Offer Same-Day Delivery with Locally

With Locally, you can now offer shoppers same or next-day delivery service to local shoppers. We're launching with two delivery partners, Deliv and Postmates, and soon, FedEx SameDay City. For retailers in Europe, we are currently exploring an integration with Stuart in 2020.

Before reading on: first make sure that one of our delivery partners is available in your city. For Deliv, please view their serviceable markets here, and click through to your city to view a map to confirm your store is in a serviced zip code. For Postmates, please click here (see section 4: Fee Table). If both are available in your city, you can offer both through Locally, which allows shoppers to see both options and select their preferred one (recommended!). 

How does Same-Day Delivery work?

When a shopper on Locally sees that an item is in stock at your store, in addition to your normal "In Store Pickup" options, they'll also have the option to "Buy Online, Get it Delivered". During checkout, the shopper selects a delivery window, places the order, and awaits your (the store's) confirmation. Once you confirm, a delivery driver shows up at your store during the scheduled delivery window to whisk it away to the shopper!

How does a shopper place an order for same-day delivery?

When a shopper on Locally sees that an item is in stock at your store, they select the "Buy Online, Get it Delivered" option which leads them through the checkout process for delivery.

  • The shopper starts by entering their address. Our system shows them the available delivery windows for their location and the cost for each window. If the shopper's address falls outside a delivery zone, they can't place an order for delivery.
  • Delivery windows are generated based on where the shopper is located, the time of day, the delivery service you are using, and your store's delivery settings. Delivery windows have a built in lead-time of about an hour out from when the shopper is placing the order. The available windows can extend up to 1-2 days out, so depending on your settings a shopper can schedule a delivery for same-day, next-day, or even the following day.

Once the shopper selects their preferred delivery window, they proceed through checkout. They enter their credit information, add any special notes, and place the order. Just like Buy Online Pick Up In Store, their credit card is not charged until you confirm the order.

How does it work for a store?

Once the shopper places the order, your store is notified via the Buy It Locally notification process that you've configured (email, text, or both). Click the order link to get the customer's information and order details, grab the product(s), and confirm the order.

Once you confirm the order, here's what happens:

  1. For Deliv orders, Locally sends you a delivery label. Either write down the tracking number and attach it to the package or print the label and attach it to the product(s). You do not need a label printer - plain printer paper is fine!
  2. For Postmates orders, simply write down the Locally order number and attach it to the package. You can also include the shopper name and destination.
  3. Locally pings the delivery service and confirms the delivery window. The shopper is informed that the delivery has been confirmed, and a driver is being dispatched at the delivery window.
  4. When the driver arrives, hand them the product (label on!). The driver marks the order as "picked up" and the shopper is notified their delivery is on the way.
  5. When the delivery is made, you receive a "Delivery is complete" notification.  

During the process, your order screen includes a live map showing the location of the driver and the shopper. It's very cool. 

How quickly do I need to respond?

As quickly as you can.

Our "Reserve/Pay Online Pick Up In Store" options have a 4 hour response time window during business hours before the order auto-cancels. Delivery is slightly different: unless you override this via your delivery settings, shoppers throughout much of the morning and early afternoon can request a delivery that might be as soon as an hour out (this is supposed to be fast!). So prepare to respond to orders as soon as possible.

However, if you're unable to respond before the requested delivery window arrives, fear not: Locally's automated process kicks in. The shopper gets an email asking them to select a new, later delivery window. You receive that notice too and are informed when the new delivery window is selected. Remember, you still need to confirm the item to the shopper. Also, as you'll see later on, you can add lead time to buy yourself a bit more cushion on responding if you find it necessary. 

How much does delivery cost?

To enable delivery, there is a flat $29/mo per location subscription fee. This fee supports your use of our connected delivery platforms. On each order, Locally charges a 3.5% transaction fee, and Stripe's payment processing fee is 2.9% +$0.30 per successful credit card charge.  

What do the payments look like on the shopper's card statement?

