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 Driver Management Overview

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

Delivery Drive Management Introduction

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:

  • Manage driver information

  • Manage incoming orders

  • Clock drivers in and out

  • Assign and un-assign orders to drivers

  • Dispatch drivers

  • Display/Print multi-point driving directions

  • Display/Print packing list (pick list)

  • Add tips

  • Manage incoming/outgoing cash

  • Record delivery dispatch results

  • Track driver performance

  • View/Print reports

  • Cash-out Drivers

Driver Management Screen

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:

  1. Driver Management

  2. Order List

  3. Order Details

Driver Management Section

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:

  • Driver: driver name

  • Last Event: last action taken by driver (status)

  • Time: time of last action

  • Phone Number: driver’s phone number

The following actions are available in the Driver Management section:

  • Clock in: add a driver to the shift

  • Check out: dispatch a driver

  • Check in: return a driver

  • Cash in: record a driver cash drop

  • Route map: view route reflecting a driver’s current assigned orders

  • Clock out: cash a driver out, clock out, and remove from shift

Order List 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:

  • Order #: order number

  • Promise Time: delivery or Pickup time; assigned driver (when applicable)

  • Pickup or Delivery: displays the delivery address or the text ‘Pick Up’

  • TTD/DEL: time to delivery (countdown) or actual time delivered

  • Assign: assign a driver or view the name of the driver assigned

  • Total: order total

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

  • Red: unassigned

  • Teal: assigned, but not yet out for delivery

  • Light Green: out for delivery

  • Dark Blue: delivered

  • Tan/Grey: complete/Cashed out

  • Orange: future order

Order Details Section

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

  • Assign: display assigned driver or assign a driver

  • Order #: order number

  • Promise Time: delivery or Pickup time

  • TTD/DEL: time to delivery (countdown) or actual time delivered

  • Address: delivery Address

  • Zone: delivery Zone (if applicable)

  • Name: customer Name

  • Contact: customer’s email address and phone number

Map Tab

  • View Map of delivery route

  • View step-by-step driving directions

  • Print a copy of the directions for the driver

Receipt Tab

  • View a copy of the order receipt

  • Print a copy of the order receipt

Pack List Tab

  • View a copy of the order pack list

  • Print a copy of the order pack list

Order Management Screen Overview

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

Key:

  1. Displays the current status of a driver

  2. View driver’s current route

  3. Dispatch driver

  4. Add a driver and bank to this shift

  5. Assign order to driver

  6. Displays driver assigned to that order

  7. View order details

  8. View map and directions

  9. View a copy of order/customer receipt

  10. View/print a copy of Packing List

  11. Order #

  12. Promise time

  13. Time to delivery

  14. Delivery address

  15. Customer information

  16. Adjust a tip and settle bank, if needed

  17. Removes the driver from this shift

  18. Return/check-in a driver from delivery

Order Notifications and Alerts

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.

Driver Information Management

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

Viewing Delivery Driver Information

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


Add a Driver

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


Edit an Existing 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


Delivery Driver Reports

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:

  • Order number

  • Time

  • Customer Name

  • Address

  • Subtotal

  • Tax

  • Delivery Fee

  • Tip

  • Total

  • Payment Type

  • Distance

  • Dispatched By


Driver Dispatch

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

Adding a Driver to the Dispatch Pool

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

Enter Bank Amount

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


Dispatching Drivers

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

Assign an Order to a Driver

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

Assign a Driver to an Order

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

Step 2: Select an available driver from the list

Step 3: Click Assign

Unassign a Driver from an Order

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.

Reassign an Order to Another Driver

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

Driver Check Out

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

Driver Check In

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:

  1. Success?: Select Yes, No, or Order not assigned to me from the drop down.

  2. Comments: Enter any comments related to the order. This step is optional, but is required if No is selected under Success?

  3. Notes: Enter notes about the customer. All notes entered will be visible in the OMS for this customer’s future orders.

  4. Tip: This button is used when the customer adds a tip or adds more to the current tip. This feature is useful in cases where the customer chooses to pay online with a credit card and then wishes to add or change his tip amount when the order is delivered.

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.


Closing and Reports

Cashing Out a Driver

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

Closing Out a Driver

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:

Delivery Driver Report

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:

  1. Order number

  2. Time

  3. Customer Name

  4. Address

  5. Subtotal

  6. Tax

  7. Delivery Fee

  8. Tip

  9. Total

  10. Payment Type

  11. Distance

  12. Dispatched By

Delivery Orders Report

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

    1. Order (Order number)

    2. Customer (Customer’s name)

    3. Email (Customer’s email address)

    4. Date (Date of order)

    5. Placed (Time order was placed)

    6. Promised (Order promised time)

    7. Prm Min (Minutes from order placement to promised time)

    8. Assigned (Time order was assigned to driver)

    9. Pl/As Min (Minutes between order placement and driver assignment)

    10. Dispatched (Time order was dispatched)

    11. As/Dis Min (Minutes between driver assignment and dispatch)

    12. Pl/Dis Min (Minutes between order placement and driver dispatch)

    13. Delivered (Actual time of delivery)

    14. Pl/Del Min (Minutes between order placement and actual delivery)

    15. OTD (Out the Door Time – time between order placement and dispatch)

    16. Gross (Gross order total)

    17. Net (Net order total)

    18. Total (Order total, including tip)

    19. Tip (Tip amount)

    20. Driver (Delivery driver)

Delivery Daily Trend Report

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

    1. Day (Day of the week)

    2. Gross Sales (Gross sales $)

    3. Net Sales (Net sales $)

    4. Order Count (# of orders that day)

    5. Average $ (Average order $ amount)

    6. OTD (Out the door average time)

    7. % OTD > 7.5 min (% of orders out the door in 7.5 minutes or more)

    8. % OTD > 9 min (% of orders out the door in 9 minutes or more)

    9. % OTD > 11 min (% of orders out the door in 11 minutes or more)

    10. ETTD (Average estimated time to delivery)

    11. % ETTD > 30 minutes (% of orders with more than 30 minutes to delivery time)

    12. Runs (Number of delivery runs)

    13. Deliveries (Number of deliveries made)

    14. Deliveries/Run (Number of deliveries per run)

Delivery Dispatch Status Report

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

    1. Day Part (Time of day)

    2. Order Count (# of Orders for that Day Part)

    3. Sunday (Average OTD time)

    4. Monday (Average OTD time)

    5. Tuesday (Average OTD time)

    6. Wednesday (Average OTD time)

    7. Thursday (Average OTD time)

    8. Friday (Average OTD time)

    9. Saturday (Average OTD time)


FAQs

  • When a driver has several orders and the manager is trying to check the driver out, sometimes it will give an error stating manager pin required, but none of the pins work. Is there a separate pin that needs to be used or a way to override this?

    1. Please refer to Check-Out section

    2. Increase the minimum amount of orders assigned to drivers before manager pin is required. Refer to Edit Driver section

  • When a customer places an online delivery order and does not add tip, receipts do not have a spot to add tip or a signature line. Is this by design? Receipts only show tip and signature lines if they were paid for directly by a credit card. If they were paid for only using a gift card or by ApplePay, then the signature and tip lines do not show, as you cannot add additional tips to be charged back to those payment types.


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