What
The driver app enables efficient management of tours and assignment of orders for delivery in order to optimize workflows for drivers.
Where
Admin: Store > Stores > Edit > Settings > Disposition/tour management.
Admin: Store > Stores > Edit > Settings > Driver/picking app > Activate use of the driver/picking app in the cash register and in the driver terminal > Yes.
POS: Order overview > Driver terminal.
Mobile phone/smartphone: SIDES Drive app.
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You can download the driver app (SIDES Drive) from the Apple App Store or Google Play Store using the following links:
Settings in the admin for tour management
First log in to the administration and go to Admin: Store > Stores > Edit > Settings > Disposition/tour management.
Here you can make various settings, such as whether the driver is allowed to cancel orders at the front door, whether tour blocks should be combined and whether you want to assign the tours to the driver automatically or manually via the driver terminal, as well as numerous other options.
Activate settings in the admin for the driver app
Activate the driver app under Admin: Store > Stores > Edit > Settings > Driver/picking app > Activate use of the driver/picking app in the cash register and in the driver terminal > Yes.
This means that the driver app can be used in the driver terminal and in the cash register.
You then select whether the device should be bound permanently (the QR code only needs to be scanned once) or whether it should be re-scanned for each shift (the QR code is re-scanned for each shift registration).
Duration of the binding the rider app:
- Permanent device (e.g. private mobile phone): Recommended if employees use their own phones.
- Valid for one shift: Recommended if telephones are provided to employees. Then the connection is made to each shift.
Once the settings are complete, a QR code will be displayed in the driver terminal when an employee logs in for a shift, which must be scanned with the app.
GPS tracking and tour tracking
If the driver app is active and GPS is activated on the phone, you can see the driver's position in the POS (cash register) in the "Trip planning" and in "Driver terminal" However, this only works if the driver has been assigned a tour in the driver terminal.
To see the destinations and the optimal route on the map, the corresponding options can be activated in the map settings.
Registration in the driver terminal
Log in to the driver terminal (POS: Order overview > Driver terminal).
Register the employee whose employee role is set as "Driver" and select a "Vehicle" out of.
This setting depends on the configurations you made under "Employee roles" in the administration.
After logging in, a message will appear on the terminal screen along with a QR code. Scan this QR code with the app to establish the connection between the app and the driver terminal for this employee.
After the QR code has been scanned, the message in the driver terminal disappears and the logged in employee is visible.
Notice: The QR code can also be displayed and scanned again later in the cash register under "Trip planning" and "Staff management" using the mobile phone symbol .
Tour assignment and start
Now you can assign the tours to the driver in the terminal as usual. These will then be displayed in the driver's app. Please note that the GPS data is only recorded when the employee is on tour.
The tours are started in the driver terminal by checking the desired order for delivery and then clicking the buttons "Calculate route" and "Start trip".
The tours then appear in the app.
If auto-disposition is activated (Admin: Store > Stores > Edit > Settings > Disposition/tour management > Activate automatic disposition: > Yes), the tours are displayed directly in the app and can be started there. The advantage is that they no longer have to be assigned manually in the driver terminal.
SIDES Drive (driver app)
Tours
In the app you can find the tours on the dashboard under "Tours".
The tours screen displays all of the driver’s active tours.
For each order you can see information such as address, customer name, telephone number and the location on the map (by clicking on the small map symbol ).
Order transfer and payment method selection
When handing over the tour (small button on the left ) you can view the invoice for the order and select the payment method. Only the payment methods that have been approved for subsequent changes in the administration are displayed here.
Billing
In addition to the tours and shifts, you will also find the "Billing".
Here you can see the current status of your personnel accounting.
Notice: The driver app does not track the miles driven. It only displays the miles calculated by Google to show the driver how far they should travel. Others use this to ensure that drivers always take the optimal route and do not take detours to earn extra income. To ensure that drivers always take the optimal route, they should note the starting and ending mileage and submit it for billing. As a shift manager or in a similar position, it is then up to you to decide whether to use the times calculated by Google for billing.
Shift management
From the app's dashboard you can access the menu item "Shifts" and have the next shifts displayed.
All upcoming shifts are displayed to the employee here.
These shifts are created and saved in the shift planner in the Admin/POS (Admin: Staff > Shift schedule, as well as POS: Shift schedule).
Employee ID
In the dashboard there is also the menu item "Employee ID".
Here the employee ID card is displayed as a barcode with the name and personnel number.