Managing Daily Deliveries

Managing Daily Deliveries

• Access your daily delivery board and view all pending deliveries
• Assign drivers to deliveries and track their progress
• Update delivery status as orders move through your fulfillment process

What Is the Delivery Board?

The delivery board is your command center for managing all outgoing orders. It displays today's deliveries in columns organized by status, making it easy to see at a glance which orders are ready to go, which drivers are assigned, and which deliveries are already out on the road. This feature is available on the Professional+ tier.

Accessing Your Delivery Board

1. Log in to your BakeOnyx dashboard
2. Click Deliveries in the main navigation menu
3. The page opens in the List view with today's deliveries. Click Board (at the top) to see the deliveries of one day in columns

The board displays five columns: Pending, Assigned, In Transit, Delivered, and Failed. Each delivery card shows the order number, customer name, delivery address, time slot, and assigned driver (if applicable).

See Deliveries for Other Days

You can open the deliveries of any day: past days, today and future days.

In the List

• Click a day chip: Yesterday, Today, Tomorrow, Last Week, This Week, Next Week or This Month. The number on a chip shows how many deliveries it has.
• To see a different day, click Pick date. Select a day, or select a day in To for a date range. Then click Show deliveries.
• Click ‹ or › on the date chip to go back or forward. One day moves one day. A range moves by its own length.
• Click × on the date chip to go back to Today.

On the Board

• Click ‹ or › next to the date to go back or forward one day. Or click the date and select a day.
• When you change from the List to the Board, the Board shows the first day of the List. When you change back, the List shows the Board day.

"Today" is the day on your phone, tablet or computer. The page address keeps the day that you select. When you reload the page, go back from an order, or send the link to a team member, the same deliveries show.

The PDF, Notes and Delivery notes buttons use the day or range that you select. The file name of a PDF shows the dates.

Assigning Drivers to Deliveries

1. Find the delivery card in the Pending column that you want to assign
2. Click on the delivery card to open its details
3. Look for the Assign Driver field
4. Click the dropdown menu and select a driver from your staff list
5. Click Save to confirm the assignment

Once assigned, the delivery card will automatically move to the Assigned column. Your driver will receive a notification about their new delivery (if notifications are enabled in your account settings).

Change or Remove the Driver

If you assigned the wrong driver, you can change the driver or remove the driver. You can do this while the delivery is Pending or Assigned. Only owners and managers can do this.

1. Find the delivery in the Assigned column (or in the list)
2. Click Change Driver
3. To give the delivery to a different driver, select the driver and click Change Driver
4. To remove the driver, click Unassign. The delivery goes back to Pending, and the driver does not see it on their board

The order's Activity log records which driver you removed.

Updating Delivery Status

As your drivers complete their deliveries, you'll update the status to keep your records accurate and your customers informed.

1. Click on a delivery card in the Assigned column
2. When your driver leaves with the order, click the Mark as In Transit button
3. The card will move to the In Transit column
4. Once the customer receives their order, click Mark as Delivered
5. The card will move to the Delivered column

If a delivery cannot be completed (customer not home, address issue, etc.), click Mark as Failed to move it to the Failed column. You can then reschedule or contact the customer to arrange an alternative delivery time.

Understanding Delivery Fees

BakeOnyx calculates delivery fees from your delivery zones' base fees. Each zone has a set fee that applies to all deliveries within that geographic area. This fee is added to the customer's order total and appears clearly on their invoice.

To review or adjust your delivery zones and fees, visit your store settings. For more details, see the "Setting Up Your Online Store" article linked below.

Order Notes and Driver Notes

Each delivery card shows all the notes on the order. You do not have to open the card. Each note has a label that tells you where it comes from:

• Shop customer note: The note that the customer wrote at checkout in your online shop (for example, WooCommerce).
• Order notes: The notes on the order form.
• Special instructions: The special instructions on the order form.
• Item note: A note on one item of the order. The item name is in brackets.
• Driver note: The note that the driver wrote for this delivery.
• Internal (staff): The internal notes on the order form. Only owners and managers see these notes. Drivers do not see them.

See All Notes for One Day

1. Go to Deliveries.
2. In the list, select a day (for example, Yesterday or Today), or use Pick date. On the board, select a date.
3. Click Notes (N). The number shows how many deliveries have notes.
4. Read the notes for each order. Click the order number to open the order.
5. To print the notes, click Download PDF.

The panel uses the same filters as the list (status, driver and search). A driver sees only their own deliveries.

Add or Edit a Driver Note

1. On the delivery card, in the list, or in the Notes panel, click Add driver note (or Edit driver note).
2. Type the note, for example "Customer asked to ring the side bell". You can type up to 500 characters.
3. Click Save note.

A driver can add a note at all statuses, also when the delivery is Pending. A driver can add a note only on their own deliveries. Each order has one driver note. A new note replaces the old note.

Best Practices for Daily Delivery Management

• Assign early: Assign drivers to deliveries as soon as orders are confirmed, ideally the day before or early in the morning
• Group by area: Assign multiple deliveries in the same neighborhood to one driver to reduce travel time
• Update status regularly: Keep the board updated in real time so customers can track their orders and you have accurate records
• Monitor failed deliveries: Check the Failed column daily and follow up with customers promptly

Next Steps

• Learn how to track deliveries and collect proof of delivery
• Create a new order for delivery
• Set up your delivery zones and fees in store settings