Point of sale configuration for dynamic delivery
With the POS being a critical component to ensure that a truck’s inventory is properly represented and orders are seamlessly dispatched to applicable drivers, there are a number of configurations required to link this information together. Here’s what to check on:
- Dynamic Vehicle Set Up - For Dynamic functionality to work properly, the delivery vehicle needs to be connected to its own dedicated inventory room (housing products for sale) and register (completing transactions). This process is kicked off by activating the Location Based Delivery toggle within the Delivery > Configure > Cars settings on POS Back of House.
Activation of Location Based Delivery will create a Register and Inventory Room with the same name of the vehicle. The Register and Room names can be changed on this screen, but will always be linked to this vehicle. Once inventory has been allocated to this room, it will also show up on the right side of this vehicle info view.
- Inventory Management - Before deploying a dynamic vehicle on the road, it will need to be stocked with inventory. With a dedicated room being created for the vehicle with the above step, inventory can now be transferred into this room through the Move function within View Inventory on the POS Back of House.
To move applicable products onto the vehicle, select those products/packages from the list and click “Move” from the Inventory menu. Select the quantity that will be transferred on the truck and click “Move”. This will load the truck with the day’s inventory and ensure customers browning a dynamic menu can purchase these products.
- Vehicle Online / Offline - When a dynamic vehicle is ready to accept delivery orders from customers, it should be taken online via the Fleet tab in the POS. If a customer is browsing a menu and the vehicle goes offline, the customer will see an error message at checkout.
Setting the truck online can be done via the following steps:
- GoOnline - A vehicle can be set Online by clicking on the menu ellipse for the applicable vehicle followed by “Go Online”. This will ensure that the menu for that vehicle is pushed upstream to Dutchie Ecommerce.
- Assign Driver to Vehicle - Once a vehicle has been taken online, the user will be asked to choose the applicable driver who is operating the vehicle. Choosing the correct driver is key to ensure that orders flow into the proper route for this driver in the Delivery tab. A route for the applicable driver and vehicle will be automatically created in the Delivery tab once a vehicle is taken online. Also, if GPS-Based Dynamic Delivery is being used, this step is key to ensure the correct drivers location coordinates from Onfleet are associated with the applicable vehicle.
When the dynamic route has concluded for the vehicle, it can be taken offline via the same menu settings.
Menu Embed Testing
Before taking vehicles online, it’s important to ensure the applicable menus are properly implemented on the dispensary website and ready for customer browsing. The applicable embeds can be found on the “Customize” page of the Dutchie Ecom menu settings.
The most common application within a dispensary website is the Dynamic Delivery embed. When a customer chooses express delivery (or a similar representation), they will be prompted for the delivery address to ensure the proper vehicle’s menu is displayed, as shown below:
As an alternative option, if Zone Based Dynamic Delivery is the method chosen and the native dispensary website is used to communicate the different delivery zones/vehicles to the customer then the Standard Menu embed can be used on each section of the website that represents the delivery zone/vehicle.
Once both the dispensary website and vehicles have been properly configured, the embedded menus should be tested with different addresses to ensure the proper customer experience has been achieved.