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Managing Customer Orders for Pickup or Donation
Managing Customer Orders for Pickup or Donation

Learn how to handle special order requests, including customer pickups and donations, without disrupting your delivery routes.

Morgan Bakinowski avatar
Written by Morgan Bakinowski
Updated over a week ago

Sometimes, customers may have specific needs for their orders, such as opting for pickup instead of delivery or choosing to donate their order. This guide provides step-by-step instructions on how to accommodate these requests while maintaining the integrity of your delivery routes.

For Customer Pickups

When a customer prefers to collect their order:

  1. Go to Active Orders and select the correct week.

  2. Click on 'Edit Orders'.

  3. Locate the customer's name and press 'Edit'.

  4. Check the box for 'Will be picked up'.

  5. Click 'Update Order'.

This process ensures the order is prepared and available for printing labels or packing manifests but excludes it from the delivery route for that specific week.

For Donating Orders

If a customer wishes to donate their box:

  1. Navigate to Active Orders and select the correct week.

  2. Select 'Edit Orders'.

  3. Find the customer's name and click 'Edit'.

  4. Update the delivery route to the designated donation route name.

  5. Check the 'Is Donation' box.

  6. Press 'Update Order'.

This action reallocates the order to a donation route, making it clear the order is intended as a donation while still including it in the overall order processing.

Additional Information

  • Pause Diversions: For more details on pausing orders or allowing customers to redirect their paused order to a donation site, refer to the specific guide on managing pause diversions.

  • Week-Specific: These adjustments apply only to the selected delivery week, allowing for flexibility and customer accommodation without permanent changes to the delivery schedule.

  • Label and Manifest Printing: Orders marked for pickup or donation will still appear in the system for label and manifest printing, ensuring no order is overlooked.

This guide ensures you can efficiently manage orders that don't fit the traditional delivery model, enhancing flexibility and customer satisfaction. Whether it's facilitating a customer pickup or contributing to a good cause through donations, these steps help streamline the process while keeping your operations organised.

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