Creating a Delivery Fulfillment Option

Fulfillments are the methods by which your customers will receive their orders. Castiron supports three different types of fulfillment: local pick-up, local delivery, and shipping. 

To get started creating a pick up option, on the left-hand side of your navigation panel click on the Fulfillments tab:

This will take you to your fulfillment home screen, where you can edit, delete, and add fulfillment methods to your store. Click on the "Add An Option" button at the top right to create a new option for your customers. Later you will be able to connect these to the products of your choice. 

If you plan to offer more than one option--including more than one delivery option--you will need to create them individually so you’ll set up one, then come back to Add An Option and set up the next one. 

When you create a Delivery option you can set your fulfillment schedule, your lead-time, set your delivery details, etc.

Once you click Add An Option you will be given three fulfillment options to choose from: 

• Select Local Delivery. 
• Then name the delivery option (ex: “Local Delivery-Indianapolis”, “Local Delivery-Option B”, “Saint Margaret’s School Delivery”).

• If you want this fulfillment option to be available to your customers as soon as your shop is live (or the new fulfillment is saved), keep it set to Active. You can set it to Inactive and your customers will not have it as an option until you go back and change it to Active. 
• Next, select your Lead Time for this fulfillment option: How far ahead your customer must place the order to get access to that fulfillment. Lead time can be set in hours or days (leave as 0 if you want customers to be able to place an order and pick up right away). *The dates, times, and frequency of your fulfillments will be set further down in the process (see the Pick Up section above for additional details about Lead Time)

You want to identify where exactly you’re willing and able to deliver. 

• Add details, including the neighborhoods, boroughs, or zip codes you will deliver to and press Save. Your local delivery options will appear under the available fulfillments upon check-out and any delivery fees will be automatically applied to your customer's cart.
• If necessary, create multiple delivery options if you plan on charging varied rates depending on a customer's zip code. You can set this up in any way that makes sense to you. 
  • • Ex: 
      • • Delivery A: 0-3 miles from zip code xxxxx $5 
        • Delivery B: 3-5 miles from zip code xxxxx $10
        • Delivery C: 5-10 miles from zip code xxxxx $15

Also, You can input all service area zip codes for customer reference in Settings>Business Details. 

• Lastly, be sure you are charging for delivery! You can set your fees and minimums. Orders that do not meet your minimum delivery amount will not be able to select delivery as a fulfillment option.

• Next, set your delivery schedule. You can provide your customers with specific dates and times to choose from, helping you set boundaries and manage your own schedule efficiently, or you can choose to "remain flexible" which means you are open to fulfilling orders as they come in. 

   

Setting Specific Fulfillment Dates

If you choose to create a fulfillment schedule, select "Specific Date(s)" and enter your applicable delivery dates and times. You will need to create an option for each date or day of the week you plan to offer delivery. 

For example if you want delivery options for Jan 3-5, you will need to create three (Jan 3, Jan 4, Jan 5). If you want options for every Wednesday and Friday, create one for Wednesday and one for Friday and pick the dates you want to start each of these. 

If you want a recurring Delivery option, such as every Wednesday and Friday, check "Repeat this option every week" to have this fulfillment option available each week, at the timeframes you set. 

Of note: *Once a fulfillment scheduled date has passed, that fulfillment option will automatically expire. 

Setting Flexible Fulfillment Dates

If you do not have a set delivery schedule in mind, choose "I'm Flexible" instead.

You can provide any notes on your availability or preferences in the box. You will not be able to set a lead time for the flexible option, so we recommend adding it to your fulfillment description (Ex: “Orders are usually delivered within 1-3 days of order based on stock availability and bakery schedule” or “Orders are typically delivered within 5 business days of confirmation"). 

Customers have the option to pick a preferred delivery date, but you can also add it to the order after the fact if they did not or you need to adjust it. This will add a date to your Orders page in the Due Date column.

Here is what Delivery options with weekly recurring dates will look like to your customers at check out:

Note: Your customers will be prompted to enter the delivery address upon check-out, in case it is different from their home address.

If you have more questions about fulfillments, check out the article Everything You Need to Know About Fulfillments

If you have any additional questions or need assistance, you can reach out to support at [e-mail]