API Keys

When an Account gets created a default API key gets generated and sent to Account Manager for accessing Delivery Solutions APIs.

In this section user can create multiple API keys for the Account, which he can extend to different systems at their end, for example website or mobile app or separate API key for his digital partner to track the orders getting generated thought them separately.

Please note, Account Manager who is accessing these APIs needs to mention Tenant ID of business at the time of creating store or order under that business.

Create API Keys

Account Manager can create API Keys under API Key section.

The Attribute Form seeks information for below fields:

Edit API Key

An existing API Key can be edited.

Enable or Disable API Keys

Instead of removing, Businesss can opt to make an API Key Enable or Disable.

Delete API Key

You can permanently remove an API Key.

Profile

Profile interface shows business-specific configurations for your Orders and Notifications. For example, Business Name, Business Email, Notifications and so on.

• Business Details
• Business Settings
• At Risk Settings
• Address
• Delivery Assurance Configuration

Business Details

Your Business details includes your Business name, registered Business email, phone number and webhook details. If you need to update your Business details, you can access it through edit option on the profile page.

To enter your details or update your current details, head to your Business section on your sidebar and select the Profile section. Once inside, you will be able to edit or fill in your profile details.

This is how your business details looks like..

1. After Successful login to Delivery Solutions page
2. Click on the Business Tab from the left side panel
3. Select Profile under the Business Section
4. Click on button.
5. In the same panel, now your Profile details is in Edit mode.
6. You can update your basic profile details under Profile Section.

Basic

The Update Profile seeks information for below fields:

Timings Category

Create Timings

Create Timings option is available at each level. As mentioned earlier Timings can be created for different categories. Delivery Solutions allows to create them for a week and same will be repeated by default.

This is how your create timings page looks like..

Basic

The Create Timings form seeks information as below:

Create Override

Override will let you create exceptional timings which will override the existing timings. Eg. Creating a new override to define the store operational hours during Thanksgiving.

Override timings can be created at all the level i.e Business, Brands and Pick Up Locations.

This is how your create brand page looks like..

Basic

The Create Override form seeks information as below:

Brands

Brands interface shows business-specific configurations for your Orders and Notifications. For example, Brand Name, Brand ID and so on.

Brand Name mainly identifies a brand under business, Brand ID is a unique identification in Delivery Solutions for a particular brand under business. While creating store under any brand “Brand ID” enforces that the store gets created under that brand only. Delivery Solutions allow Business Admin to define brand logo as well which gets printed on label of Packages.

This is how our Brand Section looks like..

This is how our Pick Up Location page looks like..

Let's have a look at the icons available in Draft mode to Save or Publish Store Boundaries

Packages

Packages are nothing but the containers in which the items will be delivered to the customer. The measurement of the order packages can be managed in Packages page under deliveries section. You can Create, Edit and Delete the packages based on the requirement.

Create Package

Adding a packages in the Delivery Solutions can be done through few clicks.

This is how Create Package page looks like

The Package Details section seeks information for below fields:

Edit Package

Existing packages can be edited under Packages page

Delete Package

Existing packages can be set as deleted under Packages page

Attributes

Gathering order related data and analyzing it for making smart decisions is the way to success in any business. Now you can simply predefine and add custom order attribute fields to your checkout page and automatically receive all necessary data. Creating as many additional order attributes as you need enables you with a rich feedback tool. Use such field input types as text field, date, yes/no, dropdown, etc. and quickly process collected data on the backend.

Create Attribute

Businesss can create order attributes in Order Attribute.

The Attribute Form seeks information for below fields:

Edit Attributes

An existing order attribute can be edited.

Enable or Disable Attribute

Instead of removing, Businesss can opt to make an attribute inactive or activate.

Delete Attribute

You can permanently remove an order attribute.

Alerts

Alerts sections can be helpful in setting up the alerts. It can be set for Business to receive Webhooks, SMS and Email for the set of order statuses.

This is how Alerts Page looks like

There are two sections under this page.

Filters section can be used to filter existing alerts based on some criteria such as Brand, Pick Up Locations, DSP and Order Status.

List section lets you create alerts.

1. After Successful login to Delivery Solutions page
2. ExpandBusiness section from the left side panel
3. Select Alerts under the Business.
4. Click on the button Create Alerts.
5. This is how the Create Alert page looks like.
   
6. Click on Save button to save the changes.

Basic

Alert Form seeks information for below fields:

API Keys

API Keys section under Business lets you create Business API Keys. These keys helps Business Admin to access the orders under their Business. These API Keys are local to the business and cannot be used with other business under same account.

Create API Keys

Businesss can create API Keys under API Key section.

The Attribute Form seeks information for below fields:

Edit API Key

An existing API Key can be edited.

Enable or Disable API Keys

Instead of removing, Businesss can opt to make an API Key Enable or Disable.

Delete API Key

You can permanently remove an API Key.

Compliance Check

Compliance Check page lets you check the Alcohol Compliance in a particular Zip area.

The Compliance Check Form seeks information for below fields:

Auto Retry

Auto Retry specifies whether an attempt to be made to access a Page/URL/API Request/Response after its initial failure response. Auto Retry Configuration lets you set the number of attempts to be made during a particular timeframe from the initial failure.

Auto Retry Configurations

All the Auto Retry attempts of an order are captured in Fetch Logs and considered as a part of Order Lifecycle.

