Delivery Orders

Overview

A delivery order works like any other order, with three extras: it always needs a customer and a delivery address, it carries a delivery fee that you can change for the order, and you can record the carrier (driver) who takes it out. The customer’s saved addresses are kept with the customer, so returning customers only need their phone number.

Requirements

Logged in to the POS app, with the business day started
The Delivery order type enabled for the location, with delivery zones set up so addresses can be picked

Steps

Start a delivery order

Tap Add New Order, choose Delivery, then pick the order channel (for example Phone). The Add Customer Data dialog opens straight away — for delivery it can’t be skipped.

The Add Customer Data dialog with Customer Phone, Customer Name, Order Note, and Customer Addresses — Delivery orders always start with the customer's details.

Find or add the customer

Type the customer’s phone number under Customer Phone. Matching customers appear as you type — tap one to fill in their name and saved addresses. For a new customer, type the full number and their name under Customer Name. You can also add an Order Note for the whole order.

To correct an existing customer’s details, tap Edit Customer Data.

Add or choose the address

For a new customer, or a new address, tap Add New Address and fill in:

Zone and Area — picked from the location’s delivery zones.
Street.
Landmark, Building, Apartment, and Floor — optional.

Tap Save.

The Add New Address dialog with Zone, Area, Street, Landmark, Building, Apartment, and Floor — Zone and Area come from the location's delivery zones.

Back in the customer dialog, the address appears under Customer Addresses with a checkbox. Tick the one to deliver to — tap the pencil icon on an address to edit it. Then tap Next.

Customer Data with the customer's saved address ticked, Edit Customer Data, and Add New Address — Tick the delivery address, then tap Next.

Build the order

Add items as usual — see Taking Orders. The customer card at the top of the cart shows the customer’s name and phone, the order type, the channel, and the delivery address. Tap the pencil icon on the card to change the customer, address, order type, or channel.

The totals at the bottom include the Delivery Fee for the order.

A delivery order in the cart with the customer card and a Delivery Fee row with a Change link — The customer card and the Delivery Fee row.

Change the delivery fee (optional)

Tap Change next to Delivery Fee to set a different fee for this order. In Add Custom Delivery Fees, type the new amount under Delivery Fees, choose a Reason, add a Note if needed, and tap Apply.

The Add Custom Delivery Fees dialog with Delivery Fees, Reason, and Note — Set a custom delivery fee for this order, with a reason.

Assign the carrier

Open the order from Active Orders (or Order History once it’s paid) and scroll to Carrier Information. It shows No Carrier until one is set — tap the pencil icon.

The Carrier Information section on an order showing No Carrier and a pencil icon — Carrier Information on the order.

Type the carrier’s phone under Carrier Phone — carriers you’ve used before appear as you type — and their name under Carrier Name, then tap Assign Carrier.

The Carrier Information dialog with Carrier Phone, Carrier Name, and Assign Carrier — Enter the carrier's phone and name.

The carrier’s name and phone now show on the order. Tap the pencil icon again to change the carrier.

Carrier Information showing the assigned carrier's name and phone — The assigned carrier on the order.

Take payment

Tap Pay as usual — see Payment.

Notes

Addresses are saved with the customer, so the next time they order you only need to type their phone number and tick an address.

The carrier can’t be changed on orders from a closed business day — those orders are view-only.

Fees like a service fee also show a Change link in the totals — see Order Actions.

Troubleshooting

“You can’t pay without customer data” or “You can’t pay without customer address”? Tap the pencil icon on the customer card and add the customer and tick a delivery address, then tap Pay again.

No zones or areas to choose from? Delivery zones are set up in POS Admin → Delivery Zones. Sync the device after they’re added — see Syncing.