How do I set up Delivery Methods?
This article is a step-by-step guide to help Administrators configure and customize Delivery Methods in Fixably.
Written by Annukka Matilainen
Updated at September 26th, 2024
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Automations
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Part Requests
- Price Lists
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Incoming Part Allocation
- Appointment Booking
Table of Contents
Creating New Delivery Methods
- Using an Administrator account, from the Fixably Home Screen, select your User Name menu and then click System Settings.
- From the Settings Menu, click Delivery Methods.
- Click New Delivery Method.
- Select the Carrier. Any Shipping Integrations you are using will be visible.
- Enter a Name. This name is visible in Macros and the Customer Portal when the Delivery Method is used.
- Enter the Short Name. This name is used on Printouts and when viewing the Delivery Method in an Order.
- Select the Type of Delivery Method.
- If this Delivery Method is used with Internal Transits, click the Internal Delivery checkbox.
- If the Delivery Method is used in the Customer Portal, select Yes from the Visible for Customers drop-down menu.
- Give the Delivery Method a Description.
- If applicable, provide additional Instructions.
- Select the Location or Store the Delivery Method should be available for.
- Select the Queue the Delivery Method should be available for.
- When complete, click Save.
Changing Delivery Methods
- Using an Administrator account, from the Fixably Home Screen, select your User Name menu and then click System Settings.
- From the Settings Menu, click Delivery Methods.
- From the list, click the Gear menu beside the Delivery Method you are looking to edit.
- Click Edit.
- Modify any information as required.
- When complete, click Save.
