Dispatch Methods

Dispatch Methods allow you to define how an item or order should be processed after it is sold through the POS. Using clear dispatch methods helps staff understand the next steps for each sale, supports accurate reporting, improves workflow organisation, and reduces errors. They are especially useful when your business offers multiple fulfilment options such as collection, delivery, or preparation and when utilising the Packages feature.

In This Article

• Dispatch Methods Overview
• Adding Dispatch Methods

To manage your Dispatch Methods go to Settings > Retail

Then navigate to Dispatch Methods in the left side menu.

Dispatch Methods Overview

This page shows all Dispatch Methods that have been set up in the system. It allows you to quickly see information at a glance, such as how many products are linked to each Method.

Shipments-  Indicates the total number of orders linked to the dispatch method. The count is a live link that opens the Order Shipment Report.

You can edit the name from the Overview page. Simply click the underlined name or use the Edit button.

If you need to delete the method, click the dropdown arrow next to Edit and choose Delete from the menu.

Dispatch Methods that already have orders associated cannot be deleted.

Place Handler -    This setting lets you control the order in which Dispatch Methods appear on the Add Product Forms. You can simply use the up and down arrows to drag the items into the position you prefer, ensuring the display order matches how you’d like to see them.

Adding Dispatch Methods

You can add a new Dispatch Method with the button to the top-right of list.

Name - Type the label you want to assign to this Dispatch Method. Choose wording that is simple and unambiguous, helping staff select the correct reason when adding new products.

Example

Deliver - Use this when the item will be delivered to your business. This is commonly used for internal items like grooming equipment or other supplies that aren’t handed directly to customers.

Pickup - Use this when the item will be sold to a customer and picked up in‑store.

This is also to be used to identify items that will appear on the POS Terminal home page for instore sales. 

See Retail Settings in the below links.

Digital - Use this option for products that are created through Packages and require tokens for redemption.

Once you have completed  

For More Information

On Retail Settings view - Retail Settings