The field "Delivery type" determines the list of fields available to configure in the corresponding block.
For example, if you select the delivery type "Courier delivery", the "Courier" field will appear. The list of couriers must be specified in the data book. To see information regarding a courier's availability, you must specify the delivery date of the order.
If you need to send several parcels within one order, you can divide it into packages. By default, the entire order is considered as one package. Working with packages is available for some delivery services, for example, UPS.
The "Delivery" area in the order card can be filled in two ways:
- short form (postal code, region, city, metro and address)
- full form (postal code, region, city, metro, street, house, flat, building, entrance, floor and field for additional information).
The address can be manually divided into fields using the "Divide address into separate fields" button, or you can enable automatic address dividing.
Important!
Address dividing is performed using the Yandex.Maps service. If the address was calculated by the system to have been divided incorrectly, it means that such an address does not exist on the mapping service. In this case, it is necessary to correct the address manually.
If the value is not connected with Geohelper, an icon -
will be displayed to the right of the field. Clicking on it opens a pop-up window with options from the Geohelper service. Fields that have icons are not involved in determining the postal code.
If a city is selected from the drop-down list, the function of automatic postal code determination by the delivery address becomes available.
When filling in the address fields manually, you are provided with prompts for the region and city. These prompts will depend on the country selected in the settings. If several countries are selected (i.e your store ships to these countries), prompts are available on "Country" field in the order itself. If the region is not specified and the city is selected, the system will automatically substitute the region.
If the card of the customer for whom the order was placed contains more relevant data, you can use the data upload function. To do this, in the order, you need to click on the "Upload delivery address" button. This is explained further in the article "Output of customer data to the order card".
Delivery cost and prime cost of the delivery can be set manually, or calculated automatically using the values in delivery type settings.
If the option "Delivery cost is set by the store" is enabled in the integration settings, then the estimated cost will be substituted only in the "Prime cost" field, and the manager will have to specify the cost themself.
Working with integration delivery service
If the type of delivery is linked to the delivery service integration module, then a number of possibilities appear for working with delivery, as well as the ability to notify the customer automatically about the progress of work with his order. In this case you do not need to go to the personal account of the delivery itself to place a request for delivery. A delivery request can be placed directly from the order based on the data available in it.
In most modules, after selecting a delivery type and selecting a tariff, with the subsequent saving of the order, a delivery request is automatically created. After completing the request creation process, which takes some time (depending on the workload of the delivery service servers), the shipment number and the delivery status of the parcel are automatically uploaded to RetailCRM.
It is also possible to specify the track number manually, in case, for example, the delivery request was placed by the customer on the website. To do this, in the "Delivery identifier in the delivery service" field click the "Add" button. Fill in the field, then click "Upload data".
Important!
Save the order before clicking on the "Upload data" button. Because after uploading the track number the order page will be updated and all unsaved data will be lost.
After uploading the track number, all information from the delivery service (tariff, cost, delivery time, delivery address, printed forms) will be added to the order, and the delivery will be tracked via status synchronization.
Note
Similarly to the order number, you can filter orders by shipment number, specifying values separated by commas.
In the delivery module, you can configure the correspondence of the order status to the delivery status, which will allow you to change the order status automatically when uploading the current delivery status from the service. You can set up a trigger linked to the change of the order status, which will automatically notify the customer about the progress of the order and the current delivery status.
Package processing
The order card provides a possibility to split the order into several packages. To do this, click the edit packages button and form the required quantity, specifying the weight and dimensions of each package. To add all products to the package at once, click Add all products. You can also change the package number, which by default has continuous numbering within one order.
Automatic delivery registration
If the delivery auto-registration setting is enabled, the system will automatically issue a delivery order in all types of delivery integrated.
During the auto-registration, a blocking is triggered for the entire order page. As a result of the auto-registration, the blocking is removed. However, the page is updated to reflect the current information on the order. Please note that during the delivery process, the order may freeze in loading due to the lack of a response from the delivery service or due to server overload. The blocking is removed automatically within 6 hours.
Important!
After the delivery is completed, the possibility of changing the information in the order is blocked. If you need to make adjustments to the order, then you need to cancel the delivery by clicking on the button of the same name next to the type of delivery.