Managing Orders
Create, edit, assign, dispatch, and manage orders from the Fleet-Ops orders list and detail views.
Managing Orders
This page covers the day-to-day operations for managing orders in the Fleet-Ops console — creating new orders, assigning drivers, dispatching, and handling exceptions.
Creating an Order
Navigate to Operations → Orders
Click Fleet-Ops in the top nav, then Operations → Orders in the sidebar.
Select an Order Configuration
Choose the Order Config that matches the type of delivery. The config determines the workflow steps, required entity fields, and proof of delivery method.
Set the customer (optional)
Select or create a Customer contact. The customer is the recipient of the order — used for notifications and tracking page access.
Enter Pickup and Dropoff
Enter the Pickup address (where items originate) and the Dropoff address (primary delivery destination). You can:
- Type an address and select from the geocoder suggestions
- Select a saved Place from your Places library
- Drop a pin on the map
For multi-stop orders, add Waypoints using the + Add Waypoint button.
Add Entities (optional)
Click Add Entity to attach items to the order. Each entity can have:
- Description and SKU/barcode
- Quantity
- Dimensions (length, width, height) and weight
- A destination waypoint (for multi-drop)
- Custom fields defined by the Order Config
Entities each receive their own tracking number automatically.
Set scheduling (optional)
Enable Scheduled and set a pickup date and time if the order should not be dispatched immediately.
Add notes and metadata
Add any Notes visible to the driver and operators, and an Internal ID for cross-referencing with your external system.
Save
Click Save. The order is created with status created. If a scheduled date and time were set, the order remains in created until you choose to dispatch it.
Assigning a Driver
To assign a driver manually:
Open the order detail by clicking the order row.
Click Assign Driver in the detail panel.
Select a driver from the available drivers list. Optionally select a vehicle.
Click Assign. The driver and vehicle are now linked to the order. The order's system status remains created until it is dispatched — assignment alone does not change the system status.
For bulk assignment across many orders, use the Orchestrator.
Dispatching an Order
Once a driver is assigned, dispatch the order to the driver's Navigator app:
Open the order detail.
Click Dispatch. A confirmation dialog shows the driver name and vehicle.
Confirm the dispatch. The order status moves from created to dispatched and the driver receives a push notification.
You can dispatch immediately after assigning a driver, or hold the order in created status until you're ready to send it to the driver.
Editing an Order
Order editing is split between two distinct buttons in the detail panel — Edit and Edit Route. They open different surfaces because they affect different parts of the order.
Edit Details
Click Edit in the order detail panel to open the Edit Order form. This surface covers everything that isn't the geometry of the route:
- Customer and facilitator
- Driver and vehicle assignment
- Scheduled date/time and time window
- Order Configuration custom fields and entity fields
- Notes and internal ID
- Service rate / payment overrides
Edit Route
Click Edit Route to open the Order Route Editor. This is a map-driven surface for changing the order's pickup, dropoff, and waypoints — including reordering stops and re-running optimization.
From the route editor you can:
- Add, remove, or reorder waypoints
- Replace pickup or dropoff with a different address or saved Place
- Re-run Route Optimization to compute the optimal stop sequence
Editing the route on a dispatched or started order recalculates the route and may require re-dispatching. The driver is notified of route changes.
Bulk Actions
From the orders list, select multiple orders using the checkboxes, then use the bulk action menu to:
- Assign — assign all selected orders to a driver at once
- Dispatch — dispatch all assigned orders simultaneously
- Cancel — cancel multiple orders with a single reason
- Export — export the selected orders to CSV
Cancelling an Order
Open the order detail and click Cancel Order. Enter an optional cancellation reason. The status moves to canceled and:
- The driver is notified (if already dispatched)
- A cancellation webhook event fires (
order.canceled) - The order remains in the list for audit purposes
Order Filters and Search
Click the Filters icon in the orders list toolbar to open the full filter panel. Apply any combination, then click Apply to narrow the list (or Clear to reset).
| Filter | What it matches |
|---|---|
| ID | Match on the order's public ID (e.g. order_qT4zTdE…) |
| Internal ID | Match on your external internal_id reference |
| Payload ID | Match on a specific payload UUID |
| Driver Assigned | Orders assigned to a specific driver |
| Pickup | Orders whose pickup is a specific saved Place |
| Dropoff | Orders whose dropoff is a specific saved Place |
| Customer | Orders for a specific customer contact |
| Vehicle Assigned | Orders assigned to a specific vehicle |
| Facilitator | Orders associated with a specific facilitator |
| Scheduled At | Filter by scheduled_at date |
| Tracking | Match on tracking number |
| Type | Filter by Order Configuration |
| Status | Filter by system status — Created, Dispatched, Started, Completed, Canceled |
| Created / Updated | Filter by created_at / updated_at date |
| Created By / Updated By | Filter by the user who created or last updated the order |
| Without Driver Assigned | Toggle to show only orders that have no driver linked |
Use the search bar above the filter panel to do a free-text search across order ID, customer name, driver name, and address.
Exporting Orders
Click Export in the orders list to download a CSV of all orders matching the current filter. Exports include all order fields, customer details, and status history.