Use Cases

• POS assigns an order using a Partner Delivery Service (e.g., Uber Direct)
• Online Store assigns an order using a Partner Delivery Service
• POS allocates an order via Self-Delivery

Integration to Delivery Services

Integrating delivery services is a crucial step in streamlining the order fulfillment process. Once a delivery service is integrated, both Oolio POS and Online Store can use it to manage deliveries.

Currently, Oolio Orders supports three delivery services:

• Self-Delivery
• Uber Direct
• Doordash Drive (coming soon)

Prerequisites

• An active Oolio account with access to the Oolio Orders app
• A location with a saved address and phone number
• For Partner Delivery Service integration:
  • Uber Direct requires a Delivery Partner ID
• For Self-Delivery, a default delivery zone must be set up and ready

From UI

1. Log in to your Oolio account and open the Oolio Orders app.
2. Click Connect to create a new location or select an existing one.
3. On the Locations page, click the ellipsis ..., next to the desired location and select Add delivery method +
4. In the modal, select a delivery method from the Service dropdown.
5. Provide the required input. Currently, only Uber Direct requires a Delivery Partner ID.

Updating delivery method

1. In the Oolio Orders app, go to Locations > Edit Location
2. Under Delivery Methods, select the delivery method you want to update:
   • Uber Direct:
     • Update the Delivery Partner ID
     • Enable or disable test mode (see use case below)
   • Self-Delivery:
     • Click info label to manage your delivery zone

Integration: Partner Delivery Services (e.g., Uber Direct)

Integration: Self-Delivery & Delivery Zone Setup

POS Staff Uses a Partner Delivery Service

Staff Changes Driver

Delivery Double-Request Validation

If a user accidentally assigns or requests another delivery for an order with an active delivery, the Oolio Order backend will validate the request and return the existing delivery details instead of creating a new one.

This applies to both the Oolio POS and Online Store. The diagram below uses the Oolio POS as an example.

POS Staff Chooses Self-Delivery

If the customer's address is within the delivery zone, the Self-Delivery fee and ETA for that zone will be displayed.

Online Store Customer Uses Delivery Service

The customer selects a delivery provider before checkout. Note: If the transaction isn't completed before the delivery quotation expires, the request will still proceed, but the final delivery fee and ETA may differ from the original quote.

Testing Partner Delivery Service - Uber Direct

To test Uber Direct with the Robo Courier simulation, enable the Enable Test Mode setting before starting the delivery process.