Settings

The Settings page controls how LionWheel works for your business: your business details, which fields a delivery has, how routes are planned, what prints on a label, what drivers see in the app, and more. To open it, go to Settings => General. Settings are split into tabs in the menu at the side of the page. In each tab, click Save at the top of the tab to keep your changes.

Some tabs and settings only appear when the matching feature is turned on for your account. If a setting is shown but you can’t change it, support turns it on.

Searching settings

The menu has a search box at the top. Type a word from the setting’s name, such as “label” or “signature”, and the matching settings are highlighted, with a count of results next to each tab. Click Clear to go back to the normal view.

General

• Business details: name, business ID, tag line, logo, primary email, technical email, phone, address, fax and official name. The logo and details are also used on printouts and on the links sent to customers.
• Default day view: which period the Deliveries page shows when you open it (today, tomorrow, this week or this month).
• Tasks per Page: how many deliveries each page of the list shows.
• Timezone and Workdays.
• Monthly Usage: your next billing date, and how many deliveries and SMS messages you’ve used this month and last month out of your plan.

Delivery Settings

Under Choose Extra Fields, pick which extra fields appear on the new delivery form and on the delivery page, such as zip code, entrance, entrance code, apartment, floor, order items, gifter details, packages quantity, pallets quantity, cartons quantity, age verification, leave next to door, destination name, a second phone and round trip.

Routing

The defaults for every new route. You can still change them by hand in a specific route (route planning guide).

• Start Point and End Point: chosen from your saved locations (see below).
• Start Time.
• Service Time: how long the driver spends at each stop.
• Distance Unit: kilometers or miles.
• Road Side: which side of the road the driver arrives on.
• Toll Roads.
• Multi-Trip Routing: a driver can make more than one trip a day, returning to the warehouse to reload. When it’s on, Time Between Trips also appears.
• Fixed Stop Order: stop numbers stay the same even after earlier stops are completed.

Constraints

Route Constraints shows which constraints are active in route planning: time windows, weight, volume, pallets and packages limits per vehicle, and a maximum number of stops per route. To turn a constraint on, contact support.

• Group Times by Destination: deliveries to the same destination share the same arrival time and service time.
• Maximum Driving Time: the maximum number of hours in a driver’s route.

Route Cost

Cost per km and Cost per hour, used to work out the cost of each route.

Map marker colors

How the routes map colors its markers for each measure: a continuous scale (green to red) or value ranges you define, each in its own color.

Prints

What appears on each document you print from LionWheel.

• In General, Paper format: the page size for the waybill, picking list, invoice and proof of delivery.
• Waybill: the waybill’s fields and print options, such as a note printed on it, Half-page printing and prices. Waybill per package prints a separate waybill for each package, with a counter such as 1/3.
• Label: the fields on the label, such as your organization’s name and logo, order ID, address, recipient name and phone, notes, COD amount and order items. This is also where you set:
  • Number of labels by: one label per parcel or per pallet, instead of one label per delivery.
  • Square label: for labels with the same height and width, such as 10x10.
  • Separate label per item.
  • Custom label: when the add-on is on for your account, Open label designer opens a designer where you design the label yourself (custom label guide).
• Work plan: the fields on the sheet the driver gets with the list of stops in the route.
• Picking list: the columns on the picking list, and whether it shows items per order or a total quantity of each item across all orders. It appears when order items are on (picking guide).
• Proof of delivery: what the proof of delivery document shows: delivery photos, geolocation on a map and order items.
• Invoice PDF: the columns in a payment request’s PDF. Delivery ID, dates, status, origin, destination and price always appear, and you can add columns such as order ID, notes, destination notes and custom fields. It appears when the Accounting add-on is on for your account (support turns it on).

Note: label size, margins and orientation are set in your computer’s printer settings, not in LionWheel. A custom label is the exception: you choose its size in the label designer. If a label prints cut off or too small, check the paper size set for the printer.

Advanced

Task dates

Pickup Task, Delivery Task and Return Task: how many days after the delivery’s creation date each task is scheduled.

Other settings

• Address Accuracy Warning: marks addresses on the map that LionWheel couldn’t locate precisely.
• External Barcode Scanning: lets you scan an external barcode, as long as it was saved in the Order ID field.
• Signed Document: lets you mark deliveries that need a signed document, and reminds the driver when they deliver.
• Set Delivery Status to Assigned: applied automatically when a driver is assigned to a delivery.
• Create Return Task for COD: adds a return task to every delivery with cash on delivery (cash on delivery guide).
• Required Fields for New Deliveries: the fields that must be filled in to create a delivery.
• Edit Delivery with Payment Request: lets you edit a delivery’s details after a payment request was issued for it, except changing its status or deleting it. It appears when the Accounting add-on is on.
• Some accounts also see Allow Self Pickup here, and Allow import tasks with the same Order Id, which lets you create deliveries with order IDs that already exist in the system.

Driver assignment

• Default Drivers: the Default Delivery Driver, Default Pickup Driver and Default Return Driver, assigned when a delivery is created and no driver is set for its company or zone. The return driver appears when round trip or Create Return Task for COD is on.
• Assign Driver by Zone After Picking: the zone’s driver is assigned only after picking is complete, instead of when the delivery is created. It appears when the Picking add-on is on (picking guide).
• Unassign Delivery Driver on Warehouse Check-In: removes the delivery driver when the delivery is checked in to the warehouse, so a driver must be assigned again on check-out. It’s on by default and appears when the Warehouses add-on is on.

