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P&D workflow basics
P&D workflow basics
Updated this week

Use-case

P&D is used for same-day and next-day delivery services. Drivers collect packages, which are then stored in a hub or warehouse before being delivered by drivers.

The schematic process is depicted in the graphic below.

Order stage

The order stage is used to determine whether an order is in the pickup phase or the delivery phase. An order’s stage that hasn’t been entered the warehouse/hub yet is a pickup and an order that has been entered the warehouse/hub once is a delivery.

Pickup stage

The stage where the order hasn’t arrived at the warehouse/hub yet.

  • Draft

  • Confirmed

  • Customer canceled

  • Pickup failed

Delivery stage

The stage from when the order has arrived at the warehouse/hub until it’s completed.

  • At Warehouse

  • Not Delivered

  • For Return

Some statuses don’t have a stage of their own, so they accept the previous order status stage that they were in.

Workflow

  1. Customers can create orders by API, customer apps, importing CSV, Shopify, etc. When the order is being created by the customer the order status is “Draft.”

  2. After creating an order, the order must be confirmed by the customer before the system can process it. Here the order status is changed to “Confirmed.”

  3. Order is assigned to a route (Status = PickedupRouted) and the route is assigned to a driver. Now the order has a driver responsible for it and the order status is changed to “ReadyForPickup.” Pickup routes are managed in the route’s tab on the driver app.

  4. Each order has one barcode and the drivers can scan each barcode at the pickup location. Orders can also be picked up manually by the driver. After this step the order status is changed to “Picked up.”

  5. Now, the driver delivers the parcels to the warehouse/hub.

  6. Packages are received by inbound scan at the warehouse or hub. Dispatcher users scan the packages to enter them at the hub to prepare them for delivery. The status is changed to “AtWarehouse.”

  7. Routes are optimized and orders are assigned to routes (Status= ReadyForDelivery.) Then the routes are assigned to drivers to get ready for delivering them.

  8. When drivers have a route, they arrive at the warehouse/hub to scan parcels (barcodes) and load deliveries. After that, the order status is changed to “OutForDelivery.”

  9. Parcels are delivered successfully or they are failed and need to be returned back to the warehouse for the next attempt or returned to their receiver.

  10. The route is completed after all deliveries have been done.

Order Statuses

Status

Description

Draft

The order was created but not confirmed yet. The customer can confirm to proceed.

Confirmed

Order confirmed by customer.

Pickup Routed

Order assigned to a route, but no driver assigned yet.

Ready for Pickup

Route assigned to a driver and shown on the driver’s app.

PickedUp

The driver scanned and picked up the order.

At Warehouse

The order arrived at the warehouse and was scanned by dispatch.

Delivery Routed

Order sorted for delivery and assigned to a route, but no driver assigned yet.

Ready for Delivery

Route assigned to a driver and shown on the driver’s app.

Out for Delivery

The driver started the route, order was out for delivery.

Delivered

Order delivered to the dropoff location.

Not Delivered

Order not delivered with a reason. Can be reattempted or returned to sender.

For Return

Order to be returned to the sender.

Returned

The order was successfully returned to the sender.

Customer Canceled

The customer canceled the order before pickup.

Picked up Failed

The driver canceled the order before pickup with a reason.

Support Canceled

The support team canceled the order.

Lost

Order lost.


Pricing

P&D order type pricing is based on the service chosen by the customer since vehicle type selection is not active here.

Driver’s earnings are also not available yet. So, completing a route is not going to record any transactions for the driver.

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