2. Creating a test route
If your shop only offers in store service feel free to skip this step, but if you'll be offering pickup and delivery service we'll need to get the routes set up. More detailed info about the drivers and routes can be found here but here we'll cover just the basics.
First we'll create a driver account. Individual routes are associated with a single driver account and this can't be changed later (although routes can be deleted if they are no longer needed. To set up the driver you'll go to setup -> drivers and then specify:
- NAME -- used just for display purposes
- EMAIL -- this will be the username for logging into the app
- PASSWORD -- the password that will be used to log in to the driver app
- PHONE -- this is the number that notices to the driver app would be set to, This can also be set to something fake like (555) 555-5555
- NEW ORDER SMS NOTIFICATION -- This controls when if it all new orders trigger a message to the drivers number.
With a driver account created we can then create a first test route. A route specifies a certain window in time on a set of days during which customers within a given coverage area can place an order. To set up your first test route you'll want to
- Go to the setup -> drivers page
- click the schedule tab
- click the + icon in the top right hand corern
- Fill out the below options
- Click Create Schedule
- ROUTE NAME -- This will only be shown internally, but will be used to identify what route a given order is on
- DRIVER -- Specifies which driver account the route should be associated with, in this case select the driver created earlier
TYPE -- Dynamic routes will auto sort themselves, and will only allow new orders if the route is not full, static routes will allow an unlimited amount of orders and won't try to auto order the stops unless you take maual action
FEE -- only specify if there will be a fee associated with placing an order on this route
REPEAT ON -- Specify which days of the week the route will run on
SCHEDULE LENGTH -- The times of day that the driver will be out and about during, for example 8am - Noon
ARRIVAL WINDOW -- This control what will be shown to the customer when they choose a time for their pickup. For example, with an 8-noon route and a 4 hour window, they'd see 8-noon, but with a 2 hour window the customer could choose between 8-10 and 10-noon. A longer arrival window allows the driver to be more efficent when making their trip around the city.
TURNAROUND TIME -- How quickly can a delivery be scheduled for a pickup on this day, so if you set this to 2 days, a pickup on Monday would not be able to be delivered back before Wednesday
STOP BUFFER -- This is used for in conjuction with dynamic routes when calculating if a stop will fit. The system will look at the distance between the stops + this buffer time as the driver will need some times to get the items to the door and get back on the road.