There are two ways an order can move the the "Delivered" stage:
Manually: Managers can manually move the order from "Order Placed" to "Delivered" via the Mobile App or web browser.
Automatically via Shipping Company Confirmation: If the shipping tracking number is entered, orders can automatically move to the "Delivered" stage once the shipping company marks the shipment as delivered. To enable the second method, Click Here.
In this article, we will discuss how to manually move a special order to the delivered stage.
Manually Moving a Special Order to "Delivered":
Once the club receives a special order, you can then move the order to the "Delivered" stage via the mobile app or web browser. For more details about moving the special order using the mobile app, Click Here.
To do this, follow these instructions:
Click "Next" for the order that was received or "Next All" to move the entire purchase order.
Enter the "Delivered Date" (as shown below).
Review the customer's notification settings (and make any changes if necessary).
Click "Confirm."
After completing the steps above, the special order will then be placed in the "Delivered" stage (as shown below).
Once delivered and the order is in the delivered stage, you can start the process of finalizing the order.
Automated Notification:
After entering the delivery date and saving the order, the customer will then receive an email notification (if enabled) and a text message notification (if enabled) that their order has been delivered.
The default notification includes the items and additional order details for the customer. You can further customize the automated notification to include a personalized message to the individual by clicking on "Edit this specific message." For more details on customizing notifications on the fly, Click Here.
For automated emails, you can view the Email Delivery Report to ensure emails were delivered successfully and identify those that were not. Click Here for more details.