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Creating Fulfillment Methods

  • updated 1 mth ago

What is a Bottle fulfillment method?
A fulfillment method is how to dictate what delivery, pickup, and/or shipping options your customers will see and select at checkout. Bottle's fulfillment methods allow you to begin taking orders at a specific time, cutoff orders at a specific time, implement a grace period, and show customers what time(s) they should expect to pick up or receive their meals.

How to setup fulfillment methods:

https://www.loom.com/share/915f6532ad624a088d4473179ddd8d21?sid=84958c45-36e8-4abf-9179-173c62d81f03

  1. Navigate to the Sell Tab: Start by logging into your dashboard and selecting the "Sell" tab.
  2. Locate Fulfillment Methods: In the grey menu to the right, click on "Fulfillment Methods." 
  3. Initiate a New Method: On the Fulfillment Method screen, click "New" located in the top right-hand corner.
  4. Select Fulfillment Type: From the dropdown, choose "Delivery," "Shipping" or "Pick Up"
  5. Name Your Method: Enter a name for your fulfillment method, for example, "Delivery."
  6. Add a Description and Price: Specify what the delivery involves and set a price.
  7. Determine Display Order: Set the order in which your fulfillment option appears during checkout. This setting needs to be enabled from your store settings under manual sorting.
  8. Next, under the "Fulfillment Zones" section, enter the zip codes and/or states that you'd like to restrict this method to. If this is a pickup option, we typically recommend leaving this section blank. 
  9. Now you can select the stores you'd like this method to be eligible for:

  10. Open the Slot Settings: Click on the slot setting to configure detailed options.
  11. Set Arrival Window: Choose the time frame in which customers can expect their order.
  12. Determine Production Day: Set the day when the products are prepared, influencing order display on the "orders" tab and drop automations.
  13. Define Order and Cutoff Times: Establish when customers must place their orders and set an ordering begins time to open the ordering window.
    1. > Bottle Tip: A fulfillment slot is a way to a slot for a specific fulfillment day. Creating these is essential so the system knows when you'd like to begin taking orders, when the cutoff time is, and when the arrival beginning and end times are. 

  14. Now you're looking inside of the fulfillment slot creator. Let's go through each of the options in front of you together:

    1. > Arrival window: This is the day and time customers can expect to receive their orders. You can also have an end date and time for this window which you can add by hitting the trigger button and adding an end date and time. 
    2. > Production Day: This is the day you produce the order. It also dictates on which day the order will show on the orders tab in the dashboard.
    3. > Order cutoff time: This restricts orders from coming in after a certain date and time for the week. The trigger button underneath allows you to put in a grace period (i.e. showing customers that the cutoff is every Tuesday at 8pm but allowing orders to come in for 2 more hours, etc).
    4. > Ordering Begins: This is the date and time customers can begin ordering for a slot. We strongly recommend utilizing this feature if you do not want to allow customers ordering 6 months ahead of time.
    5. > Repeat: This allows you to duplicate this slot weekly, monthly, etc. so you do not have to come in and set this up every week.
      1. Note: The schedule will duplicate slots 6 months out and will check each day to duplicate further out. We strongly recommend using the "ordering begins" feature if this is used.
    6. > Inventory and Availability: Here you can set the number of orders that each of your slots can accept in case you want to limit that.
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