How does EasyRoutes work with Shopify POS?
EasyRoutes is designed to let you plan routes for any type Shopify order in your system that has a shipping address. Whether it's someone checking out from your storefront, your POS, or whether you are using a draft order, you can use those orders for route planning.
Creating Orders on Shopify POS
To capture orders for shipping or local delivery on Shopify POS (e.g. omnichannel selling), you must have access to this feature set which is available only to merchants using Shopify POS Pro.
Alternatively, orders created through Draft Orders in your Shopify admin can include a shipping address directly at order creation.
What kind of orders have a shipping address on Shopify POS?
- If you are creating an order on Shopify POS with the desired shipping profile or local delivery, these can get picked up for delivery in EasyRoutes. More on the topic here.
- Orders that are created using third party POS apps. While EasyRoutes does not have a POS app, we are compatible with popular third party apps that help with checkout that also provide a POS solution for adding orders with specific local delivery details as well. Delivery dates and times collected using supported apps can be used directly for route planning as well. For example:
Adding a shipping address on to an existing order
Shopify orders that require delivery will generally have a shipping address, as this is where Shopify saves an address that's entered at checkout for shipping or delivery on the order. Or there's an explicit action taken at the point of sale to confirm what the delivery address should be. EasyRoutes uses this as the address that's shown on our orders page.
There are orders that may not have a shipping address. If you have a pickup order for example, then these do not have a shipping address by default. When an order does not have a shipping address associated with it, then EasyRoutes will reject the stop.
You will need to edit the stop and add a shipping address to the stop in order use it on a route.
When processing data from Shopify orders, we typically consider the data in the order as the primary source of truth. So when an order lacks a shipping address, we hold the view that it's an order that does not require delivery.
Using a customer's past mailing addresses or billing address without validation can result in missed deliveries or incorrect shipments. We recommend that a shipping address is explicitly set on an order, whether it's on order creation or as a part of the route creation workflow.
You can do this directly in your Shopify admin, and this will allow you to use any previously saved addresses for the customer from their address book.
- From the Shopify admin, select the "Orders" item from the top left navigation menu.
- Click the order you'd like to update to access the order's detail page.
- Click the three dots in the top of the "Customer" panel on the right side of the order details, and select Edit Shipping Address:
- Input the updated shipping address into the form that pops up and click Save when complete.
When an order does not have a shipping address associated with it, then EasyRoutes will reject the stop. If you attempt to add an order that does not have a valid shipping address on it, these will appear on your route under the rejected stops tab. In some cases it may be helpful to review and edit these stops directly on a route as well. Here's more on the topic: Rejected Stops
EasyRoutes will also pull information directly from these orders and you can configure what you see in your orders table and routes in your settings. We have more about how we work with a Shopify store here: How does EasyRoutes work with your Shopify setup and third-party apps?