Delivery executives are only relevant when your delivery option is turned on for the branch. See Branch Delivery Settings to enable and configure delivery.
Permissions
What a staff member can do here depends on their permissions:- Show Delivery Executive — view the delivery executive list.
- Create Delivery Executive — add a new delivery executive.
- Update Delivery Executive — edit an existing delivery executive’s details.
- Delete Delivery Executive — remove a delivery executive.
What a delivery executive record holds
Each delivery executive you add stores:| Field | What it’s for |
|---|---|
| Name | The person’s name, shown when you assign them and in lists. |
| Phone number | Contact number for reaching the driver during a delivery. |
| Area / Zone | The area or zone this person usually covers. |
| Status | Whether the executive is active (available to assign) or inactive. |
| Assigned orders count | How many orders are currently linked to this executive. |
Managing your delivery executives
Open the Delivery Executives list
In the left menu, choose Delivery Executives. You’ll see everyone you’ve added, along with their contact details and how many orders each is handling.
Add a new delivery executive
Create a new executive and fill in their name, phone number, and area or zone. Set the status to active so they can be assigned to orders.
Edit an executive
Open any executive to update their name, phone, area, or status. Set someone to inactive when they’re off the rota so they don’t appear as an option on new orders.
Assigning an executive to a delivery order
You assign a delivery person from the order itself, not from the executive list.Open the delivery order
From the Orders list, open the delivery order you want to assign.
Find the delivery section
In the order detail, look for the delivery section, which shows the delivery address and the delivery executive.
Only delivery-type orders have a delivery executive. Dine-in and takeaway orders don’t use this field.
Filtering delivery orders by executive
When you need to see who is carrying what, you can narrow the orders view to delivery orders and check which executive is assigned to each. Combine the delivery order type filter with the other order filters (date range, status, and staff) to track active deliveries and follow up on anything running late.Related
Branch Delivery Settings
Turn on delivery and configure delivery fees and zones.
Delivery Addresses and Fee Calculation
How customer delivery addresses and fees work.
Finding Orders and Managing Order Detail
Search, filter, and open orders to assign delivery staff.
Creating Orders on the POS
Build delivery, dine-in, and takeaway orders at the register.