Delivery Management Guide

By Douglas

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Contents

Introduction

Delivery Management is Revel's comprehensive tool used for tracking deliveries, estimating delivery time, and viewing order details and driver histories. The system is capable of optimizing delivery routes by calculating the time it takes to prepare food and add it to the time it takes to deliver the order to the customer. The Delivery Console also includes a structured end-of-delivery procedure to maintain accurate delivery reports and the insight required to run a successful delivery business.

Management Console

Configuring Delivery Management Settings

To enable Delivery Management on the POS:

  1. Log in to the Management Console.
  2. Click the Settings tab icon to access the settings page.
  3. Click on Advanced Pos Settings checkbox located on the left side of the screen to display

  4. Scroll down the page to the Advanced Pos Settings / Delivery section of the Settings page. You can also type "Delivery" in the settings search bar to display only relevant settings.

    delivery_settings_mgmt_console.png

  5. Configure the delivery settings. Each setting provides a tip text for the context of that settings function.

Delivery Optimization

Delivery Optimization recommends deliveries that the driver should include with their assigned orders. The system displays a green flag over all unassigned orders the driver should include when they check-out for delivery. These added orders increase the efficiency of the driver’s route and decrease the time it takes an establishment to deliver all orders. To configure Delivery Optimization:

  1. Navigate to the Settings page of the Management Console.
  2. Click on Advanced Pos Settings checkbox located on the left side of the screen to display

  3. Scroll down the page to the Advanced Pos Settings / Delivery section of the Settings page. You can also type "Delivery optimization" in the settings search bar to display only relevant settings.

    delivery_optimization_settings.png

  4. Select the "Delivery optimization" check box to enable delivery optimization.
  5. Enter the maximum time for deliveries to be scheduled from one address to another in the "Max time between addresses" field.
  6. Enter the maximum wait time allowed between deliveries in the "Max wait for next order time" field.

Delivery Area

A delivery areas can be defined by using one of the following options:

  • Delivery area by postal code - If enabled, type a comma-separated list of post codes below. The POS will check delivery addresses against the list of acceptable post codes. If the post code is not found, the system will warn the user that delivery cannot be made to this address. To configure a delivery area by postal code:
    1. Check the box to the right of “delivery area by post codes”.
    2. Enter the post codes in the Post codes field. Use a comma between the post codes. Do not enter a space after a comma.
  • Delivery area by geojson - A GeoJson string describing the delivery area. Can be generated using online tools such as http://geojson.io/. To configure a delivery area by GeoJson:
    1. Check the box to the right of “delivery area by geojson”.
    2. On a Web browser go to http://geojson.io/ and enter the delivery area on the GeoJson map using the supplied tools.
    3. Copy the script located to the right of the map

      GelJson1.png

    4. Paste the script in the GeoJson field located in Delivery section

      delivery_area_by_geojson.png

Roles and Permissions

The Delivery Management roles and permissions are automatically created when the Delivery options are configured. These help to control which employees get access to both the POS and the Management Console.

Users can configure their own custom roles, but two roles are automatically created to perform all Delivery Management task:

  • Driver — The Driver has permission to answer incoming calls, send messages, add extra items to an order, create and receive open orders. The driver also has till access and can use a virtual till. For more information see the "Shift Start" section.
  • Driver Manager — The Driver Manager controls all aspects of the delivery process. They assign drivers to an order, adjust tips, check-in drivers, end a drivers shift, adjust mileage, and cash in/out for an employee. The Driver Manager can also approve a delivery to an address outside the approved delivery area. For more information see the "Delivery Area" section.

Users can assign employee roles to access or deny access to both the POS and Management Console. To access and apply role permissions to roles, navigate to the Employees > Permissions > POS Role Permissions page.

POS Role Permissions

pos_role_permissions.png

The following role permissions are selectable:

  • Delivery Driver - This role has limited access to the features of the Delivery Management system on the POS.
  • Delivery Manager - Users with this token have full access to all functions of the Delivery Management system on the POS.
  • Delivery Settings - Users with this token have full access to adjust delivery settings in the POS delivery interface.

For configuring role permissions for the Management Console, navigate to the Employees > Permission > Management Console Role Permissions page.

  1. Click on the "+ Add" to add a new permission set. Click the button will take you the Details page for the new permission set.
  2. On the left side of the screen select the areas of the Management Console that delivery employees are allowed access to. This can include specific reports or settings.

    management_console_permissions.png

  3. Click "Save" you have finished defining the set.
  4. Navigate back to the main Employees page.
  5. Select the employee you wish to apply the permission set to, by clicking on the details icon for that employee
  6. On the details page, scroll down to the "Administrative Permissions" section, and click on the "Manage Establishment Access" link.
  7. On the ensuing page, select the desired permission set from the "Administrator Permissions" drop down list.

    apply_mgmt_console_permission_to_employee.png

  8. Click "Save" when finished.

iPad POS

You can access the Delivery Management system after logging into the POS from two different locations. From the Dashboard screen and the Orders overlay menu. From the Orders overlay menu, you will need to scroll down to expose the icon to access the Delivery Management screen.