For item: "[store name] (up to 22 characters)".
For the delivery charge: "Delivery From [store name] (up to 22 characters)"

What if the shopper decides to cancel the item? What if we don't have it in stock?

If your store hasn't yet confirmed the item, simply go to the notification link and un-check the "confirm" box. Send a message to the shopper letting them know that their request is canceled - or, if the item is unavailable - let them know and give them options, such as the item in another color. If you've confirmed the item and the shopper requests to cancel the order,  you can only cancel before the delivery driver arrives. On the notification link click the "Cancel Delivery" button. You can then refund the shopper the cost of the item. If you refund the item without canceling the delivery, the driver will still come to the store. Note that the delivery provider will still charge for the delivery. If you refund the shopper's delivery cost, the delivery cost will be charged to the card on file for your company. 

What if the shopper orders something that is too big to be delivered?

Occasionally, a shopper may order something that will not fit into a Postmates or Deliv delivery vehicle. To deliver the item yourself, you can accept the order but then select "cancel delivery" once the delivery driver has been dispatched. Or, you can decline the delivery and ask the shopper to re-request the item as a payment for in-store pickup, and let them know it'll be delivered by your store directly, rather than a third party delivery service.

Setting up Same-Day Delivery

First, make sure you're accepting Payments for In-Store Pickup. 

To offer same-day delivery, you must be accepting payments for in-store pickup. To get that setup up, follow the instructions here

Once that's done, set up your Same-Day Delivery subscription. 

Log in to your Locally dashboard and load your same-day delivery configuration. If this link does not work for you, contact us for access.

Add your billing information by clicking "subscribe now." You can opt out at any time, but Locally does not refund the monthly fee once charged.

Then, configure your delivery settings.

If you are in an area where both Deliv and Postmates are offered, let Locally know if you will be offering both (our recommendation), or one or the other. 

We recommend every retailer start with the default settings, and then customize your settings as needed based on your experiences. Here are the options you can control.  

Pickup Address

This is where you select which store(s) to configure delivery for. If you have more than one, you can set up configurations for each store individually, or you can use the same settings for multiple stores by clicking "Configure Multiple Locations." 

Delivery Method Configuration

Turn this "on," but note that this doesn't actually turn this on for your store. Only a Locally admin can actually make you "go live." 

Delivery Options

If you want, you can add these options. It's up to you. We don't recommend requiring signature at dropoff or requiring age verification. Pickup Notes is anything that the driver should know when they arrive to your store. 

Order Pickup Availability

As a default, a driver can arrive at your store to pick up products during your business hours. If you need to override this and add in custom pickup availability to restrict when drivers can arrive at your store, do it here. Note that this may reduce the number of options a shopper has for delivery from your store. 

Important: Block off entire days you will be closed here, like Christmas, New Years Day, etc. in the "Unavailable Dates" field.  

Delivery Rates

For now, we recommend selecting the carrier rate. In the future, you will be able to offer flat or discount delivery rates for shoppers.

Additionally, a small number of jurisdictions levy a tax on the delivery fee. If this applies to you, add your delivery tax rate here so we can collect and remit that during the transaction. This is not the same thing as your local sales tax rate, which you already added during your "Buy It Locally" setup and configuration.

Constraints

These are optional guardrails you can add if find you need to regulate the finer details of your delivery orders. Our recommendation is to leave these blank until you get a handful of deliveries under your belt. At that time, if you find that you need to tweak your delivery offering by adding some constraints around stuff like when orders can be placed, maximum number of orders per day, etc. you can log in and make those changes. 

Zip Code Restriction

As a default, you can deliver to any delivery zone covered by our partnered delivery services in your market. If you want to restrict deliveries to certain areas for any reason, do it here by adding the zip codes. This will prevent a shopper who enters that zip code as their address from being allowed to place an order for delivery.

Running a test delivery 

As a final step prior to being activated, Locally will run a test delivery with you with a real driver. Please schedule a time to coordinate with Locally on running this test delivery. Once that's complete, you'll go live. 

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