Disclaimer: This article is for Lunchbox 2.0 customers only. If your dashboard header looks the same as below, you are in the right place:
Delivery Management Overview
This guide will show you how to access the Delivery Tab, where you have the ability to view your location’s delivery hours and manage delivery maps, rules, and adjustments.
Introduction
If your location offers delivery, you will utilize the Delivery Tab on your website to designate an area to which you are willing to deliver by adding and editing Delivery Maps, Delivery Hours and/or Delivery Rules for your location. You must set up this section in order for your restaurant delivery service to function. These maps and rules define delivery availability and delivery charges if any. This can mean added charges for specific distances or order minimums in certain locations.
The Delivery Tab has three subtabs:
Delivery Setup Options
For the system to determine if a customer is within your delivery area, their address needs to meet the specifications that you set in your Delivery Map and Delivery Rules.
There are 2 ways to define delivery, which can be used individually or in conjunction with one another:
Delivery Map with Map Rules
Radius Rules
Delivery Map with Map Rules
A Delivery Map is a set perimeter on a map within which you are willing to deliver. If a customer’s address falls within that map’s parameters, then the specified minimum order and delivery charge will apply. A Map Rule determines the minimum order total and delivery fee that applies to addresses within your created delivery map:
Note: For example,: Randall, who is a block away from my store, is within my delivery area. When he puts in his address to place a delivery order, the system will determine, based on my map, that he can get delivery from my location and will apply the minimum order total and delivery fee based on this rule.
Radius Rules
A Radius Rule specifies a perimeter around your location to which you are willing to deliver. If a customer’s address falls within the defined rule, then a specified minimum order and delivery charge will apply. You can use these in place of a map, in conjunction with a map, and can also define multiple radius rules:
Note: I draw a delivery map that covers two miles from my location in every direction. I am willing to deliver outside of my normal area, up to 5 miles out, as long as the minimum order is $30 with a delivery fee of $3.
Defining Delivery Parameters
Before your location can begin taking online delivery orders, you must define the delivery parameters based on your setup preferences, described above.
Accessing the Delivery Map
To access the Delivery Map, from the location’s Delivery Tab:
Step 1: Select the Delivery Maps subtab
Step 2: Click Delivery Maps
Step 3: Login again when prompted
Creating the Delivery Map
To create the Delivery Map, from the location’s Delivery Tab:
Step 1: Access the Delivery Map
Step 2: Click on an area in the map to create a drop pin
Step 3: Create and move as many drop pins as needed to create a shaded area, which will be your desired delivery area
Step 4: Click Upload once you are satisfied with your delivery map
Testing a Delivery Address
To assist you with defining your map, we offer a Test Address feature. It allows you to enter in an address, that you know you deliver to, and make sure they fall within the map area that you have defined.
To test an address to confirm they fall in your delivery area, from the location’s Delivery Tab:
Step 1: Access the Delivery Map
Step 2: Enter the address into the Test Address field
Step 3: Click Test
Step 4: Repeat the above steps to test additional addresses
Creating Delivery Map Rules
A Map Rule defines the minimum order total and delivery fee that applies to addresses found within the delivery map you have created.
To create a Delivery Rule, from the location’s Delivery Tab:
Step 1: Select the Delivery Rules subtab
Step 2: Click the Add a New Delivery Rule button
Step 3: Enter the following:
Choose a Rule Name (optional)
Choose address is in map from the Rule Type IF drop-down
Enter $ amount under Minimum Order Total is $ field
Enter the Delivery Charge by dollar amount and/or % and/or fee by mile in Delivery Charge is field
Select Internal Use if the rule will only be used by internal users (Ex: Call Center Agents)
Select specific delivery service types if you don’t want the delivery rule to be available for all delivery service types under Limit By Service Type
Step 4: Click Create Delivery Rule to add the rule:
Creating a Radius Rule
A Radius Rule will allow the customer(s) to order if they are within a certain mile radius that you choose. This can be outside of a core map, a single rule, or multiple rules defined.
To create a Delivery Rule, from the location’s Delivery Tab:
Step 1: Select the Delivery Rules subtab
Step 2: Click the Add a New Delivery Rule button
Step 3: Enter the following:
Choose a Rule Name (optional)
Choose distance <= from the Rule Type IF drop-down
Enter delivery distance in miles under Distance field
Enter $ amount under Minimum Order Total is $ field
Enter the Delivery Charge by dollar amount and/or % and/or fee by mile in Delivery Charge is field
Select Internal Use if the rule will only be used by internal users (Ex: Call Center Agents)
Select specific delivery service types if you don’t want the delivery rule to be available for all delivery service types under Limit By Service Type
Adding Delivery Rule Adjustments
After you have created your Delivery Rule, you can edit it and add an adjustment.
Example: Current rule is within a 5 mile radius, minimum order total is $15 and delivery fee is $3. You might want to reduce the delivery fee if the order total is higher. So, let’s add an adjustment to the rule so that if a customer places a $50 order and they are within the 5 mile radius, the delivery fee is $0.
To add an adjustment, from the location’s Delivery Tab:
Step 1: Select the Delivery Rules subtab
Step 2: Click the Edit button next to the rule you want to add the adjustment to
Step 3: Click the Add Adjustment button at the bottom of the page
Step 4: Enter the following adjustment information
New minimum order total under Order Total
Delivery fee $ amount and/or % fee and/or $ per mile under Delivery Charge
Select Internal Use if the rule will only be used by internal users (Ex: Call Center Agents)
Step 5: Click Update Delivery Rule
Editing Existing Delivery Maps and Rules
You may decide that you need to make changes to your Delivery Map and/or Delivery Rules after you have created it.
Edit Existing Delivery Map
To edit an existing Delivery Map:
Step 1: Drag and drop the pins to move your existing delivery map
Step 2: Click Upload once you are satisfied with your map
Clear Existing Delivery Map
To clear an existing Delivery Map:
Step 1: Click Clear to remove all the pins from the map
Reset Existing Delivery Map
To reset the Delivery Map:
Click Reset to reload the map with the last saved points
Edit Existing Delivery Rules
To edit an existing Delivery Rule, from the location’s Delivery Tab:
Step 1: Select the Delivery Rules subtab
Step 2: Click the Edit button next to the rule you wish to edit
Step 3: Update any rule information that you wish to change
Step 4: Click Update Delivery Rule
Delete Existing Delivery Rule
To delete an existing Delivery Rule, from the location’s Delivery Tab:
Step 1: Select the Delivery Rules subtab
Step 2: Click the Delete button next to the rule you wish to delete
Benefits
There are so many ways to set up your Delivery Operations. Use all of these methods to get to the bottom of how you would like to provide your delicious food to your guests in their homes. You can additionally:
Ability to create order minimums per delivery radius
Ability to determine different delivery fees based on distance
Ability to use actual mapping to create delivery zones
Create multiple delivery zones to include certain businesses and/or streets within your delivery radius
Limitations
It is suggested that you make sure all of your delivery boundaries across 3P platforms and the POS are in line according to your contract with your Last Mile Delivery Service.
Delivery Rules cannot have a value of 0. At least a .01 cent must be added to the delivery rule. As of Nov 17th
Feature Limitations
Delivery Radii do not automatically export out to your delivery service.
POS Limitations
Delivery radii do not automatically import in from the POS. We suggest setting them both up to the same distance to ensure that orders are properly ingested.