Driver App is a convenient application that allows to deliver the ordered goods in compliance with federal and state legislation alongside thorough monitoring of the deliveries. On top of that, it will make Delivery Process easier for both Drivers and Dispensary Staff.
In this article, you will find information and instructions on how to use the On-Demand and Hub Delivery models of the Driver App.
Table of Contents:
— 1.5.2 Fulfilling during the Checkout
1. On-Demand Delivery Model
1.1 Register and Log In
Tap Activate New Device to add your current mobile device as a new register, or tap Reassign Register to assign the current register to your mobile device.
If you want to reassign the register, select your designated register.
And then tap the Reassign button
1.1.1 Log In
Enter your Email and Password in the corresponding fields, then tap the Log In button.
Then enter your PIN code. You will automatically log into the app.
1.2 Shift Opening
After the bag fulfillment process, you can start your shift by tapping the Open Shift button.
Tap the hamburger menu button at the top left corner to open the main menu.
See the "Receipt Printers" section to learn how to connect receipt printers with your mobile device.
Tap the Bag menu button to open your Bag and check its contents.
You can see all items from the bag, both mj and non-mj, including their names, quantity, price, and if they are Metrc products.
Tap the History button at the top right corner to view your Bag History.
You can access your Bag and Bag History at any time.
1.3 Orders
Before starting your Run you must fill it up first. To do so, orders must be accepted.
You can see the number of orders near the Orders menu button.
Tap the Orders button.
Orders menu contains two tabs — Pending and Accepted.
First, you must accept the orders.
Swipe right to accept the order.
If you have to decline the order, just swipe left.
All accepted orders will appear in the Accepted tab.
Please note, that orders can be auto-accepted. There are two ways to auto-accept orders.
First way is to select the courier (driver) when adding an order to a patient on POS.
Second way is to go to Config -> Settings -> Delivery Settings on your IndicaOnline web app office.
Then select the Allow Auto-accepting On-Demand Orders checkbox, and click Save.
1.4 Start Run
To start your run, tap the Start Run button.
After the Run has started, the Ledger screen will open. Ledger provides extensive information on the orders, including statuses (Pending, In Transit, Not at Home, Redelivery, Returned To Shelf), Patient's name, address, distance, Metrc, quantity of items, expected time of delivery.
You can switch to the Route tab, to see the planned and actual delivery path.
On the Ledger tab you have an option to start the delivery or to fulfill the first order.
1.5 Fulfill
You can start the delivery and fulfill the order when you arrive at the delivery address, or fulfill the order in advance and then start your way to the delivery address.
1.5.1 Fulfilling in advance
To fulfill the order in advance, tap the Fulfill button in the Ledger.
Or open the order and tap the Fulfill button.
One way is to hover the camera with the scan zone above the barcode of the product to automatically add the product. Tap the flashlight icon to turn on your phone's flashlight if you have difficulties scanning the barcode.
Another way is to simply swipe right to add the product. You can also swipe left to delete the product.
When all products from the order were added, tap the Mark As Fulfilled button.
1.5.2 Fulfilling during the Checkout
If you have already arrived at the delivery address without fulfilling in advance, you would not be able to proceed to Checkout.
Tap the Fulfill button.
One way is to hover the camera with the scan zone above the barcode of the product to automatically add the product. Tap the flashlight icon to turn on your phone's flashlight if you have difficulties scanning the barcode.
Another way is to simply swipe right to add the product. You can also swipe left to delete the product.
When all products from the order were added, tap the Mark As Fulfilled button.
1.6 Start Delivery
To start delivery of the first order, tap the Start Delivery button.
Your map navigator will open in order to help you during your driving.
You can switch back to the Driver App at any time.
The current Order that you are driving to receives the "In Transit" status.
You have two options — Stop Delivery and Arrived.
1.6.1 Arrived
When you have arrived at the delivery address, switch back to the Driver App and tap the Arrived button to proceed to Checkout.
1.6.2 Stop Delivery
In case some unexpected occurrences happen throughout the Route, you are able to report them using BCCC-recommended Stop Reasons, which are automatically recorded into the Run Log.
