Configure POS delivery options

The POS delivery workflow has two fields that are hidden until you turn them on: a Requested delivery date picker and a Shipping notes field for delivery instructions. Use this process to show either or both on the Arrange delivery screen, and to make them required so staff cannot confirm a delivery without them.

Both fields are controlled by store variables. For how store variables work in general, see Store variables.

The delivery fields

Turn on the delivery fields

1. Open the Store record and go to the Store Variables related list.
2. Create a store variable for each field you want to show, with the value true:
   • pos.delivery.requested_delivery_date.enabled — shows the Requested delivery date field
   • pos.delivery.shipping_notes.enabled — shows the Shipping notes field
3. (Optional) To make a field required, create a second store variable for it with the value true:
   • pos.delivery.requested_delivery_date.required
   • pos.delivery.shipping_notes.required
4. Sync the POS registers. The fields appear after the next store sync.

For example, a store that needs a date on every delivery but treats notes as optional creates three store variables: pos.delivery.requested_delivery_date.enabled, pos.delivery.requested_delivery_date.required and pos.delivery.shipping_notes.enabled, each set to true.

:::note A required variable has no effect unless the matching enabled variable is also true. :::

After the next sync, the Arrange delivery screen shows the fields you turned on, and Confirm delivery stays unavailable until each required field is filled.

Store variables

Where the values are saved

While the sale is open, the values are saved on the Cart Fulfillment record, so they stay with a parked sale and come back when it is resumed. When the order is completed, they are copied to the Requested Delivery Date and Shipping Notes fields on each Shipment record (s_c__Shipment__c) created for the delivery. Both fields are in the Fulfillment Details section of the standard shipment layout. A shipment split off later, when staff move only some of the delivery items on, does not carry the values, so read them from the original shipment.

POS shipping notes are saved on the shipment, not on the order. This differs from shipping notes entered at online checkout, which are saved in the Shipping Notes field on the Order. See shipping notes at checkout.

Requested delivery date and shipping rates

When the requested delivery date field is turned on, the POS sends the date with each rate request to a custom shipping provider, so the provider can price by delivery date. Changing the date on the Arrange delivery screen clears the rates already listed, and staff reload them for the new date. With the field turned off, no date is sent.

Staff steps for entering these values are in Arrange delivery fulfillment at POS.