Local delivery

To set up local delivery in your online store:

Now, customers residing within the designated area can opt for local delivery when proceeding to checkout.

When you are ready to deliver purchase to a customer, you can mark their order as Out for Delivery so they receive an email notification about it. Once products are received by the customer, you can change the order status to Delivered for your internal records.

Limiting local delivery to certain area

Let’s say you're delivering pizza and aim to accept orders solely from customers in your neighborhood to ensure the food remains warm, you'll need to define your delivery zone, indicating the distance you're willing to deliver orders. If a customer lives outside the specified area, they won’t be able to choose that delivery option at checkout.

To specify your local delivery area:

1. From your store admin, go to Shipping & Pickup.
2. Click the delivery option you want to edit or set up a new delivery option.
3. Scroll down to the Delivery zone section. Set up the local area where you deliver by drawing a zone on a map or by entering specific ZIP/postal codes:
   • Zone on map
     With this option you can set up a delivery radius around your store location. For example, deliver only within a 20 miles radius or 15 kilometers of your pizza place.
     To define a zone on map, click Limit by zone on map → Create or Edit Zone and drag the circles to shape the area where you deliver. Right-click on the zone to see how far you deliver (in kilometers), this can help you calculate the average delivery time. You can drag the delivery area by holding Cmd on Mac or Ctrl on Windows.
     To offer the same delivery fee for several areas but exclude some addresses, you can click + Add new zone and add additional zones on the same map so that your excluded addresses are not within any zone. To delete a zone, click on it, and then click Remove Selected Zone.
     Example:
     

     

     If you wish to apply varying rates for different delivery zones, you can establish multiple delivery options, each associated with its own fee and designated zone.
     
     
   • ZIP/postal codes
     If ZIP/postal codes cover the area where you want to deliver locally, you can specify the postcodes to define your local zone. Select Limit by ZIP or postal code, then enter the zip code. For several ZIP codes, keep adding them one by one in the list:
     

     

4. Click Save and Finish.

Limiting delivery to orders over certain subtotal

Typically, free or discounted local delivery is extended to orders surpassing a certain amount to ensure profitability.

To offer a local delivery for orders over certain amount:

1. From your store admin, go to Shipping & Pickup.
2. Click + Add delivery.
3. In the Conditional free delivery block, click Set Up Conditions.
4. Enter the name for this delivery option.
5. Below you will see the preset values that mean free delivery for orders over $30 and $3 delivery for all smaller orders:
   

   

   
   Enter your values instead of the suggested subtotal range and input the delivery rate that corresponds to it. Let’s say you want to charge $1 for orders over $40 and $4 for a smaller subtotal range. Enter the maximum amount for regular charge (in our case it’s $39.99) and the minimum sum for lower-cost delivery will be changed automatically:
   

   

6. Limit this delivery option to your local area. Click Set delivery zone and create a zone.
7. (Optional) You can inform your customers about your delivery condition at checkout and thus encourage them to order more to be eligible for this delivery option. For this, click Limit availability by order subtotal and specify the minimum order subtotal. For example, $100. Now, if the order sum is lower than $100, this delivery option will still appear at checkout but will be greyed out til the customer adds more products to the cart and reaches the required minimum subtotal:
   

   

   
   To make this delivery option look more attractive to customers, specify a much lower rate per order compared to other delivery methods. In our example, rate per order is $3.
   
   You can also set up a free delivery option to encourage your customers to buy more. Learn more about offering free delivery for orders above certain subtotal in the article about Free shipping.
8. (Optional) If you deliver only at certain times, click Set operating hours and specify the days and hours when this delivery option should appear at checkout.
9. (Optional) To allow your customers choose a specific time for delivery, click Ask for delivery date and time at checkout.
   

   To let your customers choose the date only, select Ask for date only. Turn on the Same-day delivery toggle, if you're ready to deliver immediately as the order was made. You can specify the latest time for delivery in the Cutoff for same-day delivery field. If you need time to prepare an order, specify it in the Order fulfillment time.

   
   

   To let your customers choose the date and time, select the Ask for date and time slot. In the Delivery time slot lengths specify the precision for the delivery time for customers. Turn on the Same-day delivery, if you are ready to deliver immediately as the order was made. You can specify the latest time for delivery in the Cutoff for same-day delivery field. Specify how much time you need to prepare an order in the Order fulfillment time.

