---
title: Dispatch App | DispatchPro Configuration
description: DispatchPro Configuration
---

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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](https://support.blaze.me/hc/en-us/articles/dispatch-app-dispatchpro-configuration#enable)
- [Enable the Delivery Queue](https://support.blaze.me/hc/en-us/articles/dispatch-app-dispatchpro-configuration#delivery)
- [Company Settings](https://support.blaze.me/hc/en-us/articles/dispatch-app-dispatchpro-configuration#company)
- [Online Store](https://support.blaze.me/hc/en-us/articles/dispatch-app-dispatchpro-configuration#online)
- [Delivery Tax Rates](https://support.blaze.me/hc/en-us/articles/dispatch-app-dispatchpro-configuration#tax)
- [Set up Regions](https://support.blaze.me/hc/en-us/articles/dispatch-app-dispatchpro-configuration#regions)
- [Assign the region to the Delivery Tax Rate](https://support.blaze.me/hc/en-us/articles/dispatch-app-dispatchpro-configuration#regions)
- [Inventories](https://support.blaze.me/hc/en-us/articles/dispatch-app-dispatchpro-configuration#inventories)
- [Terminals](https://support.blaze.me/hc/en-us/articles/dispatch-app-dispatchpro-configuration#terminals)
- [Driver Setup](https://support.blaze.me/hc/en-us/articles/dispatch-app-dispatchpro-configuration#setup)
- [Manage Employee Access](https://blaze-6831432.hs-sites.com/hc/en-us/articles/dispatch-app-manage-employee-access?hsLang=en)

### 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](https://support.blaze.me/hs-fs/hubfs/DispatchPro%20Configuration%201.png?width=688&height=239&name=DispatchPro%20Configuration%201.png)

### 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](https://support.blaze.me/hs-fs/hubfs/DispatchPro%20Configuration%202.png?width=688&height=131&name=DispatchPro%20Configuration%202.png)

#### 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](https://support.blaze.me/hs-fs/hubfs/DispatchPro%20Configuration%203.png?width=688&height=247&name=DispatchPro%20Configuration%203.png)**

#### 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](https://support.blaze.me/hs-fs/hubfs/DispatchPro%20Configuration%204.png?width=688&height=86&name=DispatchPro%20Configuration%204.png)

#### 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](https://blaze-6831432.hs-sites.com/hc/en-us/articles/retail-setting-up-and-managing-delivery-tax-rates?hsLang=en) 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. 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](https://www.google.com/maps/d/u/0/).

 

**<iframe height="315" src="https://www.youtube-nocookie.com/embed/kOBMW0CZbBI" style="margin: 10px auto; display: block; clear: both;" width="560" allowfullscreen></iframe>**

 

 

#### 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](https://blaze-6831432.hs-sites.com/hc/en-us/articles/retail-setting-up-and-managing-delivery-tax-rates?hsLang=en)**

 

#### 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](https://support.blaze.me/hs-fs/hubfs/DispatchPro%20Configuration%205.png?width=688&height=205&name=DispatchPro%20Configuration%205.png)

 

**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](https://blaze-6831432.hs-sites.com/hc/en-us/articles/retail-terminal-overview?hsLang=en) 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](https://blaze-6831432.hs-sites.com/hc/en-us/articles/retail-how-to-add-employees-in-global-settings?hsLang=en).

 

 

**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](mailto:support@blaze.me)!**

 

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