POS Dashboard, Delivery Management

new_pos_dashboard_delivery.png

Delivery Icon, Orders Overlay Menu

order_overlay_delivery.png

Delivery Console

The employee’s role determines what is displayed on the screen. The Manager can view all drivers and all orders (assigned and unassigned). A Driver can only view their assigned orders and any orders that have not been assigned.

Long tap on any pin or order to open the order details page

Delivery Console Overview

delivery_console_overveiw.png

Delivery Console Call-outs
1 Indicates the view that is currently displayed on the Delivery Console. Views include Order History, Map, Order Queue, Drivers, and Driver History.
2 Tap to close the Delivery Console and open the main POS order screen.
3 Tap to open the Order History screen.
4 Tap to open the Map screen.
5 Tap to open the Order Queue screen.
6 Tap to open the Driver screen.
7 Tap to open the Driver History screen.

Order History

The Order History screen displays the order details including if the order is assigned to a driver, the status of the order, and if the order is open or closed.

Delivery Console, Order History View

delivery_console_order_history_view.png

Order History View Call-outs
1 Tap to expand and view the payment details.  
2 Tap to close the expanded view of the payment details.
3 Displays the list of all order numbers. Tap on an order number to view the order details.
4 Displays if an order is open or closed.
5 The name of the driver assigned to deliver the order.
6 The name of the customer assigned to the order.
7 Displays if an order has been assigned to a driver and if the order has been delivered.
8 The total amount of the order.
9 Displays the amount due when the order is delivered.
10 Displays the payment details.

Map View

The Map View displays the details of all unassigned orders. Details include delivery location, when the orders will be ready for delivery, and the best route. Color pins indicate the state of the order. A green pin indicates the order is ready for delivery, a blue pin indicates the order is almost ready for delivery, and a black pin indicates that the order is not ready

Delivery Console - Map View

delivery_console_map_view.png

Map View Call-outs
1 Tap to open or close the pin option display. The options define how the pins will appear on the Map View. Settings include:
  • Pins Show - Pins details can be displayed by Distance or Ready Time.
  • Suggested Orders - Turns the suggested order functions On or Off.
  • See All Orders - Turns the Display all orders On or Off.
2 Tap to close the Delivery Console and open the main POS order screen.
3 Tap the button to assign all orders highlighted in green to a driver for delivery.
5 A quick overview of the status of all orders. Green highlighted orders are ready for delivery, blue highlighted orders are almost ready, and white orders are on hold.

Sending an Order to Delivery

  1. Select the required category, subcategory, and product. Select product attributes or modifiers, if applicable. The POS adds the product to the Orders screen.
  2. Tap the Dining option button, the Dining pop-up menu opens.
  3. Select Delivery and then tap OK.
  4. Tap the Order ID to open the "Order Details" window.
  5. Tap "Add Customer" to open the Manage Customers screen to add a customer to the order.
  6. Select the customer's name or tap New Customer to add the customer.
  7. Tap Add to Order and then do one of following:
    • Tap Send order to send the order to the kitchen, if applicable.
    • Tap Pay to take payment for the order
    • Tap Hold Order, if the customer pays for the order upon the delivery.

Assigning a Delivery to a Driver

  1. Tap Orders, the Orders overlay menu opens.
  2. Select Delivery Management from the menu. The Delivery Console is displayed on the screen.
  3. Tap on an order or orders located on right-hand side of the screen.
  4. Tap Assign Selected Orders. The Select a Driver pop-up window opens.

    delivery_console_assign_selected_orders.png

  5. Select a driver from the list

    select_a_driver_window.png

NOTE: By default, the POS shows the list of the drivers who have no assigned orders. Tap Assigned to see the list of the drivers who have assigned orders.

Order Queue

The Order Queue displays all open orders and their delivery details. Orders can also be assigned to drivers from this display.

Delivery Console, Orders Queue View

delivery_console_order_queue.png

Delivery Console, Order Queue Call-outs
1 Highlights a selected order and displays the order information on the right side of the screen.
2 The identifying number automatically assigned to the order by the POS.
3 The time, in minutes, since the order was entered in the POS.
4 The customer attached to the order.
5 The delivery address for the order.
6 The status of the order.
7 Tap to quickly assign or unassign a selected order to a driver.
8 Details of the order selected on the left side of the screen. Scrolling down on this screen will also display delivery route directions.

Transferring Ownership of Deliveries

  1. Tap Orders, the Orders drop-down menu opens.
  2. Select Delivery Management from the drop-down menu. The Delivery Console is displayed on the screen.
  3. Tap the Order Queue button, the Order Queue screen opens.
  4. Tap on an order or orders located on the left side of the screen.
  5. Tap the "Unassign" button located on the right side of the screen, the Reassign Driver pop-up screen opens.
  6. Select a driver from the list and then tap OK.

