Orders
Create, edit, and track orders end to end.
31 articles
Order Basics
Managing the Full Delivery Lifecycle
- Bulk Import OrdersBulk import orders using CSV templates. Fill required fields, follow format rules, and simplify large order imports in dispatcher or web app
- How to edit order detailsEdit order prices, driver earnings, and addresses in the dispatcher panel. Update details, save changes, and recalculate prices.
- Shipment Labels for OrdersLearn how to access, customize, and manage shipment labels, including order details, customer info, and pickup/dropoff addresses.
- Order types and statusesUnderstand order types, workflows, statuses, and how to manage On-demand, P&D, Pickup only, and Delivery only orders effectively.
- How to export the order listExport order lists for analysis via Admin Dashboard. Filter data, select columns, and export in CSV format.
- How to monitor ordersTrack and manage orders in real-time by categorizing them based on their status, including delayed, canceled, or completed orders.
- How to change the maximum dropoff number for a multi-dropoff orderLearn how to set the maximum dropoff limit for a multi dropoff order.
- How to Update an On-Demand Order StatusGuide on manually updating the status of on-demand orders through the Dispatcher Panel.
P&D Workflow
Managing the P&D Orders Flow
- How to Update Order StatusesThis guide walks you through the different ways you can manually update an order’s status, whether you are working with On-Demand, P&D, Pickup Only, or Delivery Only orders.
- P&D workflow basicsP&D manages same/next-day deliveries, going through pickup, warehouse, and delivery stages with specific statuses and workflows for tracking
- How to manage failed reasonsP&D order type handles delivery failures: track reasons, update statuses, and manage returns or retries (up to 3 attempts) via dispatcher.
Routes
Managing Routes for P&D Orders
- How to create a new routeIn P&D order type, create routes via Dispatcher: add orders, assign drivers, and optimize routes.
- How to complete a routeComplete routes via the driver app (after order completion) or dispatcher panel (manually set the status to "Done").
- How to enable the routes tab in the driver appEnable or disable the Routes tab in the driver app via Admin Dashboard by editing the working type settings.
- How to change an order's routeDiscover how to update an order’s route, choose the appropriate status, and assign it to a new or existing route via the Dispatcher panel.
- How to change the status of a routeManage route statuses in P&D orders, update statuses via Dispatcher, assign drivers, and handle status transitions effectively.
- How to change the driver of a routeFind out how to change a route driver for "Assigned," "Started," or "Done" statuses, and ensure order transactions are transferred correctly
- How to assign a route to a driverTo assign an unassigned route, update its status to "Assigned," "Started," or "Done," then assign a driver through the Management Console.
- How to delete an order from a routeLearn how to remove an order from a route in the P&D order type by changing its status to one that doesn't require a route.
- How to scan orders at the pickup by the driver appDrivers can scan parcel barcodes for pickup. Scanning updates the order status to "Picked Up," allowing them to proceed to the next stop.
- How to load deliveriesIn the P&D order type, drivers can scan load deliveries before starting routes. The load option (No, Optional, or Forced) is set per route.
- How to manage routesLearn how to create, optimize, assign, and manage routes for efficient pickup and delivery, ensuring timely order completion.
- Route optimization mechanismroute optimization automatically arranges orders to create the shortest, most efficient route and offers it to the driver.
- How to add orders to a routeLearn how to add orders to a route in P&D by updating their status and assigning them to a driver or an unassigned route.
- How route ETA (estimated time of arrival) works
- How to set the default start time for a routeTo set a default start time for all your routes, check out this article
- Understanding Multi-Warehouse WorkflowLearn how orders move between warehouses, the statuses involved in the transfer process, and who is responsible for each status update.
- Creating and managing multiple warehousesLearn how to create, edit and delete your warehouse locations.
- Getting started with routesSee how you can use routes in P&D operations visually.
- How to scan orders at the pickup by the driver app