Configuring and Enabling Contactless Delivery

How to Enable Takeout / Delivery

1. Navigate to the Other Setup header and select Takeout / Delivery. 

2. Under the Delivery Enabled? section, select Enable Delivery. This setting must be enabled for your restaurant to use Delivery.

Note: Toast’s Online Ordering system considers takeout a standard default service. Once Online Ordering is turned on, there is no way to disable the takeout dining option.

3. Next, you’ll see the Takeout Customer Information section. Here, you can select the information you'd like to collect from takeout customers:

• Prompt for takeout customer information (phone and name) - Select if you would like takeout customers to enter their information when placing an order.
• Don’t prompt - Select if you don’t want to prompt the takeout customer to enter their information.

4. Navigate to the Receipt Printing header. Here, you can choose which set of customer details, if any, you would like to print for both Takeout and Delivery receipts. 

5. From here, you will need to select a setting for your guests billing information under the Billing Customer section. Note that this only applies to Delivery Orders. The following options can be selected:

• Billing customer information always matches delivery information - Do not prompt for billing customer info and use the same information provided for delivery customer information, when placing the order.

Note: This is the default setting and will cover the majority of orders placed. If you have customers that typically place orders to be delivered to someone else, please select one of the two other Customer Billing Prompt options below. 

• Always Prompt for billing customer information prior to delivery information - Prompt the guest to enter billing customer information BEFORE delivery customer information.
• Always Prompt for billing customer information after delivery information - Prompt the guest to enter billing customer information AFTER delivery customer information.

Both the second and third option allows for billing customer information to differ from delivery customer information (name, phone, address to deliver to).

Note: Billing customer information includes the name and phone number of the person billed for the order.

How to Set Up Delivery Fees

Next, you'll see the Delivery Fee section. This is where your restaurant can set up delivery service charges. 

1. Select Configure delivery service fees.

2. You'll then be directed to the Service Charges page. From here, select + Add. 

3. A new screen will appear where you will need to set the following settings: 

• Name - Name your service charge. This will be something like Delivery Fee. 
• Charge Type - Set this to either Fixed Percent or Fixed Amount (dollar). Open Amount does not apply. 
• Charge Percent - This is how much the delivery fee will be. 
• Apply After Amount Threshold - Apply this fee if the pre-discount amount of the check is greater than or equal to this amount.
• Assign to Check Owner (Gratuity)? - Set this to Yes if the Delivery Fee will go to the driver. Set this to No if the Delivery Fee is assigned to the restaurant.
• Taxed? - Check your state's tax laws to determine whether or not a Delivery Fee should be taxed. 
• Calculated on pre-discount or post-discount total? - This setting determines if the threshold is calculated based on the pre-discount or post-discount total. By default, this setting is set to Pre-discount Total.
• Delivery? - Set to Yes so that the service charge is automatically assigned to Delivery orders.

4. In this Delivery Fee section you can set up delivery service charges for your restaurant.

• Waive Fee Threshold - This fee will be automatically applied to a check after the Dining Option is set to Delivery. Once a guest's bill totals a dollar amount above the waive free threshold amount, the fee will be automatically removed and can be reapplied manually if needed. 
• Delivery Distance Threshold - This fee will only be applied if the delivery distance is greater than or equal to the mileage you set AND if the Dining Option is set to delivery. The Deliver Distance Threshold is calculated in terms of driving distance from your restaurant to the delivery address, not on proximity.

You can now set up multiple delivery fees and also choose whether or not they are considered service charges or gratuities. You can also set up multiple mileage-based service charges and the delivery zones around your restaurant.

How to Create a Delivery Area

You can use Toast's built-in map feature to establish your restaurant's delivery area. If you would like to set maximum delivery areas for your restaurant, please follow the steps below:

1. Navigate to the Other Setup section in toasttab.com and select Takeout / Delivery.

2. Locate the Delivery Area header. Your restaurant location is identified by the green pin. 

3. Select anywhere on the map to create a red pin, which is used to designate the delivery area limit. 

4. You can add as many red pins as needed. Select and drag each pin to adjust the delivery area as needed. The territory within the delivery area will be highlighted in blue. 

5. Toast will compare the set delivery area to a customer’s address when an on-site or online delivery order is created to automatically allow or deny the order from being placed. 

Note: Use the Reset Delivery Area or Reset Map Location to revert the map to the original location/delivery area. 

6. Don't forget to Save and Publish your changes.