Delivery
To enable or disable Delivery at a given location, toggle it on and off under the location information card at the top of the screen, next to Delivery Accepted:
General
Delivery configurations include settings that can be quicky adjusted by operators, including:
- Delivery closed today: This will temporarily disable online ordering for the current day, and resume based on the standard hours the following day.
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Allow customers to order 7+ days in advance: By default, ordering will be allowed up to 7 days in advance. However, with this feature enabled, we can support allowing customer orders up to 365 days in advance.
Please note: When using third-party delivery providers (such as Uber and Doordash), order can only be scheduled up to 30 days in advance. This setting should not exceed 30 days for clients using third-party delivery.
Min/Max Order Value
Minimum/maximum order value allows brands to limit the size of orders at the location level.
- Minimum order value: The minimum total a customer’s basket must reach to place an order, most often used for delivery and catering orders. Total includes subtotal, tax and service charges (like delivery fee).
- Maximum order value: The maximum subtotal a customer's basket can reach and still be able to place their order online.
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Notification Message: A custom message that will display on the location card to alert customers of any min/max order value limits.
- Error Message: A custom message that will display if customers do not meet or exceed the minimum/maximum order value set. It will pop up if they try to select the checkout button while their basket value is out of the set range.
Order Options
Order options allow you to create custom order options that guests can choose from when placing an order (such as delivery, etc.)
When creating a new order option, there are several options to help customize the ordering experience for your guests:
- Internal Title: This is strictly for internal use and will not be shown to customers.
- Option Name: This is the title that customers will see when placing an order.
- Instructions: This is a custom message that customers will see after selecting their delivery option, such as that a third-party provider will deliver it.
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Information Text: This enables an open-response text box to gather customer information, such as to confirm that they are ordering from the correct location.
- Information: This is the prompt that customers will see, such as "Please confirm that you are ordering from the Boston location."
- Make Information Field Required: The customer must complete this field before proceeding with their order.
- Information Field Error Message: The error message that will pop up if they do not complete the field.
- Order Received Email: This will trigger an email after customers place an order, confirming their order has been received.
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Order Received SMS: This will trigger an SMS after customers place an order, confirming their order has been received.
Please note: It is necessary to enable SMS on your account before using SMS order notifications. Reach out to your Customer Success Manager or our Technical Support Team at support@incentivio.com to enable this. - Order Complete Email (Tablet App Only): This will trigger an email after a customer's order is marked as Complete on the Incentivio Tablet App.
- Order Complete SMS (Tablet App Only): This will trigger an SMS after a customer's order is marked as Complete on the Incentivio Tablet App.
Delivery Availability
Delivery availability controls the prep time needed and the distance between time slots in online ordering.
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ASAP: Customers can have an order delivered as soon as possible. When placing an order, the due time is the time the order is placed + the prep time.
If using in-house delivery drivers: this should also include the estimated time that it will take to deliver the order.
When using third-party delivery services: the delivery time should not be included, as we will receive that from the delivery provider and add it to the ASAP time automatically. - Time Slots: Customers can select a specific time slot later in the day for their order to be delivered.
- Delivery Order Prep Time: The time needed to prep a standard-size order.
- Time Slot Interval: The time between each time slot. For example, 15 minutes would set 11:00, 11:15, 11:30, etc.
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Delivery Order Notice Period: Primarily used for catering orders that require advanced notice. Amount of advance notice that a location requires for an order.
The first available time slot a customer sees would be the order notice period + prep time, within available business hours.
Third-Party Delivery Service
This section controls the use of third-party delivery providers, including Uber Direct, DoorDash Drive, and Shipday.
Please note: Delivery charges should be set up under Payment Settings > Charges rather than in the "Charge Service Fee" field below.
Payment Settings
Payment settings allow brands to control whether payment is required and whether guest checkout can be used at the location level.