Default Fulfilment

[lennys26]

My location offers pickup and local delivery. When I create a new item, it defaults to "Pickup" and I have to manually add "Local Delivery"

How can I get this to have both options selected by default?

I am referring to the Square inventory, not the Weebly/online inventory.

[rtfulk]

I don't use Pickup or Local Delivery. I know you can go into the dashboard and click Account & Settings, then fulfillment and turn it on there. I'm not 100% sure if that would be selected when you create a new item. If it doesn't I have another idea.

You could make a template. Go to items/ Create Item and scroll down and turn them both on, then save it as #pickup delivery. When you want to add an item find #pickup delivery go over the the 3 dots click on that and select duplicate. That way you wouldn't have to turn them on for every item you put up. The reason I put a hashtag on it is, so it will always be at the top of the categories list.

If there is other things you use lot when creating an item you cn put them in and save it. I do all my SEO stuff like that so I don't have to do it every time I put an item up.

[Summer2024 · Accepted solution]

HI @lennys26 - 

You can set up default item fulfillment by following these steps: 

1. Sign in to your Square Dashboard > Tap Items > Item Preferences or Shared Settings > Item Preferences.
2. Select Edit under Default item fulfillment.
3. Select your preferred fulfillment methods.
4. Select Save.

This should have all items that are created have your preferred fulfillment methods. You can see more about item preferences in this Support Article as well. 

Let me know if this works. 

[lennys26]

Hi @Summer2024 . After scratching my head a bit and not finding Square Dashboard > Tap Items > Item Preferences, I realized that you were talking about the ONLINE dashboard, not [what I would call] the SQUARE dashboard (noting that even your link takes me to the Square/wrong dashboard). Looking at the ONLINE dashboard, I DO find the section you talk about and have made the change there. The change initially did not do anything to the Square UI, however after several minutes, the change now does appear to be taking effect to new items created in the Square UI.

This raises a question -- I have always used the SQUARE side to create/modify items and configs. Logic says that I should use the SQUARE side for 'base' service changes - for example, inventory, reporting, service fufillment, etc, while changes specifically relevant to my ONLINE website or presence should be done within the 'Online' platform. This just seems to make sense, however more and more I am seeing indications that I should be working more within the Online 'side' for everything. Putting aside the obvious question of why there are 2 UIs (often with duplicated configs), are you (or is Square) suggesting that should I be using the Online side for making all config changes? A similar question in Where-to-add-new-inventory-Square-or-Weebly-Online-Section).