The Auto Retry Configuration Page seeks information for below fields:

Authentication

Delivery Solutions facilitates Single Sign on Authentication. SAML authentication is the process of verifying the user's identity and credentials (password, two-factor authentication, etc.). SAML authorization tells the service provider what access to grant the authenticated user

Microsoft Azure

A. SAML based Single-sign-on
B. Manifest
C. User Attributes & Claims
D. Users & Groups

1. Login to Microsoft Azure
2. Go to Single-sign-on under Manage section in your Azure Application.
3. Edit Basic SAML Configuration. Copy the DS Callback URL from SSO Configuration Page into the Reply URL. at Azure side.
4. This will ensure that once the user is authenticated via Azure. User will be redirected to Delivery Solutions.
5. Refer below sample configuration in Azure.

1. It is required to create a role in Azure to map with Delivery Solutions Role. These Roles will help in restricting the view in Delivery Solutions for the authenticated user.
2. Go to Manifest under App Registrations to map the Azure Roles with Delivery Solutions Roles.
3. Create a Role mapping in appRoles in the Manifest as shown below.
   1. displayName: Role name in Microsoft Azure.
   2. value: Role name in Delivery Solutions. Make sure it does not have spaces.
   3. isEnabled: Set true to list the role in the Users & Groups.
4. This is how the manifest should look like.

1. Once the above configuration is completed. It is required to create claim in order to map Azure Roles with Delivery Solutions Role.
2. Go to Attributes & Claims under your application in Azure.
3. Click on Add New Claim.



4. Name as role.
5. Source Attribute as user.assignedroles.
6. Click on Save to save the claim.

1. Once the Roles are mapped through Claims. Users can be assigned these roles.
2. Go to Users and Groups under your application in Azure.
3. Go to user Profile.



4. Click on Add User to provide access to the application.
5. Select a Role and click on Assign.



6. Once the user is assigned a role. Azure will pass the role via Encrypted URL to Delivery Solutions.

Google OpenID

Delivery Solutions supports OpenID authentication with Google's OAuth 2.0 APIs.

Deliveries

Understanding how orders work in DeliverySolutions is an important part of any Business.. After a customer places an order, It appears on the Status page under Deliveries section of Delivery Solutions.

Order LifeCycle

Order LifeCycle

Order Statuses

Create Delivery

Place your orders with Delivery Solutions.

There are two ways through which an order can be placed with Delivery Solutions

1. Delivery Solution API
2. Delivery Solution Interface

• Create Delivery
• Orders with Estimates
• Direct Place Orders
• Scheduled Orders
• Manual Orders
• Orders with ASAP Time Window

Create Order/Delivery

Locate Create Delivery Page with below steps:

1. After Successful login to Delivery Solutions page
2. Click on the Deliveries Tab from the left side panel
3. Select Create Delivery under the Deliveries Section
4. You will be redirected to a Create Delivery Form
5. Click on the appropriate option once the details are in place.

• Pickup Details
• Dispatch Settings
• Drop-off Details
• Package Details
• Custom Attributes

Pickup Details

Store details section takes basic details of the store such as store name, store Timezone, Pickup/Drop off Window details and so on.

This is how your Pickup Details Section looks like

Dispatch Setting

Dispatch Settings section allows you to configure Order Dispatch Settings while placing an order. A dispatch type determines whether an order should be dispatched to DSP or requires to be with Delivery Solutions until manually released or scheduled to release to DSP. The Dispatch Settings are also available at the Store and Order level for overrides. The settings configured at the Business level will be inherited by the Stores and each of its Orders unless overridden.

This is how your Dispatch Settings Section looks like

Drop-Off Details

Drop Off section takes the details of the delivery address where order needs to be delivered.

This is how your Drop-Off Section looks like

Package Details

Package Details section contains details about the package such as Package value, Package Size, Quantity and so on. You can add as many packages as you want by clicking Add button in Package Details section

This is how your Package Details Section looks like

Notification Details:

In this section you can mention the Email and Phone number details where order notifications will be sent.

This is how your Notification details Section looks like

Custom Attributes

Business Admins can also provide details for order attributes while placing an order. These attributes further helps in selecting most suitable DSPs by filtering them using Business Rules.

This is how your Custom Attributes Section looks like

Orders with Estimates

In Order with Estimates, before placing an order with DSPs, You request for the estimates given by all the DSPs. Additionally, based on the cost and time in the estimate you can make a decision which DSP you wish to give order for delivery.

Follow below instructions

1. After Successful login to Delivery Solutions page
2. Click on the Deliveries Tab from the left side panel
3. Select Create Delivery under the Deliveries Section
4. You will be redirected to a Form called Address & Packages
5. Fill in the details in each section of the form
6. Click on Get Estimates to get the order estimates
7. You will be redirected to Estimation page having estimates from available DSPs
8. Select the radio button against the DSP through which you wish to make order delivery
9. Click on Place Order to place the order
10. You will be redirected to Summary page where you can see the order summary

Direct Place Orders

Direct place order internally works the same way as that of get estimate and place order, i.e. when order request is received, first DS requests for estimates from all DSPs, on receiving estimates based on rule configured best DSP in terms of estimation gets selected, and instead of giving estimate and DSP details back to tenants, Delivery Solutions places the order directly to that DSP of which estimate was selected as best out of all DSPs..

Follow below instructions

1. After Successful login to Delivery Solutions page
2. Click on the Deliveries Tab from the left side panel
3. Select Create Delivery under the Deliveries Section
4. You will be redirected to a Form called Address & Packages
5. Fill in the details in each section of the form
6. Click on Place Order
7. Your order will be automatically placed with the DSP having the best estimate and delivery time.
8. You will be redirected to Summary page where you can see the order summary.

