Enabling Pickup & Delivery

Introduction

The information listed below will show you how to enable this new feature and will demonstrate what your customers will experience when scheduling pickup and delivery through a link on your website.

This is early access and not the final product, but if you enable it for your store then it can absolutely be used by your customers starting right now! More features are in development and we fully expect that more features and refinements will be developed based on feedback submitted through your support tickets.

Enabling Pickup and Delivery

1. Click the gear icon in the top-right corner of your screen.
2. Navigate to Store Settings.
3. Click on the Delivery tab.
4. Select Enable Pickup and Delivery Service for the store.

Once enabled, you can create multiple routes and time slots for deliveries.

Creating a Pickup or Delivery

1. Click the menu icon in the top-left corner.
2. Navigate to the Delivery page.
3. View scheduled events on the calendar.
4. To create a new pickup:

• Search for an existing customer or add a new one.
• Enter the customer's address.
• Select a pickup and delivery date (e.g., pickup on Monday, deliver on Wednesday).
• Choose a route or set a custom time.
• Specify the number of bags for pickup.
• Optionally, add delivery notes (e.g., gate codes) and order notes (e.g., laundry preferences).
• Set up a recurring event if needed.

Managing Delivery Orders

1. On the morning of a delivery day, select all scheduled orders and mark them as Confirmed.
2. Sort unassigned orders:

• Drag and drop orders into the appropriate route.
• Click Optimize for the most efficient route.

1. Click the Print icon to generate a paper version for the driver, or view stops on a mobile device.

Making Pickups and Deliveries

1. While on the road, select an order to:

• Call or text the customer.
• Get GPS navigation to the address.
• Update the order status (e.g., "On Vehicle").
• Mark an order as Canceled if necessary.

1. Back at the store, view completed orders and mark them as Done.

• Canceling a single event in a recurring series will not affect future pickups.

Creating Orders from Pickups

1. Staff can create orders from completed pickups on the Register page.
2. Pickup orders marked as Done will be listed for processing.
3. To create a delivery from an existing Wash-Dry-Fold order, click Deliver Order.

Conclusion

This tutorial covered how to enable and use the pickup and delivery features of Wash-Dry-Fold POS. For more details on processing orders, refer to additional tutorial videos.

Need more help? Check out the video below that covers this topic: