为本地发货完成在线订单发货

在 Shopify POS 应用中,您可以管理本地配送订单、准备配送并更新订单状态。

您需要先从 Shopify 后台设置本地发货,然后才能从 Shopify POS 中管理订单

本地配送工作流和状态

为本地发货订单进行发货时,订单会经历以下订单状态:

  • 未发货:订单准备和发货尚未开始。下一步是配货和打包产品,准备订单以供发货。您还可以打印发货单以将其随附在订单中。最后,将订单标记为已准备好发货

  • 可配送:订单即将配送或正在配送。如果已尝试过配送,但订单未成功送达,订单也可能处于此状态。订单送达后,下一步是将其标记为已送达。

  • 已送达:将订单标记为已送达后,订单状态将更改为已发货,发货流程已完成。

如果您需要取消发货,您可以从 Shopify 后台执行此操作。

启用本地配送通知

您可以在设备上的 Shopify POS 中启用或禁用推送通知,以便在收到新的配送订单时提醒您。启用通知后,您可以轻触通知来启动配送工作流程。

步骤

  1. 在 Shopify POS 中,点击  > 设置 > 通知

  2. 点击切换按钮以启用或禁用通知。

管理本地配送订单

了解如何从您的 Shopify POS 快速访问本地配送订单。

筛选本地配送订单

订单屏幕中,您可以筛选在线订单以查看所有本地配送订单。

步骤:

  1. 在 Shopify POS 应用的主屏幕上,轻触  按钮,然后轻触订单

  2. 销售类型下,点击在线

  3. 配送类型下,点击本地配送


为本地发货发货添加智能网格图块

向智能网格添加图块,以快速查看需要发货的本地发货订单。

点击本地发货订单(未发货可发货)的列表的图块。您可以使用此列表来准备要发货的订单。

步骤:

  1. Shopify POS 应用的主屏幕上,点击网格中的添加图块

  2. 点击操作

  3. 发货下,点击查看本地发货订单旁边的添加

  4. 点击完成

为 Shopify Local Delivery 应用添加智能网格图块

将图块添加到智能网格中,以便快速访问 Shopify Local Delivery 应用。

点击图块以打开应用并管理配送列表和路线。

步骤:

  1. 在 Shopify 应用商店中,下载 Shopify Local Delivery 应用。

  2. 在 Shopify POS 应用的主屏幕上,点击网格中的添加图块

  3. 点击应用

  4. 在 Shopify 本地配送旁边,点击添加

  5. 点击完成

查看配送说明

您的客户可以选择在结账时向订单添加配送说明。这些说明可帮助您找到配送地点,并向您提供有关包裹投递地点的额外信息。

步骤:

  1. 在 Shopify POS 应用的主屏幕上,依次点击  > 订单

  1. 点击您要打开的订单。

  2. 滚动到配送说明。在这里,您可以阅读客户在结账时留下的任何说明。

准备要配送的订单

客户下了需要本地配送的在线订单后,您或您的员工需要配货并将产品打包。

您还可以从收据打印机打印配送单以将其附加到订单。您必须先设置收据打印机,然后才能打印配送单。

完成订单准备工作后,您可以将其标记为已准备好配送。

如果您使用的是 Shopify Local Delivery 应用,您还可以使用该应用来为您或您的员工优化配送路线。

步骤:

  1. 在 Shopify POS 应用的主屏幕上,依次点击  > 订单

  1. 点击要发货的订单。

  2. 点击准备配送

  3. 可选:要打印配送单,请点击打印配送单

  4. 配货并将产品打包以进行配送。

  5. 点击标记为已准备好配送

将订单标记为已送达

订单送达后,您需要将订单标记为已发货。这会更改订单状态,并向您和您的员工发送订单的发货信息,无需进一步操作。

将订单标记为已送达也会导致向您的客户发送通知,使他们知道订单已送达。

步骤:

  1. 在 Shopify POS 应用的主屏幕上,依次点击  > 订单

  1. 点击您要标记为已送达的订单。

  2. 点击标记为已送达

Shopify商户官网原文详情:

Fulfilling online orders for local delivery

From the Shopify POS app, you can manage local delivery orders, prepare them for delivery, and update their order statuses.

