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Fulfillment in 2.0

Updated

Define delivery and pick up options your customers see on your storefront.

Add a fulfillment plan in 2.0

Edit a fulfillment plan in 2.0

Duplicate a fulfillment plan in 2.0

Delete a fulfillment plan in 2.0

Fulfillment reporting in 2.0

2.0_fulfillmenttable.png

The Fulfillment page is where you add and manage your delivery plans and pick up locations.

You can assign your fulfillment options to multiple price lists, and override the default tax rate applied to the delivery or pick up fee if you have one.

When you add multiple fulfillment options they are displayed in your checkout in the order you created them.

For more details on fulfillment statuses, see Manage orders in 2.0.

Add a fulfillment plan in 2.0

Fulfillment plans are the delivery options and/or pickup locations you offer that are displayed to your customer at checkout.

Users migrated from 1.0

Your fulfillment plans are automatically migrated from your 1.0 account to your 2.0 account.

If your 1.0 plans were set to a Same delivery dates every month frequency, the Availability setting for dates in your 2.0 account is set to Custom dates with one year of dates applied to the plan. You will need to add more dates to your plans after that year has passed.

See Add a delivery plan or Add a pick up location if you want to add more plans to your 2.0 account.

New Local Line users

You can add unlimited fulfillment plans if you have a paid subscription. Use the duplicate feature to add your plans more quickly.

Add a delivery plan

If you add multiple delivery plans, they are displayed on your storefront in the order you created them (first > last). This differs from how they are displayed in your back office, which is last > first.

  1. Go to the Fulfillment page.
  2. Click Add delivery plan on the Delivery plans tab.
  3. In the Delivery zone section:
    1. Enter a Zone Name. 
    2. Click the radio button next to the type of delivery plan you are adding:
      1. Define by location 
      2. Define using zip/postal codes - When specifying Canadian postal codes, make sure to put a space between the postal code segments.
      3. Define by radius - If there is overlap between plans defined by radius, the first added plan is displayed first in the list that is displayed to your customer. 

Fulfillment_availability.png

  1. In the Delivery availability section, click the radio button next to the option you prefer:
    1. Schedule frequency - Define custom dates, repeatable schedules and order cutoff times.
      1. Enter an Order cutoff time by specifying how many Days before fulfilling the order you need to prepare it, and what the Cutoff time is for that delivery date.
      2. If you want to Limit future orders, meaning limit how far in advance your customer can choose a delivery date, specify the number of days in the Days in the future box. By default, future orders are limited to 60 days in the future.
      3. In the Availability section, click the radio button to specify if you want to choose Custom dates or a Recurring schedule. If you want to offer Custom dates, select the dates by clicking them on the calendar. If you want to set a recurring schedule, specify the frequency in the Repeat every settings along with the Start date.
    2. Flexible delivery - Give your customers an estimated delivery date and give them custom instructions for making sure their delivery is fulfilled properly.
    3. Enter the Delivery instructions. You can make text bold, italic or underlined, and add lists, hyperlinks and emojis. The instructions are displayed to your customer in their order confirmation email.
  2. In the Fees section:
    1. Enter the Minimum purchase to qualify for delivery amount.
    2. Enter the Delivery fee amount.
    3. If you want to tax the delivery fee, click to enable the Tax pickup fee feature and then specify the applicable tax rate.
    4. If you want to require a Minimum purchase to qualify for free delivery, click to enable that feature and specify the amount.
  3. The Select price list section can be skipped. Your delivery plan can be assigned to your price list when you build your price list. See Build a price list in 2.0 for more details.
  4. If you want to hide the delivery plan from your storefront, click to disable the Plan visibility. No delivery plans are visible on your storefront until you open your store.
  5. Click Save.

Add a pick up location

If you add pick up plans, they are displayed on your storefront in the order you created them (first > last). This differs from how they are displayed in your back office, which is last > first.

  1. Go to the Fulfillment page.
  2. Click Add pick up location on the Pick up locations tab.
  3. In the Pick up location section:
    1. Enter a Location name. 
    2. Enter a Location address.

Fulfillment_pickup_availability.png

  1. In the Pick up availability section, click the radio button next to the option you prefer:
    1. Schedule frequency - Define dates, date ranges, order cutoff times, and time slots.
      1. Enter an Order cutoff time by specifying how many Days before fulfilling the order you need to prepare it, and what the Cutoff time is for that delivery date. The times are in your local time zone.
      2. If you want to Limit future orders, meaning limit how far in advance your customer can choose a pick up date, specify the number of days in the Days in the future box. By default, future orders are limited to 60 days in the future.
      3. In the Availability section, click the radio button to specify whether you want to choose Custom dates or a Recurring schedule. If you want to offer Custom dates, select the dates by clicking them on the calendar. If you want to set a recurring schedule, specify the frequency in the Repeat every settings along with the Start date.
    1. Notify when ready - Your customer receives and email when you click Ready for pick up in the edit order view.
        1. Enter Pick up instructions. You can make text bold, italic or underlined, and add lists, hyperlinks and emojis.
    2. If you want to Enable time slots, click the toggle to enable that feature.
      1. Click Add time slot.
      2. Enter a Start time and an End time. The times are in your local time zone. Repeat this step until all time slots are entered.
    3. Enter the Pick up instructions. You can make text bold, italic or underlined, and add lists, hyperlinks and emojis. The instructions are displayed to your customer in their order confirmation email.
    4. In the Fees section:
      1. Enter the Minimum purchase to qualify for delivery amount.
      2. Enter the Pick up fee amount.
      3. If you want to tax the pick up fee, click to enable the Tax pick up fee feature and then specify the applicable tax rate.
      4. If you want to require a Minimum purchase to qualify for free pick up, click to enable that feature and specify the amount.
    5. The Select price list section can be skipped. Your pickup location can be assigned to your price list when you build your price list. See Build a price list in 2.0 for more details.
    6. If you want to hide the pickup location from your storefront, click to disable the Plan visibility. No pickup locations are visible on your storefront until you open your store.
    7. Click Save.

Edit a fulfillment plan in 2.0

  1. On the Fulfillment page, go to the tab for the kind of fulfillment you want to edit. 
    1. Delivery plans
    2. Pick up locations
  2. Click the dot menu.
  3. Click Edit delivery plan / pick up location.
  4. Make the needed changes.
  5. Click Save.

Duplicate a fulfillment plan in 2.0

  1. On the Fulfillment page, go to the tab for the kind of fulfillment you want to edit. 
    1. Delivery plans
    2. Pick up locations
  2. Click the dot menu.
  3. Click Duplicate delivery plan / pick up location.
  4. Make the needed changes.
  5. Click Save.

Delete a fulfillment plan in 2.0

  1. On the Fulfillment page, go to the tab for the kind of fulfillment you want to edit. 
    1. Delivery plans
    2. Pick up locations
  2. Click the dot menu.
  3. Click Delete delivery plan / pick up location.
  4. Make the needed changes.
  5. Click Save.

Fulfillment reporting

You can view and download key metrics and data for your fulfillment plans from the Reports page. Learn more about Reports in 2.0.

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