Turn it on and choose your settings
Turn it on
- In your admin, open Settings → Modules, find Delivery Riders and click Enable (or Install on the Browse tab). The Delivery app is included in every plan.
- Open Logistics → Delivery. It has four tabs: Board, Riders, Cash and Settings.
If you open Delivery while the module is off, it says "Delivery riders is not enabled" with a Turn on button.
Switching it off (Settings → Delivery is on) stops new tasks: riders get no new work and the delivery pages close until you switch it back on. Tasks, riders and the cash ledger are kept.
Settings
Open Logistics → Delivery → Settings. Until you click Save, the page shows the defaults ("These are the defaults; nothing is saved for your store yet.").
Dispatch
| Setting | What it does | Default |
|---|---|---|
| Create a task | When an order gets a delivery task for your riders. When staff dispatch it: only when someone sends it out from the board or the order page. When the order is confirmed or When the order is packed: the task is created by itself, but only for orders whose shipping method uses the own-riders carrier; other orders still go out by hand. | When staff dispatch it |
| Assign by | Staff choose the rider, or Broadcast to riders in the area: each new task is offered to the riders on duty whose zones cover the address, and the first to accept gets it. Staff can still assign by hand either way. | Staff choose the rider |
| Deliver within (minutes) | The delivery time riders and the board count down to, when the order has no delivery slot. The board card turns amber at 75% of this time and red when late. 5 to 1440 minutes. | 45 |
| Attempts per order | How many delivery attempts an order gets. After this many failed attempts, Reattempt is refused and you bring the parcel back. 1 to 5. | 2 |
| Rider must accept | On: a rider you assign confirms with Accept (or Reject) before the task is theirs. Off: an assigned task is theirs straight away. | On |
Proof of delivery
| Setting | What it does | Default |
|---|---|---|
| Delivery OTP code | Cash on delivery orders only, Every order, or Never. The customer gets a 4-digit code when the rider leaves and tells it to the rider at the door. | Cash on delivery orders only |
| Photo | Never, When there is no OTP, Only for failed deliveries, or Always. With Only for failed deliveries or Always, the rider must add a photo when they report a failed delivery too. | Never |
| Allow delivery without signal | The code can only be checked online. With this on, a rider with no signal can deliver with a photo and their location instead; the delivery shows Needs review on the board. | Off |
Which proof an order needs is fixed when its task is created, so changing the OTP setting applies to new tasks.
Customer
| Setting | What it does | Default |
|---|---|---|
| Who the rider calls | The customer, while delivering: the rider sees the customer's phone once they accept. The store: the rider never sees the customer's phone; their Call button calls your store, which connects them. The customer never sees the rider's number either way. | The customer, while delivering |
| Send a tracking link | Adds the tracking link to the "out for delivery" message and shows it on the customer's order page. See What customers see. | On |
Click Save after changing these.
Zones
Riders' zones are your Hyperlocal Delivery areas. The card lists them, with Manage areas. Without Hyperlocal, riders pick up from your store address (Store address opens it), have no zones, and broadcasts go to every rider on duty.