Home delivery for a neighbourhood shop: taking orders, sending riders and collecting the money
How a small shop can run home delivery without losing orders, cash or customers: a fixed area and timetable, an order slip that travels with the bag, a run sheet for each rider, collecting payment at the door and settling up with the rider every evening.
It is seven in the evening. The phone rings: a regular wants two kilos of sugar, a bottle of oil and bread, sent to the house. You say yes, write it on the back of a carton, and call your nephew to take it on the bike. Twenty minutes later another call comes, then a message, then a customer at the counter. By nine, your nephew is back with a handful of notes, nobody remembers which order paid what, and one house is still waiting for its bread.
Delivery is one of the best things a neighbourhood shop can offer. Customers who order from home tend to order the same things again and again, and they rarely go across the road to compare. But a delivery service that runs on memory loses money in small amounts every day: a missing item here, a wrong change there, a bag that went to the wrong gate.
This article sets up a delivery routine that a shop with one or two riders can start tomorrow. It works on paper, and it works better in an app.
Decide the area and the timetable first
Most delivery trouble starts with saying yes to everything. A rider who goes two kilometres one way and three the other for a single bread order is not running a delivery service. They are running errands.
Decide three things once and tell every customer the same:
- The area. Draw it on a simple map of your streets, or list the blocks and lanes by name. Anything outside is "collect from the shop" or a special arrangement.
- The times. For example, morning runs at 10 and 12, evening runs at 6 and 8. Orders received before each run go on it. A customer who knows the bag comes at 6 does not call three times asking where it is.
- The minimum order and the charge. For example, free delivery above Rs 1,000 and Rs 50 below it. These are examples; set yours from what a run actually costs you in time and fuel.
Fixed runs are the single biggest change most shops can make. Five orders delivered on one trip cost little more than one. Five orders delivered on five trips cost five times as much and tie up the rider all evening.
The WhatsApp orders article shows how to put these terms in a quick reply so you do not type them every time.
Take every order the same way
Orders arrive by phone call, by message, in person ("send this home, I'll walk"), and through an online page if you have one. Each way loses something different. A phone order has no written copy. A message gets buried under twenty others. A walk-in order gets forgotten when the counter fills up.
So whatever the channel, the order goes into one place before anything is packed. That place can be an order book, a clipboard by the till, or the orders screen of your POS. For each order, write:
- The customer's name and phone number.
- The address, with a landmark the rider will recognise: "green gate after the mosque", not only a house number.
- Each item with its size and quantity. "Oil" is not an item. "Cooking oil, 1 litre, 2" is.
- How they will pay: cash at the door, a transfer, or on their udhaar account if they have one with you.
- Which run it goes on.
Read the order back to the customer before you hang up, item by item. It takes thirty seconds and saves the most common complaint: "I asked for the big one."
Pack against the slip, not from memory
The person who packs should not be the person who remembers the order. They should be the person holding the slip.
- Make the bill before you pack, so the total is fixed and the stock leaves your records at the same time as it leaves your shelf.
- Pack each item and tick it on the slip. If something is out of stock, write it on the slip and call the customer before the run, not after. Offer a substitute or take it off the bill.
- Put a copy of the bill inside or on the bag, with the customer's name and address on top. A bag with no name is the one that goes to the wrong house.
- Keep cold and fragile things last. Eggs on top, frozen items packed just before the rider leaves.
When the bag is ready, a second person glances at the slip and the bag. Two people looking for ten seconds catch most wrong items. What a good receipt should show covers what to print on the bill itself.
Give each rider a run sheet
A run sheet is one page per rider per run. It lists every bag the rider takes, in the order of the route:
| Bag | Customer | Address and landmark | Bill total | Payment | Collected |
|---|---|---|---|---|---|
| 1 | Customer A | Lane 3, green gate | 1,240 | Cash | |
| 2 | Customer B | Block C, flat 2 | 860 | Paid by transfer | |
| 3 | Customer C | Corner house, near school | 2,100 | Udhaar account | |
| 4 | Customer D | Lane 5, first floor | 540 | Cash |
The rider leaves with the bags, the sheet and enough change for the cash orders. The last column stays empty until they come back.
The sheet does three jobs. The rider knows where to go and what to collect. You know which bags left the shop and with whom. And at the end of the run, you have one page to check instead of a pocket full of notes.
