Uber Direct DaaS setup

Uber Direct DaaS setup

What
By connecting your stores to Uber Direct, you gain access to a broader delivery network.

Where
Admin: Store > External Delivery (DaaS) > Add account.

This guide describes the steps to set up Uber Direct on the SIDES platform and some examples of how to use it.

Introduction

Integrating Uber Direct with your restaurant offers a streamlined approach to managing deliveries, providing businesses with a reliable and efficient solution for last-mile logistics. By connecting your store with Uber Direct, you gain access to a broader delivery network, seamlessly scale up deliveries, easy webshop orders handling during peak hours and not worry about staffing shortages anymore.

Target group

This guide is intended for administrators who have access to the store settings. If some of the options are not available to you, check with your administrator regarding access rights. The examples at the end show the information from the POS that are visible to anyone who has access to the order overview in the POS.


Prerequisites

You will need the credential information from Uber Direct team. Please first reach out to them for all the needed information (Store identifier, Client ID, Client Secret and Webhook signature).


Instructions for setting up in the Admin

1. To set up a new Uber Direct account, you need to log in into your admin page.

2. Go to Admin: Store > External Delivery (DaaS).




3. On top left of the screen, you can click "Add account" to create a new account. You can also filter your stores, to check for active DaaS accounts already set up.




4. Configure delivery settings:




  1. Store: The store you want to set the account for.

  2. Service: Select "Uber".

  3. Default account for this store: Turn on if you want Uber to be your default DaaS partner (you can always change it later).

  4. Name: Only for internal use, the name you see in the overview list.

  5. Store identifier, Client ID, Client Secret, Webhook signature: Details provided by Uber Direct team.

  6. How to handle orders that are cancelled by Uber: choose from send to store, cancel order, or depending on the status send to store or cancel.

  7. Driver pickup location: Add the location name where the courier needs to know (the name of your business). This information is mandatory, without it the DaaS integration will not work.

  8. Pickup information: Add any extra comments for the courier (for example, if there is a side door to use).

5. After activation, you will be redirected to the overview page. For a DaaS service to be active, the account needs to be set on "Is Standard" (green heart) and "Active" (orange lock). Only when these two options are on, is your DaaS service live. If you deactivate one account, and you have another DaaS account active, it will automatically turn on (it will become standard).




6. Please make sure that your store has a phone number added to the contact details. This is required by Uber. To check go to Admin: Store > Stores > open your store > Edit (pencil) > Address/Communication/Bank, and under "Communication" add your phone number. If this information is missing, Uber Direct will not accept your orders.










7. From the moment you turn on the Uber Direct account, all delivery orders coming to your store will be sent to Uber Direct.


Points to consider

  1. If active DaaS accounts are created, cash payment methods for deliveries are automatically deactivated for the store.
  1. Your store must have a phone number set up, otherwise, all orders will be denied by Uber Direct.

  2. You can adjust the minimum preparation time in the settings: go to Admin: Store > Stores > open your store > Edit (pencil) > Settings > scroll down to "Delivery and take away settings" > under "Minimum time for preparation/pick-up you can set up how many minutes you need to prepare the food. From the moment the order was placed + minimum preparation time = is the earliest time a Uber courier will be there to pick up the order.






  1. You can only have one default account per store. This means if you have both Uber Direct, Drive and other DaaS services, you must only have one active service turned on.

  2. When turning off a DaaS service for a store, make sure that there is no other DaaS service active for the same store. If you have multiple accounts set up for the same store, it can easily happen that another account is turned on by accident.

  3. Uber courier will automatically get a notification to check the ID of the customer if the order contains products with alcohol. To do this, all the products that require an age check need to have the age limit field in: Admin: Items > Item > search for the item you want to add an age limit > press on "Edit" (the pencil icon) > Extra > Minimum age.








Uber Direct uses the size of the packaging to send a bike or a car courier to you. Please make sure that the delivery packaging of your product is set up correctly: Admin: Item > Item > search for the item you want to edit > press on "Edit" (the pencil icon) > Extra >  Shipping weight in grams. If the field is empty, a default size will be used.




How to use in the POS

When delivery orders are placed, you will see in the order overview a "car" logo with a border, which means that this order was sent to a DaaS provider or that it will soon be picked up by their courier.

Old cash register view:



New cash register view:



  1. Green car logo: Once the courier picks up the order → the "car" logo will turn green, signalling that the order is picked.

  2. Red car logo: If Uber courier rejects the order → the "car" logo will turn red.

  3. No car logo: If no car is shown on a "Delivery" order, it means that the Uber DaaS account was not set up properly.
 
On the right side, you will see a time estimate of when the order will be picked up. This time might change, if the courier needs more time. Pressing on the ""down arrow/blue speedometer" icon will display more information and details about the order.

Old cash register view:



New cash register view:



Frequently asked questions

  1. Can you control which orders are sent to Uber Direct? → yes and no. You can only turn DaaS services on and off. When the service is on, all "Delivery" orders go to DaaS partner. You cannot choose which orders are delivered by DaaS service, but this feature will come with an upcoming release.

  2. How can I know if I set up Uber Direct correctly? → You will see the "car" logo on your order overview.

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