tab. Scroll to Delivery scheduling settings.
Enable delivery scheduling
Required to schedule deliveries and view scheduled deliveries from this store.
No. of deliveries per day
This setting sets the maximum number of deliveries that can be scheduled per day. If this box is left blank, there is no limit on the number of deliveries that can be scheduled.
Delivery time interval, mins
Length of each delivery slot.
Delivery schedule template
Select a default Delivery schedule template to be used across your POS store. Templates are accessed, added, and customized from Settings → Document and email templates. See Managing document and email templates for more information.
Setup delivery calendar
The delivery calendar defines the days when delivery tasks can be scheduled and the number of available delivery timeslots. If all timeslots for a delivery day are booked, no more deliveries can be scheduled on that day.
The delivery calendar applies to the POS store outlet for that location only. To check the outlet location, go to Integrations → POS → [select store] to view the locations of your POS outlets. You need to add a delivery calendar to all POS locations where you wish to use the delivery scheduling feature.
Set default hours and delivery days
The first step is to set the working hours for a default delivery day and the days for a default delivery week. This can be done from the Locations page.
- Go to Settings → Reference Books → Locations and bins and select a POS outlet location.
- Go to the Delivery calendar tab.
- Enter the No. of deliveries per day and the Delivery time interval in minutes.
- Click Delivery scheduling to open a pop-up window, then click Calendar settings.
- From the drop-down list, select the day of the week on which the workweek starts.
- Open the Select weekend days drop-down list. Click on a day of the week to mark it as a weekend (weekend days are displayed in grey).
- Set the start time, end time, and break for each day of the week by clicking on the field for that day. The calendar only allows for one break per day. You can click the copy icon at the end of a row to apply the hours from that row to all weekdays.
- Start is the time when the working day starts, in the format hh:mm. The start time can't be later than the end time. The field accepts any values for hours from 0 to 24 and for minutes from 0 to 60.
- End is the time when the working day ends, in the format hh:mm. The end time can't be earlier than the start time. The field accepts any values for hours from 0 to 24 and for minutes from 0 to 60.
- Break is the time period for the break, in the format hh:mm - hh:mm. The start of the break can't be later than the end of the break. The fields accept any values for hours from 0 to 24 and for minutes from 0 to 60.
- Click Apply changes to close the pop-up window.
- Save your changes.
Set holidays and days off
The calendar for the year is shown on the left side of the calendar screen. Holidays are shown in a list on the right.
- Click days in the calendar to add holiday entries to the right. You can also add holidays by clicking the + button and entering a date.
- Enter an optional holiday description.
- Holidays can be deleted by clicking the X button to the right of the entry. Holiday dates and descriptions can be edited by clicking on their name field.
- Save changes to finish.
Set custom delivery hours
Cin7 Core allows you to set custom delivery hours for specific days of the year.
- Click the + button next to Custom working hours to add a date and set its custom operational hours.
- Custom working hours can be deleted by clicking the X button to the right of the entry. Custom hours can be edited by clicking on their name field.
- Save changes to finish.
Schedule a delivery when making a sale
Delivery can be scheduled either during a sale from the sales register or after the customer has paid. The cashier will need to add a customer to a sale in order to schedule a delivery. Click Add delivery on the register before the sale is completed, or Schedule delivery on the receipt screen after the sale is completed
NOTE: Delivery scheduling is not available for consolidated sales. Please change sale consolidation setting to No consolidation to use delivery scheduling.
Next you will have to confirm the contact and shipping address details for the customer. If the customer already has contact details and/or shipping addresses, the user will be able to select them from a dropdown menu. The user will be able to add contact details and shipping address or edit this information before continuing.
Next, the user has to select a date and preferred time for the delivery of the POS sale order. Each SKU can be given its own delivery task or one or more SKUs can be grouped into the same delivery task. Save to add the delivery task to the delivery schedule.
Schedule a delivery later
Delivery can be scheduled later if no delivery was scheduled during the sale. Go to Sell → Sales history to view sales and choose a sale. Existing delivery task numbers are displayed next to the related sale. Click a delivery task to view and edit the delivery details.
NOTE: Delivery scheduling is not available for consolidated sales. Please change sale consolidation setting to No consolidation to use delivery scheduling.
Click a sale to open a popup window, then click Deliver to schedule a delivery.
Next you will have to confirm the contact and shipping address details for the customer. If the customer already has contact details and/or shipping addresses, the user will be able to select them from a dropdown menu. The user will be able to add contact details and shipping address or edit this information before continuing.
Next, the user has to select a date and preferred time for the delivery of the POS sale order. Each SKU can be given its own delivery task or one or more SKUs can be grouped into the same delivery task. Save to add the delivery task to the delivery schedule.
View delivery list
Go to Sell → Scheduled deliveries to view the delivery list. Deliveries can be filtered by date, outlet, status, and also searched using the search box.
The user must have the permission Can see all scheduled deliveries to see this page. (Set permission via Cin7 Core web portal, Integrations → Cin7 Core POS → Users).
Click a scheduled delivery to view and edit the delivery details. Delete a scheduled delivery by pressing X.
Mark delivery as complete
Go to Sell → Scheduled deliveries to view the delivery list. Click Complete to mark the delivery as completed.
NOTE: If Authorize sale order 'ship' when delivery marked as completed is enabled in POS Delivery schedule settings, completing a delivery will cause the system to authorize the pick, pack, and ship tabs of a sale. If this setting is not enabled, the sale will follow the pick, pack, and ship processing mode selected in the POS General Settings.
Print a delivery schedule
Download or print a PDF of scheduled deliveries. The PDF delivery schedule will show the filtered list of deliveries.
Use Cin7 Core WMS for deliveries
Users can view the delivery schedule with their assigned tasks, mark delivery tasks as complete, and attach proof of delivery from Cin7 Core WMS. See WMS delivery schedule for more information.
View delivery list
Go to Sell → Scheduled deliveries to view the delivery list. Deliveries can be filtered by date, outlet, status and also searched using the search box.
The user must have the permission Can see all scheduled deliveries to see this page. (set permission via DEAR web portal, Integrations → DEAR POS → Users).
Click a scheduled delivery to view and edit the delivery details. Delete a scheduled delivery by pressing X.
Mark delivery as complete
Go to Sell → Scheduled Deliveries to view the delivery list. Click Complete to mark the delivery as completed.
NOTE: If Authorize sale order 'ship' when delivery marked as completed is enabled in POS Delivery schedule settings, completing a delivery will cause the system to authorize the Pick, Pack, and Ship tabs of a sale. If this setting is not enabled, the sale will follow the pick, pack, and ship processing mode selected in the POS General Settings.
Print a delivery schedule
Download or print a PDF of scheduled deliveries. The PDF delivery schedule will show the filtered list of deliveries.
Use DEAR WMS for deliveries
Users can view the delivery schedule with their assigned tasks, mark delivery tasks as complete, and attach proof of delivery from DEAR WMS. See WMS Delivery Schedule for more information.