Using a Local Delivery Provider

ShipStation now integrates with local delivery services so your local customers can benefit from same day delivery. These services rely on a network of drivers that will pick up an order then deliver it to the customer. Local Delivery Carriers will only operate within a limited localized area.

Local Delivery Shipment Lifecycle

If a customer selects the option for local delivery at checkout, it will appear as a requested service in ShipStation.

CSW_localdelivery.png

Fill in the shipment details and click schedule + print label. Printing a label is completely optional.

Once the shipment is scheduled, the local delivery service will alert drivers of the pickup. A driver will claim the pickup and arrive at the scheduled pickup time.

The driver will take the delivery to the final destination. That’s the way Local Delivery works.

Local Delivery Providers

Local delivery provider integrations currently available with ShipStation:

Pickup Settings for Local Delivery Carriers

When you connect a local delivery service such as Uber to ShipStation, your Ship From Locations include an additional setting for establishing the pickup schedule and contact.

Local Delivery Carriers Only

Pickup Settings will only be available if you have connected a local delivery carrier service like Uber.

  1. Click the Action menu by the location and select Edit Pickup Settings.

    SET_SHIP_SHIPFROM_action_EditPickup_MRK.png
  2. Set a primary Pickup Contact for drivers, Available Hours and Days, preferred time for Pickup, Pick and Pack Time frame, and any additional notes for drivers.

    SET_SHP_ShipFrom_SetPickup_PU.png
  3. Click Save Changes to finish.

Set Available Hours to Accommodate Possible Returns

The hours for pickup service should be when your store doors are open and someone is available for the pickup driver to interact with.

We recommend ending your pickup service one hour before close to accommodate any possible returns made by your customers.

Configuring Local Delivery Shipments

When you get an order requesting a local delivery, you must select a Local Delivery carrier from the Service drop-down.

CSW_localdelivery_Service.png

This will adjust the Configure Shipment Widget to add additional fields related to local deliveries:

  • Pickup

  • Driver Tip

Enter information about the shipment such as weight, package size, confirmation options, how soon the driver will pick up, and add a tip for the driver.

CSW_localdelivery_schedule_btn.png

Once everything is filled in, click Schedule + Print Label.

Local Delivery Labels

Local Delivery labels look a bit different than a typical carrier label.

Label_local_delivery_sample.png

Company Name 

Logo if selected to display on labels

Address

Phone number of buyer

Order #

Carrier Name

Scan to view barcode

Driver Notes (Notes from buyer)

Car Symbol

Date

Tracking Local Shipments

After scheduling the shipment, things are going to move quickly. Your customer will get a tracking link in their shipment notification email to follow their shipment in real time through the local delivery provider's tracking page.

You will want to keep track of any shipment alerts that may occur within ShipStation. The most common alerts are:

  • No Driver - If it is passed the scheduled pickup time and no driver was able to pick up the shipment, you will get a No Driver alert. It is recommended that you stop the shipment and reschedule.

  • Local Delivery Exception - A general alert that means you’ll need to contact the Local Delivery support for further help.

Example Automation for Local Delivery

You can use the following methods to automate the process for Local Delivery orders.

  • Service Mapping

  • Automation Rule

Service Mapping will automatically assign the correct service when a customer requests "Local Delivery" during checkout. However, if you want to apply additional actions such as sending a specific email template or tagging the order, you'll want to create an Automation Rule.

The following rule example will demonstrate how to make a rule that will apply an Order Tag, send an email to the warehouse manager, and send a Shipping Notification to the customer using a specific template.

SET__AUTO__AutoRules__LocalDeliveryExample.png

To create this rule:

First, choose Orders match these specific criteria, the select Requested Services (Marketplace value). In the text box, type in the name sent by the marketplace when the customer requests local delivery, for example: Local Delivery or Uber.

Text for Requested Services from Marketplace

You will see the text sent by the Marketplace in the Configure Shipment panel.

V3 shipping sidebar with the unmapped requested service outlined in red

You cannot change the text for a Requested Service within ShipStation. You can only edit it from your Store's dashboard.

Then select the following Actions:

  • Set Carrier/Service/Package to Uber then select a package size.

  • Add a tag then select an appropriate Order Tag.

  • Send an email then enter an email for your warehouse manager with the email template you wish to use to notify them.

  • Use shipment notification template then select the Email Template you wish to use to notify your customer.

Local Delivery Notes

A local delivery provider works with ShipStation differently than traditional carriers. Some of the major differences include:

  • You can not apply Shipsurance or any other form of shipping insurance for local delivery.

  • The ShipStation Branded Tracking page is not compatible with local delivery. Tracking number links always go to the local delivery provider's tracking page.