Schedule Order

Orders can be scheduled as well. In dispatch settings under Create Delivery page, Businesss can select the schedule option. Whenever an order is placed as schedule, It is mandatory to set the Pickup Start Time and Drop Off End time prior to placing the order.

Follow below instructions

1. After Successful login to Delivery Solutions page
2. Click on the Deliveries Tab from the left side panel
3. Select Create Delivery under the Deliveries Section
4. You will be redirected to a Form called Address & Packages
5. Fill in the details in each section of the form
6. In Dispatch Settings section, select option schedule
7. Provide Time(in minutes) before which order will be picked up from DSP
8. You will be redirected to Summary page where you can see the order summary

Manual Order

Delivery Solutions allows you to place an order manually where you can save an order with Delivery Solutions and release it to DSPs later on.

Follow below instructions

1. After Successful login to Delivery Solutions page
2. Click on the Deliveries Tab from the left side panel
3. Select Create Delivery under the Deliveries Section
4. You will be redirected to a Form called Address & Packages
5. Fill in the details in each section of the form
6. In Dispatch Settings section, select option Manual
   1. Click on Save button to keep the Order with Delivery Solution. You can release the order later on.
   2. Click on Get Estimates to get the estimates of the order
   3. Click on Place Order to allow Delivery Solution to directly place with the DSP having most suitable estimates and time for your order.
7. You will be redirected to Summary page where you can see the order summary

Orders with ASAP Time Window

Customers can place an ASAP order through API as well as Delivery Solution Interface. An ASAP order means Pick up the order right away and Deliver the order as soon as the pickup is done. However, DSP preference and Scenarios will be still considered. The earliest delivery will be selected as per the scenarios set under the orchestrations section.

Please note in this case “Always Honor Delivery Window” check becomes invalid as there is no fix time given by tenants to pickup and delivery.

However, in this case DSP preference and Scenarios still comes into play, and as per the result of those scenarios estimate which will delivery at earliest gets selected.

Deliveries

Orders which are with Delivery Solutions and yet to be dispatched to DSPs can be managed through Delivery Solutions Interface.

• View Orders
• FilterOrders
• Edit Orders
• Fetch Logs
• Cancel Orders
• Export Orders

View Orders

You can view all the orders on Status page under Deliveries section.

Filter Orders

You can search your orders based on the filters available on the Status Page.

This is how the list of filters looks like.

Basic

The Status page contains below filters.

Edit Order

You can edit an existing order from the Deliveries Status page.

Fetch Logs

Fetch Logs are nothing but the logs being sent to DSPs and Tenants based on the change in the order status.

You can view the Fetch Logs under Status and Create Delivery Page.

This is how fetch logs looks like

Cancel Order

Order Cancellation can take place at any point of time in the order life cycle.

Export Orders

Businesss can export the order placed by them in CSV/XLXS Format.

Delivery Service Providers

Provider Config page lets you manage and configure the available Delivery Service Providers based on your Business requirement.

DSP configuration mainly seeks API Key. Once DSP is configured, then only It can be assigned to the Store.

1. After Successful login to Delivery Solutions page
2. Click on the Provider Config Tab from the left side panel
3. You will be redirected to Delivery Service Providers under the Provider Config Section

Private Fleet Configuration

Private Fleet Configuration refers to a concept where Businesss have their own fleet of drivers for deliveries. Delivery Solutions as a platform allows Businesss to create and manage drivers, their delivery zones and shifts to be taken up by drivers. It also helps Businesss to manage, positioned, allocate and track deliveries of these drivers.

It Additionally, Delivery Solutions has a tie-up with Private Fleet which provides a mobile application for drivers to receive delivery details, and allows them to update the progress of the order.

Organisational Units

An organizational unit (OU) is a subdivision into which you can place Drivers, Delivery Zones, Drivers Scheduling, and other units. You can create organizational units to mirror your organization's functional or business structure. Each domain can implement its own organizational unit hierarchy..

Similarly, Delivery Solutions allow to create multiple Org Units and Zones where you can create and schedule Drivers' shifts.

Create Organisational Unit

Create Organisational Unit as a part of Private Fleet Configuration

This is how Create Organisational Unit Form looks like

1. After Successful login to Delivery Solutions page
2. Click on the Private FleetConfig Tab from the left side panel
3. Select Org Units under the Private Fleet Configuration Section
4. Click on the Create OU button.
5. You will be redirected to the Create Organisational Units form
6. Fill in the details in the form
7. Click on Save button to create a new org unit.

Basic

The Organisational Unit Form seeks information for below fields:

Edit Organisational Unit

Update an existing Organisational Units as a part of Private Fleet Configuration

1. After Successful login to Delivery Solutions page
2. Click on the Private Fleet Configuration Tab from the left side panel
3. Select Org Units under the Private Fleet Config Section
4. Click on button.
5. Edit the Name in Input Box
6. Edit the Description in the Input Box
7. Click on Save Button to save the changes

Enable or Disable Organisational Unit

Enable/Disable an existing Organisational Units as a part of Private Fleet Configuration

1. After Successful login to Delivery Solutions page
2. Click on the Private Fleet Config Tab from the left side panel.
3. Select Org Units under the Private Fleet Config Section
4. Swipe Right the toggle button against Org Units to Enable it.
5. An Enabled Org Unit will be marked as

1. After Successful login to Delivery Solutions page
2. Click on the Private Fleet Config Tab from the left side panel.
3. Select Org Units under the Private Fleet Config Section
4. Swipe Left the toggle button against Org Units to Enable it.
5. A Disabled Org Unit will be marked as

Create Delivery Zone

This is how Create Delivery Zone Form looks like

1. After Successful login to Delivery Solutions page
2. Click on the Private Fleet Config Tab from the left side panel
3. Select Delivery Zone under the Private Fleet Config Section
4. Go to Create Delivery Zone section
5. Click on the Create Delivery Zone button
6. You will be redirected to the Create Delivery Zone form
7. Fill in the details in the form
8. Click on Save button to create a new org unit.

