Delivery groups
Organize internal drivers and third-party delivery groups.
The Delivery Groups feature in the Ordering.co platform is designed to provide businesses with a flexible, structured way to manage their fleet. Whether you are using a dedicated team of in-house drivers or third-party delivery services, this tool ensures your delivery operations are streamlined and organized.
In this article, we will walk you through the functionality of Delivery Groups, from creation to management, ensuring you can optimize your delivery workflow effectively.
1. Understanding delivery groups
Delivery Groups act as "folders" or "categories" for your delivery resources. Instead of managing every driver or third-party service individually for every store, you can group them based on their type, location, or the specific business they serve.
Key types of groups:
- In-house Drivers: Used for your own staff or private fleet.
- Delivery Companies: Used for integrating third-party providers like DoorDash Drive, Uber Direct, or Yango Delivery.
2. Step-by-step guide: creating a delivery group
Step 1: Accessing the menu
From your Ordering.co dashboard, navigate to the sidebar on the left. Click on Setup, then select Delivery, and finally click on Delivery Groups.
Step 2: Initiating a new group
Click the + Create Delivery Group button in the top right corner. This will open the configuration form.
Step 3: Basic information
- Name: Give your group a clear, descriptive name (e.g., "Downtown In-house Team" or "Third-Party Express").
- Delivery Manager: Assign a manager from the dropdown list. This person is responsible for overseeing the drivers within this specific group.
- Type: Choose between In-house drivers or Delivery companies. This selection changes the options available in the next steps.
- Enabled Toggle: Ensure this is switched ON to make the group active.
Step 4: Selecting drivers or companies
- For In-house Groups: You will see a list of available drivers. Check the boxes next to the drivers you wish to include in this group.
- For Delivery Company Groups: Select the specific third-party integration (e.g., DoorDash Drive) that this group will utilize.
Step 5: Assigning businesses
Scroll down to the Select Businesses section. Here, you define which of your store locations will be serviced by this delivery group. Simply check the boxes next to the relevant stores.
Step 6: Save and activate
Once all details are filled, click Create Delivery Group at the bottom of the page. Your group is now live and ready to handle orders.
3. Managing and editing existing groups
You can easily toggle groups on or off directly from the main Delivery Groups dashboard using the green/red switch.
To make changes:
- Click on the specific Delivery Group card.
- Click the Edit button.
- Update the name, manager, drivers, or assigned businesses as needed.
- Click Save.
4. Tips and tricks for efficiency
- Color-Coded Naming: Use a naming convention that includes locations or shift times (e.g., "Evening-Shift-West") to help managers identify the right group at a glance.
- Quick Toggles: If a third-party service is experiencing delays or high surcharges, you can quickly disable that specific Delivery Group to route all orders to your in-house team instead.
- Search Optimization: Use the search bar on the main Delivery Groups page to quickly filter through dozens of groups if you are managing a large-scale operation.
5. Best practices
- One Manager, One Focus: Try to assign managers to groups that they are physically near or familiar with to ensure better communication.
- Regular Audits: Periodically review your groups to ensure that new drivers are added and inactive drivers are removed.
- Geographic Grouping: For businesses with multiple locations, create Delivery Groups based on zones. This prevents drivers from being assigned orders that are too far from their base.
Conclusion
Use delivery groups to associate drivers or third-party providers with the businesses they serve. Review membership and availability when dispatch behavior does not match the intended setup.