Salesforce

Get Help With Delivery Mode, and Dispatch Drivers

« Go Back

Fields

 
Article Body

Toast has a built-in function for first-party delivery, which allows the user to manage orders quickly and easily from when the order is submitted to the delivery being completed by your driver.
 

In this Article:

Access Delivery Mode for First-Party Delivery 

From the main Toast Menu, select Delivery.
 

POS Modes with Delivery highlighted

Delivery Mode consists of three phases:
 

Toast POS menu.
 

  • Unassigned - Orders that have been submitted for delivery that have not been dispatched to a driver
  • En Route - Orders that have been dispatched to an on-duty driver.
  • Delivered - Orders that have been delivered and rendered complete from the app.


In addition to these views, there is also a Dispatch Driver function. Dispatching a driver for an order is what sends the order from Unassigned to En Route. The name of the delivery driver will be listed in the top right hand corner of the order. Read the next section on how to dispatch drivers. 


When the driver returns and selects the Complete Delivery button, this action moves the order from En Route to Delivered. Read below to learn how to complete deliveries. 


As shown below, from the Unassigned mode, a user can use the Update and Pay buttons to either update the order or update the payment(s) on the order. This is the same shortcut that exists on checks with other Dining Options.
 

Delivery page with a pending order and button options.


You can also Sort Checks in Delivery Mode. Select the overflow menu in the top right and choose Advanced Filters.
 

  • Here, you can choose any filter to sort your checks by. A common choice is Quoted Time which will allow you to prioritize which orders should go out first.
 

Advanced Filter option available by selecting the top right three dots.

 

The Advanced Filter option for a delivery order


Back to top
 

Dispatch a Delivery Driver for First-Party Delivery

Whether placed by phone or online, delivery orders are managed from Delivery Mode. 

Dispatch an Order:

  1. Delivery orders that have been placed start in the Unassigned tab. From this mode, a user can enter the Dispatch Driver Screen using the Dispatch Driver button in the top right corner. 
  2. Select the order(s) that need to be dispatched by selecting orders and the Dispatch Driver button in the top right corner. 
     
    Toast POS payment screen.
     
  3. A pop-up will appear to select the driver assigned to the order. Only employees clocked in and with at least one Job Type where Driver is marked will appear on this list. Select a driver. 

    Note: Only drivers that are clocked in can be dispatched. 
     
    Dispatched drivers.
     
  4.  Select Ok


Note: When a delivery order is assigned to an employee with a job set up as a "driver," they will receive any tips/gratuities assigned to the check.


With a driver dispatched on the order, the order moved to the En Route tab. 

Back to top
 

Complete a First-Party Delivery

When your driver returns, the order can be fulfilled and completed. 

Complete an Order:

  1. In Delivery Mode, navigate to the En Route tab, and select the order that has been delivered. Select Complete Delivery in the upper right corner. 
     
    En route deliveries.
     
  2. Confirm the delivery by selecting the Complete Delivery checkbox in the upper right. 
     

Completed deliveries.
 

The order has been delivered!

Back to top
 

Change Delivery Driver after Delivery is Completed

To change the driver that was dispatched on a delivery order after the order has been marked complete:
 

  1. In Delivery Mode, select the Delivered tab, choose the order in question, and select Update Driver
    Change delivery options.
     
  2. Choose the new driver to be credited for the order and select OK


Note: The entire check and any tip/gratuity will be transferred to the new driver. 

Back to top

 
TitleGet Help With Delivery Mode, and Dispatch Drivers
URL NameDelivery-Mode-1493048871021

Powered by