Basic

The Organisational Unit Form seeks information for below fields:

Edit Delivery Zone

Update an existing Delivery Zone as a part of Private Fleet Configuration

1. After Successful login to Delivery Solutions page
2. Click on the Private Fleet Config Tab from the left side panel
3. Select Delivery Zone under the Private Fleet Config Section
4. Click on button.
5. Edit the details in the input boxes
6. Click on“Update” Button to save the changes

Enable or Disable Delivery Zone

Enable/Disable an existing Delivery Zone as a part of Private Fleet Configuration

1. After Successful login to Delivery Solutions page
2. Click on the Private Fleet Config Tab from the left side panel
3. Select Delivery Zone under the Private Fleet Config Section
4. Swipe Right the Toggle button against Delivery Zone to Enable it.
5. An Enabled Delivery Zone toggle will look like this

1. After Successful login to Delivery Solutions page
2. Click on the Private Fleet Config Tab from the left side panel
3. Select Delivery Zone under the Private Fleet Config Section
4. Swipe Left the Toggle button against Delivery Zone to Enable it.
5. A Disabled Delivery Zone toggle will look like this

Search Delivery Zone

Search an existing Delivery Zone under an Organisational Unit

1. After Successful login to Delivery Solutions page
2. Click on the Private Fleet Config Tab from the left side panel
3. Select Delivery Zone under the Private Fleet Config Section
4. Select the Organisation in Drop Down list
5. Click on Search Button to search Zones
6. Delivery Zones will be listed down as per the selected Organisation

Create Delivery Slots

Create and modify delivery slots

This is how Scheduling Page looks like

1. After Successful login to Delivery Solutions page
2. Click on the Private Fleet Config Tab from the left side panel
3. Select Scheduling under the Private Fleet Config Section
4. Go to Deliveries Slots section
5. Select appropriate options in the fields
6. Click on Search to find the available Delivery Slots
7. Select a Day under a week for which you wish to set delivery slot time
8. SelectStart time, End time from the drop down list
9. Insert Capacity in the input box
10. Click on the Driver button to select a driver for the delivery slot
11. Click on Create to create the delivery slot
12. A new delivery slot will be added
13. Click on“Save” to save the changes

Basic

The Organisational Unit Form seeks information for below fields:

1. After Successful login to Delivery Solutions page
2. Click on thePrivate Fleet Config Tab from the left side panel
3. Select Scheduling under the Private Fleet Config Section
4. Go to Delivery Slots section
5. Click on the Import button to import a file
6. A Popup Window will open to browse the file from your local drive
7. Select the Delivery Slot file you wish to Import
8. Click Ok to Import the file
9. Delivery Slots will be added accordingly

1. After Successful login to Delivery Solutions page
2. Click on thePrivate Fleet Config Tab from the left side panel
3. Select Scheduling under the Private Fleet Config Section
4. Go toManage Delivery Slots section
5. Click on the "Export" button to export all Delivery Slots to a file
6. Delivery Slots will be exported to a file accordingly

Create Driver

Create a new driver under an organisational unit.

This is how Drivers looks like

1. After Successful login to Delivery Solutions page
2. Click on the Private Fleet Config Tab from the left side panel
3. Select Drivers under the Private Fleet Config Section
4. Click on the Create Driver button
5. You will be redirected to the Create New Driver form
6. Fill in the details in the form
7. Click on Save button to create a new org unit.

Basic

The Create Driver Form seeks information for below fields:

1. After Successful login to Delivery Solutions page
2. Click on the Private Fleet Config Tab from the left side panel
3. Select Drivers under the Private Fleet Config Section
4. Click on Edit button
5. You will be redirected to theEdit Driver Page
6. Fill in the details in the form
7. Click on Update button to save the changes

1. After Successful login to Delivery Solutions page
2. Click on the “Private Fleet Config Tab from the left side panel
3. Select Drivers under the Private Fleet Config Section
4. Insert First Name or Last Name in the input box
5. Select Organisation in DropDown List
6. Click on Search button
7. You will be able to see the driver details below the search section

1. After Successful login to Delivery Solutions page
2. Click on the Private Fleet Config Tab from the left side panel
3. Select Drivers under the Private Fleet Config Section
4. Click on View Shift button against driver in the list
5. You will be able to see the driver shift as below

Selection Settings

Rules might require additional conditions to be set in order to create criteria/scenarios for DSP/DispatchType/ReleaseType selection. These rules/conditionas can be created using various attributes of orders such as standard, custom, premium, coverage area and combiniation of attributes.

This section focuses on the use of these attribites under orchesrtation

As per the Orchestration, all the orders be it New or Edited has to go through the Orchestration Rule.

