> ## Documentation Index
> Fetch the complete documentation index at: https://localtechnologiesinc.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Pre-order settings

> How customers pay, where they pick up, where you deliver, item defaults, new-order alerts and the policies customers agree to.

**Pre-order settings** hold everything a pre-order needs. Every new pre-order starts from them, and you can change them for each one. Pre-orders you've already made keep their own.

Open it from **Pre-orders → Pre-order settings** in the portal sidebar, or **Settings** on the Pre-orders page (portal and app). In the app, only the store's owner can open it.

The same parts are on each pre-order's **Settings** tab. Changes there are for that pre-order only. Once a pre-order has orders, payment changes apply to new reservations; orders already placed keep their terms.

## Payment

Payments go straight into your payment account with Stripe. Local Pass takes 5% of each order (at most \$25) plus tax on that fee, unless your agreement with Local Pass says otherwise. The card fees come out of each payment. On a refund, the customer gets the full amount from your balance; Local Pass's fee and the card fee aren't returned.

**How customers can pay** (keep at least one on):

* **Pay now**: card at checkout. The order is secured at once.
* **Reserve and pay later**: we email an invoice.

**Customers pay**: **In full**, or **Deposit, then the rest**.

| Setting | What it does |
| - | - |
| **Deposit** | 10–90% of the order. 25% to start. |
| **First payment** | With pay later: how long customers have to pay, from reserving. 48 hours to start, at most 90 days, and never later than when orders close. |
| **Balance** | With a deposit: when the rest is due, as days before pickup or delivery. On a single pre-order you can also choose a date. We email the bill once the order has a date, at the real weight if you've entered it. |

A **For example** line shows how it plays out, such as "Reserve Mon → deposit by Wed → balance due Fri for a Sat pickup".

### Card processing

* **Customers cover it** (recommended): your pre-order prices include 3.5% for card processing, so \$20.00 a lb shows as \$20.70. There's no separate fee for customers.
* **I'll cover it**: customers see your prices exactly. The card fees (about 2.9% + 30¢ a payment, plus 0.4% on invoices) come out of each payment.

Each choice shows about what you keep on a \$100 order, with an example table.

## Pickup locations

Each pre-order copies these and gets its own pickup date for each. The first one starts as "My store" at your address. Up to 10.

* **Name**, for example "Langford store".
* **Address**: search it, then drag the pin to the exact spot.
* **Pickup times**: **Morning 9–12**, **Afternoon 12–5**, **All day 9–6**, or your own.
* **Pickup date**: **On a date**, or **Set it later** (from the Delivery tab).
* **How to find it** (optional): where to park, which door. It's shown on your public page and in customers' emails, including the one with the pickup date, so don't put gate codes here.

## Delivery zones

You deliver to the towns in each zone, each with its own fee and times. Up to 20.

* **Name**, for example "Greater Victoria", and the **Towns**. A town can be in one zone only.
* **Fee**, **Free over** (or never), and **GST on the delivery fee**.
* **Zone minimum** (optional): only if a far zone needs more. The larger of this and your order minimum applies.
* **Delivery times** (optional) and **Delivery date** (**On a date** or **Set it later**).

GST on the fee usually follows the goods: zero-rated groceries, no GST. Ask your accountant.

You deliver these orders yourself. Dated deliveries show on your [Delivery routes](https://localtechnologiesinc.mintlify.site/merchants/delivery-routes.md).

## Order rules

* **Order minimum** (optional): every order must reach this, before tax.
* **Item defaults**: what a product starts with when you add it to a pre-order. **Sold by** (lb to start), **Smallest order**, **In steps of** (0.5 to start) and **Charge GST by default** (off to start).

Fresh or frozen fish, vegetables and raw meat are usually zero-rated (CRA, GST/HST Memorandum 4.3). Ask your accountant. Things sold whole (each, bunch) always use whole numbers.

## Notifications

How you hear about new orders:

* **Email me each new order** (on to start): every reservation, with what was ordered. Leave **Send emails to** blank to use your account's email.
* **Text me about each new order** (off to start): a short text with who ordered, what, and the total.

## Policies

What customers agree to before they reserve. Each pre-order starts with these. Each policy shows **Standard** or **Edited**; press **Edit** to change it, or **Reset to standard**. Up to 1,500 characters each. The standard ones cover:

* **Payment**: pay within your time, or you may release the order.
* **Cancelling**: a full refund until orders close; after that, no refund.
* **Items sold by weight**: if it's under, you refund the difference; the customer never pays more than they paid.
* **Sold out or missing items**: you refund it, and nothing is swapped without asking.
* **Pickup** and **Delivery**: what to do if they can't make it, or nobody is home.
* **Keeping your food fresh**.

Pickup, delivery and weight policies show only when they apply.

> [!NOTE]
>
> The standard policies are general wording, not legal advice. You're responsible for your own terms.


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