CCV Shop offers the possibility, besides sending orders to your customers, to have orders delivered or picked up by the customer. This allows you to let your customers choose from various delivery and pick-up options. Do you offer shipping only, do you deliver orders yourself, or can a customer also pick up their order at a physical location? Indicate yourself which options you offer for your webshop.
Below is an overview in which all steps are explained to optimize this functionality.
- Activate the "Delivery or Takeout" app
- Payment method settings
- Order process settings
- Data fields for an order
- Pick-up and delivery times & capacity
- Country and zone management
Activate the "Delivery and Takeout" app.
The app "Delivery and Takeout" is located in the App Store under the category "Support" and you can activate this app for free.
Payment Method Settings
After activating the "Delivery or Takeout" app, two additional physical payment methods are available: cash payment and debit card payment. You can activate these payment methods via "Starting point > My Webshop > Settings > Order process & Stock > Payment methods".
As with all other payment methods, the cash payment can be activated and deactivated by
check or uncheck the checkbox (figure 1).
With the cash payment there is an extra option to let your customers indicate how they wish to pay the cash payment. This calculator is shown on the checkout page with a number of relevant options, and the option "other amount" where the customer can enter his / her amount.
Order process settings
A number of settings of the ordering process, after activating the app, have been added or expanded to facilitate the various possibilities for delivery.
The minimum order amount for allowing an order now counts 3 fields, in which a value can be entered for each option:
In addition, a field has been added where you can indicate which logistics options you offer: sending, delivery and / or takeout (Figure 3). You can also indicate whether the customer can select the desired takeaway delivery option in the shopping cart.
This choice is always shown during the checkout, but can optionally also be displayed in the shopping cart.
Please note! In the regular checkout, the choice is always displayed while viewing the shopping cart. This setting is therefore only applicable for the One Page Checkout and the One Step Checkout.
Data fields for an order
When delivering a product you need different customer information than when someone comes to pick it up. You can decide for each type of delivery (send, deliver, pick up) what information you want to show, and therefore want to ask the customer, in the checkout process. The settings for data fields for an order ("My webshop > Settings > Order process & stock > Data fields for an order") have also been extended to support the different logistic possibilities. By default, the settings you have set for sending are taken over automatically (figure 4).
Takeaway and delivery times and capacity.
You can give your customer the choice to pick up an order at a particular time or have it delivered. Set the switch at the top of the page to "ON". This setting can be found under "Starting Point > My Webshop > Settings > Logistics > Pick-up and delivery times and capacity" (figure 5).
It is possible to set the duration of time slots and the capacity that you can process in such a period. The setting "Interval pick-up and delivery times" determines how detailed your customers can choose at what time their order is collected or delivered (figure 6).
You can indicate several periods per day in which you, for example, do or do not deliver, and have more or less capacity at your disposal. (figure 7).
You can schedule exceptions on public holidays or other special days (Figure 8).
Among the time slots there is another institution to indicate how many days a consumer can order in advance (Figure 9) and what the average production or preparation time for an order is (Figure 10). This setting is also displayed during the ordering process (Figure 11). Through these two institutions you determine the times when an order can be placed. The cooking time is up to the current time, so you always have enough time to prepare an order for a delivery or when it is picked up.
Figure 9 - Order in advance.
Figure 10 - Production or preparation time
Figure 11 - Time slots and processing time in the One Step Checkout.
Country and zone management
The country and zone management consists of three different institutions: postal code areas, countries and institutions (Figure 12).
Postal code areas
In addition to countries, country and zone management now also supports postcode areas. When adding a postcode area (ie 1234, without the letters AB), you have to select a country where this zip code is located. No checks are made during the ordering process. Therefore, pay attention to whether everything is well filled in with an order (Figure 13).
Add countries or regions
The operation of adding countries or regions to a zone has not functionally changed. A country can still be in a maximum of one zone (figure 14).
It can be indicated per zone whether it is switched on or off, what you offer logistical possibilities for this zone, and what the VAT settings are.
In order management, a few changes are visible after the activation of the app. For example, every order in the order management now has an icon, from which it is possible to indicate what needs to be done with this order (sending, delivery or pick up). See the table below.
In addition, an agenda is available in which all orders with the status "new" are shown on the day they are send / delivered / picked up (Figure 15).
The details of an order can be viewed by clicking on it. A dialog opens with the order (Figure 16). The orders can be quickly completed or canceled from this dialog. If you want to close the order without canceling or finalizing it, click on the "Close" button or next to the dialog.
A map with markers on the addresses of the orders is displayed below the agenda. This makes it easy to oversee which orders still have to be delivered and the route of the deliverer to be adjusted accordingly (Figure 17).
By clicking on a marker the corresponding order number and address is shown.
Because it can be complex to configure this app completely according to your wishes, this chapter contains a number of general recommendations, as well as recommendations based on the different combinations of logistic possibilities.
When setting time periods and exceptions, remember which free and special (party) days are available and adjust your capacity accordingly. For example, are you closed on a public holiday? Then add an exception where the capacity is 0 that day. Or perhaps you have more capacity on a Sunday or public holiday because you expect more orders, then enter a higher capacity for that day.
Pick up- Fetch
If "pick-up" is activated, this option is always available and not dependent on zone management. If you offer a pick-up, it is wise to carefully check which information you really need from the customer to complete the order. Perhaps this is limited to just a name and possibly a telephone number. This keeps the threshold for your customer as low as possible, and you have a higher chance of conversion.
If "delivery" is activated, the customer can have his order delivered at home, possibly at a pre-selected time. In zone management you can indicate postcode areas and / or countries in which you deliver. Because the delivery option is dependent on zone management (in general, in particular zip codes), it is a good idea to opt for the One Page Checkout or the One Step Checkout. In the regular checkout, the customer chooses a logistic option in the shopping cart, and the address details are only entered on the verification page. This means that the customer may have to return to the shopping cart to choose a logistical option that is available at his / her postcode.
If the app "Delivery or Takeout is activated, it is of course still possible to send orders. By activating the "send" logistic option, the customer can still choose to have the order shipped with a shipping parcel. Integration with, for example, PostNL will continue to work with this choice as always. Also, when sending, make sure that the zone management is set correctly.
Shipping, delivery and pick up
If all three different logistical options are active, it is important to set the zone management correctly. Considering delivery, but also shipping, depends on the zone management, it is wise to look at it very well. Make sure that the different zones complement each other in possibilities. For example, do you want to ship all over the Netherlands, but only deliver in a few postal code areas? Make sure you set up one zone for sending throughout the Netherlands and one zone for delivery in a few postcode areas (figure 18).
Pick up and delivery
Pick up and delivery are both options where it is possible to select time slots for picking up or delivering orders. It is not necessary to keep the same time slots or capacity for both options. By creating multiple time slots for the different options, you can, for example, have more orders collected than you can deliver.
Send and Pick up
These two options are easy to combine if, for example, you have a warehouse where customers can pick up their orders. For this combination too, arranging pick-up times and capacity is a very convenient way to manage the number of customers who pick up an order at the same time.