Taking delivery order at a physical store using Square POS/Retail

If an order is taken in a physical store for delivery at a later date, using Square POS retail, how is this done?  I found a similiar question to mine was answered in the US comunity and one of the moderators suggested

 

"Creating an item called 'Shipping' and leave the price variable. 

 

That way, when adding the shipping item to the sale, the POS screen will prompt you to enter a custom amount."

 

This post was from 2021 and I wondered is this still the best workaround for deliverty request instore or is there now any other options?

 

 

 

 

The question above was asked on the Square US community and one of the moderators suggested 

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Hi @Justinjjs, thanks for your post. 

 

I read this a few times and I'm not sure I fully understand, could you explain a bit more in detail what you are looking to set up? 

 

Is it a notification to you/your staff that the order is not to be shipped immediately? If so, would adding a note suffice? 

 

I've been testing with the app and that seems to be the only option here, however it may be that I've understood your query wrong. 

 

I'll keep an eye out for your response. 

Breffni
Community Moderator, Ireland, Square
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Hi Alegra,

 

Basically I wanted to know what is the best method to add delivery to an order that is placed in store?  It seems that delivery can be added online but not within the retail app.  Should I add the delivery as an item in my inventory as suggested in the US post I was refering to  or is there a better way?

Also, as customers will be choosing dates for delivery upto three weeks in advance, how do I then sort the orders so I can have them listed claerly in order for my in house delivery driver?

 

Thanks Justin

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Hi Justin, sorry for the delay. 

 

I have tested it on my account and it is possible to create orders for delivery from the Retail app. It's possible I'm overlooking something so apologies if so 😄 

 

Here are the steps I followed: 

 

Add item to basket > Create Order > Add Customer to Sale > Select/Create Customer > Add to Sale > Select Fulfilment Type (Delivery or Pickup) > Done. 

 

IMG_0012.PNGIMG_0013.PNGIMG_0014.PNG

 

What type of device are you using? I noticed I could do this from an iPad but not an iPhone.  

 

Let me know what you find @Justinjjs

 

 

 

Breffni
Community Moderator, Ireland, Square
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After a wonderful three years supporting the Seller Community, I've moved teams!
Check out article "A Contact Guide to the Seller Community" to reach out to current Seller Community Moderators.
Thank you for all the memories and connections—here’s to new adventures! 
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