Take some items home and deliver the rest

Before you start

The default POS pickup choice is either Today, when in stock here (recommended) or Pick up later. Other items default to Delivery.

These settings are under Settings›Quotes & orders›Defaults›Delivery & stock.

How the two parts work

Taxed in two parts explains that pickup and delivery use different tax treatment. OrderPilot presents them together, while Shopify separates their records.

The customer has one signature and one combined document. Each part retains its own Shopify number, payment state and balance.

Both parts share the delivery promise. A part placed later takes the promise already recorded for its sibling.

Choose what leaves today

1. 1

   Step 1: Review each unit

   Open Take Payment. On Pickup or Delivery?, read the stock detail beneath each unit.

   Choose Today, Pick up later or Delivery where offered. The screen updates the unit's planned handover.

2. 2

   Step 2: Set the delivery address

   Under Delivering to, use Change or Add when the destination is missing or wrong.

   Select the intended address. Delivery cannot continue without one; choosing pickup instead must reflect the customer's actual plan.

3. 3

   Step 3: Check Due now

   Read Due now after the choices settle. It can mean the full balance, today's items plus a deposit, a deposit alone or payment due later.

   Click Continue to Payment only after checking the total. Shopify's tax difference is included when units move between pickup and delivery.

   

   An ordered-new unit that has arrived and is held can become eligible for Today. A unit still being made or waiting on its purchase order cannot.

   Service balances are added when the last goods are due to leave. They are not treated as physical pickup units.

Take both payments and hand over

1. 1

   Step 1: Read the two-payment screen

   If Two payments required opens, review Payment 1 of 2 · Store pickup and the delivery part below it.

   Next identifies the part to collect; Paid identifies a completed part. The footer shows the amount paid against what is due now.

   

2. 2

   Step 2: Complete the first payment

   Tap Continue to Payment and collect the selected part in Shopify's checkout.

   Return to OrderPilot afterward. Check that the first part now shows paid before collecting the remaining part.

3. 3

   Step 3: Complete the second payment

   Continue to payment for the second part and collect its due amount. Check the resulting payment history.

   A message such as Payment 2 of 2 is still due for delivery items. means the first payment did not complete the entire sale.

4. 4

   Step 4: Follow the goods that remain

   Today's paid units are recorded as handed over and fulfilled. Open Fulfillment details to follow the items still on order.

   When the table arrives and is actually delivered, record that later handover. The goods and payment state remain visible together.

Manage the parts in the app

1. 1

   Step 1: Inspect the part summaries

   Open Taxed in two parts on the quote or order. Read each part's heading, Shopify number, total and paid or refunded amount.

   The header eye control, Open in Shopify, offers the individual parts. Choose the one you need to inspect.

   

2. 2

   Step 2: Collect or share the right payment

   Use the part's Collect payment action. A part still showing a Shopify draft is placed when its payment is collected.

   Use Copy Pay Link to send the customer to the page where each part can be paid separately. The signing page allows either part to be paid first.

3. 3

   Step 3: Refund from the order page

   Open the refund action on the order page and choose Refund from. Check which part holds the payment.

   Refunds and payment history covers the remaining refund steps. The list-row refund action directs you back to the order page.

What happens next

Payment History lists the separate parts, while POS continues to show all lines and one combined tax line.

The delivery part becomes a placed Shopify order when its payment is collected. The combined customer agreement remains associated with the sale.

If something goes wrong