Toast Integration and Hybrid Delivery Model

This article outlines the current process for client onboarding onto Cartwheel’s Toast integration utilizing Hybrid Delivery model when signing up directly with Cartwheel.

1. Activate the Cartwheel Integration in Toast.

Log in to your Toast account and navigate to the Integrations section of Toast Web using the left-hand navigation menu. Then, select Integrations management > Browse & purchase integrations. Search for “Cartwheel”. Once you find it, click on “Add Now”. This will trigger an email notification to the Cartwheel team to set up your Toast on Cartwheel.

Note: to integrate Cartwheel with Toast, for U.S. Customers only, Toast Partner Connect (integrations) access must now be purchased with the Restaurant Management Suite Essentials Package ($50/month/location) in Toast Shop (note this link is only accessible to customers with a Toast log-in).

 

2. Enable Toast Integration via Cartwheel Support or Onboarding Manager

We will activate your integration on our side and let you know.

 

3. Logging into the Cartwheel Web Dashboard

Log into Cartwheel using the link and credentials that were sent to your email by our Team.

Enter your login and password that you have received.

Note: If you wish to use multiple 3rd party providers, please follow this instruction step by step. If you prefer to use either DoorDash Driver or Uber Direct exclusively, follow the setup instructions provided for the selected provider while skipping Step 7.

4. Creating accounts for your drivers in Cartwheel

To create an account for your in-house drivers, follow these steps:

Optional - Import Drivers from Toast

In the Toast Integrations section, you have the option to automatically import drivers from Toast by selecting "Create Drivers". This will import employee information from Toast and set them up as drivers in Cartwheel.

Navigate to Properties > Global Settings > Integrations > Toast Properties > Create Drivers. Upon clicking the "Create Drivers" button, a window will appear where you can specify the employee job name. By default, it is set to "Driver." After you proceed, a confirmation message will display the number of new drivers being imported. Once you confirm the action, drivers will be added to Cartwheel, and a text message containing their password will be sent to them.

5. DoorDash Drive integration enablement

To gain the capability of sending orders to DoorDash Drive with more favorable rates, kindly register your Cartwheel/DoorDash account using the provided link.

Once registered, we will finalize the integration process and let you know.

 

Important: If you prefer working exclusively with DD Drive without utilizing Uber Direct, you are able to activate it the same day. To proceed with that route, skip steps 6 and 7 and proceed with step 8. 

Note: If you currently possess an existing DD Drive account with terms more favorable than what Cartwheel provides, kindly inform us, and we'll facilitate the transfer of this account.

6. Uber Direct integration enablement

To start sending orders to Uber Direct with favorable rates, follow these steps:

Navigate to 'Properties > Global Settings > Integrations > UberDirect Properties'. Click on 'Register' and fill out the required information. Click 'Save'. 

 

Important: In the bottom left corner, click 'Save' again. Let the Cartwheel Team know you filled it out.

The UberDirect Team will send you an email, requesting you to add your billing information to the Uber Dashboard directly. Kindly proceed to their platform and register using your email only (not Gmail or phone). Add your payment information in the Billing section - it will be verified immediately. Please let us know once done.

7. Fallback DSP setup in Cartwheel

If you utilize the 'Fallback DSP' feature, all orders will initially be directed to the primary DSP (DD Drive or Uber Direct). In case the primary DSP declines the order, it will be promptly forwarded to the next-in-line DSP.

To configure this feature, follow these steps:
 

Go to 'Properties > Global Settings > Integrations'. Scroll down to 'DSP Properties'. Set DoorDash or UberDirect as the primary DSP. Choose the Fallback DSP. Click 'Save'.

This setup ensures efficient order management and smooth operations.

Note: we can set up a script for you that will automatically dispatch orders between DSPs based on the best rates for each distance. Just reach out to your Onboarding Manager if you'd like to proceed.

 

8. Self-Delivery Activation in Toast

Please note: kindly enable self-delivery during non-delivery hours, as steps 8 and 9 must be completed without interruption.

At this stage, your onboarding manager will ensure the correct setup of your third-party delivery providers and notify you to enable self-delivery in Toast.

In the Toast account, navigate to the "Takeout&Delivery" section. Then find "Toast Online Ordering" > Delivery.

Click "My own delivery drivers" under the question "How do you want to deliver orders to guests?"

Note: to integrate Cartwheel with Toast, for U.S. Customers only, Toast Partner Connect (integrations) access must now be purchased with the Restaurant Management Suite Essentials Package ($50/month/location) in Toast Shop (note this link is only accessible to customers with a Toast log-in).

Note: Although these Toast's settings mention the term "own delivery drivers," turning on this option will allow Cartwheel to send orders to DoorDash Drive and/or Uber Direct.

 

9. Enabling the Hybdrid Delivery model in Cartwheel

To activate the Hybrid Party Delivery model, follow these steps:

Navigate to Properties > Global Settings > Integrations. Scroll down to Delivery Model and choose 'Hybrid Delivery' from the drop-down menu. Save the settings.
 

This will enable the Hybrid Delivery model for your Cartwheel platform. Now, please set the settings for the Hybrid Delivery model:


 

• Self-delivery Area - you can specify the area on the map for Self-delivery orders. All orders outside of that zone will be redirected to a DSP. You can read more about Delivery Area Settings in this article.
• Self-delivery Minimum Order Value - the minimum order value that qualifies for Self-delivery. Orders under this amount will be sent to a DSP. 
• Self-delivery Maximum Order Value - the maximum order value that qualifies for Self-delivery. Orders over this amount will be sent to a DSP.
• DSP Maximum Order Fee Value - the maximum order delivery fee received from a DSP. If the quoted delivery fee is greater than this amount, the order won’t be sent to a DSP.
• Self-delivery Schedule - you can specify the schedule for which self-delivery is available. Orders placed outside of these hours will be sent to a DSP.
• Check driver availability -  you can select the logic to forward or not to forward orders, depending on drivers' availability. Note: this only applies to ASAP orders (future orders will still be available): 
  • Forward if there are no visible drivers -  forward orders if there are no drivers who have visibility enabled.
  • Forward if there are no free drivers -  forward orders if there are no available drivers.
  • Forward if the driver is late - forward orders if the in-house driver's ETA is later than the pick-up time + max late time.
  • Ignore driver availability - don't forward orders.

• Minimum Order Value To Ignore Driver Availability - you can specify the minimum order amount that ignores driver availability. Orders higher than the specified amount won’t be forwarded to a DSP.
• Order Throttling - allows you to maintain a balance of orders per driver. 

For example, if there are 3 active drivers and this setting is set to 3, new orders will be accepted until there is a maximum of 9 active orders. Orders beyond that number will be sent to a third-party DSP.

• Hold Future Orders - you can specify for how long future orders can be held until pick-up time. They will then be forwarded to a DSP if still unassigned and meet all conditions.
• Hold ASAP Orders - you can specify for how long ASAP orders can be held after they are placed but not longer than 5 minutes before pick-up time. They will then be forwarded to a DSP if still unassigned and meet all conditions.
• Custom Tip Amount Script - you can specify the tip amount for a DSP driver.

Congratulations! You are now ready to use Cartwheel. Still have questions? Feel free to contact your Onboarding Manager or email our Support at [e-mail].