As you know, order statuses are usually updated automatically. However, there are situations where you may need to update an order status manually. In this article, we’ll go through how to do that.
Accessing the Order for update
There are two ways to find the order you want to update: through the Dispatcher Panel or the Admin Center.
🔎Finding Order in the Dispatcher Panel
In the Dispatcher Panel, orders are divided into different categories based on their type. You can find the order by selecting the corresponding section, such as On-Demand, Pickup & Delivery, Pickup Only, or Delivery Only.
📦On-Demand orders
All on-demand orders are located in the On-Demand tab of the Dispatcher Panel. From here, you can search and filter orders using different criteria to quickly find the specific order you’re looking for.
📦Pick-up and Delivery (P&D) order
All P&D orders are located in the P_HUB_D tab -> orders, which can be found in the left sidebar. P&D orders have their dedicated orders table in which you can search for any orders, filter them, and find the order you're looking for.
📦Pickup Only and Delivery Only Orders
For Pickup Only and Delivery Only order types, you can access them in the same way. From the left sidebar, select the Pickup tab for pickup orders and the Delivery tab for delivery orders to view and manage the relevant orders.
🔎Finding Order in the Admin Center
Another way to find the orders is through the Admin Center. Go to Admin Center → Orders, where you’ll find a table containing all order types. In this table, you have many filtering options to find the order you need.
After finding the order, click on it. This will redirect you to the dispatcher panel and open the order details page for you.
From here, you can also export orders in CSV format for reporting purposes. This is useful for analysis and record-keeping. For a complete report, make sure to select the Generate all pages CSV button.
Order Statuses
Each order type has its own statuses and workflow that you should be familiar with when updating order statuses.
You can refer to this guide to learn more about all statuses and order types.
Updating an Order Status
On the Order Details page, you’ll see a pencil icon at the top. Click it, then choose Status & Driver to proceed.
A window will open where you can update the order’s status by selecting the desired option. For orders that are not P&D type, you can also reassign the order to a different driver or update the dispatch time from the same window.
For P&D orders, the route can be changed if the selected status requires either an unassigned route or a route assigned to a driver.
Note that the Dispatch time can only be modified when the order is in Pending status and in Auto dispatch mode.
After selecting the order's status, click the Save Changes button to apply the change.
Bulk Updating P&D Orders
There is a second way to update the Pickup & Delivery (P&D) order status if you want to update multiple P&D orders at once. To do so, select the orders by checking the boxes on the left side of the Code column, then click the Edit Status button (at the top of the table) to open the status update window.
In the window that opens, you can choose the new status for your orders.
Notes Regarding P&D Status Update
Some P&D status updates require you to select a route and assign orders to that route.
Please refer to this article to get a deep understanding of the P&D workflow.
Also, for some statuses, you need to select an assigned route, because the driver should be specified for them to move forward.
Statuses require an assigned route (with a driver):
Ready For Pickup
Picked Up
Ready For Delivery
Out For Delivery
Delivered
Statuses require an unassigned route:
Pickup Routed
Delivery Routed
Not Delivered
Pickup Failed
You can create a new route and assign it to a driver, or select an existing route, as long as the route is not completed (route status ≠ done).
To add a new route, click the “Add route” button and read the article below to learn how to create a new route.
Statuses require a warehouse selection
Some statuses require you to select a warehouse, like:
At Warehouse
For Return
To learn how to create and manage warehouses, please refer to this article.
When the status is At Delivery Service Point, you can add, update, or delete routes.
To learn about service points, read this article.
Statuses require a failure reason
Some statuses require you to select a failure reason before the status update can be completed. These statuses are:
PickupFailed
NotDelivered
The list of reasons is manageable and can be updated. To learn how to do that, please refer to this article.