Release 2024.11.1 "Adobo"

Notes: If you have a location that does or would like to do Delivery please read below to see our new features.  And if you are interested in any additional information or help setting up any of this new features, please contact support at:
Support@ingageit.com or call (612) 861-5277

New Feature

1. Create Delivery Zones

• To set one up log into Backoffice --> POS --> System Setup --> Delivery Zones --> Add new record
  • You can create as many delivery zones as you'd like
  • They will work on the terminals as well as online
  • Delivery fees are optional
    

    

    
    
    
• Go to the Zone Map to create the zones
  • Use the Zone Drop down to move between the different zones you've created
  • Simply click on the map (in a circle or square rotation) to create the boundaries of your zone
  • The buttons on the bottom left can help you undo a line, Start over, or complete the shape
  • Then save it
    

    

    
    

2. Setting up dispatch in Backoffice

• Dispatchable Job Role
  • There is a checkbox to make a job role dispatchable, it allows an order type to be assigned to this job role so they can deliver it to the customer
  • There are job role tasks that allow users to be able to see the dispatch screen or assign orders to drivers. 
    

    

• Dispatchable Order Type
  • Check the Is dispatchable checkbox if you'd like this order type to be able to be assigned to drivers to be delivered to the customer
  • You can also link this job role to a customer for easy phone number or name lookup.
  • and it will keep the customer information and order history in Backoffice
    

    

    
    

3. Delivery on the terminals

• There is now a Dispatch button on the launch screen that will bring you to a screen to view and dispatch the orders
  

  

  
  
  
  
• When you click on the delivery order type you will be prompted to enter the customers information, you can type in their name or phone number
  • The right side will filter customer as you type in the information
  • The customers information will be listed so you can verify you're selecting the correct customer
    

    

    
    
    
    
    
• Once the customer is select it will bring you to the customers information page.  
  • Here you can edit the customers information
  • Enter in a quoted delivery time and add delivery notes
  • The deliver zone, distance and drive time will all be calculated automatically based off the stores address and the delivery zones you created in Backoffice.  
    • Note: If the distance and drive time are not calculated you may have the wrong address and i'd ask the customer to update it.
    • If they are outside of the delivery zone it will "Not in delivery zone"
      

      

      
      
      
      
• Here is what it looks like on the dispatch screen
  • You can select the orders and assign them to drivers
  • You can select the top button to change what orders you're lookinlooking at to find orders that are en route or delivered. 
  • Drivers can mark their orders as delivered once they return