Before you can manage orders from your Shopify POS, you need to set up local delivery from your Shopify admin.

Local delivery workflow and statuses

As you fulfill your local delivery orders, they progress through the following order statuses:

  • Unfulfilled: Order preparation and fulfillment haven't started. Your next step is to prepare the order for delivery by picking and packing the items. You can also print delivery slips to include with the order. To finish, mark the order as Ready for delivery.

  • Ready for delivery: The order is about to be delivered, or is out for delivery. Orders might also have this status if delivery was attempted, but the order wasn't successfully delivered. After the order is delivered, your next step is to mark it as delivered.

  • Delivered: After you mark the order as delivered, the order status changes to Fulfilled and the fulfillment process is complete.

If you need to cancel a delivery, then you can do it from the Shopify admin.

Enable local delivery notifications

You can enable or disable push notifications from Shopify POS on your device to alert you when you receive a new delivery order. When notifications are enabled, you can tap the notification to start the delivery workflow.

Steps

  1. From Shopify POS, tap  > Settings > Notifications.

  2. Tap the toggle switch to enable or disable notifications.

Manage local delivery orders

Learn how to quickly access local delivery orders from your Shopify POS.

Filter local delivery orders

From the Orders screen, you can filter online orders to view all local delivery orders.

Steps:

  1. On the home screen of the Shopify POS app, tap the  button and then tap Orders.

  2. Under SALE TYPE, tap Online.

  3. Under DELIVERY TYPE, tap Local delivery.


Add a Smart grid tile for local delivery fulfillment

Add a tile to your smart grid to quickly view local delivery orders that need to be fulfilled.

Tap the tile for a list of local delivery orders that are Unfulfilled and Ready for delivery. You can use this list to prepare orders for delivery.

Steps:

  1. On the home screen of the Shopify POS app, tap Add tile within the grid.

  2. Tap Action.

  3. Under FULFILLMENT, tap Add beside View local delivery orders.

  4. Tap Done.

Add a Smart grid tile for the Shopify Local Delivery app

Add a tile to your smart grid to quickly access the Shopify Local Delivery app.

Tap the tiles to open the app and manage delivery lists and routes.

Steps:

  1. From the Shopify app store, download the Shopify Local Delivery app.

  2. On the home screen of the Shopify POS app, tap Add tile within the grid.

  3. Tap App.

  4. Beside Shopify local delivery, tap Add.

  5. Tap Done.

View delivery instructions

Your customers have the option to add delivery instructions to orders at checkout. These instructions can help you find delivery locations and give you extra information about where to leave the package.

Steps:

  1. From the home screen of the Shopify POS app, tap  > Orders.

  1. Tap the order that you want open.

  2. Scroll to Delivery instructions. From here, you can read any instructions left by your customer at checkout.

Prepare an order for delivery

After a customer places an order online for local delivery, you or a member of your staff need to collect and pack the items.

You can also print a delivery slip from your receipt printer to attach to the order. Your receipt printer must be set up before you can print delivery slips.

When you're done preparing an order, you mark it as ready for delivery.

If you have the Shopify Local Delivery app, then you can use it to optimize delivery routes for you or your staff.

Steps:

  1. From the home screen of the Shopify POS app, tap  > Orders.

  1. Tap the order that you want to fulfill.

  2. Tap Prepare for delivery.

  3. Optional: To print a delivery slip, tap Print delivery slip.

  4. Pick and pack the items for delivery.

  5. Tap Mark as ready for delivery.

Mark an order as delivered

After an order is delivered, you need to mark the order as delivered. This changes the order status and signals to you and your staff that the order was delivered and no further action is required.

Marking the order as delivered also sends a notification to your customer so they know that the order arrived.

Steps:

  1. From the home screen of the Shopify POS app, tap  > Orders.

  1. Tap the order that you want to mark as delivered.

  2. Tap Mark as delivered.

文章内容来源:Shopify商户官方网站


(本文内容根据网络资料整理,出于传递更多信息之目的,不代表连连国际赞同其观点和立场)