Once the suitable DSP is selected for an Order, Rule is supposed to check the Release Order Settings before it dispatches the order to DSP. This section lets you manage those orders whose DSP has been selected but requires further conditions before it is disptached.

One can schedule a dispatch of an order through this section. The scheduled order will stay with Delivery Solutions in "Pending Release" status untill It fulfills certain conditions set in the scenarios.

Please note, Immediate option will immediately dispatch the order to DSP. Once an order is dispatched, It cannot be edited. While "Pending Release" order gives you an advantage to edit an order before it dispatched to DSP

If there are no Release Order Settings scenarios created under this section, Orchestration Rule will automatically follow the Default Release Settings.

Premium Attributes

Unlike standard attributes there are premium attributes such as Delivery Distance which allows you to orchestrate and select DSP, Dispatch Type and Release Type.

Since this attribute requires additional calculations in order to fetch distance (in Miles) between pikcup and develiery address, opting this feature will incur additional charges.

Below is an example of how this attribute can be used to set conditions under rules.

Order Attributes

There are standard orderd attributes of every order which can be used to set business rules.

Order attributes can be defined in Package area while placing an order under Create Delivery section under Deliveries as shown below.

These attributes can be used further in Orchestration to compare them with DSP attributes.

Elastic Delivery

Use Elastic Delivery options to write complex conditions based on number of orders. The Elastic Delivery filters DSPs by applying rules on Number Of Orders, Number of Orders per Zones, Number of Orders per Stores, Number of Units per hour and so on.

Function: Number of Orders

Sample: First five orders in last one hour should go to Private Fleet delivery, and 6th order onwards should go to third party DSP.

1. In scenarios where we select "number of orders", this considers number of orders which are already with DSP from that store.
2. If we are selecting 1 hour that means, if the current time is 1.30pm than we look at all the orders sent to DSP from 1 to 1.30 pm for that store.
3. Next to the hour where we select "DSP" in dropdown, for example onfleet, we consider all orders for that store which are sent to "Onfleet" from 1 to 1.30 pm.
4. Then we check if this count is >, >=, <,<=o r=to number mentioned in input field (5 in below screenshot), then the condition becomes true or false.
5. And then it goes to DSP which we have mentioned as per true or false result

Service Coverage Attributes

Service Coverage Attributes are nothing but the Boundary Attributes of Pick Up Locations such as BoundaryTags. These attributes can be used to orchestrate and select DSP, Dispatch Types and Release Types.

Store Boundary define the coverage of a Pick Up Location. Such Boundaries can be given a tag name.

This is how Store Boundary tags can be used in conditions under Rules.

Custom Attributes

Custom Order Attributes created in Attributes section under Business section can also be used to orchestrate Dispatch Settings, DSP Selections and Release Settings.

They are available in the same dropdown list where other order attributes are present.

Attribute Data Types and Operators

Data Types & Operators

Attributes and functions have their own data types corresponding operators and values

There are 4 data types of attributes

1. String
2. Number
3. Boolean
4. Array

Dispatch Rules

Dipsatch Rules are mainly created to orchestrate the orders prior to getting dispatched to DSP for Estimates. Rules can be set to decide whether orders are required to be released for estimates immediately/manually/schedules basis.

A default DSP Rule Package gets created as soon as a new Business gets created, at the same time default dispatch settings is tagged to the rule. If there are no custom rule package created, all Pick Up Locations automatically falls under Default Package Rule. All the orders placed to the Pick Up Locations will use Default Rule Package for Dispatch.

1. Default Dispatch Settings to use this setting in abscense of scenarios.
2. Scenarios to setup customised dispatch rules based on order and store attributes.

Create Dispatch Rule Package

Delivery solutions allow you to create packages and set dispatch rules and dispatch type preferences based on your requirement

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel.
3. Select Rules under the Orchestration.
4. Select Dispatch tab under the Rules page.
5. Click on Create Dispatch Rule button on the upper right corner
6. A popup window will get open to seek Package Details as below

7. Click on Create button to create a new package.
8. You can see newly created package in the dropdown list on the same page.
9. Click on Update Dispatch Rule button to save new changes.

Add Dispatch Rule Scenario

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel
3. Select Rules under the Orchestration
4. Select Dispatch tab under Rules page
5. Go to Selection Settings section
6. Click on Add Scenario button.
7. A window will be expanded to set the conditions.
8. Select theOrder Attributes or Functions from the drop down list on which you want to set the rules
9. Select the appropriate Operator from the drop down to create a criteria
10. Set Value in the Drop Down or Input Box to compare it with DSP values
11. For any condition mentioned above If satisfied,
    1. Set the actions on the right side of the panel.
    2. Select appropriate options in dropdown against DSP Preference
    3. Set the Else condition using otherwise default to, if the above condition is not matched.
12. Click on Add Scenario and follow the same process to add more scenarios
13. Click on Update Dispatch Rule button to save new changes.

Update Dispatch Rule Scenario

Update the existing scenarios by following instructions as below

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel
3. Select Rules under the Orchestration
4. Select Dispatch tab under the Rules
5. Go to Selection Settings section
6. Click on Show button to expand the collapsible window
7. Edit the details in the condition as per the requirement
8. Click on Update Dispatch Rule button to save new changes.

Delete Dispatch Rule Scenario

Delete the existing scenarios by following instructions as below

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel
3. Select Rules under the Orchestration
4. Select Dispatch tab under the Rules
5. Go to Selection Settings section
6. Click on button against the scenario you wish to delete it permanantly.
7. A popup window will get open to seek confirmation as below

8. Click on Ok button to delete the scenario
9. Click on Update Dispatch Rule button to save new changes.

Delete Dispatch Rule Package

Delivery solutions allows you to delete existing dispatch rule packages..

