Guía de instrucciones para Uber Direct

Account Setup and Management

Activating your account

1. Sign up here to get your Uber Direct login credentials by entering your company name, company address, business type, name, email, and number.
2. Enter your credentials and click Continue.
3. A screen will appear prompting you to enter a 4-digit code sent to your email address or phone number.
4. Enter the 4-digit code you received into the Uber Direct prompt and click Next.
5. Enter your first and last name. (Do not use the same values for first and last name, e.g., John John.)
6. Read through the Terms of Use and Privacy Notice, and click I Agree to accept.
7. Add your business name, business type, and the address of your main location. Check the box to confirm you have reviewed and accept the Uber Direct API Agreement.
8. To complete account setup, add your credit card information. This is the card you will use to remit payment to Uber.

Adding stores

Note: Only admins can add stores.

1. Begin to place an order as usual by clicking + New delivery on the top left of the screen.
2. When selecting location, click + Add location.
3. The Create location box will pop up on the right side of the screen, prompting you to enter the account, location name, phone number, and address. Note: Keep in mind that the location name entered here will be seen by the delivery person. We recommend using the “Business Name - Neighborhood Name” format (e.g., Christina’s Pizza - Manhattan).
4. Click Save at the bottom of the Create location tab.
5. Your location is now usable as a pickup address when requesting deliveries.

Toggling between locations and accounts

• Admin and Employee users can toggle between locations within the Deliveries tab to view all past and future orders. Locations represent unique, physical store locations.
• Admin users can toggle between accounts within the Billing tab to view up-to-date billing information

Adding users

Admin view

Before adding Employee users, ensure that at least one store is saved on the Dashboard.

1. Within the Admin view, navigate to Users found on both the bottom-left or top-right of the page.
2. Click + Add.
3. The Add a user box will appear. Please enter the first name, last name, email address, and choose the role of the user (Employee or Admin). Phone number is optional and we do not recommend entering one as it can sometimes cause access issues.
4. Click Save to add the user information.
5. The new user will appear with a Pending indication beside their name. The user will become active once the user joins the Dashboard account via an email invitation from Uber.

Employee view

The Employee user will receive an email invitation from welcome@uber.com with a link to join the Uber Direct account.

1. Open the email and click Join.
2. Enter the email address where you received the invite into the What’s your phone number or email box and click Continue.
3. A prompt will appear asking you to enter a 4-digit code.
4. Go to your email inbox and locate the 4-digit code sent from admin@uber.com. (Note: Make sure to check your spam and junk folders if the email doesn’t appear in your inbox.)
5. Enter the 4-digit code from your email into the Uber Direct prompt and click Next.
6. Click Skip when prompted to enter a phone number.
   
7. Enter your first name and last name.
8. Read through the Terms of Use and Privacy Notice, and click I Agree to accept and to confirm that you’re at least 18 years of age.
9. After this, you should be able to click on Get Started to access your dashboard and create deliveries.

Note: No accounts should be made with the same first and last name (e.g. John John). You should not create multiple accounts from the save device because it may cause access issues.

Editing users

1. Navigate to the Users tab.
2. Click the three vertical dots on the far-right next to the user you want to edit.
3. Click Edit.
4. Make any changes to the user in the Edit user popup, including first name, last name, and user type (Employee or Admin).

Note: The user email address is not changeable. To change an email address of an existing user, please delete the user and re-add with a new email address.

Deleting users

1. Navigate to the Users tab.
2. Click the three vertical dots on the far-right next to the usr you want to delete.
3. Click Delete.
4. A Delete user popup will appear. Click Delete again.
5. The user will no longer appear in the Users tab or have access to the account.

Order Management

Creating orders

1. Click + New delivery at the top left of the page.
2. Fill in the pickup details:
   • Schedule the pickup: Pickups can either be “ASAP” or scheduled for a later time/date.
   • Select the pickup location: The last-used pickup location will automatically be populated. To add a new location, click +Add location under Pickup. This new location will be stored and can be selected for future orders.
   • Notes for pickup address: We strongly recommend adding complete pickup guidance for the delivery person (e.g., “come to the cash register to receive the package”). We also suggest providing your contact information so the delivery person can contact you, if needed.
3. Fill in the dropoff details:
   • Add the full dropoff address: We highly recommend adding notes to help the delivery person complete the order (e.g., “use the customer’s buzzer”).
   • Add the first and last name of the recipient.
   • Add a recipient contact number.
4. Fill in package information:
   • Add Store Order ID (optional).
   • Add approximate package weight and description. We strongly recommend adding this information; if your package is heavy, our system will provide you a driver instead of a biker to ensure the delivery goes smoothly.
5. Fill in delivery details:
   • Check the box to indicate whether the package should be left at the door or returned if the customer is not available. Additional delivery fees will apply for return trips.
6. Click Request now at the bottom right to submit.
7. Add a tip for the delivery person ($1, $3, $5, or custom amount). This tip will be charged to the default payment you provided, but you can charge this to the customer as you wish. Tips are not required, but they are recommended to further incentivize delivery people.
8. Note: If your customer has added a tip to their order for the delivery person, that tip amount must be included and passed on to the delivery person.
9. Review all details and click Confirm to submit the order or Back to change order details.

Return package request

If you would like a package to be returned in the case that the customer is not available to accept the delivery, please check Return package under Delivery details when creating the order. Additional delivery fees (using the same calculation method as the initial trip) will apply to the merchant.

