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Before you start

The old Standard Sales console instructions no longer match the web beta. Use Point of Sale to create a sale, Orders & Receipts to inspect it, and Deliveries for enabled delivery work. Confirm delivery access, the actual vendor quote, and who will pay the fee. DRX records delivery work; it does not automatically book an Uber or other vendor order. Illustrative completed sale linked to fictional delivery details. Illustrative screen with fictional data.

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Include delivery in a sale

  1. Build the sale in Point of Sale, then continue to payment.
  2. In Delivery, turn on Include delivery.
  3. Enter Delivery address and the actual Uber/vendor quote. Do not put delivery details in public feedback or unrelated notes.
  4. Under Who pays the vendor fee?, choose Charge customer or Business absorbs according to the approved arrangement.
  5. Wait for the total to update. Review any Delivery charged, Delivery tax, or Delivery absorbed amount.
  6. Complete the sale once, then confirm its saved order and delivery task.
For the complete payment procedure, use Quick Sale checkout.

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Update an enabled delivery task

  1. Open Deliveries and select the task for the saved order.
  2. Use Assign to me or an authorized assignment action as needed. Reveal the address only when required for the delivery; Reveal address (audited) records that access.
  3. Place the vendor order through the shop’s approved external process.
  4. Enter Uber wait time / ETA (minutes) and use Mark ordered only after the vendor order exists.
  5. Use Mark handed off and Mark delivered when those events actually happen.

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What happens next

Check the task’s saved status. A delivery cancellation does not cancel the sale or refund money. Manager cancellation and Record adjustment need authorized review; a financial adjustment in DRX is a record, not proof that a refund or transfer occurred. Delivery is beta. If the controls are unavailable or a save is uncertain, stop and have the owner review the task before creating another sale or vendor order.