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If a customer has a pickup and delivery order scheduled for the same day and time (which is usually common for repeat pickup orders), you will now only need to accept & navigate to one of them rather than accepting and navigating to both.
Your drivers can take payment from your customers using the Driver app if necessary and you will be able to determine when that can take place.
Head to Settings > Pickup and Delivery > Driver App > Allow Payment in Driver App, and you can then select from a dropdown of options.
These options will range from 'Pickup and Delivery', 'Delivery Only', 'Pickup Only', and 'Never'. We would recommend ‘Delivery Only’ as the best option.
You will have the ability to toggle between the option to have the customers name show up on the driver app in the main feed.
Toggling the option on will show the customer's name in the main feed alongside their order number, their address and pickup or delivery time.
You can activate this from Settings > Admin > Pickup & Delivery > Driver App > Show Customer Name in Main Feed.
When adding/editing a customer in the POS as well as in the customer app, the address section is now split into multiple sections.
We have added a new section to the metrics page allowing the ability to easily see all unpaid orders and invoices.
Head to Settings > Metrics > Unpaid
In this section you will be able to filter by Order Status, Customers/Business Accounts, and a Day range.
A total amount of all unpaid orders and invoices will be at the top and a breakdown provided below.
You will see unpaid orders on the left showing the customer name, how many orders are unpaid and the amount owed. You will be able to select the customer, take payment, make edits or see the itemised list of the items in the order.
Similar to unpaid orders, on the right, you will be able to see unpaid invoices with the same options as unpaid orders with one difference. You will be able to click on the number indicated in the “invoices” column and send the invoice from this section to the customer or business account.
One handy new feature for the Driver app is the ability to show the rack location on all delivery orders.
This will allow your driver to easily know on which racks the relevant orders are in your store while looking at the driver app, so the driver can then collect them and deliver them to the customers.
Head to Settings > Pickup & Delivery > Driver App > Show Rack Location for Delivery Orders and toggle on.
If your store offers pickups and deliveries, you may want to restrict a driver to a certain route. You can ensure that a driver on one route does not see pickup and delivery orders which belong to another route.
Once you create your routes head to Settings > Users > Edit User > Limit Driver App Routes Dropdown and select the relevant route for your driver.
If no options are selected then the user has access to all routes in the Driver app.
This feature will grant the ability to lock a staff member out of the POS preventing any further access.
Most useful if you still need to complete payroll for a last paycheck for example, but not allow the staff member to access the system.
Head to Settings > Users > Edit User > Access Mode > Locked Out
Allow a staff member to create a statement history (payment history) for a customer/business account over a certain date period. This can be created as a PDF or Email and then sent to the customer.
Head to Settings > Invoice in the top right corner you will see 'New Statement'.
The statement will list all of the payments made by a customer/business account during that date range (either regular order payments) or invoice payments, as well as any unpaid orders.
To ensure your driver only has access to the Driver app and not the POS as well, you can choose to exclusively grant them access to the Driver app.
To do this, head to Settings > Users > (Add or Edit the User) and then go to Access Mode and select from the dropdown 'Driver App Only'.
