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Fulfillment

Cashier Manager

Brother POS supports two fulfillment methods for orders that are not picked up in store: local delivery and shipping. Both are initiated from the POS register and follow a guided step-by-step wizard that collects customer info, delivery address, payment method, and creates the order.

Fulfillment Wizard


Before You Begin

  • Local delivery must be enabled via the local delivery setting in your store settings.
  • Shipping must be enabled via the shipping setting.
  • Delivery zones and shipping zones must be configured in the admin panel before orders can be placed.
  • The Pending tab in Sales History only appears when delivery or shipping is enabled.
info

Fulfillment orders are feature-flagged. If your store does not offer delivery or shipping, these options will not appear in the POS interface. Contact your admin to enable them.


Creating a Fulfillment Order

Step-by-Step

The fulfillment wizard walks you through five steps:

Step 1: Choose Fulfillment Method

  1. The Create Order button (phone icon) appears in the tender buttons area when the cart is empty. Tap it to open the Create Order modal, which includes the fulfillment options for delivery and shipping.

  2. Choose between:

    MethodDescription
    Local DeliverySame-day or scheduled delivery to addresses within your delivery zones
    ShippingCourier shipping to any address, typically for out-of-area customers
  3. Tap Next to continue.

Step 2: Customer Information

  1. Select an existing customer using the customer search, or enter new customer details:

    • Name (required)
    • Phone (required)
    • Email (optional)
  2. If you select an existing customer, their saved address and phone number auto-fill in the next step.

  3. Tap Next to continue.

Step 3: Delivery Address

  1. Fill in the delivery address:

    FieldLocal DeliveryShipping
    Recipient NameRequiredRequired
    Address Line 1OptionalRequired
    Address Line 2OptionalOptional
    CityOptionalRequired
    ProvinceOptionalOptional
    Postal CodeOptionalRequired
    PhoneRequiredRequired
    Delivery NotesOptionalOptional
  2. Postal code lookup -- When you enter a postal code, the system automatically checks whether it falls within a configured delivery or shipping zone and calculates the fee:

    • If the postal code is in range, the zone name and fee are displayed.
    • If it is out of range, an error message appears.
  3. Manual zone selection (local delivery only) -- If you know the delivery zone but do not have a postal code, you can select a zone from the dropdown. The fee is calculated based on the selected zone.

  4. Free delivery threshold -- If the zone has a free delivery threshold and the order subtotal meets or exceeds it, the delivery fee is automatically waived.

  5. Scheduled delivery (optional) -- Set a delivery date and time slot:

    • Morning (9 AM - 12 PM)
    • Afternoon (12 PM - 5 PM)
    • Evening (5 PM - 9 PM)
  6. Delivery notes -- Add instructions like "Ring doorbell twice" or "Leave at back door."

  7. Tap Next to continue.

Step 4: Payment Method

  1. Choose how the customer will pay:

    OptionDescription
    Cash on DeliveryCustomer pays the driver in cash
    Debit on DeliveryCustomer pays with card at delivery
    E-TransferCustomer sends an e-transfer before or after delivery

    Only payment methods enabled in your store settings appear as options.

  2. Tap Next to continue.

Step 5: Review and Confirm

  1. Review the complete order summary:

    • Customer name and phone
    • Delivery/shipping address
    • Order items and quantities
    • Subtotal, delivery/shipping fee, tax, and total
    • Payment method
  2. Tap Create Order to finalize.

The order is created with a pending status. It appears in the Pending tab of Sales History and is ready for dispatch.


Viewing Pending Orders

Pending fulfillment orders appear in the Pending tab of Sales History:

  1. View Recent Activity in the cart panel (visible when the cart is empty), or tap a completed sale to see its details.
  2. Switch to the Pending tab.
  3. Each order shows:
    • Order number and customer name
    • Fulfillment type (delivery or shipping)
    • Status (pending, in transit, delivered)
    • Total amount and payment method
tip

Pending orders refresh automatically every 10 seconds while online. New orders from phone calls or the admin panel appear without manual reload.


Completing a Pending Order

When a pending order has been delivered or picked up:

  1. Select the order in the Pending tab.
  2. Tap Complete Order.
  3. The order status changes to completed, and it moves to the Sales tab.

Delivery Fee Calculation

Delivery fees are determined by the delivery zone configuration:

FactorHow It Works
Zone-based feeEach delivery zone has a flat fee set by your admin
Free delivery thresholdIf the order subtotal exceeds the zone's threshold, the fee is waived
Postal code matchingThe system matches the customer's postal code to a zone's patterns
Manual overrideYou can manually select a delivery zone if postal code lookup fails

For shipping orders, the fee is calculated based on the shipping zone configuration, which may use distance-based or flat-rate pricing.


Common Scenarios

Phone Order for Delivery

A customer calls to place a delivery order:

  1. Add items to the cart based on the customer's request.
  2. Open the Fulfillment wizard.
  3. Select Local Delivery.
  4. Search for the customer or enter their details.
  5. Fill in the delivery address and notes.
  6. Choose Cash on Delivery (or their preferred method).
  7. Review and create the order.
  8. The order appears in the Pending tab for your driver.

Customer Pickup Order (Created Over Phone)

  1. Follow the same process but without a delivery fee.
  2. When the customer arrives, find the order in the Pending tab.
  3. Collect payment and complete the order.

Delivery Zone Not Found

If the customer's postal code does not match any configured delivery zone:

  • Manually select a delivery zone from the dropdown if you know which one applies.
  • If the address is genuinely out of range, inform the customer that delivery is not available for their area and offer shipping instead (if enabled).

Editing a Pending Order

To modify a pending order before fulfillment:

  1. Select the order in the Pending tab.
  2. Use the edit function to adjust line items, quantities, or customer info.
  3. Save the changes. The updated order replaces the original.

Driver Mobile App

If your store uses the Driver Mobile PWA, pending delivery orders are automatically pushed to drivers' devices. Drivers can:

  • View their assigned deliveries
  • Navigate to delivery addresses
  • Confirm delivery with customer signature or photo
  • Update order status in real time

The POS Pending tab reflects driver status updates as they happen.


Troubleshooting

ProblemSolution
Fulfillment button not visibleLocal delivery or shipping is not enabled for your store. Ask your admin to enable the feature flag.
"Not in delivery area" errorThe postal code does not match any configured delivery zone. Try manual zone selection or check with your admin.
No delivery zones in dropdownYour admin needs to create delivery zones in Admin > Delivery > Zones.
Pending tab not showingThis tab only appears when local delivery or shipping is enabled.
Delivery fee showing $0 unexpectedlyThe order subtotal may have met the free delivery threshold for the selected zone.
Driver not receiving ordersCheck the driver's app connectivity and ensure they are logged in and assigned to your store.

Best Practices

  1. Verify the address before creating the order. Incorrect addresses cause delivery failures and wasted driver time.
  2. Use delivery notes generously. Instructions like apartment numbers, gate codes, and special directions save time.
  3. Set realistic time slots. Do not promise morning delivery if orders are placed in the afternoon.
  4. Complete orders promptly. Once a delivery is confirmed, mark it as completed so inventory and reports stay accurate.
  5. Review pending orders at end of day. Any uncompleted orders should be investigated.

What's Next?