10. Add the description for this delivery option that your customers will see at checkout such as your delivery time or conditions.
11. Click Save & Finish.

Limiting local delivery to certain time periods

You have the option to restrict delivery to specific time periods or designate blackout dates. This prevents customers from placing orders during times when you are unable to promptly prepare their orders. For example, when your restaurant kitchen is closed and you can’t prepare meals to deliver or if you need ample time to prepare for the Holiday season of heavy sales.

To limit delivery per day or per time slot:

1. From your store admin, go to Shipping & Pickup. If you use the mobile app, tap Store → Shipping & Pickup.
2. Choose the local delivery option you want to edit or create a new delivery option.
3. Scroll down to the Delivery operating hours setting (or Set operating hours if you create a new delivery option) and turn it on.
   If you deliver 24/7, just don't turn on the Set operating hours so that your customers can order at any time and day they want.
4. Check off the days and choose the time period when a delivery option is available.
   To add more than one operating hours interval during one day, click the + sign near the time slot:
   

   

5. (optional) To prevent customers from ordering at any time, in the Order outside of operating hours dropdown menu, choose Blocked. Customers attempting to place orders outside of the schedule will see this delivery option as unselectable with a message about the next available time for placing the order (you can change the wording):
   

   

6. In the Blackout dates section, click + Add Blackout Date or Date Range to set up specific dates when your store doesn’t work so customers won’t be able to choose these dates for local delivery. To repeat blackout dates every year, mark the Repeat every year checkbox. 
7. Click Save.

Specifying payment methods for local delivery

You can activate specific payment methods exclusively for local delivery. For instance, you can include the Cash on Delivery payment option and configure it to be accessible solely for customers who select local delivery at checkout. In that case scenario, customers from other cities or countries won’t see the Cash payment option.

To limit payment methods for local delivery:

1. From your store admin, go to Payment.
2. Choose a payment you want to enable for the local delivery and click Edit. For example, it’s Cash on delivery.
3. Scroll down to Payment method availability based on shipping choice and click Limit availability by shipping method‍.
4. Click Select Methods and check boxes for all shipping methods you want this payment to be available to. For example, Self-pickup and Local delivery. Then click Select.
5. Click Save.

Now your customers will be able to pay in cash only if they choose Self-pickup or Local delivery as their delivery method at checkout.

Adding delivery time picker at checkout

You have the option to enable a date and time picker at checkout, enabling customers to select convenient delivery times directly from the calendar without needing to contact you for further details.

Delivery time picker creates a better customer experience, and you can use it as a business management tool. For example, suppose you make cakes or flower bouquets for special occasions. In that case, it comes in handy to know in advance the delivery date.

To enable date and time picker for your customers at checkout:

1. Go to Shipping & Pickup and choose the delivery option you want to edit or create a new one.
2. Scroll to Ask for delivery date and time at checkout and turn it on.
3. Choose Ask for date only option to limit delivery time choice for buyers by date only.
   Choose Ask for date and time slot if you want your customers to choose the date and time of delivery according to your operating hours.
   If you haven’t specified the delivery hours in the Set operating hours card, your customers will be able to pick any days of the week and hours in the delivery time picker at checkout.
4. If you picked Ask for date and time slot option, you need to specify delivery time slot lengths. (If you picked Ask for date only, proceed to step 5). The time slot is set up for 1 hour by default. That means your customers can choose delivery within a 1-hour window, for example, 10:00 — 11:00 AM. You can pick another time slot in the dropdown menu if you deliver faster or longer than that:
   
   

   

