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Creating Your First Delivery
Creating Your First Delivery
Updated over a week ago

Nash is purpose-built to create deliveries from any order source you work with. Nash integrates directly with many of the most popular order sources, allowing for the automatic creation of deliveries within the Nash portal. Nash also has a full API to support custom workflows and integrations. To get started, however, we are going to go through how to create a delivery manually, directly in the Nash portal.

Accessing The Delivery Creation Page

If you are already signed in and need to navigate to the delivery creation page, you can do so by clicking on the "+ Delivery " icon and then clicking Create Delivery.
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Creating Your First Delivery

Every delivery consists of 3 basic tenets: a pickup location, a dropoff location, and something to be delivered-package information. By filling in the information for each of these items you will create a delivery.

Pickup Information

Pickup information consists of an address, a name, a phone number, and instructions that will help the driver locate the intended location. Let's examine each of those in more detail.

Pickup Address

This field is required and is the address that the delivery driver will need to go to in order to start the delivery. Nash validates the address and as soon as it is validated the map will update to reflect the pickup location.

Pickup Business Name

This field is required and is the name of the business where the pickup will occur. This is especially helpful in situations where multiple businesses share an address, such as a shopping center.

If your delivery is not being picked up from a business, you can put a contact name and number for the driver to call if they need help locating the address.

Pickup Phone Number

This field is required and is the phone number the driver will use in the event they are having trouble locating the pickup location.

Pickup Instructions

This field is optional but can be helpful for the driver to understand where to go to retrieve the delivery once they have located the address. These instructions are very useful for situations where it is not obvious how to proceed, such as if the pickup is actually at a loading dock behind the building, or if there is a specific counter to pickup at, or person to speak with at the pickup location.

If you are consistently creating jobs from the same few pickup locations, you can create a saved location by going to Settings>Locations. Once you have one, or multiple, saved locations you can choose them by clicking on the bookmark icon beside the pickup or dropoff fields during manual entry.

Dropoff Information

Dropoff information is almost identical to pickup information. The only difference is that you have the ability to add a first and last name of the person receiving the delivery. All other fields are the same as when adding the pickup information.

Package Information

All other information associated with the delivery can be added under the package section. This includes, but is not limited to, timing preferences, item counts, package value, driver tips, and delivery requirements. Let's review each option in detail.

Pickup Preference

By default, this option is set to now but you can also change it to scheduled. When creating a job set to now, you are requesting the earliest possible pickup and delivery. If you change the option to scheduled, you are able to set a pickup and dropoff time in the future.

Items Count

The Items Count is used to help the driver understand how many different items or packages they are delivering, This is especially useful when delivering multiple items at the same time to ensure they are all picked up together.

Package Notes

Package notes are used to provide a description of the item(s) being delivered. This is useful both for the driver's understanding and for your own reference.

Reference ID

The reference ID is an optional field that is typically generated from an external system and allows you to map an external system to a Nash delivery.

Package Value

The package value field should be the total dollar amount of the item(s) being delivered as shown on the order receipt.

Driver Tip

The driver tip is the amount of money that the driver will be tipped for completing the delivery. While tipping is not required, there is a high correlation between a driver's tip and the speed and reliability of that delivery being fulfilled.

Minimum Allowed Vehicle Size

This field allows you to indicate to the delivery providers that your delivery requires a vehicle of a specific size. For example, if you need to deliver a couch, you do not want a delivery provider showing up on a bicycle.

The minimum allowed vehicle size is not 100% enforceable. Nash will send the provided requirement to the delivery providers, but they do not always have the ability to honor it.

Package Requirements

This field allows you to set the features that the delivery provider must be capable of providing for each delivery. If you select one or more requirements that a provider cannot satisfy, they will be filtered out of the provider selection process.

The industry standard requirement is photo proof of delivery, which most delivery providers can accommodate.

Dimensions

This field allows you to tell the delivery provider the size of the item(s) in your delivery. For most deliveries, the default values do not need to be altered. If you are delivering large and/or heavy items, then providing proper size and weight dimensions will ensure an accurate quote from the delivery providers.
N.B: You will need to enter the package value to be able to enter dimensions.

Dispatch Strategy

You can optionally add a dispatch strategy. Depending on the specifics of the dispatch strategy you add, your delivery may need to be manually dispatched.

See this article to learn more about dispatch strategies and how to set up auto-dispatch and reassign.

Now and Schedule

You can request for a driver to arrive ASAP or to be scheduled, to request a driver at a scheduled future time, follow these steps:

  1. Select "Scheduled" to activate this feature.

  2. A dropdown menu will appear just below.

  3. Choose your time zone from the available options.

  4. Adjust the pickup and dropoff times accordingly in their respective tabs

Submit Your First Delivery

Once you have finished adding all of your pertinent delivery information, click the Submit button and your delivery will be created in Nash! Assuming you did not add a dispatch strategy, you will need to dispatch the delivery to a provider in order to have it completed. See this article to find out more about manually dispatching your delivery.

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