setting up delivery rules

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setting up delivery rules

Postby cranbrook241 » Thu May 26, 2016 1:53 pm

is it possible to have the delivery zone to be linked to the city name .. eg: our town is Cranbrook .. could I have if (cranbrook) is not there on the address it will not allow delivery? if yes .. please include a brief instruction how to do it please?

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Re: setting up delivery rules

Postby Scott » Fri May 27, 2016 4:20 am

Yes, it can do what you describe. Setup the two following rules in your delivery rules to make this work.

Rule 1:
  • If City - Equal - Cranbrook
  • (no second condition)
  • Use Delivery Charge of 2.00 (or other amount)
  • and call it Delivery Fee (or other name, this gets printed on the customer receipt)

Rule 2:
  • DEFAULT
  • DO NOT DELIVER

Save these rules to the database and only addresses with Cranbrook as their city will be allowed to receive deliveries.

For the DO NOT DELIVER you have 2 options for the POS. You can have the "Delivery" type button grayed out completely, or you can leave it enabled, and have it notify the cashier, that the customer is outside of the delivery area whenever it is clicked. It will notify, then automatically deselect the delivery option. This setting can be found under Configure -> Main POS Module Setup. There is a checkbox on the top left side of the screen labeled Gray Delivery Option for Out-of-Area. Checking this box will cause the delivery button to be grayed out for all customers who don't have Cranbrook set as their city.


Scott

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Re: setting up delivery rules

Postby cranbrook241 » Fri May 27, 2016 4:09 pm

perfect .. thanks that worked ! ok now there is a street say that's called baker street .. and I want a 4 dollar charge. how do I add that?
thanks again

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Re: setting up delivery rules

Postby Scott » Sat May 28, 2016 6:12 am

Add any special conditions ABOVE the default rule.

Insert the rule: If Street Equal Baker, then set delivery fee = 4.00, and call it "extended area" (or something similar).


The rules are evaluated from top to bottom, so when testing an address the first rule that proves TRUE is the one which is used. What this means is that you want your most restrictive rules to appear first in the list, and the least restrictive rules appearing after. You can use the fields at the top of the rules list to test your current rules.

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Re: setting up delivery rules

Postby cranbrook241 » Wed Jun 01, 2016 2:50 pm

ok thanks this is very helpful ..

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