Delivery and Pickup (Setup)
HirePOS allows you to save commonly used delivery and pickup addresses, organise jobs into geographical zones, and configure location-based delivery charges.
These settings are available under Setup > Delivery/Pickup.
There are three main setup options:
Locations: Save delivery and pickup addresses for quick selection on Quotes, Bookings and Invoices.
City / Postcode List: Maintain commonly used cities and postcodes, including their assigned zones.
Zones: Group geographical areas for delivery planning and zone-based pricing.
Locations
Locations are useful when you regularly deliver to the same venues, construction sites, properties or other addresses.
Go to Setup > Delivery/Pickup > Locations to create and manage saved locations.
Locations can be:
Customer-specific: Available for a particular customer.
Global: Available for use across multiple customers.
When you select a saved location in Delivery/Pickup Details on a sales record, HirePOS fills in its saved address information, including the assigned zone.
See the Locations guide for full setup instructions.
City / Postcode List
The City/Postcode List lets you maintain commonly used suburbs, cities and postcodes.
Go to Setup > Delivery/Pickup > City / Postcode List.
Click New City/Postcode.
Enter the city and postcode.
Optionally assign a Zone.
Save the entry.
These entries can be selected from City dropdowns throughout HirePOS, including customer details, saved locations, sales records, events and projects.
Selecting a configured city from the dropdown on a sales record can also populate its associated zone.
See City/Postcode List.
Zones
Zones group delivery and pickup destinations into geographical areas, such as North, South, CBD or Regional.
They can be used to:
Group and organise jobs on the Delivery/Pickup Schedule.
Assign areas to customers, locations and cities/postcodes.
Select different delivery or pickup rates based on the delivery zone.
Go to Setup > Delivery/Pickup > Zones to create and manage zones.
For zone-based pricing, create selling units linked to each zone and assign those units and their prices to a Non-Stock delivery or pickup charge item.
When that charge item is added to a Quote, Booking or Invoice, HirePOS can select the selling unit matching the delivery zone.
Zone selection does not automatically add delivery or pickup charge items. The relevant charge must still be added to the sales record.
See Zones for complete setup instructions, pricing examples and zone selection rules.
Using These Settings on Sales Records
Open a Quote, Booking or Invoice and select Delivery/Pickup Details.
You can then:
Enter an address manually or use Address Search.
Copy the customer's billing address.
Select a saved Location.
Select a preset City/Postcode.
Select or change the delivery Zone.
Enter a different pickup address when required.
Check the Zone before adding a zone-priced delivery charge, as manually entered addresses and copied customer addresses do not necessarily perform a new zone lookup.
For more information, see Delivery Address.