LB Delivery Dispatch: Dashboard Overview
Let's take a tour of the LB Delivery Dispatch Dashboard and the options you have to manage your Lunchbox delivery orders.
Table of Contents
Logging into LB Delivery Dispatch
1. Navigate to delivery.lunchbox.io/login and click Login:
2. Enter Lunchbox-provided login credentials and click Continue:
Delivery History Details
1. Find and Manage Delivery Orders:
a. Click on the Truck Icon on the left side of the screen to load the delivery history page.
b. By default the delivery history page will display all deliveries scheduled for today.
c. You look up previous orders by adjusting the date on the top left.
d. You can also search for orders, sort, group by, adjust column settings, and export deliveries on the top right.
Note: The Delivery History page is essentially the LB Delivery Dispatch Home page.
2. Click on any order to view the Job Details:
3. View a quick view of the delivery Job Details:
Note: The customer will see something similar when they are provided a link to their delivery updates.
4. Click on See details to view more information regarding this order:
5. From the Delivery Job Details page, you'll be able to make adjustments to orders:
a. You can manually assign or reassign delivery orders to the provider of your choice.
b. You can report an incident or cancel deliveries.
View your Delivery metrics from the Analytics page.
1. Click on the Analytics icon to view your location(s)' performance:
Adjust the settings for your brand's locations.
1. Click on the Gear icon to view your settings:
2. Team: Members
Manage team members of your organization. Add new team members, assign roles and remove people from your organization. Additional details here: https://support.lunchbox.io/hc/en-us/articles/18355168323863-Delivery-Dispatch-Managing-Team-Members
3. Customization: Tracking
Customize the tracking view to align with your brand identity. All modifications will be immediately visible in the preview section located on the right side of the page. Additional details here: https://support.lunchbox.io/hc/en-us/articles/18355110081943-Delivery-Dispatch-Public-Tracking-Customization
4. Dispatch: Strategies
Click on Strategies to navigate to your strategies. Additional details here: https://support.lunchbox.io/hc/en-us/articles/18355151819159-Delivery-Dispatch-Dispatch-Strategies
Note: If you only are using 1 strategy, this will take you directly to Job Settings.
5. Strategies: Job Settings
a. Provider Selection: Add allowed providers from the list and define strategy.
b. Rules: Behavior or requirements for this strategy.
c. Delivery Fees: Define fees and how it can be split between you and your customers.
6. Dispatch: Automations
Click on Automations to navigate to your automations.
Note: If you only are using 1 automation, this will take you directly to the 1 Rule in place.
7. Automations: Rules
Automations apply to all deliveries that meet the defined criteria and do not have a dispatch strategy attached.
a. Define Rules: Define the rules that will drive this automation. You can add multiple criteria to trigger the same automation. Based on the criteria, the chosen dispatch strategy will be applied to the job.
b. Apply Dispatch Strategy: Choose the dispatch strategy that will be applied to the job when the criteria is met.
8. Dispatch: Locations
Set up your Locations for personalized Delivery Services. Additional details here: https://support.lunchbox.io/hc/en-us/articles/18355176879383-Delivery-Dispatch-Adding-Locations
9. Billing: Manage
Manage your payment methods and invoices. Additional details here: https://support.lunchbox.io/hc/en-us/articles/18355092771991-Delivery-Dispatch-Manage-Invoices
a. Payment Methods: Manage your payment methods. You can add a new payment method.
b. Invoices: View the list of invoices. You can pay an invoice by clicking on the pay button.
10. Billing: Refund Requests
View the status of any submitted incidents needing refunds. Additional instructions here: https://support.lunchbox.io/hc/en-us/articles/18355036299927-Delivery-Dispatch-Submitting-Delivery-Incidents
11. Notifications: Triggers
LB Dispatch has a built-in, fully customizable, notifications platform. This platform enables you to own the end-to-end customer experience and keep your internal teams up to speed on potential issues. Additional details here: https://support.lunchbox.io/hc/en-us/articles/18355133032727-Delivery-Dispatch-Configure-Notification-Triggers
1. Click the Plus icon to manually create a delivery job:
These are typically auto-generated with the Lunchbox integration for delivery orders, but if you need to manually create a job, simply use this option and fill out all needed info for the delivery. Additional details here: https://support.lunchbox.io/hc/en-us/articles/18354966500247-Delivery-Dispatch-Manually-Creating-Delivery-Jobs
2. Fill out Pickup, Dropoff, and Delivery Details, then click Next to Assign a delivery provider and manually send out the order:
Logging Out of LB Delivery Dispatch
1. Click the Exit icon in the bottom left to log out of the Delivery Dispatch Dashboard: