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    Delivery Boy App for Shopify

    Updated 18 August 2023

    Initiation

    For on-demand service-based businesses, a delivery boy plays a significant role in managing doorstep deliveries.

    So, if you run a delivery-based business using Shopify, you need to have better management of delivery services on your online store. Considering this, we came up with the Delivery Boy App for Shopify to simplify the order-to-delivery process.

    The Delivery Boy App provides a simplified way to streamline delivery services on your Shopify store. With this app, you can add agents as delivery boys, assign orders to them, and track orders assigned for deliveries. The agents will manage the deliveries via the Android/iOS mobile app.

    Moreover, you can set commission rules to define how much your agents earn per order delivered to the customer. Let’s dive into the details.

    Additional Features of this App

    • Add delivery agents to manage deliveries for the orders received on your Shopify store.
    • Agents can easily access the orders received and manage deliveries via the Android/iOS mobile app.
    • You will have a complete order history to check past deliveries.
    • The delivery agent can accept/reject the order directly from the app.
    • Also, commission rules for delivery agents: Define how much your agents earn per order delivered.
    • The customer can track his/ her order.
    • Feature to verify an OTP before updating the order status as delivered for Delivery Agent
    • Delivery agents can upload proof image.
    • Customers can provide feedback to agents.
    • Delivery agents can give ratings to the Customers as well.
    delivery boy mobile app

    Mobile App for agents to track orders and manage deliveries.

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    Let’s understand the workflow.

    Settings

    Setting up Merchant’s Account

    After the successful installation of the app, you will straightaway be redirected to the “Settings” section to manage your account settings.

    In this section, you need to enter your first name, last name, email ID and mobile number. Now, save the details. You can even reset the passwords.

    Screenshot-8


    General settings :
    Now, you will fill in general settings detail also from the setting section which includes to enable auto accept orders, auto-assign warehouse on the order line item, google map Web API key, FCM server web API key, and Shop URL.

    Delivery boy app- General Settings

    Commission Rule

    Create Commission Rule for the Delivery Agents

    After configuring your account settings, you can set commission rules for your delivery agents. With this, you can define the amount that your agents earn per order delivered which contains only one line item or even more than one line item.

    The commission can either be null if you pay the agents separately OR the commission can be of two types:

    • Percentage-based commission: Enter a percentage amount as commission. This % amount will be deducted from the total order amount and paid to the delivery boy.
    • Fixed commission: You can enter a fixed amount per delivery as a commission for the agent.

      Go to Settings >> Commission settings
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    Even you can set Advance commission rules for both Single Line Item and Multi line Item in which you can define Order Amount Range and Delivery Distance Range on a commission amount.

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    You can anytime remove the commission rule set for the delivery agents.

    Warehouse Details

    Warehouse Address: You need to mention the Warehouse address i.e. the physical store location from where the delivery boy needs to pick up the order. This also includes latitude and longitude of your warehouse address.

    You can set a proximity distance for the agents to pick up the order from the Warehouse address. This way, you can assign an order to the agent who is available in the radius configured. You can manage this from the Warehouse Details section in the app.

    Email – If you want you can add your warehouse email address.

    Proximity Distance: Configure a distance and assign orders to the agents only within this specified radius.

    Measurement Unit:- Select unit for distance i.e. miles and kilometers.

    Screenshot6-3
    Screenshot7-2

    Even, you can make any warehouse as default from the warehouse list so that by default,any ordered item will come in that warehouse only if the vendor is not found in the order line item.
    Click on action in front of that warehouse and click “make default” button

    Screenshot8-1

    Email/Push Notifications

    In the app, you can manage notification settings. Visit the Click Settings>> Notifications Settings
    In “Select activity” dropdown, we have several options to select i.e. Warehouse assigned for order line item, order assigned to delivery agent, order rejected by delivery agent, order out for delivery, and order delivered to customer.

    new-update-1

    After selecting the activity from the dropdown, click the Configure Notification settings button to configure the email notification which includes several fields i.e.Name, Subject, message, status, and Target (it includes dropdown of merchant and customer)

    Screenshot9-1

    Even, you can use shortcodes/placeholder variables to customize the email notification like you can add customer name by customer.name shortcode, add agent name by add agent.name shortcode, etc.

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    For example, if the admin wants to edit the mail template for out for delivery and can order tracking link also in the mail template so that customer can track order from that tracking link.
    Select “Order out for delivery” from the activity dropdown and click “Configure Notification settings”

    Screenshot10-2

    Now, you have to enter the name of notification, subject, message, active the status, targetted person for the mail and then click SAVE notification setting button below

    In the message box, you can use placeholder variables like in the below image i.e. {{customer. name}} – to display customer name, {{order.name}} to display order name, {{tracking.link}} to display tracking link so that customer can track order from this link and same way for {{agent.contact}} and {{agent.vehicleNumber}}

    Screenshot11-2

    Let’s proceed to add agents to the app.

    Add Delivery Agents

    You can easily add the delivery agents to the app for managing your store deliveries. For this, you need to visit the “Delivery Agents” section of the app and click the “Add Agent” button to configure the agent’s account details.

    Screenshot12-1

    You need to add details of your agents such as First Name, Last Name, Email ID, Mobile Number, Address, latitude, and longitude. Then You need to select the vehicle type for your delivery agent either Bike or Cycle. Now, enter the vehicle number using which the order is to be delivered by the agent.
    As soon as the admin Click SAVE button, the delivery agent will receive an email (to the registered email ID) asked to reset the password.

    Screenshot13-1

    Even, the admin can track the live location of their all agent. Just go to Delivery Agents and click on Track All Agent’s live location button.

    Screenshot14-1
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    Order Listing

    In the app, whenever a customer orders a product then you can see that order on the order listing page. Just click on order in your delivery boy app, you will see the order listing page and have the option to accept/reject the orders from the listing and view the order detail also.

    Screenshot16-1

    How to Assign Orders to the Delivery Agents?

    As soon as a customer places an order, you will get it listed in the app as well. In the Orders section of the app, you can check the orders received with the “Pending Approval” state.
    Firstly, click the Accept Order button to accept the order and proceed further.

    Screenshot17-1


    Now, to assign an order to the delivery agent, you need to click on the “View Details” button to assign the ordered item to the delivery agent and to see the order detail.

    Screenshot18-1
    order details



    In the order detail page, you have two options, either assign an ordered item to a particular delivery agent or assign all ordered line items to one delivery agent.

    To assign an ordered item to a particular delivery agent – First tick on that ordered item and click on “Assign delivery agent” and Even you can change the warehouse location also for that particular ordered item.

    Screenshot20-1

    Now, click on the “Assign order” button to assign the order to a delivery agent.

    Screenshot21-1


    In a similar way, you can assign all ordered inline items to one delivery agent – Tick the item checkbox which will select all ordered items, and click on “Assign order”

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    Delivery agent order management

    After assigning the order, the delivery agent can accept or reject the order, pick up the order, deliver the order, and see other detail from his mobile app.

    Delivery Agent Order Track

    When the order is out for delivery then also the admin can track the agent to check whether the agent has reached to customer’s location or not.

    Go to order >> click on the order which is “out for delivery” >> go to the delivery agent section >> click on three dots and then click track agent.

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    Product delivered

    When the ordered product is delivered by the delivery agent then the admin has to “mark as delivered” and “mark commission as paid” for that particular order then the status of the delivery agent is shown as paid.

    For this, go to the delivered Order section >> click the “view detail” button

    Screenshot24

    For this, go to the delivered Order section >> click the “view detail” button >> Go to the Delivery agent section and click mark as delivered from option.

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    Redirect to the same Delivery agent section and click “mark commission as paid”

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    Even, this paid/ unpaid status will be shown in the delivery agent list.

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    Membership Plans

    The Delivery Boy app comes with three distinctive plans i.e. BASIC, PRO & Elite.

    Basic plan charges $5/month:- You can add up to 2 delivery agents to manage orders in your store.

    Pro plan charges $15/month:- You can add 10 delivery agents to manage orders in your store.

    Elite plan charges $30/month :- You can add 30 delivery agents to manage order in your store.

    Also, you can allow delivery agents to manage unlimited orders using any of the three plans.

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    How to Install the Mobile App?

    In the Mobile App section, we provide QR codes to scan and install the Delivery Boy Mobile app for the agents. The mobile app is available for Android as well as iOS devices. All the necessary instructions are provided in the app.

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    Once you scan and open the app, the below screen appears:-

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    In the Unique App ID field, you need to enter the code provided in the app (Refer to the below screenshot):-

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    Additionally, you can create a demo for your shop on your mobile phone using the unique code provided in the app.

    Now, you can use the app.

    This is all about how to allow delivery agents to manage the order process using the app on your Shopify store. Let’s understand the delivery agent’s interface i.e. Delivery Boy Mobile App.

    Delivery Boy Mobile App

    So, after installing the mobile app, the agents need to log in to the app using the credentials through which they are added to the merchant’s store.

    Login


    As soon as the agent login to the mobile app, he/she gets redirected to the app dashboard from where they can track ongoing sales.

    Mobile App Dashboard:

    dashboard

    Track the Orders:

    orders

    The side panel view to check the order details and manage account settings.

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    Account Settings:
    The agents can check their details from the “Delivery Boy Details” section of the mobile app.

    Adding payment method – To add the payment method, the delivery agent will click on the Account setting.

    payment-1

    Now click on the Edit button in the payment detail section

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    Enter the payment method detail and click SAVE button

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    Android Mobile Link: https://deliveryboy.webkul.com/images/mobikul/android.png

    iOS Mobile Linkhttps://deliveryboy.webkul.com/images/mobikul/ios.png

    Instruction
    For installation on your device, you can use either of the two options:

    Open the URL in the iOS device and install it by clicking on the install option. OR
    Open the URL in a web browser of your system, scan the QR code from an iOS device and wait for a minimum of 30 seconds for a prompt. After clicking on the prompt, you can install the app on your iOS device.

    After installation: Go to iPhone settingsGeneralDevice Management → Select WEBKUL SOFTWARE PRIVATE LIMITED → Click TRUST

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    OTP feature

    Now you can enable the feature to send OTP to the customers and they need to share it with the Delivery Agent while receiving the order. The Delivery Agent needs to submit the OTP for updating the order status as delivered.

    This feature can be enabled from Settings>>General Settings>>Settings For Order OTP

    General settings- OTP

    To configure the template for Email/Push notifications, go to Settings>>Notification Settings>>Select Activity>>Order OTP to Customer. Refer to the image below:

    Otp to customer

    If the Customer did not receive the OTP then the Delivery agent can also resend OTP through his mobile app.

    Proof Image

    After submitting the OTP shared by the customer, the Delivery Agent can also upload an image as proof of Order delivery. This feature can also be enabled from Settings>>General Settings>>Proof Image

    screenshot_1692263891035

    Once the order is delivered, the Delivery Agent can ask for the OTP from the Customer and after submitting the OTP he can upload the Proof Image through his mobile app as well.

    Proof Image

    Customer and Agent Feedback

    Both customers and delivery agents are now able to provide feedback to one another.

    To configure the template for Email/Push notifications for Customers, go to Settings>>Notification Settings>>Select Activity>>Feedback To Customer. Refer to the image below:

    Customer Feedback

    The delivery Agents will also be able to rate customers from their mobile app after marking the order as delivered.

    Agent Feedback

    Need Help?

    If you need any kind of support, just raise a ticket at https://webkul.uvdesk.com/en/. You can also contact [email protected] to get proper assistance.

    Thank You for reading this Blog!

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  • Prashant
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