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Handling Delivery Orders

Handling Delivery Orders

IsleBooks Delivery Management allows businesses to create delivery orders directly from the POS, assign deliveries to drivers, collect Cash on Delivery (COD) payments, and record proof of delivery with customer signatures.

Creating a Delivery Order

Delivery orders are created directly from the POS screen.

  1. Open the POS.

  2. Add the products to the cart.

  3. Select a customer (recommended).

  4. Click the Delivery button.

  5. Enter the delivery information:

    • Recipient name

    • Phone number

    • Delivery address

    • Landmark, building or floor (optional)

    • Delivery fee (optional)

  6. Click Start delivery order.

If a customer is already selected, IsleBooks automatically fills the recipient name and phone number.

Cash on Delivery (COD)

If payment will be collected during delivery, the sale should be completed as a Credit Sale.

The outstanding balance becomes the Amount to Collect (COD) and will appear on the delivery.

Delivery staff can then collect the payment during delivery.

Managing Deliveries

Go to:

Sales → Deliveries

From here you can:

  • View delivery information

  • Assign or reassign delivery staff

  • View delivery items

  • Print Invoice PDF

  • Print Packing Slip

  • Print Delivery Note

  • Mark orders as Out for Delivery

  • Cancel deliveries

  • Record COD payments

The delivery details window also displays the amount the driver needs to collect from the customer.

Delivery Driver Workflow

Delivery staff can manage their deliveries from:

Sales → My Deliveries

The page displays:

  • Deliveries available to claim

  • Assigned deliveries

  • Amount to collect (if COD)

  • Customer details

  • Delivery address

  • Delivery status

Claiming Deliveries

If delivery claiming is enabled, drivers can claim available deliveries by clicking Claim.

Once claimed, the delivery becomes assigned to that driver.

Going Out for Delivery

When leaving for delivery, click Out for Delivery.

This updates the delivery status so other staff know the order is currently being delivered.

Collecting Cash on Delivery

For COD orders, click Collect.

Record the payment collected from the customer.

Once recorded, the customer's outstanding balance is automatically reduced and the payment is posted to the sale.

Completing the Delivery

When the order has been delivered, click Delivered.

Depending on your Delivery Settings, IsleBooks may request:

  • Recipient's name

  • Customer signature

After confirmation, the delivery is marked as completed.

If digital signatures are disabled, the system follows the delivery signature method configured in Business Settings → Delivery.

Failed Deliveries

If the delivery could not be completed, click Failed.

This keeps a record that the delivery attempt was unsuccessful so it can be reassigned or attempted again later.

Printing Delivery Documents

Drivers can generate documents directly from the delivery screen, including:

  • Invoice PDF

  • Packing Slip

  • Delivery Note

These documents can also include staff signatures and customer signatures depending on your Delivery Settings.

Recommended Workflow

For a typical Cash on Delivery business:

  1. Create the delivery from the POS.

  2. Select the customer.

  3. Complete the sale as a Credit Sale if payment will be collected on delivery.

  4. Assign a delivery driver.

  5. Driver claims the delivery (if applicable).

  6. Driver clicks Out for Delivery.

  7. Driver collects COD payment.

  8. Driver records the customer's name and signature (if required).

  9. Driver marks the order as Delivered.

This workflow provides a complete audit trail of the delivery, payment collection, and proof of delivery.

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