Delivery & Dispatch
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      Dispatch App | DispatchPro Configuration

      DispatchPro Configuration

      Before beginning the setup for DispatchPro, please gather the following information

      • Delivery Tax Rates
      • Regions
      • KML files for region coverage
      • Driver Setup Information

      If you need assistance, please contact BLAZE support via chat, phone, or email. 

      BLAZE phone support: 415.964.5689 option 1

      BLAZE email support: support@blaze.me

      Configurations 

      NOTE:  Perform the setup in this order. 

      Enable Incoming Orders

      NOTE: This setting must be completed for each shop

      • Global Settings > Current Shop Settings
      • Click the Edit button
      • In the third section, Enable Incoming Orders

      DispatchPro Configuration 1

      Enable the Delivery Queue

      This setting must be completed for each shop.

      • Global Settings > Current Shop Settings
      • In the last section, Enable the Delivery Queue
      • Click on the Save button at the top when finished.

      DispatchPro Configuration 2

      Company Settings

      • Global Settings > Company Settings > Company Info
      • Click on the Edit Button
      • Scroll down to the Dispatch Configuration section
        • Auto Accept Member: Enabled or Disabled
        • Auto Accept Incoming Orders: Enabled or Disabled
        • Auto Assign based on Regions - Incoming Orders:  Enabled or Disabled
          • Auto Accept Employee: Select the employee profile to accept the Incoming Order
        • Auto Assign based on Regions - Regular Orders: Enabled or Disabled
        • Auto Assign Drivers - Incoming Orders: Enabled or Disabled

      NOTE: For drivers to correctly be auto-assigned to orders, the driver must be assigned to a terminal with the same Region and Inventory assignment as the order.

        • Auto Packed Incoming Orders: Enabled or Disabled 
          • Auto Packed Employee: Select the employee profile as the order packer

      DispatchPro Configuration 3

      Online Store 

      This setting must be completed for each shop.

      • Global Settings > Current Shop Settings > Online Store
      • Click the Edit button in the upper right corner
      • Scroll to the section Enable specific inventory

      NOTE: Disabled: Disables the Validate Inventory Availability setting

      • Enabled:
        • Validate Inventory Availability:
          • By Inventory: Online store displays only products from either all inventories or a single specified inventory to all customers. 
          • By Nearby Region: Online store displays products from the inventories assigned to a region that the customer’s online store account address matches. If there is no matching address, the online store displays all products.
          • By Nearby Region + Default Region: Online store displays products from the inventories assigned to a region that the customer’s online store account address matches. If there is no matching address the online store displays products from the inventory assigned to the default region.
        • Choose Inventory:

       

      DispatchPro Configuration 4

      Delivery Tax Rates

       

      NOTE: This setting must be completed for each shop.

       

      NOTE: Do not add your regions in the Delivery Tax Rates until after the region has been created.

       

      4. Set up Regions

       

      NOTE: 1. A "Default" region needs to be assigned for the auto-assign feature to function properly.
                  2. All fields are required
                  3. You must have 1 Tax Rule

       

      • Navigate to Global Settings > Company Settings > Regions
        • If there are not any existing active regions, click the Add Region button to create a new parameter
        •  If there are any existing active regions, click the Edit button to update the parameters
      • Region Name: The name of the region. Required
      • Active: This setting allows the region to be used when enabled
      • Default Region: Enable for the default region that gets applied to orders
      • Delivery Fee: Dollar amount that gets charged as the delivery fee
      • Opening Hours: The specific time that this region can start to process orders
      • Closing Hours: The specific time that this region stops processing orders 
      • Days Closed: The specific day(s) that this region is closed
      • Min Cart Subtotal: The minimum the cart subtotal must be to process an order
      • Free Delivery After: The minimum amount the cart subtotal must be to get free delivery
      • Delivery Tax Rate: The tax settings for the region
        • Inherit from Shop or select the Delivery Tax Rate
        • You can also create a Delivery Tax Rate with the button.

       

      NOTE: A region can be linked to only 1 Delivery Tax Rate, but a Delivery Tax Rate can be assigned to multiple regions.  If a Delivery Tax Rate is disabled, then the auto-assign process will consider the shop taxes.

      Zones: The zone determines where this region applies

        •  Zipcodes: The zip codes that will apply to this region. Required
        •  KML: Only 1 active KML per region 

       

      NOTE:  Zipcodes must be unique to a region

       

       

      NOTE:  KML areas can overlap, but if they do they will need to have unique operating hours

       

       

      How to create a KML file using Google Maps.

       

      NOTE: Best practice is to use KML files for region coverage.

       

      • To create KML files, use this link.

       

       

       

      Assign the region to the Delivery Tax Rate

       

      NOTE: This setting must be completed for each shop.

       

      • Global Settings > Current Shop Settings > Delivery Tax Rates
      • Edit each Delivery Tax Rate and assign the region.
      • Save each Delivery Tax Rate as you edit.
      • For more information on Delivery Tax Rates, click on this link

       

      Inventories

       

      NOTE: This setting must be completed for each shop.

       

      • Global Settings > Current Shop Settings > Inventories
      • Verify that the Inventory to be used for the terminal has the correct region assigned to it, or enter the region for that inventory.

      DispatchPro Configuration 5

       

      NOTE: Make sure that your terminal is pointing to the correct Inventory and also that the Inventory has the correct region assigned to it.

       

      Terminals

       

      NOTE: This setting must be completed for each shop.

       

      Use this Terminal Overview document to verify or create your terminal or use the quick steps below

      • Navigate to Global Settings > Current Shop Settings > Terminals.
      • If the terminals need to be added, click the Add Terminal button. If terminals exist, click the Edit button next to the desired terminal to modify. 
      • Enter the Terminal name
      •  Set the Assigned Inventory to the inventory created
      • Set the status to active. 
      • Click the Save button

       

      Driver Setup

      For more information on creating employees, click on this link How to add Employees in Global Settings.

       

       

      NOTE:  The following fields are required for the driver employee profile

       

      • Global Settings > Manage Employees
      • Click the View button to select a driver or click Add Employee to create a new driver
        • First Name: First name
        • Last Name: Last name
        • Position:  Delivery Driver
        • Is Driver:  Enabled
        • Phone Number: Must be a valid phone number
        • Email Address: email address
        • Password: Password
        • Pin:  Must be unique per user
        • Assigned Shops: Shops that this employee will work at
        • Assigned Terminal:  Mandatory if the Regions, Inventories, and Terminals are configured and assigned to a driver
      • Click on the Save / Update button

       

      NOTE: In the Assigned Terminal field, the Terminal list will be filled with the current site selected in the upper right corner.  If you want to assign the driver a terminal from another store, you must switch between stores first.  Also, make sure that the employee is assigned to a shop where the terminal is located

       

       

       

       

      If you have further questions, please reach out to us at support@blaze.me!