The Work Schedule and Mapping module is designed to perform the following tasks:
- Assist operators in determining an outlet to process an order.
- Automatic search of outlets for online orders.
- Link delivery locations to areas on the map.
- Flexible control over the schedule in the outlets.
- Specify minimum order amount and delivery duration for each area.
- Control incorrect delivery orders. A delivery order may have incorrect address, total amount, or time.
- Flexible reassignment of delivery areas during the day or week.
The system may pick up more than one outlet to perform a delivery. A low priority outlet will be selected. If priorities are the same, the first found outlet will be selected.
If the system cannot find the right outlet for some reason, an operator may select the point manually. For this, an operator needs to have the “Bypass graphic and mapping restrictions” (D_BDR) permission.
iikoFront will not check Schedule and Mapping restrictions if an RMS server is unavailable and cannot connect to the geocoding service. An operator at the delivery point will receive a message that a server connection is lost. He or she may keep working with the delivery by saving it without verifying restrictions or cancel the saving. No additional permissions required to process a delivery offline.
How does it work?
Preparation Outlet is Determined Automatically
Once you specify the street address when creating a delivery order, you will see the Map and the Find outlet buttons in the Delivery block. Enter order items and click Find outlet. The system will find the outlet that meets all the conditions specified in Work Schedule and Mapping settings and assign the order to it. The outlet's name is saved in the Outlet field.
To find the most suitable outlet with a particular concept adopted, specify it in the delivery record. The order will be assigned to such an outlet. If there is no outlet with such a concept in the area, an operator receives an error message. Delivery terminal concepts can be configured in the Delivery > Delivery terminals section.
Most Suitable Outlet is Suggested
An operator can view found outlets on the map and assign the order manually. Click the Map button in the Delivery block. The system displays an outlet that fits your criteria the most. There might be several outlets. Click the Assign button on the right of the outlet's name. It is saved in the Outlet field.
If no outlets fit the delivery criteria, an operator gets a warning. He or she may offer a solution to a customer. For example, change the delivery time if outlets are closed at the requested time.
Issue: No outlet was suggested that match the criteria.
Solution: An operator may choose the right outlet manually.
Issue: The system found an outlet that meets all the requirements, but an item is in the out-of-stock list or discontinued in this outlet. An operator gets an error message.
Solution: The operator may choose the right outlet manually.
Issue: An order total is less than the minimum permitted amount.
Solution: A customer can be advised to add more items to the order.
How to set up?
To provide a quality service to your customers, you may divide the service area (city) into blocks and then assign a preparation point (outlet) to each one of them to make your delivery service efficient. Each such point might have its own service terms: work schedule, delivery time, minimum order amount, etc.
The article covers a general list of steps to be made to configure an automatic selection of a preparation point at the time of delivery creation.
Work Schedule and Mapping
To enable and set up an automatic selection of an outlet, follow this:
- Go to Delivery > Work Schedule and Mapping. If you use iikoChain centralized delivery, you can set it up both in the HQ and in iikoOffice of a call center.
- If you use a third-party automatic order distribution service, check Use external delivery distribution service and specify an address of this service in the adjacent field.
- Select the Geocoding service. Iiko supports several geocoding services. All of them have their own terms of service: chargeable API or open API with certain restrictions, some services require some additional settings to be made, others don’t but are not applicable to all the environments. For details, see the Geocoding Service article.
- To avoid creating deliveries with invalid destination addresses, check Search for exact address match. If checked, you won’t be able to save an order with an incorrect address. In this case, you will have to double check the address and specify the correct one. Provided you have the “Bypass schedule and mapping restrictions” (D_BDR) permission, you will be able to save such a delivery, but the system will give you a warning if the address is invalid.
If unchecked, the system would suggest the nearest address possible to the incorrect one; this way the delivery can be saved.
- Specify if you use Delivery zones and how they can be created:
- Do not use. Service zones are missing and the automatic delivery distribution among preparation outlets is unavailable.
- Use maps. In this mode, you are able to use service zones created directly on the map.
- Create manually. Check this item if you want to specify service zones using a list streets addresses or import such a list from a CSV file.
|To make the Create manually item available, add the enable-manual-delivery-zones = true string to the resto.properties settings file.|
For more details on the setup of delivery zones on the map and manually, see the Delivery Areas
- Set schedule parameters and other additional conditions for selecting a delivery terminal. For details, see the Terms of Service article.
- To be able to create delivery orders within delivery zones, you have to assign preparation outlets (delivery terminals) for all the zones. The service will not be provided in uncovered areas. For this, set up the Delivery areas block.
- Click Save and Close.