Create and Edit Orders
Dispatchers can create orders from the map view, table view, or the selected order type. The form changes slightly by order type, but the main sections are shared.
Required Setup
Before an order can be created, the required business data must already exist:
- Customer.
- Delivery service.
- Pickup address or warehouse.
- Delivery address or warehouse.
- Payment method.
- Payer type.
- Unit size.
If a customer, address, warehouse, service, or driver is missing, the dispatcher may need an admin user to create or update that setup outside the dispatcher view.
Customer and Service
Select the customer first. The customer connects the order to billing, support, contact information, and saved addresses.
Select the delivery service next. The service controls pricing, service expectations, and eligibility rules.
Pickup and Delivery Locations
Each location can be entered as an address or selected as a warehouse, depending on the order workflow.
Use an address when the driver should go to a customer, sender, receiver, or business location.
Use a warehouse when the driver should collect from or deliver to an operational facility.
The address add button opens the address form if a new address must be saved for the selected customer.
Incorrect pickup or dropoff locations create driver routing problems. Always confirm the warehouse/address toggle before saving.
Staging Warehouse
Pickup & Delivery workflows may include warehouse staging. When staging is required, the form shows staging warehouse fields.
Use staging when the package must pass through a warehouse before final delivery. Do not select a staging warehouse for a normal one-leg order unless the operation requires it.
Payment Section
The payment section includes:
| Field | Meaning |
|---|---|
| Payer type | Whether sender or receiver is responsible for payment. |
| Payment method | Wallet, cash/COD, or another enabled method. |
| COD amount | Amount to collect when cash/COD applies. |
COD matters because it can create driver cash responsibility and remittance work. See Remit Collections for driver cash settlement.
Package Section
Package details help drivers and operations staff understand the shipment.
Common fields include:
- Unit size.
- Package details.
- Special instructions.
- Package item rows.
- Notes.
- Priority.
- External reference ID.
Priority can help dispatchers identify urgent work, but it does not replace the need to assign the order to the correct driver.
Driver Assignment
Driver assignment is optional on create. Leaving the driver blank creates the order first so the dispatcher can assign later from the map or table.
If assigning from the form, the driver list shows eligible active/available drivers. Vehicle details can help confirm whether the driver can handle the package.
Delivery Price Card
The form can show delivery pricing information based on the selected service, locations, and order values. Treat this as an operational price reference before saving.
Editing Rules
Orders can usually be edited while they are still operationally open. Some fields or actions are blocked after delivery, cancellation, or locked carrier/assignment states.
If the edit button is not available, check the order status first. Delivered and cancelled orders are normally not editable from dispatcher actions.