Settings

Basic settings

The basic settings cover all your company information. Please refer to the image below for an explanation of the fields.

Language settings

This page allows you to define the company’s default language. While it is possible to customize the language for individual users, drivers, and customer orders, the default language will be used in cases where no specific language is selected.

Optimization settings

This page is dedicated to configuring the optimization engine’s behavior when calculating optimal delivery routes. While default values are available, the system can prioritize more specific settings assigned to delivery groups, customer orders, vehicles, and other entities. Additionally, the setup includes functionality for calculating stop times based on specific parameters.

Click & collect

pinDeliver can also manage pickup orders, known as Click & Collect, where customers collect their orders from your warehouse. To enable this functionality, your warehouse must be configured as a Delivery Group, and you must activate “Use depots” and provide a depot address. The depot address represents the location where customers can pick up their goods, and it will be displayed on the customer’s information page as a map.

On this page, you have the option to display a QR code on the customer’s information page. This QR code can be scanned using the Hub app when customers arrive to collect their goods.

To display the QR code, the following conditions must be met:

• Display QR-code on the customer page must be set to Yes on this settings page.
• Display the tracking number on the customer page must also be set to Yes on the Customer page.
• Each customer order must have a Tracking number assigned since this value is encoded in the QR code.
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Example of a customer information page with QR code

To access the QR code, the customer needs to click on the package icon located in the lower-right corner, which displays additional information.

SMS

The primary mode of communication in pinDeliver is through SMS, known for its speed and reliability. While there are general SMS settings available for the entire account, you can also configure specific SMS settings for different senders. To set SMS preferences for a particular sender, navigate to the sender’s settings under senders. Please note that if SMS settings are configured for a specific sender, they will take precedence over the settings described on this page. Keep in mind that the explanations for the fields below also apply to corresponding fields in the senders section.

As you can see below, several fields serve the same purpose: creating message templates that are sent based on various triggers. All templates can include aliases (placeholders) that are replaced with specific text from the customer order, such as the customer’s name or estimated delivery time. Detailed information about aliases can be found in the blue square on the right.

It is essential to carefully consider which triggers you want to utilize, as some triggers may closely overlap in the workflow, potentially leading to excessive communication with the customer.

Email

The primary communication method in pinDeliver is SMS, known for its speed. However, email is also an available communication option, allowing for more complex messages and HTML code for design.

You have the option to set general email preferences for the entire account or define specific email preferences for various senders. When email preferences are established for a particular sender, they will take priority over the settings outlined on this page. Please note that the field explanations below are also applicable to corresponding fields in the senders section.

As you can see below, several fields serve the same purpose: creating message templates triggered by various events. All templates can include aliases (placeholders) that will be replaced with text from the customer order, such as the customer’s name or estimated delivery time. You can also choose whether each message should be in HTML or plain text format.

Message schedule

The message scheduler allows you to send messages to customers at specific, recurring times. Rather than relying solely on triggers linked to routing events (such as locking), you can plan messages to be sent consistently at set times. Of course, you can also use this functionality in combination with triggers based on the planning process.

For email messages, you can choose between HTML-coded content or plain text.

Messages will be sent within a time window of approximately ±10 minutes. They will only be sent to route stops where the route is locked, and the scheduled departure date aligns with the weekday specified in the message schedule.

You can view active schedules in the Schedule segment.

The Go app

The pinDeliver Go app is designed to assist drivers and offers a wide range of functionalities. Users can customize the app settings to control what information is displayed to the driver, although certain information is mandatory.

We offer two versions of the app, each with its own unique features. The web app runs directly in a web browser on the device, making it compatible with virtually all devices equipped with a web browser.

The Native app, on the other hand, is specifically developed for Android and iOS devices. Users may notice slight behavioral differences between the two apps. In the web app, all customer data is loaded at once when opening the Driving list. In the Native app, customer data is loaded individually but automatically when the driver completes the previous stop. The Native app also supports the scanning of package numbers during loading, unloading, and other workflows, such as returns.

Both apps are designed to be highly intuitive, requiring minimal training for drivers. The primary task for drivers is to select the type of stop they are making, with three available options and similar instructions in both apps:

• OK – Indicates that the order was successfully delivered/picked up, and the customer was available to receive the package.
• OK, NOT AT HOME – Indicates that the order was successfully delivered/picked up, but the customer was not available to receive the package. This option often includes the option to capture a photo.
• NOT OK – Indicates that the order/pickup could not be completed. In this case, the driver typically selects a deviation code to explain the issue.

Difference between the Go Web App and the Go Native App

You can choose to display behavior data using certain settings. Please refer to the settings screenshot and the explanation provided below.

The Hub app

The Hub App is primarily designed for use in terminals or warehouses to streamline and improve the handling of goods, enhancing daily operations, and reducing delivery errors. Additionally, it offers a convenient solution for managing packages related to Click & Collect orders. Users can scan the customer information page when customers arrive to collect their packages for Click & Collect orders, making the process smoother and more efficient.

Hub App Interface and Customization

The image below provides an example of the Hub App, with the settings described further determining the visible and accessible options and buttons within the Hub App.

Security

Since pinDeliver processes a significant amount of personal data, such as addresses and phone numbers, it is crucial to prioritize security and adhere to GDPR regulations. This page provides options to enhance data security and prevent unauthorized access.

You can enable automatic data anonymization by checking the Activate delivery anonymization option. Afterward, you can specify the number of days it takes for data to be anonymized by entering a value in the Days until a delivery is being anonymized field.

Additionally, you have the option to implement two-factor authentication for all administrators. Enabling Activate multi-factor authentication for administrators will require administrators to enter a verification code during the login process.

To further enhance security, you can configure an advanced password policy in the Company settings. This policy can automatically block a user’s account after multiple unsuccessful login attempts, and an email notification will be sent to the email address specified in the Security officer email address field.

Company features

Within the Company Features section, you can establish customized settings for your pinDeliver account. These settings will apply to all Delivery Groups and Senders.

Customer page

This settings page is where you can specify the information and features visible to the customer or recipient when they access the status page through the provided link. These settings apply to all orders within the account, with the option for minor adjustments specific to individual senders.