If you have two riders, split the area between them and keep them on their own streets. A rider who knows the lanes is faster, and customers get used to seeing the same face at the door.
Collecting the money at the door
The door is where most delivery money goes missing. Not usually through dishonesty, but through change given from the rider's own pocket, a customer who says "I'll pay tomorrow", or a transfer that "has been sent".
Set four rules and tell your riders plainly:
- Cash orders: collect the bill total, give exact change from the float, and write the amount in the Collected column.
- Transfer orders: the rider hands over the bag only once you have confirmed the money in your own account. A screenshot on the customer's phone is not a payment. A quick call to the shop settles it.
- Udhaar orders: only for customers who already have an account with you, and only up to their limit. The rider does not decide to give credit at the door. If a cash customer cannot pay, the rider calls the shop.
- Nothing is left at a door without someone taking it, unless the customer has asked for that in advance and has already paid.
A rider should never have to choose between upsetting a customer and losing your money. Give them a phone number to call and a rule that says "call the shop", and the decision comes back to you.
If a customer wants credit on a delivery, the udhaar khata article explains how to set limits that protect both sides.
Settle with the rider after every run
When the rider comes back, settle the run before they take the next one. This takes five minutes and it is the step most shops skip.
- Count the cash the rider hands over, and the float they took out.
- Add up the Collected column on the run sheet for cash orders.
- The cash should equal the float plus the collected total. If it does, sign the sheet. If it does not, look at it now, while the rider remembers each door.
- Check the bags that came back. A failed delivery should come back with the bag. Put the items back on the shelf and cancel or hold the bill, so your stock is right.
- Mark each order delivered in your order book or app.
At closing time, the delivery cash goes into the drawer count like any other sale. The free cash counter helps you count the notes quickly, and closing the day explains how to match the drawer with the day's sales.
Keep the run sheets for at least a month. When a customer says "I paid the rider", the sheet with the rider's entry shows whether that run collected it.
When deliveries go wrong
Even with a good routine, some deliveries fail. Decide in advance what happens in each case, so the rider is not making it up at the door:
- Nobody is home. The rider calls the customer once, waits a few minutes, then brings the bag back. You call later and offer the next run.
- Wrong or missing item. Apologise, send the missing item on the next run at no charge, and note on the slip what went wrong. If the same packer keeps making the same mistake, the slip will show it.
- The customer refuses an item. Take it back, reduce the bill, and record it as a return. Returns and exchanges covers how to do that without losing stock.
- Late delivery. If a run is going to be late, call the waiting customers before they call you. A short "your bag is on the 8 o'clock run, not 6" keeps most customers happy.
Once a week, look at the failed and late deliveries together. If most problems come from one area, one run or one rider, you have found what to fix.
Questions shopkeepers ask
Should I charge for delivery at all?
That is your choice, but put a number on what a run costs first: the rider's time, fuel and the orders you could have served at the counter instead. Many shops make delivery free above a minimum order and charge a small fixed amount below it. Whatever you choose, show it on the bill as its own line so the customer sees it was not hidden in the prices.
Can a family member be the rider?
Yes, and many small shops start that way. Use the same run sheet and the same settlement for a son or nephew as you would for a hired rider. It is not about trust. It is about knowing which order paid what when you count the drawer at night.
What if a customer orders over the phone and then changes the order?
Change the slip and the bill before the bag leaves the shop, and read the new order back. Once the rider is on the way, any change goes on the next run. Changing an order at the door is how bills and bags stop matching.
How much change should a rider carry?
Enough to give change on the cash orders of that run, in small notes, and write the amount on the run sheet before they leave. A few hundred rupees is usually enough for a neighbourhood run. These are examples; look at your own bills to see what change is usually needed.
Is delivery worth it for a small shop?
Often, yes, if it runs on fixed times and a fixed area. Delivery customers tend to buy regularly and in fuller baskets than walk-ins. If it costs more than it brings, the usual causes are runs for single small orders and an area that is too wide, and both can be fixed.
Saleva can carry the order side of this for you. Orders from your online shop page land in Customer orders, where you accept them and assign a rider; the rider sees only the runs given to them and marks each one picked, on the way and delivered, while the customer follows the same progress on their phone. The online shop and orders guide shows how to switch the page on and add a rider.
Try this in Saleva
Saleva is a free Android point-of-sale app for small shops: selling, stock, customer dues, staff and an online shop page. Selling works with no internet at all.