5. Turn on the Same-day delivery setting to let your clients choose delivery on the same day they place the order. Leave it disabled if you don’t want to rush or need time to plan the delivery route.
   You can customize the latest time for same-day delivery in the Cutoff for same-day delivery field. It’s useful if you deliver all orders at a particular time every day, or if you run a restaurant and the kitchen is closing at 20:00. In that case, you may want to choose 19:00 as a cutoff time for same-day delivery. So if a customer places their order after 19:00, they will be able to choose a delivery time for the next business day.
6. Select the convenient Order Fulfillment Time — an average time it takes for you to prepare an order for delivery plus your average delivery time.
   For example, you run a restaurant, and your kitchen staff prepares one course in 20 minutes. You deliver an order within an hour. So it’s better to set up 90 minutes as your Order Fulfillment Time.
   Order Fulfillment Time is taken into account when offering delivery time picker at checkout. Let’s say you set up your Order Fulfillment Time to 1 hour (and your Delivery time slot length is also 1 hour). Your customer is placing an order at 12:15, and at checkout, he’s offered to choose a time for delivery. The nearest window available for him or her will be 14:00 — 15:00, not 13:00 — 14:00. So the Order Fulfillment Time option provides you with enough time to fulfill the order, while your customers can schedule a preferred delivery time.
   Leave this field empty if you are ready to hand in the order the same moment it’s placed.
7. (optional) In the Allow choosing delivery date within, specify the maximum possible delivery date that your customers can choose in the date picker. If you are not sure an item will be in stock in a month, you can set a restriction so that customers can make an order no later than a date you pick. You can choose to limit delivery with a month, 3 month, 6 month and a year.
8. Click Save & Finish.

Charging different delivery fees in different areas

To apply varied delivery fees based on the distance from your store, you can incorporate multiple delivery options into your store, each configured with its unique rate and zone.

For this, follow these steps as many times as many delivery options you need: Setting up local delivery. For example, you sell flowers and want to bring orders for free to the customers in your store area and offer a $5 delivery for customers from more distant areas. In this case you need to set up one delivery option as Free Delivery and another delivery option as a Flat Rate delivery.

During the set up make sure to create a separate delivery zone for every delivery option that do not overlap with each other. If the zones overlap, i.e customer’s address is in both zones, both delivery options will show up at checkout for the customer’s choice.

Here is an example of a zone setup for each delivery option if you want to offer free delivery to your nearest customers (zone 1) and a paid delivery to more remote areas, say, $5 delivery option for the neighbouring areas (zone 2) and $10 delivery option for more distant customer addresses (zone 3).

Delivering from multiple locations

In the scenario where you operate two restaurant locations, you aim to prepare and deliver food from the location closest to your customer's address. In this case you can create two delivery options with different names using this instruction Setting up local delivery and draw different delivery areas on map for each option. This way, during the checkout process people from one area will see the delivery method #1 and the people from the other area will see the method #2. When you receive an order, in the order details you will see the chosen delivery method and will know which location should prepare and send the food to the customer.

Managing local orders

You can always check the information about delivery date and time picked by customer in the order list at My Sales → Orders in your store admin and in the New Order email notification. Delivery time selected by your customer is also available in their order details:

If you have many orders with the Local delivery option, you can search them by delivery date and time to clearly see what orders should be fulfilled first.

To search orders by delivery date and time:

1. Go to My Sales → Orders and click Filter.
2. Scroll down to the Pickup or delivery date and time and click it.
3. In the opening form specify the time range you are looking for and you will see all orders in the selected time period.
4. You can also look up for the upcoming orders in the next 3 hours, 24 hours, on this particular day or in the next 3 days by clicking on buttons below:
   

   

You can update several orders at once by checking the box above the orders list and choosing action in the Mass Update menu. You have the capability to print, export, or delete selected orders, as well as modify payment or fulfillment statuses as needed. This functionality is particularly useful in scenarios such as running a restaurant, where you may need to print orders for your kitchen staff.

You can select as much orders as you need and print all of them at once:

If you are used to keeping track of your orders with the spreadsheet, you can download details of the pickup orders to your computer as a CSV file. The downloaded CSV file is compatible with spreadsheets or can be opened and edited in any text editor.

To download CSV file:

1. Check the boxes next to the required orders or simply select all by checking the box above the orders list.
2. In the Mass Update menu choose Export Selected.
3. Click Download CSV file.

Another way to keep track of your orders is by installing the Daily Delivery Manager app from the App Market. The app is focused on organazing your daily delivery. With the app, you can see the list of all upcoming deliveries with customer's address and comments, products to be delivered and even product options. You can print deliveries for each day for you and your driver. The app will also show you highest and lowest sales volume on products and customers for planning, and sales by month over a 3 year period.

Getting a delivery direction from mobile app

Whether it’s you or your staff who drive orders to customers, you can use your store's mobile app (for iOS or Android) to help you navigate in the city. You can generate a delivery route for each order directly from the app, available on both iOS and Android platforms.

To create a route from your current location to the customer:

1. From your store's mobile app, go to Orders.
2. Tap the order you need to deliver.
3. Tap Get Directions and choose the app to build a route. E.g., Google Maps.