Dispatch Rule cannot be deleted if it is assigned to one of the Pick Up Locations. Click on View Assigned Pick Up Locations button as shown below to check assigned locations to the dispatch rule.

It is mandatory to remove all assigned Pick Up Locations to delete the dispatch rule.

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel
3. Select Rules under the Orchestration
4. Select the Business Rule Package from the Drop Down List
5. Click on button on the upper right corner
6. A popup window will get open to seek confirmation as below
   1. Eg. Package Name is “Immediate Dispatch”
7. Click on Delete button to delete the package
8. Click on Update Dispatch Rule button to save new changes.

DSP Rules

Businesss can setup dynamic and complex rules for selecting best DSP from all the estimates received from different DSPs associated with themselves. Such decision is taken care by the Rule Engine based on the predefined rules set by Businesss.

A default DSP Rule Package gets created as soon as a new Business gets created. If there are no custom DSP Rule Package created, all Pick Up Locations automatically falls under Default Package Rule. All the orders placed to the Pick Up Locations will use Default Rule Package for Dispatch.

1. Compliance to filter DSPs and DSP Estimates
2. DSP Preference to Sort DSPs based on preference
3. Scenarios to setup customised business rules for DSP Estimates and preferences

This is how DSP Rule page looks like...

Create DSP Rule

Delivery solutions allow you to create packages and set business rules and dsp preferences based on your requirement

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel
3. Select Rules under the Orchestration
4. Click on Create Rule button on the upper right corner
5. A popup window will get open to seek Package Details as below

6. Click on Create button to create a new package.
7. You can see newly created package in the dropdown list on the same page.

Required Capabilities

Delivery solutions allow you to filter DSPs based on their capabilities. Here it generally acts as a hard gate for filtering DSP based on the rule set under this section. All the DSPs not falling under the condition set in the Compliance section will be filtered out first.

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel
3. Select Rule under the Orchestration
4. Go to Compliance section under Rule Page
5. Check the checkbox against the Compliance rule to set it as filter for DSPs.
6. Compliance Rule checkbox will be marked as if it is in activated for DSPs filtration.

This is how Compliance section looks like

Order of Preference

Order of Preference lists down all the configured Delivery Service Provider under a business. In absence of custom rules, this preference will be considered for DSP selection.

DSP Preference comes into the picture if there are no scenarios defined under a default/custom DSP Rule package.

1. After Successful login to Delivery Solutions page
2. Click on theOrchestration Tab from the left side panel
3. Select Rules under the Orchestration
4. Select DSP tab under the Rules page
5. Go to Order of Preference section
6. This is how order of preference section looks like

7. Rearrange the DSPs as per the priority by arranging them with their names.
8. The top most dsp will have the higher precedence in terms of priority over bottom DSPs.
9. Click on Update DSPs button in case you get Some of the DSPs are not yet added to the existing rules. Use the "Update" button to add them. warning

Override DSP Preference Under Scenarios

Order of Preference for DSPs can be overridden in custom rule scenarios.

In case scenarios have been defined, It takes first preference over DSP Preference.

This is how custom DSP preference looks like under scenarios.

Add DSP Rule Scenario

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel
3. Select Rules under the Orchestration
4. Select DSP tab under the Rules page
5. Go to DSP Selection Settings section
6. Click on Add Scenario button.
7. A window will be expanded to set the conditions.
8. Select theOrder Attributes or Functions from the drop down list on which you want to set the rules
9. Select the appropriate Operator from the drop down to create a criteria
10. Set Value in the Drop Down or Input Box to compare it with DSP values
11. If any DSPs get selected based on the condition mentioned above.
    1. Set the actions on the right side of the panel.
    2. Select appropriate options in dropdown against DSP Preference
    3. Set the Else condition using otherwise default to, if the above condition is not matched.
12. Click on Add Scenario and follow the same process to add more scenarios
13. Click on Update DSP Rule button to save the scenario

Update DSP Rule Scenario

Update the existing scenarios by following instructions as below

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel
3. Select Rules under the Orchestration
4. Select DSP tab under the Rules page
5. Go to DSP Selection Settings section
6. Click on Show button to expand the collapsible window
7. Edit the details in the condition as per the requirement
8. Click on Update button to update the changes made to the scenarios

Delete DSP Rule Scenario

Delete the existing scenarios by following instructions as below

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel
3. Select Rules under the Orchestration
4. Select DSP tab under the Rules page
5. Go to DSP Selection Settings section
6. Click on button against the scenario you wish to delete it permanantly.
7. A popup window will get open to seek confirmation as below

8. Click on Ok button to delete the scenario

DSP Selection Options

If the condition set in scenario is met. Businesss can define set of actions to select the DSPs.

1. Best Delivery Window

If the condition mentioned in the scenario is met then DSP will be further selected based on the ETA provided by them. The best suited DSP will have the Estimated delivery time shortest compared to all other DSPs. Otherwise, Businesss can set default action in “else default to” part.


2. DSP Preference

If the condition mentioned in the scenario is met then DSP will be further selected based on the DSPs arranged hereby as per the Business’s preference. Otherwise, Businesss can set default action in “else default to” part.


