Merchant Settings Definitions & Profile Overview
Last updated August 24, 2025
Merchant Profiles are designed to give FIRST customers ultimate configuration over the delivery experience on a per-merchant basis.
To navigate to a give merchant profile click Merchants > Search for Profile > Select desired Merchant Profile
Merchant Contact Information:
- Merchant Name: this is the name of the merchant that will show on dispatch, in invoices, and on the end-user tracking link
- Merchant Password: this is the password used to log into the "FIRST Merchant" app.
- Merchant Phone: this is the number that is used in the platform for any user to contact the Merchant
- Address: this is the address that delivery drivers will see for the pickup location
- Merchant app login email: the email address used to log into the merchant app. Note: this email doesn't have to be, but should be a real email so that merchants can reset their password as needed.
- Merchant contact email: the best email to reach you with
- DSP Refund support email: the email you would like to have copied on and refund requests to and from DSPs (Delivery Service Providers).
General & Pricing Settings:
- Default Prep Time (mins) - this will be the default amount of time in minutes that it will take for a merchant to prepare a delivery
- Pickup Details - these are relevant pickup instructions for delivery drivers that come to your location (i.e. park in loading zone, provide customer name for pickup, etc)
- Delivery Price - this is the default delivery price. This will not have any affect to what you charge, or what you will pay for a delivery. It is stored on the transaction, and can be helpful for reporting
- Out of Zone Rate - This is another setting that will not have any affect to what you charge, or what you will pay for a delivery. It is stored on the transaction, and can be helpful for reporting
- Catering Price - This is another setting that will not have any affect to what you charge, or what you will pay for a delivery. It is stored on the transaction, and can be helpful for reporting
Order Default Settings:
- Auto-Accept: when this setting is enabled, it is assumed that the merchant is making the food, and the order will be dispatched immidiately
- Catering: this setting will assume that any order created is a catering delivery, and will be dispatched as a catering order
- Pizza: this setting indicates on the web dashboard that the merchant is a pizza merchant, and orders should be dispatched to cars accordingly
- Priority: this created a priority tag in dispatch, so that your delivery team knows that this merchant is important to prioritize
- Scheduled Order Delay (mins): this setting is important for some merchants where they may want a delay due before a delivery is created in FIRST, this could be due to the fact that certain POS systems need time before orders are fired into the kitchen
- Catering Threshold (dollars): this is an important setting. When a delivery exceeds this dollar threshold, our system will automatically categorize these deliveries as "catering" orders, and could dispatch them differently based on this merchant's dispatch strategy.
Merchant App Settings:
- Auto-route on accept: This setting only applies if Auto-accept is DISABLED. If this setting is enabled, the delivery will be dispatched an external fleet based on the merchant's dispatch strategy
- Show DSP quote price: this allows the merchant to see the price the DSP is charging in both on the manual assign module as well as in the orders and history table. If you do not want merchants to see the price, then disable this feature.
- AI Receipt Parsing: this features allows merchants to snap a photo of recipt, and the system will leverage AI to create a delivery request. This is a great feature for Merchants where FIRST does does not have a direct integration with a POS / online ordering system.
- Real-time arrival estimates: this features allows merchants and end-users to see real-time ETAs for internal drivers of a merchant's fleets.
- Auto-route on assign: this setting only applies if Auto-accept is DISABLED. If this setting is enabled, the delivery will be dispatched an external fleet based on the merchant's dispatch strategy - once the user clicks "assign"
- Quote internal fleets: this setting allows the merchant to see how much a delivery will cost if they use their own drivers, when viewing the manual assign module.
- Chat support: this setting gives your Merchants the ability to get chat support on the FIRST Merchant App.
- Payment types: this setting gives merchants the ability to request different types of deliveries from the FIRST Merchant app
Note: AI Reciept Parsing, Real-time arrival estimates, and Chat Support may cost you more software fees, and as such - they can only be enabled by a FIRST team member - reach out if you want these enabled.
Tracking Link Settings: these settings will override the tracking link settings set up in your Global Settings found in the web dashboard.
- Tracking Link - Header - we recommend using a logo with 4:1 dimensions here. This is a nice way for the end user a branded experience for the end-user
- Tracking Link - Footer Banner - this adds a banner to the footer of the tracking link. Think of it as an ad-space where a merchant can ask for feedback, or have a call-to-action to join their loyalty program.
- Footer URL - this is a URL that will open up when the end-user clicks the Footer Banner
- Tracking Link Delivery Time Buffer - this is a valuable feature, so that diners have realistic ETAs for their delivery. Once the delivery is picked up, the ETA will switch to the live ETA, based on the estimate from the delivery driver.
External Auto Assign & Zone Settings:
- Strategy - this field allows you to override the dispatch strategy that is applied to the merchant profile
- Zone - this allows you to design a custom zone. Note: it does not have any implications on where end-users can order from. However, it's a useful feature with Dispatch Strategies. For example, in dispatch strategies you can enable a toggle to immediately assign OOZO (out-of-zone orders) to external fleets.
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