Delivery fees and distance

The drive from your warehouse is measured from the delivery address, the fee is worked out, and far deliveries need an admin.

WhereSettings›Sales›Quotes›Delivery

When a quote's delivery address is picked, the drive from your warehouse is measured along real roads (with Google Maps connected). The miles set the delivery fee, and decide whether the quote can go ahead on its own.

Set your delivery pricing (admin)

  1. Open Settings, Sales, Quotes and the Delivery tab.
  2. Under Base fee by driving distance from the warehouse, set each band: up to so many miles costs so much. Press Add a band for another.
  3. Set Added when the order has a tent ($) and Added again for a frame tent 40 feet wide or more ($) if you charge more for tents.
  4. Set the distance rules: Furthest delivery without an admin override, A person reviews the quote from, miles and A person reviews the quote from, minutes of driving. An empty box means no limit.
  5. Press Save delivery pricing.

On a quote

  1. Type the Delivery address and pick it from the suggestions.
  2. The miles, the drive minutes each way and the delivery fee appear under it.
  3. Press Recalculate if you corrected the address by hand.
  4. To charge a different fee, click the Delivery amount in the totals box and type it. Press Use calculated to go back.

Good to know

  • Your delivery limit is your company's setting (70 miles unless your admin changed it). Past it, the quote says "Delivering here needs an admin to approve it, and no fee is worked out", and it cannot be sent or booked until an admin approves it.
  • An admin's approval covers that distance. Moving the delivery address takes the approval back, and it needs approving again.
  • Past your review miles or minutes, the quote says a person prices this one, not the automatic quote.
  • Past the last band, there is no automatic fee. Leave the bands empty to price every delivery by hand.
  • A distance typed by hand is marked as typed, not measured, and the limit still reads it.
  • An order where the client picks up has no delivery address and no delivery fee.

If something goes wrong

  • It says the warehouse has no map location yet. An admin sets it under Settings, Operations, Dispatch, Routing.
  • It says "straight-line estimate". Google had no route for that address. Check the street and ZIP, then press Recalculate.
  • Saving says the delivery is past the mile limit and needs admin approval. Ask an admin to approve it on the quote.
  • The miles look far too high or low. The address may have matched the wrong place. Pick it again from the suggestions and press Recalculate.
Still stuck? Tell us what you pressed and what you saw. A person reads every message.
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