This guide will show you how to access the Delivery Driver Management system, where you have the ability to manage drivers, orders, delivery maps, and driver reports.

Table of Contents

For operations that provide delivery service to their customers, Lunchbox provides a comprehensive integrated Delivery Driver Management system. By using Delivery Driver Management, you have the ability to:

The Driver Management Screen can be accessed in the Management area by clicking the Driver Management Tab (requires Store Manager security access). The Driver Management screen is divided into three sections:

When a driver clocks in, the driver is automatically added to the Driver Management section. The following information is displayed for each driver when clocked in:

The following actions are available in the Driver Management section:

When an online order is received, the system will notify you with a sound and the order will be displayed as the first order in the list. All orders for the current business day are displayed in this section. The following information is displayed for all orders:

Orders are color coded to show status. The colors and statuses are as follows:

To view additional details about a specific order, simply click on the order in the Order List Section. This will give you the option to view more details about the order, a delivery map with directions, a copy of the order receipt, and the pack list. The following information is available in this section:

Order Tab

Map Tab

Receipt Tab

Pack List Tab

The image below shows an overview of the Order Management screen and its functions:

Key:

Notification alerts will sound up to twice, 30 seconds apart, when there are unacknowledged orders (red). If all the unacknowledged orders are acknowledged (assigned, etc.), the alert is reset and will sound again (up to two times) when new orders come in. Refreshing the page resets the alert so it will sound again if there are unacknowledged orders.

You can view a list of your drivers in the Drivers Tab of the Management section

The Drivers Tab will display information about your drivers including date of hire, driver’s license information and insurance.

To add a driver:

Step 1: From the management site of your store, proceed to the Drivers Tab

Step 2: Click Add Driver

Step 3: Add your driver’s information

Step 4: Click Add Driver

To edit an existing driver:

Step 1: Click Drivers Tab

Step 2: Click on the Driver’s name that you wish to edit

Step 3: Update information, as needed

Step 4: Click Save Changes, or, if you would like to leave this form without saving your changes, click Cancel

Note: If drivers are compensated a fixed amount per order delivered, enter the amount in the ‘Per Order Reimbursement’ field and this amount will be automatically calculated per shift and included in the driver’s Cash Out process

To run a report for a specific driver:

Step 1: Click Drivers Tab

Step 2: Click the Reports link to the right of the delivery driver you wish to obtain information about

Step 3: This report will include:

Driver dispatch is performed in the Orders Tab in Management (requires Store Manager or higher security access)

To add a driver to the shift/driver list:

Step 1: Click Orders Tab

Step 2: Click the Driver’s Name

Step 3: Click Clock In

A bank is the amount of cash you are providing the driver with at the beginning of their shift for the purpose of making change for customers. The amount of the bank(s) will be calculated and included in the driver’s Cash Out process.

To complete the driver clock in:

Step 1: Enter amount of bank

Step 2: Click Clock In

Step 3: Once clocked in, the driver’s name is highlighted in green, indicating the driver is ready for dispatch

Note: If you will not be providing a bank to the driver, leave at 0.00

To dispatch a driver, assign them to one or more orders and Check Out. There are two ways to assign drivers:

Click the driver’s name

Step 1: Choose Assign (only drivers that are IN (green) are available for assignment)

Step 2: Select the orders to be assigned

Step 3: Click Assign

Step 1: Click Assign on the order to assign a driver

Step 2: Select an available driver from the list

Step 3: Click Assign

In some situations, you may need to unassign an order from a driver. This could be due to a number of reasons, including the wrong order being assigned.

To unassign an order from a driver:

Step 1: Click the driver’s name on the appropriate order

Step 2: Select the driver’s name

Step 3: Click Unassign and the order will then become available for assignment again

Note: For security reasons all ‘Un-assign’ actions are logged in Event Notification and included in the End of Day report.

To reassign an order to another driver:

Step 1: Click on the order that you wish to reassign to another driver

Step 2: Click the Reassign button on the Order page

Step 3: Select the name of the new driver for reassignment

Step 4: Click Assign

When the driver is ready to leave with the assigned orders:

Step 1: Click the driver’s name

Step 2: Choose Check Out under the driver’s name

Step 3: Enter the dispatch PIN, if required

Step 4: Click Check Out

When a driver returns from a delivery, the driver must check in and report the results from delivery.

To Check in a Driver after a delivery:

Step 1: Click the Driver’s Name

Step 2: Click Check In

Step 3: Enter the delivery information:

Step 4: Click Check In

Note: If your merchant account is not set up to allow capturing an amount greater than the pre-authorized amount, or if the amount of the tip is greater than the allowed capture amount, the tip will be charged to the customer’s credit card as a separate transaction.

Once a driver returns, it will be necessary at some point to account for the money collected by the driver for each ticket. It is not necessary to cash out a driver after each run but it is manadatory to cash out a driver before the driver account can be closed. There is no limit to the amount of tickets that can be processed in one transaction (requires Store Manager access)

To begin cashing out a driver:

Step 1: Select the appropriate driver

Step 2: Click Cash Out

Step 3: Verify information, enter tips, verify driver information

Step 4: Click Cash Out

Once all of the driver’s tickets have been cashed out and any outstanding Driver Banks have been returned, you are ready to close the driver’s account

To close out a driver:

The Delivery Driver Report will be available on the Drivers Tab. To run a report for a specific driver:

Step 1: Click Drivers Tab

Step 2: Click the Reports link to the right of the delivery driver you wish to obtain information about

Step 3: The Delivery Driver Report will contain the following information:

The Delivery Orders Report is available on the Reports Tab with the following information by date range:

The Delivery Daily Trend Report is available on the Reports Tab with the following information by date range:

The Delivery Dispatch Status Report is available on the Reports Tab with the following information by date range: