Overview

<aside> 💡 The dashboard is where you can manage all of your orders, create new ones and manage all of the custom zoning in your operating areas.

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Orders

View Orders

You can view all of your orders in 2 views.

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  1. Map View - This is a view of all of your current operations, you can view and manage live and historic orders.
  2. Table View - A table view of all your orders.

Create Orders

You can create new orders by clicking on the button on the top of the panel.

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  1. Create Order - You can create an order a few ways:

    1. Manually enter the order details
    2. Click ‘Import’ to bulk import orders using our excel template
    3. Create orders directions through our API - view our API Documentation here.

  2. Enter Details - Enter the details to create the order.

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    1. Order Type - Select the order type for this delivery or service. You can add more in the via the Extensions module
    2. Internal ID - Add an internal ID for the order.
    3. Schedule - Schedule this order for a specific date or time. You can view scheduled orders in the Scheduler.
    4. Customers - Select a customer from your Contacts list.
    5. Facilitator - Select a facilitator for the job, this can be a 3rd party vendor or subcontractor that will be carrying out the transportation order.
    6. Assign Driver - Assign a driver to assign and complete this order.
    7. Ad-hoc - Toggling Ad-hoc will enable the order to intelligently ping drivers within the order pickup vicinity about the order allowing the first available driver to accept the order. This is an alternative to manually assigning the driver for real-time orders.
    8. Dispatch Immediately - Immediately dispatch the order to the assigned driver.
    9. Require Proof of Delivery - Toggling this will require the order to have a proof of delivery.
    10. Metadata - Add in any additional fields you require for this order.
    11. Route - Add the pick up and drop off for the order. This will be automatically added if the order was created programmatically or through a bulk upload. If you toggle Multiple Dropoff’s you can choose to Optimise the Route.
    12. Payload / Entities - Add specific payload items for the order, this will be done automatically through bulk upload or the API.
    13. Service - Select a defined Service Rate to generate real time service quotations to apply this order.

Custom Order Flows

You can create custom order flows which fit your operational process through the ‘Config’ section.

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  1. Install order flows from the Extensions module or create your own,