.. index:: ! Driver Management Delivery Driver Management ========================== Contents: This guide will show you how to access the Delivery Driver Management System, where you have the ability to manage drivers, orders, delivery maps, and driver reports. .. toctree:: :maxdepth: 3 Delivery Driver Management Overview ----------------------------------- For operations that provide delivery service to their customers, NovaDine provides a comprehensive integrated Delivery Management System. By using Delivery Driver Management, you have the ability to: * Manage driver information * Manage incoming orders * Clock drivers in and out * Assign and un-assign orders to drivers * Dispatch drivers * Display/Print multi-point driving directions * Display/Print packing list (pick list) * Add tips * Manage incoming/outgoing cash * Record delivery dispatch results * Track driver performance * View/Print reports * Cash out Drivers .. index:: Delivery Order List, Delivery Order Details, Delivery, Driver Management Driver Management Screen ------------------------ The Driver Management Screen can be accessed in the Management area by clicking the *Driver Management* Tab (requires Store Manager security access). The Driver Management screen is divided into three sections: 1. :ref:`Driver Management ` 2. :ref:`Order List ` 3. :ref:`Order Details ` .. _driver-man: Driver Management Section ````````````````````````` When a driver clocks in, the driver is automatically added to the Driver Management section. The following information is displayed for each driver when clocked in: * **Driver:** driver name * **Last Event:** last action taken by driver (status) * **Time:** time of last action * **Phone Number:** driver’s phone number The following actions are available in the Driver Management section: * **Clock in:** add a driver to the shift * **Check out:** dispatch a driver * **Check in:** return a driver * **Cash in:** record a driver cash drop * **Route map:** view route reflecting a driver’s current assigned orders * **Clock out:** cash a driver out, clock out, and remove from shift .. _order-list: Order List Section `````````````````` When an online order is received, the system will notify you with a sound and the order will be displayed as the first order in the list. All orders for the current business day are displayed in this section. The following information is displayed for all orders: * **Order #:** order number * **Promise Time:** delivery or Pickup time; assigned driver (when applicable) * **Pickup or Delivery:** displays the delivery address or the text ‘Pick Up’ * **TTD/DEL:** time to delivery (countdown) or actual time delivered * **Assign:** assign a driver or view the name of the driver assigned * **Total:** order total Orders are color coded to show status. The colors and statuses are as follows: * **Red:** unassigned * **Teal:** assigned, but not yet out for delivery * **Light Green:** out for delivery * **Dark Blue:** delivered * **Tan/Grey:** complete/Cashed out * **Orange:** future order .. _order-dets: Order Details Section ````````````````````` To view additional details about a specific order, simply click on the order in the Order List Section. This will give you the option to view more details about the order, a delivery map with directions, a copy of the order receipt, and the pack list. The following information is available in this section: Order Tab ''''''''' * **Assign:** display assigned driver or assign a driver * **Order #:** order number * **Promise Time:** delivery or Pickup time * **TTD/DEL:** time to delivery (countdown) or actual time delivered * **Address:** delivery Address * **Zone:** delivery Zone (if applicable) * **Name:** customer Name * **Contact:** customer’s email address and phone number Map Tab ''''''' * View Map of delivery route * View step-by-step driving directions * Print a copy of the directions for the driver Receipt Tab ''''''''''' * View a copy of the order receipt * Print a copy of the order receipt Pack List Tab ''''''''''''' * View a copy of the order pack list * Print a copy of the order pack list Order Management Screen Overview ```````````````````````````````` The image below shows an overview of the Order Management screen and its functions: .. image:: images/Delivery/deliveryoverview.jpg Key: 1. Displays the current status of a driver 2. View driver’s current route 3. Dispatch driver 4. Add a driver and bank to this shift 5. Assign order to driver 6. Displays driver assigned to that order 7. View order details 8. View map and directions 9. View a copy of order/customer receipt 10. View/print a copy of Packing List 11. Order # 12. Promise time 13. Time to delivery 14. Delivery address 15. Customer information 16. Adjust a tip and settle bank, if needed 17. Removes the driver from this shift 18. Return/check-in a driver from delivery .. index:: Delivery Driver, Delivery Order Alerts Order Notifications and Alerts `````````````````````````````` Notification alerts will sound up to twice, 30 seconds apart, when there are unacknowledged orders (red). If all the unacknowledged orders are acknowledged (assigned, etc.), the alert is reset and will sound again (up to two times) when new orders come in. Refreshing the page resets the alert so it will sound again if there are unacknowledged orders. .. index:: Delivery Driver, Driver Information, Driver Management Driver Information Management ----------------------------- You can view a list of your drivers in the *Drivers* Tab of the Management section .. image:: images/Delivery/DriversTab.jpg Viewing Delivery Driver Information ``````````````````````````````````` The *Drivers* Tab will display information about your drivers including date of hire, driver’s license information and insurance. .. _add-driver: Add a Driver ```````````` To add a driver: 1. From the management site of your store, proceed to the *Drivers* Tab 2. Click *Add Driver* .. image:: images/Delivery/AddDriver.jpg 3. Add your driver's information 4. Click *Add Driver* .. image:: images/Delivery/AddDriverPage.jpg .. _edit-driver: Edit an Existing Driver ``````````````````````` To edit an existing driver: 1. Click *Drivers* Tab 2. Click on the Driver’s name that you wish to edit .. image:: images/Delivery/EditDriver.jpg 3. Update information, as needed 4. Click *Save Changes*, or, if you would like to leave this form without saving your changes, click *Cancel* .. image:: images/Delivery/EditDriverInfo.jpg .. Note:: If drivers are compensated a fixed amount per order delivered, enter the amount in the ‘Per Order Reimbursement’ field and this amount will be automatically calculated per shift and included in the driver’s Cash Out process .. index:: Delivery Driver, Driver Reports, Driver Management Delivery Driver Reports ``````````````````````` To run a report for a specific driver: 1. Click *Drivers* Tab 2. Click the *Reports* link to the right of the delivery driver you wish to obtain information about .. image:: images/Delivery/DDReport.jpg 3. This report will include: a. Order number b. Time c. Customer Name d. Address e. Subtotal f. Tax g. Delivery Fee h. Tip i. Total j. Payment Type k. Distance l. Dispatched By .. image:: images/Delivery/DriverReport.jpg .. index:: Delivery Driver, Driver Dispatch, Driver Management Driver Dispatch --------------- Driver dispatch is performed in the *Orders* Tab in Management (requires Store Manager or higher security access) .. image:: images/Delivery/OrdersTab.jpg Adding a Driver to the Dispatch Pool ```````````````````````````````````` To add a driver to the shift/driver list: 1. Click *Orders* Tab .. image:: images/Delivery/ClockIn1.jpg 2. Click the Driver's Name 3. Click *Clock In* .. image:: images/Delivery/ClockIn.jpg .. index:: Delivery Driver, Driver Bank, Driver Management Enter Bank Amount ````````````````` A bank is the amount of cash you are providing the driver with at the beginning of their shift for the purpose of making change for customers. The amount of the bank(s) will be calculated and included in the driver’s Cash Out process. To complete the driver clock in: 1. Enter amount of bank 2. Click *Clock In* .. image:: images/Delivery/bank.jpg 3. Once clocked in, the driver’s name is highlighted in green, indicating the driver is ready for dispatch .. image:: images/Delivery/bank1.jpg .. note:: If you will not be providing a bank to the driver, leave at 0.00 .. index:: Assign Delivery Orders, Delivery Driver, Driver Dispatch, Driver Management Dispatching Drivers ``````````````````` To dispatch a driver, assign them to one or more orders and *Check Out*. There are two ways to assign drivers: Assign an Order to a Driver ''''''''''''''''''''''''''' 1. Click the driver’s name 2. Choose *Assign* (only drivers that are *IN* (green) are available for assignment) 3. Select the orders to be assigned 4. Click *Assign* .. image:: images/Delivery/AssignDriver.jpg Assign a Driver to an Order ''''''''''''''''''''''''''' 1. Click *Assign* on the order to assign a driver 2. Select an available driver from the list 3. Click *Assign* .. image:: images/Delivery/AssignOrder.jpg Unassign a Driver from an Order ''''''''''''''''''''''''''''''' In some situations, you may need to unassign an order from a driver. This could be due to a number of reasons, including the wrong order being assigned. To unassign an order from a driver: 1. Click the driver’s name on the appropriate order 2. Select the driver’s name 3. Click *Unassign* and the order will then become available for assignment again .. image:: images/Delivery/Unassign.jpg .. Note:: For security reasons all ‘Un-assign’ actions are logged in Event Notification and included in the End of Day report .. index:: Reassign, Delivery Driver Reassign an Order to Another Driver ''''''''''''''''''''''''''''''''''' To reassign an order to another driver: 1. Click on the order that you wish to reassign to another driver 2. Click the *Reassign* button on the Order page 3. Select the name of the new driver for reassignment 4. Click *Assign* .. image:: images/Delivery/ReassignDriver.jpg .. index:: Pin Number, Pin, Delivery Driver, Driver Check Out, Driver Management .. _check-out: Driver Check Out ```````````````` When the driver is ready to leave with the assigned orders: 1. Click the driver's name 2. Choose *Check Out* under the driver’s name 3. Enter the dispatch PIN, if required 4. Click *Check Out* .. image:: images/Delivery/Checkout.jpg .. index:: Delivery Driver, Driver Check In, Driver Management .. _check-in: Driver Check In ``````````````` When a driver returns from a delivery, the driver must check in and report the results from delivery. To Check in a Driver after a delivery: 1. Click the Driver's Name 2. Click *Check In* 3. Enter the delivery information: a. **Success?:** Select *Yes*, *No*, or *Order not assigned to me* from the drop down. b. **Comments:** Enter any comments related to the order. This step is optional, but is required if *No* is selected under *Success?* c. **Notes:** Enter notes about the customer. All notes entered will be visible in the OMS for this customer’s future orders. d. **Tip:** This button is used when the customer adds a tip or adds more to the current tip. This feature is useful in cases where the customer chooses to pay online with a credit card and then wishes to add or change his tip amount when the order is delivered. 4. Click *Check In* .. image:: images/Delivery/Checkin.jpg .. note:: If your merchant account is not set up to allow capturing an amount greater than the pre-authorized amount, or if the amount of the tip is greater than the allowed capture amount, the tip will be charged to the customer’s credit card as a separate transaction. .. index:: Delivery Driver, Driver Closing, Driver Report, Driver Management Closing and Reports ------------------- .. index:: Delivery Driver, Driver Cash Out, Driver Management Cashing Out a Driver ```````````````````` Once a driver returns, it will be necessary at some point to account for the money collected by the driver for each ticket. It is not necessary to cash out a driver after each run but it is manadatory to cash out a driver before the driver account can be closed. There is no limit to the amount of tickets that can be processed in one transaction (requires Store Manager access) To begin cashing out a driver: 1. Select the appropriate driver 2. Click *Cash Out* 3. Verify information, enter tips, verify driver information 4. Click *Cash Out* .. image:: images/Delivery/Cashout.jpg .. index:: Delivery Driver, Driver Close Out, Driver Management Closing Out a Driver ```````````````````` Once all of the driver’s tickets have been cashed out and any outstanding Driver Banks have been returned, you are ready to close the driver’s account To close out a driver: 1. Select the appropriate driver 2. Click *Clock Out* .. image:: images/Delivery/ClockOut.jpg .. index:: Delivery Driver, Driver Report, Driver Management Delivery Driver Report `````````````````````` The Delivery Driver Report will be available on the Drivers Tab. To run a report for a specific driver: 1. Click *Drivers* Tab 2. Click the *Reports* link to the right of the delivery driver you wish to obtain information about .. image:: images/Delivery/DDReport.jpg 3. The Delivery Driver Report will contain the following information: a. Order number b. Time c. Customer Name d. Address e. Subtotal f. Tax g. Delivery Fee h. Tip i. Total j. Payment Type k. Distance l. Dispatched By .. image:: images/Delivery/DriverReport.jpg .. index:: Delivery Orders, Delivery Orders Report, Driver Management Delivery Orders Report `````````````````````` The Delivery Orders Report is available on the Reports Tab with the following information by date range: .. image:: images/Delivery/DeliveryOrdersReport.jpg .. A. Order (Order number) B. Customer (Customer’s name) C. Email (Customer’s email address) D. Date (Date of order) E. Placed (Time order was placed) F. Promised (Order promised time) G. Prm Min (Minutes from order placement to promised time) H. Assigned (Time order was assigned to driver) I. Pl/As Min (Minutes between order placement and driver assignment) J. Dispatched (Time order was dispatched) K. As/Dis Min (Minutes between driver assignment and dispatch) L. Pl/Dis Min (Minutes between order placement and driver dispatch) M. Delivered (Actual time of delivery) N. Pl/Del Min (Minutes between order placement and actual delivery) O. OTD (Out the Door Time – time between order placement and dispatch) P. Gross (Gross order total) Q. Net (Net order total) R. Total (Order total, including tip) S. Tip (Tip amount) T. Driver (Delivery driver) .. index:: Delivery Driver, Driver Daily Trend, Driver Management Delivery Daily Trend Report ``````````````````````````` The Delivery Daily Trend Report is available on the Reports Tab with the following information by date range: .. image:: images/Delivery/DeliveryTrendReport.jpg .. A. Day (Day of the week) B. Gross Sales (Gross sales $) C. Net Sales (Net sales $) D. Order Count (# of orders that day) E. Average $ (Average order $ amount) F. OTD (Out the door average time) G. % OTD > 7.5 min (% of orders out the door in 7.5 minutes or more) H. % OTD > 9 min (% of orders out the door in 9 minutes or more) I. % OTD > 11 min (% of orders out the door in 11 minutes or more) J. ETTD (Average estimated time to delivery) K. % ETTD > 30 minutes (% of orders with more than 30 minutes to delivery time) L. Runs (Number of delivery runs) M. Deliveries (Number of deliveries made) N. Deliveries/Run (Number of deliveries per run) .. index:: Delivery Driver, Driver Dispatch Report, Driver Management Delivery Dispatch Status Report ``````````````````````````````` The Delivery Dispatch Status Report is available on the Reports Tab with the following information by date range: .. image:: images/Delivery/DeliveryDispatchStats.jpg .. A. Day Part (Time of day) B. Order Count (# of Orders for that Day Part) C. Sunday (Average OTD time) D. Monday (Average OTD time) E. Tuesday (Average OTD time) F. Wednesday (Average OTD time) G. Thursday (Average OTD time) H. Friday (Average OTD time) I. Saturday (Average OTD time) Troubleshooting --------------- * **When a driver has several orders and the manager is trying to check the driver out, sometimes it will give an error stating manager pin required, but none of the pins work. Is there a separate pin that needs to be used or a way to override this?** a. Please refer to :ref:`Check-Out ` section b. Increase the minimum amount of orders assigned to drivers before manager pin is required. Refer to :ref:`Edit Driver ` section * **When a customer places an online delivery order and does not add tip, receipts do not have a spot to add tip or a signature line. Is this by design?** Receipts only show tip and signature lines if they were paid for directly by a credit card. If they were paid for only using a gift card or by ApplePay, then the signature and tip lines do not show, as you cannot add additional tips to be charged back to those payment types.