Order FAQs

How do I change fulfilment options on a Sales Order?

You may want to change fulfilment details on an order, for example, if a customer mistakenly chooses an incorrect shipping method (e.g., selects delivery instead of local pick-up, or next-day delivery instead of collection). In these cases you may need to update the Shipping Method and/or the Carrier fields inside a Sales Order to ensure the information accurately reflects the customer’s intended delivery choice and charges.

1. Shipping Method (Shipping Tab): This selection determines the delivery costs, estimated delivery times, and service type. For example:

   • If a customer intended to pick up locally in-store but mistakenly chose a next-day delivery service, you can adjust the Shipping Method to a local pick-up option to eliminate any shipping fees and reflect the correct delivery method.

   • Conversely, if the customer chose next-day delivery but you’re handling it personally for local customers, you might keep the original Shipping Method (next-day delivery) to maintain the expected charge and timing.

2. Carrier (Dispatches Tab): This field indicates who will actually handle the delivery or collection. If you’re fulfilling the order yourself, you can switch the carrier to "Local Delivery" for customers nearby, or set it to “In-Store Collection” if they’ll be picking up the order directly. This allows flexibility in how the order is managed without altering the Shipping Method (and thus, the original delivery speed and cost). Note that "Carriers" are set up on Account Settings.