Arrange delivery fulfillment at POS

Delivery fulfillment lets staff ship items from a POS transaction directly to a customer’s address. When an order includes a delivery, shipping costs are added to the cart, tax is calculated based on the destination address, and the shipment details are recorded against the order in Salesforce.

Prerequisites

Before arranging a delivery, make sure:

• Shipping is enabled for your store — check that the Enable Shipping checkbox is ticked on your Store record. See Setting up shipping for full setup instructions.
• Shipping rates or providers are configured — at least one country must be covered by a shipping rate or provider. See Setting up shipping rates and Setting up shipping providers.
• Products have a shipping method assigned — physical products need at least one shipping method on their record to be eligible for shipping.
• A customer is selected on the current cart — delivery requires a contact to ship to.
• The items to be shipped are physical products (virtual items and reserved items are not eligible for delivery).

Arrange a delivery

Step 1: Open manage cart

1. From the cart, open Manage cart and select Arrange delivery.
2. If delivery is not available, check that shipping is enabled for your store.
3. Select a customer or add the customer account.

Step 2: Select items to ship

If the cart contains more than one eligible item, a selection screen appears showing all items that can be shipped. All eligible items are selected by default.

1. Toggle individual items on or off as needed.
2. Use Select all or Deselect all to adjust the full selection.
3. Items that cannot be shipped (virtual or reserved items) appear in an Items ineligible for delivery section and cannot be selected.

Select Confirm items to continue.

:::note If only one eligible item is in the cart, the item selection step is skipped automatically. :::

Step 3: Enter the delivery address

The address form is pre-filled with the selected customer’s address where available. Review and update if needed.

Field	Notes
Recipient name	Pre-filled from the customer record
Street address	Required
City	Required
State / Province	Required — select from the dropdown, filtered by the selected country
Postal code	Required
Country	Required — only countries configured for shipping in your store are available

If your store has custom fields configured for the delivery address form, these appear here as well.

:::warning If you change the country to one that is not supported for shipping, a message displays: “Delivery is not available for the selected country.” You must select a supported country to continue. :::

Once the address is complete, available shipping rates load automatically.

Step 4: Select a shipping rate

Available shipping rates are displayed with:

• Carrier and service name (for example, “Australia Post — Express”)
• Price — if a shipping discount applies to the customer’s account, the discounted price, original price, and discount amount are shown
• Rate expiry — rates are time-limited; an expiry countdown is shown where applicable

Select the rate that applies to this delivery. If your store has custom fields for the rates screen, complete those as well.

:::tip If you go back to edit the address, the rate list clears and reloads with updated rates for the new address. :::

Step 5: Confirm the delivery

Select Confirm delivery. The delivery fulfillment is added to the cart with:

• The shipping cost added as a line item
• Tax recalculated based on the delivery destination address (not the store location)
• The delivery details visible in the Manage fulfillments view

Review and edit a delivery

After confirming, the delivery appears as a card in Manage fulfillments, showing:

• Delivery address (street and city)
• Recipient name
• Shipping carrier and service name
• Shipping cost (or “Free” if zero)
• The items included in the delivery
• An Edit delivery button

To change the address, items, or shipping rate, select Edit delivery and work through the screens again.

:::note If you edit a delivery and then return without making changes, the previously confirmed rate is retained. :::

When a customer is changed

If you change the customer on a cart that already has a delivery fulfillment, the delivery is flagged for reconfirmation. A banner appears at the top of the cart:

“The details of your delivery have changed. Please confirm them to continue.”

The delivery card shows a Confirm changes button instead of Edit delivery. Select it to review the updated address (pre-filled from the new customer) and re-select a shipping rate before continuing.

Expired shipping rates

Shipping rates are time-limited. If a previously selected rate is no longer available when you return to the cart or reconfirm a delivery, a notice appears:

“The previously selected shipping rate is no longer available.”

You can either select a new rate or choose to keep the outdated rate. The order can still be completed if you keep the outdated rate, though the shipping cost may differ from what the carrier charges.

Tax and delivery destination

When delivery is confirmed, StoreConnect recalculates tax for the shipped items based on the delivery address rather than the store location. Items not included in a delivery fulfillment retain their original tax calculation.

This happens automatically — no manual action is required.

Troubleshooting

“Delivery is not available for the selected country” The country entered is not in your store’s list of supported shipping countries. Select a supported country or contact your store administrator to add the country to shipping configuration.

“No shipping rates available” No rates were returned for the address and items selected. This may be due to carrier configuration, item dimensions or weight data, or the destination being outside the carrier’s service area. Contact your store administrator to review shipping provider configuration.

Delivery option not appearing in the fulfillment menu Either shipping is disabled for your store, or no customer is selected on the cart. Ensure both conditions are met.

Some items cannot be selected for delivery Virtual products and reserved items cannot be shipped. They appear in the “Items ineligible for delivery” section and are excluded automatically.