Delivery Management Guide

By Douglas | Updated

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Overview

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.


Contents


Delivery Console

You can access the Delivery Management system after logging into the Point of Sale from the Dashboard screen or the Orders overlay menu (on the Orders menu, you will need to scroll down to see the icon that links to Delivery).

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_POSdash.jpgdelivery_POSorder.jpg


Map View


Delivery_map.jpg

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.

Tap Pin Options in the lower left 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 determined by Distance or Ready Time.
  • See All Orders - Show all orders, rather than just the current one.
  • Tap Dismiss in the upper right corner to return to the main order screen.
  • Assign all Orders assigns all orders with a green icon to drivers.
  • A green icon means an order is ready for delivery.
  • A blue icon means an order is almost ready.
  • A white order means the order is on Hold.
  • Ready tells you when an order is expected to be ready.
  • Distance shows the total distance of the delivery.
  • Total shows the order total and tells you whether the order is paid or still has charges due.
  • Use the buttons along the bottom of the screen to switch between Map Mode, Order History, Order Queue, Drivers, and Driver History.

Order History

Delivery_orderhistory.jpgThe 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.

  • Tap the Order ID to view order details.
  • Status shows whether an order is Open or Closed.
  • Employee is the driver attached to the order.
  • Customer is the name of the customer attached to the order.
  • Driver Status tells if the order has been assigned to a driver.
  • Total is the total amount of the order.
  • Due shows the total still due on the order.
  • Tap the + to the left of the order to display payment details.

Order Queue

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

  • Tap the Order ID to view order details.
  • Time Since Ordered tells you how long it’s been since the order was placed.
  • Customer is the name of the customer attached to the order.
  • Address is the customer’s address.
  • Status tells if the order has been assigned to a driver, whether it’s ready for assignment, and whether it’s been delivered.
  • Total is the total amount of the order.
  • Due shows the total still due on the order.
  • Tap the + to the left of the order to display payment details.
  • The small map on the right shows directions to the highlighted order.
  • The Assign button lets you assign the order to a driver.
  • Tap Expand Map to see a larger version of the map with delivery directions.

Driver View

Delivery_driverscreen.jpgThe driver view 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.

  • Drivers shows a list of drivers.
  • Tap the + to the left of a driver’s name to see their assigned orders.
  • Time In/Time Out shows how long it’s been since the driver checked in or out.
  • Expected Return tells when a driver should be available for another order.
  • The small map on the right shows directions to the highlighted order.
  • The Unassign button will unassign that button from the assigned driver.
  • Tap Expand Map to see a larger version of the map with delivery directions.

Driver History Overview


Delivery_driverhistory.jpg

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

  • Driver specifies the delivery driver.
  • Total Payments shows the total payments the driver has collected.
  • Order Totals shows the total amount the driver has left to collect.
  • Tap End of Shift to initiate the End of Shift procedure for the driver. Tapping the button will bring up the Till Management Window.

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:
  8. Tap Send order to send the order to the kitchen, if applicable.
  9. Tap Pay to take payment for the order
  10. Tap Hold Order, if the customer pays for the order upon the delivery.

Assigning a Delivery to a Driver

delivery_assigndriver.jpg

  1. Select Delivery Management from the menu. The Delivery Console is displayed on the screen.
  2. Tap Assign Selected Orders. The Select a Driver pop-up window opens.
  3. Select a driver from the list

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.


Transferring Ownership of Deliveries

Managers may transfer a delivery from one driver to another, even if the first driver is already en route.

  1. Select Delivery Management from Point of Sale dashboard.
  2. Tap the Order Queue button, the Order Queue screen opens.
  3. Tap on an order or orders located on the left side of the screen.
  4. Tap the "Unassign" button located on the right side of the screen, the Reassign Driver pop-up screen opens.
  5. Select a driver from the list and then tap OK.delivery_unassign.jpgdelivery_reassign.jpg

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.
  6. 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.
  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.

You can require drivers to have an active virtual till before receiving order assignments. To set this requirement:

  1. Choose Settings from the top navigation menu.
  2. In the left-hand navigation menu, check Require Virtual Till for Order Assignment.
  3. Check the box labeled Require Virtual Till for Order Assignment. A driver will now be unable to accept an order assignment without activating a Virtual Till.

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.

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.
  4. Enter the amount of the cash drop in the Dollars field on the ensuing window.

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.

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


Checking In the Delivery

  1. Tap the Driver button, the Driver view is displayed on the screen.
  2. Tap the Check In button, the “Close Open Orders?” pop-up opens. Select one of the following:
  3. Click OK to close open orders.
  4. Select order number(s) and then select Close unpaid orders to cash. Click OK.
  5. 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.
  6. 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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