Organization & Global Merchant Settings

Configure your Settings Across all your Merchants

If you have multiple businesses, your organizational and global merchant settings will help to standardize your configuration across you merchants.  These settings will impact ALL of your merchants.  But you do have the ability to navigate to the merchant level settings to override the global settings if needed.

Navigating to Organization Settings

• Navigate to your Org Settings page by clicking "Manage" 

• Then click "Settings" 

 

 

 

Organization Settings

Name Used to change the name of your Organization
Email Main email address associated with the account
Dispatch Phone Number Allows your driver to easily contact the dispatcher from their app Tip: you must put a + sign and then your country code before entering a phone number
Company Logo Used for white labelling the customer tracking link, booking form and any emails sent to your customers via alerts
Most Common Type of Delivery Sets the default fields shown in the ‘add a task’ form to align with your delivery operations and business model. ‘Service Based’ will only allow for a destination address (no pickup address)
Which is right for me? The owner of a single restaurant, might consider the first option, ‘Deliveries will usually come from the same location’ since the  pickup address will remain the same but the delivery addresses may vary. However, for a company like  a courier service that picks up and delivers to multiple locations, the third option, ‘Pick up and drop off location will be unpredictable’, might be the most suitable Service based is a good option for businesses that just need get to one location.  Perhaps you’re a mobile  unit with inventory that’s in your vehicle and you only need to navigate to the site location. In the event that the business model changes the settings can always be changed and updated.
Text Color Customize the text color of your customer tracking map (Use this to customize the tracking map that is being sent to your destination contact customer through alerts.) Tip: you must contact GetSwift support and ask them to "Enable the New Tracking Map" for your account
Object Color Customize the text color of your customer tracking map
Background Color Customize the background color of your customer tracking map
Disable Customer Survey Upon sending the tracking link to the customers, the survey will NOT automatically populate upon job completion
Stale Driver Check Interval  If a driver is online, but not connected (therefore, we are not receiving location data from the driver), a notification will populate on your Admin Map.		Notification on the Admin Map:  View from the Driver's Phone with banner to indicate if connected:
Driver Availability Notification Shows the remaining fleet capacity  Getting Busy (50% of capacity) Really Busy (75% of capacity) No Drivers Available (100% of capacity To set capacity, navigate to your Fleets Dashboard then click Settings		Set Fleet Capacity in your Fleets Dashboard Settings: View within the top right corner of the Admin Map:
Culture info string  Impacts cultural settings such as the currency ($, €, £)
But wait, why didn’t the language didn’t change? Please note, in order to change the language within GetSwift, you will need to navigate to the left bottom corner and select the desired language: English, German, Portugese, French, Arabic and Spanish
Default Payment Type of New Drivers Wage: The driver is paid on wage - GetSwift will only record the tips (if entered) for payment to the driver Commission: The driver is paid on commission - GetSwift will record a percentage of the delivery fee + tips (if entered) for payment to the driver
Should I use this? Note: GetSwift does not process payments for your drivers. This is a helpful way to classify your drivers and pull the “Driver Payment Summary” report.  Then, depending on how you pay your drivers (percentage of delivery fee, hourly rate, etc.) you can use that report to help calculate the payment.
Manually Approve New Drivers Sets whether or not all new drivers (including ones that the user adds) need to be manually approved before they can start working for you. To approve a driver, go to Drivers page → Filter → Awaiting approval → click Approve for each driver.
Should I use this? Are you using the Registration Link to add drivers?  Enabling “Manually Approve New Driver” gives you an extra step to verify and vet your fleet before they start delivering for you. In industries where vehicles are used to transport sensitive information or valuable commodities, a company might choose to vet its drivers before adding them to its fleet.
Support Languages Allow customers to see the tracking links status in their native languages Search and add the languages you which to enable Check out "Customized Order Stage Name" to learn how to customize the status name by language. This way, when a customer tracks their order on the Tracking Link, they will see it in their native language Note: this will only impact the New Tracking Map.  If you are interested in this feature, please contact "GetSwift Support" to enable the New Tracking Map
Cash Management  Default Merchant Settings Enable Default Cash Float: records cash given to a driver Payment at Delivery: determine which payment methods you will accept.  Ones not checked will be rejected when sending the order Max Cash On Hand Allowed: limits the amount of outstanding cash a driver can have at any one time.  The driver must return to the store for a Cash Settlement before being able to receive more orders. Tip: you must contact GetSwift support and ask them to "Enable Cash Management" for your account
Mobile App Customizations   Enable Rush Job Allows you to prioritize a job as "Rush" bringing it to the top of a drivers route Driver Previews...coming soon! Job Actions & POD Pick Up Address item Name & Item Count Job Instructions Force Accepted Job as "On Way" Sets whether or not accepted tasks will be immediately considered as “On Way”. Drivers will not have an option to manually indicate when they are “On Way”. Drivers will also only be routed to the destination (not to the pickup) Why would I enable this? Want to save your drivers a step?  Enabling this will put the drivers in “On Way” status signaling they are en route to the destination. Consider any emergency service, like ambulances or roadside assistance,  where drivers must be dispatched immediately in the event of a new job or task in the system.
Customize Order Stage Names Allows for the added flexibility for businesses to customize the display of the text and language of your choice for your order statuses. These will display on the New Customer Tracking Link and the Live Jobs Page.  Notice how the default "En Route" status now says "Coming your way!" Note: this will only impact the New Tracking Map.  If you are interested in this feature, please contact "GetSwift Support" to enable the New Tracking Map

 

Global Merchant Settings

These settings are the same as the Advanced Setting in individual merchant accounts.  When you change a setting within your Global Merchant Settings, it will impact ALL of your merchants.  You are subsequently able to go to individual merchants and change a setting depending on that specific merchant's needs, which will override the global settings.

Delivery Time Sets the default ‘Latest Time’ for all new tasks entered. This will extend or shorten the delivery time window for all new tasks. For example, if this was set at 120 minutes, then the driver would have 2 hours to complete the delivery
Job Expiry Keep your dashboard fresh and up-to-date.  Automatically have old jobs removed from the queue.  This sets the amount of time before late tasks (that have not been accepted by any drivers) are automatically canceled. Note, this setting is in hours, not in minutes.
Proof of Delivery Sets whether or not a driver is required to collect a signature or a photo from the customer as a ‘proof of delivery’ before they can complete a task.
General Settings More coming soon