Add a pickup or delivery
Steps
- Open the sale in Sales → Sales and click View sale.
- Open the Fulfillment section.
- Choose the type (pickup, delivery, shipping or collection), and fill in the Contact, the date and time, and the Address or location.
- Add Operational notes if needed, then click Add fulfillment.
Done
The fulfillment appears in the list, with its status. Click Start when it leaves and Complete when it is done.