Partner Transfers Settings

For deliveries you transfer to a partner delivery company:

• Status when partner cancels the delivery: which status the delivery changes to when the partner marks it as canceled.
• Prevent status downgrade: the partner can’t move the delivery back to an earlier status. This only works for transfers between LionWheel accounts.

Failure and return reasons

Under Failure Reasons, set the list drivers choose from when they mark a delivery as failed. Click Add Failure Reason to add one.

When return documents are on for your account, you set Return Reasons the same way.

Driver App

What drivers can do and see in the app (driver app guide).

Navigation and Tracking

• Location Permission Required: drivers must allow location access to see their deliveries.
• Update Client Location: drivers can update a client’s location, and the new location is used for future deliveries too.
• New Task Notifications.
• Driver Distance Alert on Delivery Completion and Alert Radius (meters).
• Manual Delivery Order: support turns this on.

Scanning

• Allowed Scan Types: which scan types drivers can use in the app: Pickup, Delivery and Locate delivery, plus Warehouse check-out, Loading and Package unloading when those features are on. All are on by default.
• Pickup Scan Required: drivers can only complete a pickup by scanning the barcode.
• Manual Barcode Input: drivers can type a barcode as well as scan it with the camera.
• Locate by Barcode Regardless of Assignment.
• When the matching features are on: next-day loading, full unloading before delivery completion, and warehouse check-in scan.

Display

• Show Future Deliveries.
• Hide Recipient Details After Delivery.
• Message Recipient on WhatsApp.
• Delivery Details Shown to Driver: such as order items, order total and payment method.
• Main Screen Delivery Details: what each delivery in the list shows before the driver opens it, such as recipient name, order ID, distance and time window.

POD

• Required Proof of Delivery: what the driver must provide to mark a delivery as completed: None, Signature only, Photo only, Photo or signature, or Photo and signature.
• Driver Notes: drivers can add notes to a delivery.
• Gallery Photo Upload: drivers can attach an existing photo from their device as well as take one.
• Hide signature button if delivery has document.
• Default photo quality: a higher value gives sharper photos that take longer to upload. The recommended value is marked on the slider.
• Signature Screen Text.

Reports

• Determination Date: which date decides the report a delivery falls into. Contact support to change it.
• Late days threshold.
• The fields in the company detailed report, such as delivery ID, order ID, dates, price, driver notes, photos and proof of delivery.

Customer links

Settings for the links sent to end customers: the tracking page, the validation page and the live tracking page. Pick a page at the side to see a preview of it (tracking and validation links guide).

• Look & link: settings for all the pages, such as showing the estimated arrival time (ETA). It also has your organization’s Branded tracking link to share with your customers.
• Tracking page: whether to show delivery notes, and which tabs are shown: driver details, activity log and order items.
• Validation page: whether the customer can change the address, choose a date and time, or reject the delivery, a message shown on the page, how many hours until the link expires, and in which statuses the customer can update the delivery details.
• Live tracking: whether to show the driver’s phone number.

Companies Settings

Settings for your business customers (companies) (companies management guide).

• Default Company: automatically selected when you create a new delivery.
• Company Email Attachments: Excel, PDF or both, in emails sent to companies.
• Company Discounts: a fixed discount percentage per company, applied automatically to delivery prices.
• Under Company Portal: which delivery details companies see, in which statuses they can edit their deliveries, a message they see when they create a delivery, the company login link, and whether they can edit their own profile details.
• Delivery Update After Label Printing: when a company updates a delivery after its label was printed, the existing delivery is canceled and a new one is created in its place.
• Company categories.

Reviews and pricing

These tabs appear when the feature is on for your account:

• Reviews Setting: where to send a customer who leaves a 5-star review, and whether companies can see reviews (reviews guide).
• Pricing Module: the default rate, and whether to update the price when a delivery is edited.

Notifications

• Email Notifications: choose which emails are sent and to which address, such as the daily company summary, new reviews, the daily summary of routes, the company activity summary and Excel import.
• System Notifications: an in-app alert when a New Delivery Created or a Delivery Failed, with a sound you choose.

API

The link to the API documentation, and the Webhook URL: where LionWheel sends updates. Under Webhook Triggers, choose which events send an update, such as a status change, a new delivery or an attached image. Once a URL is saved, a Webhook Verification Token also appears (API guide).

Keyboard Shortcuts

Saved locations

Saved locations are fixed addresses, such as your warehouse or office, that you can pick without typing them again: as a route’s start or end point, as a delivery’s origin, and more. They aren’t on the Settings page; they’re on the Locations page in the Settings menu.

1. Go to Settings => Locations.
2. Click New Location, or click an existing location’s name to edit it.
3. Fill in the name, city, street and house number, and save.

Note: a location used as a route’s start or end point needs a full address (city, street and number), or LionWheel can’t calculate the route. You can’t delete a location that is set as a default location for your organization, a company, a driver or a vehicle.