Tap the Stop Delivery button and select the stop reason.
Then tap Confirm.
When you are able to continue, tap the Start Delivery button.
1.7 Checkout
Tap the Checkout button.
Select the client's chosen way of paying.
Enter the amount that the Patient is paying. If a client is paying with Store Credits, then Store Credits will cover part of the sum or the whole sum. Driver App will calculate and decrease the rest of the payment if the Patient's Store Credits were insufficient.
If the Patient is paying in Cash, and they gave more cash, Driver App will calculate the change.
Tap the Apply button.
When the Order is paid, tap the Mark As Paid button.
Show your mobile device to the Patient so they can Draw their signature.
When you successfully gave the ordered items to the Patient, tap the Complete Order button.
If you have a connected printer, tap the Print Receipt button. If not, see the "Receipt Printers" section.
You can also send the receipt to the Patient's email by tapping the Send Receipt to the Email button. Enter the Patient's Email address and tap Send.
After you have finished with the current order, tap the Next Order button.
You will be back on the Ledger screen, where you can proceed to the next delivery address.
1.7.1 Not at Home
If you have arrived at the delivery address, and the Patient is absent, you can contact the Patient by using the number that is visible for the first three orders on your Ledger.
And if the Patient is not at home, you can tap the More Options menu, and tap the Not at Home button. Then tap Ok on the confirmation popup.
There are two ways the "Not at Home" order will be handled.
First way is to go to Config -> Settings -> Delivery settings on your IndicaOnline web app office.
Select the Allow Redelivery checkbox and click Save.
In this case, the "Not at Home" order will receive the "Redelivery" status and will be placed to the end of your current run order.
Second way is to disable Allow Redelivery setting. In that case, the product will be returned to your bag and the order will receive "Returned to Shelf" status.
1.7.2 Cancel Order
You can cancel the order at any time. Tap the More Options menu.
Then tap the Cancel Order button.
The product will be returned to your bag and the order will receive "Returned to Shelf" status.
1.8 Run Log History
Run Log allows backtracking of all the notable events that took place while performing the Run from Starting the Run and up to Run Completion. No matter what happens to the Order or Delivery Process — Log will record all of it and display it in a sequential manner with all timestamps and events captured. Those events are available for further export into a Record Book Report on your Web App.
To access the Run History, tap the History button at the top right corner.
1.9 Return to Hub
When all orders were delivered (or returned to shelf), you can return to hub.
To do so, tap the Return to Hub button.
Drive to your hub.
Then, when you have arrived at the hub, tap the Returned to Hub button.
If there are orders with "Not at Home" or "Canceled" status, then POS User performs the Return to Shelf procedure.
If or when there are no orders with "Not at Home" or "Canceled" status, then you can tap the Complete Run button.
1.10 Closing Shift
To close your shift, go to My Shift menu and tap the Close Shift button.
1.10.1 Print X Report
To print X Report, go to My Shift -> More Options -> Print X Report.
1.10.2 Safe Drop
You can always make a safe drop. To do so, go to My Shift -> More Options -> Drop/Payout.
Then enter the required amount and tap the Sumbit button.
2. Hub Delivery Model
2.1 Register and Log In
Tap Activate New Device to add your current mobile device as a new register, or tap Reassign Register to assign the current register to your mobile device.
If you want to reassign the register, select your designated register.
And then tap the Reassign button
2.1.1 Log In
Enter your Email and Password in the corresponding fields, then tap the Log In button.
Then enter your PIN code. You will automatically log into the app.
2.2 Shift Opening
After the bag fulfillment process, you can start your shift by tapping the Open Shift button.
Tap the hamburger menu button at the top left corner to open the main menu.
See the "Receipt Printers" section to learn how to connect receipt printers with your mobile device.
2.3 Orders
Go to the Orders menu to see your pending orders.
2.3.1 Pending Orders
On the Pending Orders screen, tap the scan button to start scanning orders one by one.
2.3.1.1 Scanning Orders
Tap the scan button to start scanning.
