Overview
Before you begin:
Delivery Zones must be created before delivery is activated.
Driver accounts need to be created to assign routes and track drivers
Processing delivery orders has 3 primary steps
Managing and packing incoming orders
Grouping orders into routes and dispatching drivers
Completing delivery routes
Managing & Packing Orders
View incoming orders from the Orders tab of your delivery section. Delivery orders have these possible statuses
Open
Working
Pending
En Route
Delivered
Returned
Orders will appear in the Open column
When you start packing an order, move it to Working
When the order is packed, move it to Pending
Delivery routes can't be dispatched to drivers if they contain orders still in open or working. Ensure all packed orders are moved to Pending
When a driver starts a route, all orders in that route will automatically move to En Route
As the driver marks different stops as completed or failed, those orders will move to Delivered or Returned on the kanban
Delivery CardsDelivery cards contain additional data
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Pushing to The POS
All Carrot POS integrations except Biotrack allow you to push orders directly into your point of sale. Each order card will have a create in POS button at the bottom. When an order has been successfully pushed you will the the POS ID for that order.
Building and Dispatching Routes
In the dispatch view you can group orders into routes, and then send them off to drivers. The dispatch tab has 3 main pieces:
A list of your open orders
A map showing the locations of open orders
A list of your active routes, separated by status,
Open routes, that are still being worked on
Dispatched routes that have been optimized and assigned to a driver but haven't been started yet
In Progress routes that have been started by a driver
Creating a New Route
To create a new route you can click the orders on the left sidebar or the order pins on the delivery map. You can also drag and drop orders between routes that haven't been dispatched yet.
Dispatch Route
Dispatching a route means that route is fully ready for a driver to take. You won't be able to dispatch a route until all orders in the route have been moved to Pending.
Once all orders are ready select the dispatch option from the actions menu. This will trigger the dispatch screen and route optimization.
On the dispatch screen you can:
View the optimized stop order produced by our routing algorithm
Modify order stops based on priority by dragging them
Assign or change the assigned driver
Clicking the Dispatch Route button will run our optimization algorithm and assign the route to the driver. Once a route has been dispatched it can't be modified, if you want to add or remove stops you will need to cancel dispatch.
Routes
The Routes screen shows all your delivery routes. Active routes (open, dispatched or in-progress) are separated from routes that have been completed.
Driver
For Admin App users with driver permissions enabled, the driver tab will show any routes that have been assigned to the currently logged-in profile.
Running a Route as a Driver
Drivers need to login to the admin on a mobile device with their own account to view and start the route assigned to them. This is required to track the driver as well.
Starting a Route
To start a route, select a route from the Routes or Driver screen, then click or tap on "Start Route". If you have another active route you will need to complete it before starting a new one.
Once a route is started, your ability to edit it or cancel dispatch is limited. Drivers should not start a route until they are physically leaving your store. Starting a route will also enable GPS tracking for the driver.
Completing a Stop
Once a route is started, your first stop will appear. You can get directions to the stop, and record success or failure on the stop.
Cancelling a Started Route
if you need to cancel a route after it has been started, all stops that were not completed will be released back to your open orders list so they can be added to a new route. Any completed stops will keep their success or failure status.