Accept dynamic deliveries

Dynamic configuration is not only beneficial for ensuring that customers are browsing the proper vehicle’s menu, but also to add automation and streamlined workflows to the order fulfillment and delivery process.

Dispatcher Experience

As a customer completes their dynamic order via an embedded menu on the dispensary’s native website, a number of events occur automatically / are available as options as the order travels down to the point of sale system. With the delivery dispatcher’s experience based in the Delivery tab of POS, the following actions can take place to assist with the workflow:

• Auto Dispatch to Route - If proper configuration steps listed above have been taken, a customer order for a specific vehicle will automatically be assigned to the applicable route in the Delivery tab once it arrives at the POS.
  
  Any order that is automatically assigned to a dynamic route will have the green arrows listed under the “Dispatch” column so the dispatcher can identify that this was an automatic action. 
• Change Order Of Stops - If the dispatcher would like to change the order of stops the dynamic vehicle should make, they can simply drag and drop the orders within the route to sequence them accordingly. Currently, dynamic orders will stack in a route based on the order in which they were received. If a dispatcher notices that certain addresses are very close to each other or a certain order should receive priority, they are able to adjust the order of stops. 
• Assign to Different Driver - In a similar fashion, if a dispatcher notices that an order would be better off if delivered by a different vehicle (pending that vehicle has inventory to support), they can drag and drop the applicable order another route in the list. This will change the order assignment to the new driver and vehicle. 
• Push to Onfleet - If the workflow includes an existing integration with Onfleet, dynamic orders that automatically flow into the POS will also automatically be present as tasks within Onfleet. While task information can be reordered and moved to different drivers in Onfleet, if integration with state compliance systems or accurate manifesting is required by the dispensary then any order movement adjustments completed in Onfleet should also be performed in the Delivery tab of the POS.
• End Route - Once the dynamic route has been completed by the driver and the vehicle has been taken offline in the Fleet tab, the route can be removed from the list by completing the End Route workflow (Three dot route menu → End Route).

While order dispatch is performed automatically, any manual adjustments to order assignment that may be critical for Onfleet or state compliance integrations can be pushed downstream by readying the route (or the individual order) for delivery. This is completed by entering the route menu (three dot menu on the right side of route in Delivery tab), performing an “Edit Route”, and choosing “Ready for Delivery”. This can be done as many times as needed if multiple adjustments are made to a route.

Driver Experience

While the dispatcher experience takes place mostly in the Delivery tab in the POS, the intent is to have all driver interactions with a dynamic order take place in the Guestlist tab to minimize context switching and ensure they can stay focused on the task at hand. Supporting features in the Guestlist include:

• Vehicle Assignment and Filtering - Dynamic orders that are automatically or manually assigned to a vehicle should have the applicable delivery vehicle identified on the order cards in the Guestlist. If this is not present, this information can be added to the cards via Registers → Configure → Cards on the Back of House. Drivers are also able to filter the view so they are only able to see orders applicable for their delivery vehicle. 

        This can be done by choosing the filter icon on the Guestlist and selecting the applicable vehicle. After you complete this step, cards shown will be reduced to only those that are delivery orders for the respective vehicle.

• Order Fulfillment - Order fulfillment is very similar to how pre-orders are typically fulfilled in a store operation, but this is done by the driver in the delivery vehicle. To assist with the process (including if a scanner is not present), only packages that are present in the vehicle’s room will be shown during the pre-order fulfillment process.
  
  To ensure this feature functions properly, it is critical that the driver using tablet POS to fulfill the order chooses the correct register for the vehicle they are driving. If an incorrect register is used, inventory will not be shown properly to fulfill the preorder. If there is a desire to show all package options to the driver for preorder fulfillment as opposed to just what is on the vehicle, this setting can be changed via Settings → Devices → Registers → Only See Inventory From Linked Rooms via the Back of House.
• Order Checkout -  Checkout can be completed by the drivers at the point of delivery using the tablet based POS. The checkout workflow is very similar to a standard checkout during an in-store transaction, but a few additional tools have been provided to ensure delivery compliance where applicable.
  • Collect Delivery Signature - If this option is selected during dynamic delivery configuration (Require Signature in POS for Delivery), it will prompt the driver to collect a customer signature using the tablet.
    After a signature has been captured, the driver can proceed with the checkout workflow.
  • Take Delivery Photo - Also configurable during dynamic delivery setup (Require DL Image in POS for Delivery), this will prompt the driver to capture a photo before proceeding with checkout.
    It is important to note that this feature only functions on a tablet or mobile device, as it launches the native camera application to take the photo.

After the driver completes order fulfillment and checkout, they are able to close the transaction in the POS and move onto their next delivery order.