Position the receipt in the frame. Tap the flashlight icon to turn on your mobile device's flashlight if the light conditions are not optimal.
After successfully scanning the receipt, you will get a notification. Continue this procedure until you have successfully scanned all orders assigned to your run.
2.4 Starting Run
Tap the Start Run button.
After the Run has started, the Ledger screen will open. Ledger provides extensive information on the orders, including statuses (Pending, In Transit, Not at Home, Redelivery, Returned To Shelf), Patient's name, address, distance, Metrc, quantity of items, expected time of delivery.
You can switch to the Route tab, to see the planned and actual delivery path.
2.5 Start Delivery
To start delivery of the first order, tap the Start Delivery button.
Your map navigator will open in order to help you during your driving.
You can switch back to the Driver App at any time.
The current Order that you are driving to receives the "In Transit" status.
You have two options — Stop Delivery and Arrived.
2.5.1 Arrived
When you have arrived at the delivery address, switch back to the Driver App and tap the Arrived button to proceed to Checkout.
2.5.2 Stop Delivery
In case some unexpected occurrences happen throughout the Route, you are able to report them using BCCC-recommended Stop Reasons, which are automatically recorded into the Run Log.
Tap the Stop Delivery button and select the stop reason.
Then tap Confirm.
When you are able to continue, tap the Start Delivery button.
2.6 Checkout
Tap the Checkout button.
Select the client's chosen way of paying.
Enter the amount that the Patient is paying. If a client is paying with Store Credits, then Store Credits will cover part of the sum or the whole sum. Driver App will calculate and decrease the rest of the payment if the Patient's Store Credits were insufficient.
If the Patient is paying in Cash, and they gave more cash, Driver App will calculate the change.
Tap the Apply button.
When the Order is paid, tap the Mark As Paid button.
Show your mobile device to the Patient so they can Draw their signature.
When you successfully gave the ordered items to the Patient, tap the Complete Order button.
If you have a connected printer, tap the Print Receipt button. If not, see the "Receipt Printers" section.
You can also send the receipt to the Patient's email by tapping the Send Receipt to the Email button. Enter the Patient's Email address and tap Send.
After you have finished with the current order, tap the Next Order button.
You will be back on the Ledger screen, where you can proceed to the next delivery address.
2.6.1 Not at Home
If you have arrived at the delivery address, and the Patient is absent, you can contact the Patient by using the number that becomes visible when you have arrived at the delivery address.
And if the Patient is not at home, you can tap the More Options menu, and tap the Not at Home button. Then tap Ok on the confirmation popup.
There are two ways the "Not at Home" order will be handled.
The first way is to go to Config -> Settings -> Delivery settings on your IndicaOnline web app office.
Select the Allow Redelivery checkbox and click Save.
In this case, the "Not at Home" order will receive the "Redelivery" status and will be placed to the end of your current run order.
The second way is to disable Allow Redelivery setting. In that case, the product will be returned to your bag and the order will receive "Returned to Shelf" status.
2.7 Run Log History
Run Log allows backtracking of all the notable events that took place while performing the Run from Starting the Run and up to Run Completion. No matter what happens to the Order or Delivery Process — Log will record all of it and display it in a sequential manner with all timestamps and events captured. Those events are available for further export into a Record Book Report on your Web App.
To access the Run History, tap the History button at the top right corner.
2.8 Return to Hub
When all orders were delivered (or returned to shelf), you can return to hub.
To do so, tap the Return to Hub button.
Drive to your hub.
Then, when you have arrived at the hub, tap the Returned to Hub button.
If there are orders with "Not at Home" status, then POS User performs the Return to Shelf procedure.
If or when there are no orders with "Not at Home" status, then you can tap the Complete Run button.
2.9 Closing Shift
To close your shift, go to My Shift menu and tap the Close Shift button.
2.9.1 Print X Report
To print X Report, go to My Shift -> More Options -> Print X Report.
3. Settings
3.1 Receipt Printers
To print receipts, click the button on the main menu or after you complete the order during the checkout.
Then tap the BT Pair button to connect the receipt printer to your mobile device.
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