Alcohol delivery

Toggle on Contains alcohol during order creation if the order contains delivery. Doing so will trigger additional proof-of-delivery checks at dropoff. If the recipient cannot provide a valid ID, appears intoxicated, or is otherwise unavailable to accept the delivery, the delivery person will be prompted to return the package.

Proof of delivery

Merchants can select between five different proof-of-delivery types to confirm that the customer has received the correct order. You will see confirmation of the chosen proof-of-delivery method in your order history (i.e., link to the photo taken by the delivery person). The five types are:

• Require ID check
• Require photo proof
• Require pin code verification
• Require signature
• Require barcode scanning

Requesting Multiple Delivery Partners

If the order contains multiple large packages, you have the ability to request Delivery partners during order creation to aid in fulfilling the order.

Viewing Orders

1. To view orders, navigate to Deliveries and choose the correct time frame (Today, Future, or Past) on the top left of the Dashboard.
2. You will be able to view orders from the list displayed.
3. To switch between locations, click the dropdown at the top right. The last-used pickup location will automatically be populated.

Canceling orders

1. To cancel or reschedule an order, navigate to Deliveries and choose the correct time frame (Today, Future, or Past). Ensure you’re viewing the correct location by checking the dropdown at the top right.
2. Find the order in question and click Cancel at the bottom-right of the order.

Note: If the order is canceled after the delivery person has been dispatched, a $5 cancellation fee will apply.

Searching for orders

1. To search orders, navigate to Home.
2. Enter the Store Order ID into the search bar and click Search.
3. The order will display below, showing the route, delivery fee, tip, item list, delivery person, and more.
4. If you selected the proof-of-delivery option during order creation, you’ll see a link for the photo when viewing said order (after it is completed).

Facturación y pago

Agregar un nuevo método de pago

1. Dirígete a Pagos.
2. Haz clic en + Agregar tarjeta.
3. Agrega la información de la tarjeta de crédito o débito, incluido el número de tarjeta, fecha de vencimiento, código de seguridad, país y código postal.
4. Haz clic en Agregar tarjeta para agregar tu método de pago.
5. La nueva tarjeta debería aparecer debajo de Método de pago. Ahora puedes crear nuevas entregas.

Eliminar un método de pago

Nota: Para eliminar un método de pago, debes tener al menos dos tarjetas registradas. El panel requiere una tarjeta registrada en todo momento.

1. Dirígete a Pagos.
2. Debajo de Método de pago, haz clic en los tres puntos verticales a la derecha del método de pago que quieres eliminar.
3. Haz clic en Eliminar.
4. Aparecerá la ventana emergente ¿Quieres eliminar el método de pago? Haz clic en Eliminar para eliminar el método de pago.
5. El método de pago ya no debería aparecer.

Establecer un método de pago predeterminado

1. Dirígete a Pagos.
2. Haz clic en los tres puntos verticales a la derecha del método de pago que quieres establecer como predeterminado.
3. Haz clic en Establecer como predeterminado.
4. Aparecerá la ventana emergente Establecer como predeterminado. Haz clic en Confirmar para que este sea tu método de pago predeterminado.

Ver pagos

1. Dirígete a Pagos.
2. Usa el menú desplegable en la parte superior derecha para alternar entre las cuentas del panel.
3. Puedes ver la Frecuencia de pagos en la parte superior. (A los usuarios que solo usan el panel se les cobrará con tarjeta de crédito todos los días).
4. Descarga las facturas en la sección Resúmenes.
5. Puedes ver pagos anteriores en la sección Pagos anteriores.

Situaciones especiales

Servicio de banquetes o pedidos grandes

Tenemos funciones especiales para que puedas realizar entregas de servicio de banquetes o de pedidos más grandes.

1. Agrega el peso y la descripción de los artículos en el pedido.
2. Selecciona Devolver artículo para permitir la devolución del artículo si el cliente no está disponible en el momento de la entrega. (Nota: Se aplicarán costos de envío adicionales para los viajes de regreso).
3. Si tu pedido pesa más de 50 libras o supera el tamaño de una maleta grande, aumenta la cantidad de socios de la App. (Para un pedido de 75 libras, deberías elegir 2 socios de la App. De esta forma, se llamará a 2 socios para que recolecten el pedido en lotes).
4. Para asegurarte de que tu pedido se recolecte, te recomendamos agregar una monto extra personalizado más grande (además de cualquier extra que te brinde el cliente). Como los pedidos más grandes pueden requerir más esfuerzo por parte del socio de la App, un monto extra más alto puede funcionar como motivación para aceptar la entrega.

Operar dentro de un centro comercial

Usar Uber Direct dentro de un centro comercial puede reducir la tasa de aceptación del socio de la App, ya que las recolecciones toman demasiado tiempo. Tenemos algunos consejos y trucos para mejorar la tasa de aceptación:

1. Describe claramente la ubicación de tu negocio para que los socios de la App puedan encontrar tu ubicación con facilidad y sea más probable que acepten el viaje.
2. Para asegurarte de que tu pedido se recolecte, te recomendamos agregar un monto extra personalizado más grande. Al socio de la App le resulta más difícil recolectar pedidos en negocios dentro de centros comerciales, por eso un monto extra más grande puede funcionar como motivación.