3. Lowest Cost

If the condition mentioned in the scenario is met then DSP will be further selected based on the estimates amount given by them. The best suited DSP will have estimated amount lowest compared to all other DSPs.. Otherwise, Businesss can set default action in“else default to” part.


4. Order of Preference (Default)

If the condition mentioned in the scenario is met then DSP will be further selected based on the order of prefernces set in the rule.

Delete DSP Rule

Delivery solutions allow you to delete existing packages or remove business rules and dsp preferences based on your requirement.

DSP Rule cannot be deleted if it is assigned to one of the Pick Up Locations. Click on View Assigned Pick Up Locations button as shown below to check assigned locations to the DSP rule.

It is mandatory to remove all assigned Pick Up Locations to delete the DSP rule.

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel
3. Select Rules under the Orchestration
4. Select DSP tab under the Rules page
5. Select the Business Rule Package from the Drop Down List
6. Click on button on the upper right corner
7. A popup window will get open to seek confirmation as below
   1. Eg. Package Name is “DS_Guide_Pkg”
   2. 
8. Click on Delete button to delete the package

Release Rules

Release Rules are mainly created to orchestrate the orders which has passed the phase of Estimates and are ready to be dispatched to DSP. Release Rules can be set to decide whether orders are required to be placed with DSP immediately/manually/schedules for further processing.

A default DSP Rule Package gets created as soon as a new Business gets created, at the same time default release settings is tagged to the rule. If there are no custom rule package created, all Pick Up Locations automatically falls under Default Package Rule. All the orders placed to the Pick Up Locations will use Default Rule Package for Release.

1. Default Release Settings to use this setting in abscense of scenarios.
2. Release Order Settings to setup customised dispatch rules based on order and store attributes.

Create Release Rule Package

Delivery solutions allow you to create packages and set release rules and release type preferences based on your requirement

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel.
3. Select Rules under the Orchestration.
4. Select Release tab under the Rules page.
5. Click on Create Release Rule button on the upper right corner
6. A popup window will get open to seek Package Details as below

7. Click on Create button to create a new package.
8. You can see newly created package in the dropdown list on the same page.
9. Click on Update Release Rule button to save new changes.

Add Release Rule Scenario

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel
3. Select Rules under the Orchestration
4. Select Release tab under Rules page
5. Go to Selection Settings section
6. Click on Add Scenario button.
7. A window will be expanded to set the conditions.
8. Select theOrder Attributes or Functions from the drop down list on which you want to set the rules
9. Select the appropriate Operator from the drop down to create a criteria
10. Set Value in the Drop Down or Input Box to compare it with DSP values
11. For any condition mentioned above If satisfied,
    1. Set the actions on the right side of the panel.
    2. Select appropriate options in dropdown against DSP Preference
    3. Set the Else condition using otherwise default to, if the above condition is not matched.
12. Click on Add Scenario and follow the same process to add more scenarios
13. Click on Update Dispatch Rule button to save new changes.

Update Dispatch Rule Scenario

Update the existing scenarios by following instructions as below

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel
3. Select Rules under the Orchestration
4. Select Release tab under the Rules
5. Go to Selection Settings section
6. Click on Show button to expand the collapsible window
7. Edit the details in the condition as per the requirement
8. Click on Update Release Rule button to save new changes.

Delete Release Rule Scenario

Delete the existing scenarios by following instructions as below

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel
3. Select Rules under the Orchestration
4. Select Release tab under the Rules
5. Go to Release Order Settings section
6. Click on button against the scenario you wish to delete it permanantly.
7. A popup window will get open to seek confirmation as below

8. Click on Ok button to delete the scenario
9. Click on Update Release Rule button to save new changes.

Delete Release Rule Package

Delivery solutions allows you to delete existing dispatch rule packages..

Release Rule cannot be deleted if it is assigned to one of the Pick Up Locations. Click on View Assigned Pick Up Locations button as shown below to check assigned locations to the dispatch rule.

It is mandatory to remove all assigned Pick Up Locations to delete the dispatch rule.

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel
3. Select Rules under the Orchestration
4. Select the Release Rule Package from the Drop Down List
5. Click on button on the upper right corner
6. A popup window will get open to seek confirmation as below
   1. Eg. Package Name is “testing1234”
7. Click on Delete button to delete the package
8. Click on Update Release Rule button to save new changes.

Assignment

Assign your rules to Store or Group of Stores.

Any Rule Package designed in the Rules Page under Orchestration further can be assigned to Store or Group of store to enable them to follow the same.

You can assign DSP, Dispatch and Release Rules as below.

this is how the rule assignment looks like whenever you land on the page

Group

Group is nothing but the collection of stores. All the stores under the group by default inherits the business rule package which is assigned to Group.

1. After Successful login to Delivery Solutions page
2. Click on the Orchestration Tab from the left side panel
3. Select Assignment under the Orchestration
4. Click on Create Group Sign to add a group
5. A new window will open as shown below

6. Click on Group to create a group.
7. You will be asked to give Group Name in an input box as shown below

8. Click on Save New Group to create the group

1. Once the group has been created, It will have the Default Rule Packaged assigned to it.
2. Select the package name from the dropdown list to assign a package to the group
Example: Group Name is Group1 and the package assigned to it is Default Rule Package

3. Click on Update to save the changes

1. This is how you can create group within groups
   
2. You can add a subgroup to the newly created group.
3. Click on the Create Group button.
4. You will be asked to provide Group details in the form
5. Click on Save New Group to add a store
6. You will be asked to select stores from the dropdown list
7. Select the Store from the list
8. Click on Add New Store button

Store

Instead of creating a group of stores. Businesss can also assign business rules to stores directly.

