Adding Direct Mail as an Option

1. Sign in to the Admin Portal.
2. Navigate to 'Store Settings'.
3. Online Menu: Direct Mail - check the box 'Enable Direct Mail'.
4. Configure Shipping Options - You have two main options for shipping:
   1. Tiered Shipping: Offer multiple shipping options (e.g., Canada Post, FedEx, Purolator) with different rates and speeds (e.g., Regular or Express).
      
      Option Label: Name the shipping options (e.g., Canada Post, FedEx, Regular Mail, Express Mail).
      
      Price: Set the price for each shipping option (e.g., Canada Post - $10.99, Canada Post Express - $15.99).
      
      Custom Delivery Message: Add a message to be shown to customers on the order confirmation page, informing them about shipping details.
      
      Waive Delivery Fee: Offer free shipping based on a minimum order amount by checking this option.
      Minimum Order Amount: Set the threshold for free shipping eligibility.
      
      
   2. Flat Rate Shipping: Charge a single flat rate for shipping (e.g., $10.99) across all options.
      
      
5. Hit 'Save'.

 
Video tutorial: Setting up Direct Mail (Buddi)
 

Customer Checkout Experience

When customers go through the checkout process, they will see the following options:

1. Pick Up: Available if you offer in-store pickup.
2. Delivery: Available for orders within your delivery zones.
3. Direct Mail: The new option, offering shipping via your chosen providers (e.g., Canada Post).

Once the customer selects Direct Mail, they will choose their preferred shipping method and pay for the order.

After payment is confirmed, the order will appear in your order queue under the Direct Mail category.

Managing Direct Mail Orders

• Order Queue: In your Admin Portal, direct mail orders will appear with customer and payment information.
  
  
• Order Status Updates:
  • Once you ship the order (via Canada Post or another provider), mark the order as Out for Delivery. The customer will be notified.
  • If a customer needs to cancel, go to the order queue, select Refund Payment, and choose either a partial or full refund.
    
    
• Refund Process: Refunds will be processed within three business days.

The Direct Mail feature provides an efficient way to offer delivery options for your customers. By setting it up correctly, you ensure a smooth and professional shipping experience that keeps your customers informed and satisfied.