Delivery Workflow

A Delivery Workflow is a sequence of tasks or steps that can be configured in the Account Profile. These tasks appear in the Driver App when a driver sets an order to “Deliver.”

Workflows may include system-defined or user-defined tasks, such as:

• ID Verification

• Signature

• Collect COD (with or without partial COD)

  Note: COD tasks cannot be included in a Task Group.

• Take Picture

• Collect Tip

• Custom Task (e.g., text entry, barcode scan, or dropdown selection)

When creating an order, the workflow steps will display and can be checked or unchecked depending on order requirements.

Defaults on deployment:

• Workflow steps are created based on selections made in the Account Profile.

• COD with partial COD and ID Verification can be included if selected in the profile.

• Signature is always included by default.

• Changes to the workflow do not affect existing orders.

Create a Delivery Workflow

A Delivery Workflow is created within an Account Profile. All orders from accounts linked to that profile automatically inherit the workflow.

Add Steps to the Delivery Workflow

1. Go to Accounts > Profiles and open a profile.
   

2. In Profile Details, open the Delivery Workflow section.

3. Click Add Step.

4. In the Add Step screen, select the step type:

   • Request Additional Signature – Driver must capture the recipient’s signature.

   • Collect COD – The driver must collect payment. Partial COD can be enabled here.

   • Collect Tip – driver can collect an optional tip.

     Note: For this step to display, the Tip extra fee must be configured in the Account Extra Fee Schedule.

   • Take Picture – The driver must take a photo. The image is stored under the order’s Attachment tab.

   • Specify Custom Task – Drivers may be prompted to enter text, scan a barcode, or select from a dropdown, depending on the user field associated with the task.

5. Configure display options:

   • Screen Title (EN/FR) – Title shown in the Driver App.

   • Screen Instructions (EN/FR) – Instructions displayed to the driver.

6. Set Visibility on Order (applies to the self-serve site):

   • Hidden – Step is invisible to account users/admins.

   • Active by Default – Step is visible, checked by default, but can be unchecked.

   • Inactive by Default – Step is visible, unchecked by default, but can be checked.

7. (Optional) Mark the step as Optional if drivers can skip it.

   • In Task Groups, all steps must be marked optional for the group to be optional.

8. 
   

Setup Delivery Workflow

After adding steps, you can:

• Reorder steps – Define the sequence drivers will follow in the Driver App.

• Create Task Groups – Group tasks so drivers complete only one option (e.g., Signature or Take Picture if no one is available).

Note: Changes only affect new or recurring orders. Existing orders remain unchanged.

Manage Steps

Move a Step

1. Open Accounts > Profiles and select a profile.

2. Open the Delivery Workflow.

3. In the step list, click the Action icon and select Move Up or Move Down.

   • On the first step, only Move Down is available.

   • On the last step, only Move Up is available.
     

Delete a Step

1. Open the profile and go to the Delivery Workflow.

2. In the step list, click the Action icon and select Delete.

3. Confirm by clicking Delete (permanent) or Back to cancel.

If a deleted step is part of a Step Group with only 2 remaining tasks, the group is automatically removed.

Group Steps

1. In the Delivery Workflow, check at least 2 steps in the Step Group column.

2. Click Group Steps, complete the details, and click Save.

3. On the Driver App, the group appears as one step, and the driver must select which step to complete.

Note: You cannot add steps to an existing Step Group. To change a group, delete it and create a new one.

Remove a Step from a Group

1. In the Delivery Workflow, locate the grouped steps.

2. Open Step Actions and select Remove Steps Group.

   • If only 2 steps remain in the group, removing one will automatically delete the group.

Edit a Step

1. In the Delivery Workflow, click on a step.

2. Edit the details and save.

Note: Task Groups cannot be edited. To make changes, remove the group and recreate it.
Edits only apply to new orders.