Expanding Map View

  1. From the Delivery Console, tap the Order Queue button, the Order Queue screen opens.
  2. Tap on an order located on the left side of the screen.
  3. Tap the "Expand Map" button, the map view expands.

    delivery_console_expand_map_button.png

  4. The extended map view provides order information and route directions.

    delivery_console_extended_map.png

Drivers View

The Drivers screen displays the driver’s orders, status, and directions. The Driver Manager can view all drivers and all assigned and unassigned orders. A Driver can only view their assigned orders and any order that has not been assigned to a driver.

Delivery Console, Drivers View

delivery_console_drivers_view.png

Driver's View Call-outs
1 Displays a list of all orders assigned to the driver.
2 The name of delivery drivers.
3 The number of minutes since the driver Checked In or Checked Out.
4 The time the driver should be available for more deliveries.
5 Tapping on this option displays drivers that are not clocked in as well as those that are.
6 Tap this to check the driver in or out from a delivery.
7 Unassigns a delivery from a driver so that it can be assigned to a different driver.
8 Details of the order selected on the left side of the screen.

Driver History Overview

Driver History is a list of all drivers and their order and payment totals.

Delivery Console, Driver History View

delivery_console_driver_history_view.png

Driver History View Call-outs
1 Specifies the delivery driver.
2 The total payments the driver has collected.
3 The total amount the driver has left to collect.
4 Tap to initiate the End of Shift procedure for the driver. Tapping the button will bring up the Till Management Window.

Driver Procedures

Shift Start and Clocking In

To start a shift the driver must Clock In and then Login to the POS. To Clock In:

  1. Enter the employee PIN.
  2. Tap the "Clock In/Out"
  3. Tap OK, the Confirm pop-up opens.
  4. Tap Yes, the Info pop-up opens “Successfully Clocked In”.
  5. Tap OK.

To log into the POS, re-enter your PIN and tap the "Login" button

Virtual Tills

Employees who keep cash on themselves, for example a delivery driver, may close orders without placing money in the till. A virtual till is tied to an employee and tracks all the employee's activity. Employees with the Delivery role are able to set the starting till amount, set pay-ins/payouts, complete bank drops, and perform cash drops into a physical till. To set the Till Amount:

  1. Tap the "Driver History" button, the Driver History view is displayed on the screen.
  2. Tap the "Till Mgmt" button, the Till Management pop-up opens.
  3. Tap inside the Dollar field.
  4. Enter the amount of the cash in the "Dollars" field.

    pos_virtual_till_set.png

  5. Tap the "Set" button. The POS will display a confirmation pop-up, displaying that the till was set with the corresponding date and time.

    pos_virtual_till_set_confirmation.png

Performing a Cash Drop

A cash drop is money taken out of a virtual till and placed into a physical till. The cash drop reports as a payout on the virtual till and a pay-in on the physical till.

  1. Tap the "Driver History" button, the Driver History view is displayed on the screen.
  2. Tap the "Till Mgmt" button, the Till Management pop-up opens.
  3. Tap the "Cash Drop" option.

    pos_cash_drop1.png

  4. Enter the amount of the cash drop in the Dollars field on the ensuing window.
  5. Tap the Submit button. You will be taken back the main virtual till window, with the banner indicating that the Cash Drop was successful.

Checking Out the Delivery

  1. Tap the Drivers button, the Driver view is displayed on the screen.
  2. Select a delivery/delivery and then tap the Check Out button.

    check_out_button_drivers_view.png

  3. The system will prompt with a pop-up to email route and order information to the driver.

    send_orders_and_route_info_popup.png

Taking Payment and Adding Tip

  1. Tap the Driver button, the Driver view is displayed on the screen.
  2. Long-tap on an order, the Order Detail screen opens.
  3. Tap Pay and proceed with the payment.
  4. Tap Done.

Checking In the Delivery

  1. Tap the Driver button, the Driver view is displayed on the screen.

    check_in_button_drivers_view.png

  2. Tap the Check In button, the “Close Open Orders?” pop-up opens. Select one of the following:
    • Click OK to close open orders.
    • Select order number(s) and then select Close unpaid orders to cash. Click OK.

    checkin_close_open_orders.png

  3. Enter the mileage value in the Enter Total Mileage of Delivery pop-up. NOTE: Default value of mileage is the value Google Maps service determined for the total trip distance.

    checkin_confirm_milage.png

  4. Tap OK.

End of Shift Process

To end a shift a delivery driver must press the End Shift button and complete the procedures that appear on the screen. This process navigates the driver through the end-of-shift process.

The procedures required to end the shift include:

  1. Submit payment for all open/unpaid orders (this includes a close to cash functionality).
  2. Enter tip amount for all outstanding orders which require tip entry.
  3. Close the virtual till.
  4. Print a Sales Summary report for the driver.
  5. Print a clock-in and a clock-out receipt for the employee.
  6. Manager and driver both sign the clock-out receipt.


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