1. This is how you can add a store and assign rule
   
2. After Successful login to Delivery Solutions page
3. Click on the Orchestration Tab from the left side panel
4. Select Assignment under the Orchestration
5. Click on Add New Store to add a store
6. A collapsible window will expand to seek details
7. You will be asked to select stores from the dropdown list.
8. Click on Save New Store to add a store

Configuration

Businesss can generate labels to be sticked on the orders before delivery. Our Labeler service generates labels in PDF format based on business's configuration for their labels (logo, elements, etc..). It can be generated by a direct call to our labeler service URL. Currently Labels are required to be generated within 30 seconds as it has a 30 second timeout.

Labels Configuration

Label Preferences can be set at each Business level. Labels can be generated by Delivery Solutions or Delivery Service Provider. Delivery Solutions provide option to opt Both.

Page size can also be set under this section.

This is how Labels Configurations Form looks like

1. After Successful login to Delivery Solutions page
2. Click on the “Labels” Tab from the left side panel
3. Select “Generate” under the Orchestration
4. You will see Generate Labels page opened in the right side of the panel as shown in the above image.
5. Select the checkboxes against details you want to be printed on the label.
6. Click on “Update” button to save the changes

Basic

Label FormThe seeks information for below fields:

Customer Notification

Notifications section helps you in setting up SMS or Email notification for Customers.

This is how Communication Page looks like

There are two sections under this page.

Settings section shows the sender name and sender id set for customer notifications.

List section lets you create email and sms notifications.

1. After Successful login to Delivery Solutions page
2. Click on the Communication Tab from the left side panel
3. Select Notification under the Communication.
4. Click on the button Create Notification.
5. This is how the create notification page looks like.
   
6. Click on Save button to save the changes.

Basic

Label FormThe seeks information for below fields:

Live Tracking

Live tracking feature enables you to provide your customers with real-time driver locations and ETAs which are presented in an aesthetic and fully customized web tracking experience.

Customer Proximity Configuration

Customer Proximity page allows you to configure the fields to be shown on the customer app. This configuration applies to customers who preferred curbside or in-store pickup.

Custom Domain Configuration

Custom Domain page allows you to add your business domain in the tracking page URL.

Service Consumptions

Our Service Consumptions dashboard shows a high level view of API usage. Service consumption is mostly measured through Delivery Assurance and Labeler API calls.

This is how Service Consumptions dashboard looks like

Add Role

Create a new Role and assign privilege to the group in this section.

This is how Add New Role page looks like

1. After Successful login to Delivery Solutions page.
2. Click on the Users & Roles Tab from the left side panel.
3. Select Roles under the Users & Roles section.
4. You will see Roles page opened in the right panel.
5. Click on Add Role button.
6. You will be redirected to Add New Role form.
7. Fill in the details in the form.
8. Click on Save button to create the Role.

Basic

Add New Role form seeks information for below fields:

Edit Role

Create a new group and assign privilege to the group in this section.

1. After Successful login to Delivery Solutions page
2. Click on the Users & Roles Tab from the left side panel
3. Select Roles under the Users & Roles
4. You will see Users page opened in the right side of the panel
5. Click on Edit to edit the group details
6. You will be redirected to Edit Role Page
7. modify the details in the page
8. Click on Update button to save the changes

Delete Role

Businesss can delete the existing Roles

1. After Successful login to Delivery Solutions page
2. Click on the Users & Roles Tab from the left side panel
3. Select Roles under the Users & Roles
4. You will see Users page opened in the right side of the panel
5. Click on to delete the Role.
6. A Popup window will open to seek confirmation as shown below.

7. Click on Ok button to delete the group permanently.

Enable Or Disable Role

Instead of deleting the group. Make the group inactive in just one click

1. After Successful login to Delivery Solutions page
2. Click on the Users & Roles Tab from the left Menu
3. Select Roles under the Users & Groups
4. You will see Roles page opened in the right panel
5. If the Role is already Disabled, the toggle button of the Group will look like this
6. Swipe Right Toggle button to make the group Enable
7. A popup window will open to seek confirmation as shown below.

8. An Enabled Role toggle will look like this

1. After Successful login to Delivery Solutions page
2. Click on the Users & Roles Tab from the left Menu
3. Select Roles under the Users & Groups
4. You will see Roles page opened in the right panel
5. If the Role is already Enabled, the toggle button of the Group will look like this
6. Swipe Left Toggle button to make the group Disable
7. A popup window will open to seek confirmation as shown below.

8. A Disabled Role toggle will look like this

Show Permissions

Businesss can view the permissions set for the group in this section

1. After Successful login to Delivery Solutions page
2. Click on the Users & Roles Tab from the left side Menu
3. Select Roles under the Users & Role
4. You will see Roles page opened in the right side of the panel
5. Click on button against the Role name
6. A collapsible window will get open on the same panel showing all permissions as below.
   

Users

Delivery solutions allow you to manage Users and their credentials.

Role Templates

There are various role templates already available in DS which can be utilised by Account Managers.

Below are the role templates created in Delivery Solutions.

Reports

Delivery Solutions allows to generate various reports to summarize a large dataset in visual form. This will help Businesss to clarify the trends, estimate the key values at a glance and permits a visual check of the accuracy and reasonableness of calculations.

All the reports can be generated based on the key filters provided in the filter tab.

This is how the filter tab looks like on all the reports.