Guide - Delivery Charges / Groups

Delivery Groups allow you to set a delivery charge that automatically applies to an order.
The way it works is that you create the Delivery Group, set an Order value threshold and the Delivery Charge that will apply to it, if that value threshold is hit
For example you could set a flat rate or base the charges on distance.

Create a Delivery Group Product 

First, we need to create a Delivery Product to link to the setup.

Please see the following on how to create a product:
Guide - Creating a Product using the Product Wizard

Finally, ensure your Delivery Product is set as a Product Stock Type, Single  within the Containers tab of the Product

The example below shows a standard Delivery Product setup 

Product Code	Product Name
DEL01	Delivery Charge (Free on orders over £50)

NB Please note, if a Delivery Charge is £0.00, it will appear on an Unpriced Delivery Note as displayed below.
We recommended that you name the product that the Delivery Charge is assigned to, to include details about the charge, as to avoid any confusion for your customers.

Creating and Managing your Delivery Groups

Head to Customers, Manage Customers where you'll find Delivery Groups:




To get started, click the button and fill in the Name, Description (if using) and Delivery Product:



In the Details tab, you can select to Use group for unassigned customers,
this will apply the Delivery Group to all of your customers if selected:

Under the Charges tab is where we set the Order value threshold and Delivery charge for the selected group.

Next, select which Customers to add to the Delivery Group:

Holding Ctrl on your keyboard and clicking will allow you to highlight and select customers as you scroll.
Once selected, Right-Click to Add Selected Customers:

Whilst browsing a customer profile, you can check what Delivery Charge group they are assigned to,

under Distribution: 

Daily Order Screen

Navigate to the Daily Order screen and load a customers order.

The info tab contains Estimated Delivery Charge.
Here you will see where Delivery Charges fees are highlighted in Green when the Price total of the order reaches certain thresholds:

For the Delivery Charge to appear on the Order, you must generate a Delivery Note:

The example below displays the Delivery Charge with how it will appear on the Delivery Note, Order Confirmation and Invoice

NB With your accountancy package, the Delivery Charge will display as a product 

Inbound

Your Inbound users will only see a delivery charge displayed once you have generated a

Delivery Note in Cybake



We advise that you send out an Alert to Inbound users which would contain your Delivery Charge fees,  so that they will have to close the message to continue using Inbound.

Please see the below link on how to send an Alert to Inbound users

How to send an alert to Inbound users 

Shop

Shop users will be able to see the Delivery Charge that will apply to them on screen:

Pressing the Van button will bring the below screen:

Credit Notes

You can also credit Delivery Charges, in the same way you would a product in Cybake

Please see our guide on Credit Notes