Orders & Delivery

Take orders that come in on WhatsApp, by phone or from walk-ins, and deliver them to the customer's door. You pack the order, send it out with a rider, and confirm it at the door with the customer's PIN. Each delivered trip is recorded as a sale for you, so your books and stock stay right.

Switch on Orders & Delivery

Orders & Delivery is switched off until you turn it on for your business.

1. Open Settings & Management → Business Profile.
2. Switch on Orders & Delivery module.
3. Tap Save Changes. The Orders & Delivery section appears in your menu.

Take an order

Use this when a customer orders something you will deliver later.

1. Open Orders & Delivery → Orders and tap New order.
2. Choose where the order came from: WhatsApp, Phone call, Walk-in, Instagram, TikTok, Facebook, Website or Other.
3. Under Customer, pick an existing customer. New customer? Type their name and phone instead.
4. Under Items, pick each product and set how many. Tap Add item for more. Not in your list yet? Tap + next to the product to add it on the spot.
5. Under Delivery, type the delivery address or location. Add Instructions for the rider, like "call on arrival". You can also set a Deliver by date.
6. Under Money, add a Delivery charge if you charge one, and a discount if you give one.
7. Did the customer pay something already? Enter it under Paid now and choose how they paid.
8. Tap Create order. The order waits in Orders as New until you confirm it.

Pack, send and deliver

Open the order from Orders & Delivery → Orders. The Next step card always shows what to do next.

1. Tap Confirm order once you have accepted it.
2. Tap Start preparing while the items are being packed.
3. Packed? Tap Ready for delivery.
4. Tap Assign rider & dispatch. Choose the Driver and, if you like, the Vehicle they are using.
5. Check how much of each item goes on this trip. Leave Send out now on and tap Assign & dispatch. The order is now Out for delivery.
6. Print or share the delivery note for the rider to take along.
7. When the rider hands it over, tap Confirm delivery.
8. Check the quantities received. Type who received it under Received by, and enter the Customer's PIN. The customer can also sign on the screen.
9. Enter what the customer paid under Collected now, choose how they paid, then tap Confirm delivery. The sale is recorded for you.

Your order moves through these stages: New, Confirmed, Preparing, Ready, Out for delivery and Delivered. Use the tabs at the top of the Orders list to see orders at each stage.

Not everything delivered in one go? The order shows as Partly delivered. Assign another rider for what is left, and that trip gets its own sale.

The delivery note

Each trip has a delivery note listing the order, the customer, the address and the items on that trip.

1. Open the order and find the trip under Deliveries.
2. Tap Delivery note.
3. Print it, or share it to the rider's phone.

The rider takes the note along, and the customer can sign it when the goods arrive.

Payment and the sale

• A sale per trip. When you confirm a delivery, PesaScope records a sale for what was delivered on that trip. Stock goes down and the money shows in your reports.
• Deposits are used first. Anything the customer paid in advance is taken off the trip before you collect anything at the door.
• The rest can go on credit. Whatever is not paid at the door is Left on credit and added to the customer's debt under Who Owes / I Owe.
• Paid later? Open the order and tap Record a payment.

My deliveries, for riders

A staff member with the Driver / rider role sees only Orders & Delivery → My deliveries. It lists the trips given to them, with the customer, the phone number to call and the address.

1. Open My deliveries. Trips are grouped into Assigned, On the way and Today.
2. Leaving with a trip? Tap I've left with it.
3. At the door, tap Confirm delivery, ask the customer for their PIN, and record what they paid.

Give your staff a role

Owners and managers can do everything in Orders & Delivery. Other staff need an Orders & Delivery role, set when you add or edit them in Employees:

• Sales / order staff: creates orders and takes deposits.
• Store / warehouse: packs orders.
• Dispatcher: assigns drivers and sends out trips.
• Driver / rider: sees only their own deliveries.
• Accountant / cashier: records and checks payments.
• Viewer: can look but not change anything.

Staff with no role do not see Orders & Delivery at all.

Delivery settings

Owners and managers can open Orders & Delivery → Delivery settings to choose:

• What do you deliver? Online orders, building materials, or both. Building materials use trucks, sites and trips instead of riders and addresses.
• Ask for the customer's PIN: the rider cannot confirm a delivery without it.
• Require a signature: a delivery cannot be confirmed without one.
• Delivery charge on multi-trip orders: bill it all on the first trip, or split it across trips.

Tap Save settings when you are done.