These configurations need to be set up prior to using DispatchPro.  Follow the order of the steps to ensure everything is configured.

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
• Enable the Delivery Queue
• Company Settings
• Online Store
• Delivery Tax Rates
• Set up Regions
• Assign the region to the Delivery Tax Rate
• Inventories
• Terminals
• Driver Setup
• Manage Employee Access 

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

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.

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

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:

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.

• Follow the steps in Setting Up and Managing Delivery Tax Rates to set up your Delivery Tax Rates

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
• 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
• Tax Rule: The tax settings for the region

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
  •  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.

Terminals

NOTE: This setting must be completed for each shop.

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

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 !