Disclaimer: This article is for Lunchbox 2 Enterprise 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.


Table of Contents

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:

  1. Delivery Map

  2. Delivery Hours

  3. Delivery Rules


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:

  1. Delivery Map with Map Rules

  2. 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.

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.


Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.