Delivery

Where: Operations > Delivery
Who can use it: Permission delivery.view or delivery.assign_rider. The Delivery feature must be on for the branch (it is on by default for restaurants and off for retail shops).
Open this page in SureTill

Every order of type delivery gets a delivery record. This page lists those records, lets you give each one to a rider, and moves it from Pending to Delivered. Zones set the fee, minimum order and time for your website. Drivers are your riders. The second tab, Mass Pay / Settlements, is the Rider Settlement screen.

Step by step: add a rider

1. In the Drivers card press Add Driver.
2. Enter Driver Name and Phone. Both are needed. Email, Vehicle Type and Vehicle Number are optional.
3. Set Status: Available, Busy or Offline.
4. Press Save.

Add Driver: the window that opens.

Tip

A staff login with the Driver role is created automatically. Its email is the one you entered, or the phone number followed by @driver.local. If a user with the same phone or email already exists, that user is updated and given the Driver role. The rider signs in to the driver app with it.

Step by step: add a delivery zone

1. In the Delivery Zones card press Add Zone.
2. Enter a Zone Name, for example DHA Phase 6.
3. Set Delivery Fee, Min Order Amount and Est. Delivery Time (minutes).
4. On the map click to place the corners of the area. At least 3 points make a polygon. Drag a numbered marker to adjust. Use Undo to remove the last point, Clear to remove all, and My Location to centre the map on you.
5. Press Save Zone.

Add Zone: the window that opens.

Tip

A zone saved with fewer than 3 points has no boundary and is saved as a plain fee zone. If at least one active zone has a drawn boundary, the website cart check reports ‘Sorry, we don’t deliver to this address yet’ for an address outside all drawn zones, and it checks the zone’s minimum order.

Careful

Delete on a zone or a driver asks you to confirm, then removes it. There is no undo. Deleting a driver does not remove the staff login that was created for them. To stop using a zone without losing it, press Toggle to disable it instead.

Step by step: dispatch a delivery

1. In the Active Dispatch Board find the order. Use the tabs or the search box if the list is long.
2. Press Assign Rider in the Rider Entity column, or open the order and press Assign to Fleet Rider.
3. Pick a rider in the Dispatch Rider window. The rider is assigned at once. The delivery becomes Assigned and the rider and the customer are notified.
4. When the rider takes the food, open the order and press Confirm Rider Picked Up. The order becomes Out for delivery.
5. When it reaches the customer press Mark as Fully Delivered. The delivery and the order are marked delivered and the rider becomes Available again.
6. If it fails press Cancel / Return. The delivery is marked as failed (shown as Returned) and the rider is freed.

Careful

Marking a delivery as delivered does not record a payment. Cash the rider collected is recorded in Rider Settlement. Settle riders at the end of the shift.

Every setting explained

Overview cards and tabs

Item	What it does
Delivery Queue	Number of delivery records loaded (up to 100 of the newest).
Unassigned	Deliveries still Pending.
In Transit	Deliveries that are Assigned or Picked up.
Riders Active	Riders who are not Offline.
Tab Deliveries	Zones, drivers and the dispatch board.
Tab Mass Pay / Settlements	The Rider Settlement screen, embedded.

Delivery Zones card

Item	What it does
Zone row	Name, Active or Disabled badge, fee and estimated minutes.
Toggle	Switches the zone between Active and Disabled.
Edit	Opens the zone form.
Delete	Removes the zone.
Zone Name	Required.
Delivery Fee	Fee for the zone, zero or more. The label shows your currency symbol.
Min Order Amount	Smallest basket for the zone. The label shows your currency symbol.
Est. Delivery Time (minutes)	Between 5 and 180 in the form.
Zone Boundary	Map polygon, at least 3 points. Needs the Google Maps key of the app.

Drivers card

Item	What it does
Driver row	Name, status badge (Available, Busy, Offline) and the number of active orders.
Details	Opens Driver Detail: Total Deliveries, Active, Completed, Rating, and the last 30 deliveries. Click a delivery to open its dispatch window.
Edit	Opens the driver form. Name and phone changes are copied to the linked staff login.
Delete	Removes the driver.
Driver Name / Phone	Required. Phone up to 30 characters; spaces are removed.
Email	Optional.
Status	Available, Busy, Offline.
Vehicle Type / Vehicle Number	Optional, for example Bike or ABC-1234.

Active Dispatch Board

Item	What it does
Status tabs	All, Pending, Preparing, In Transit, Delivered, Returned.
Search	Finds by order number, customer, address or rider.
Order Context	Order number, customer and time.
Destination	Delivery address.
Status	Pending, Preparing, In Transit (assigned or picked up), Delivered or Returned.
Payment	Paid or Unpaid.
Rider Entity	The rider, or the Assign Rider button.
Print icon	Appears when you point at a row. Prints the bill.
Order Dispatch window	Status, payment, value, address, recipient, a route map from your branch to the customer when coordinates exist (otherwise a map of the address), distance, estimated time, rider, Lifecycle Events and Basket Items. Maps need an internet connection.

Tip

Lifecycle Events lists the recorded steps of a delivery, such as the moment a rider was assigned.

Related articles

• Rider Settlement
• Online Orders
• Website orders