1. Executive Summary

The Orders sub-module in Dispatch Management is your central hub for managing delivery requests. It allows you to create, update, and track orders, assign them to drivers and vehicles, and monitor their progress from placement to completion. This tool streamlines your dispatch operations, reduces errors, and provides real-time visibility into your delivery workflow, ultimately saving you time and improving customer satisfaction.

2. Introduction

Are you struggling to keep track of your delivery orders? Do you need a better way to assign orders to drivers and monitor their progress? The Orders sub-module addresses these pain points by providing a comprehensive solution for managing every aspect of your dispatch operations.

The Orders sub-module gives you the power to:

• Create and manage orders efficiently
• Assign trips to drivers and vehicles seamlessly
• Monitor the status of orders in real-time
• Access a complete history of past orders

This means less time spent on manual tasks, improved accuracy, and better control over your delivery operations.

3. Main Content (User-Focused Sections)

• What This Means for You

  • Less time spent on manually tracking orders.
  • Improved accuracy in order assignments.
  • Real-time visibility into order status and driver locations.
  • Better communication with drivers and customers.
  • Streamlined dispatch operations, leading to increased efficiency.

• How It Works

  The Orders sub-module simplifies the order management process. Here's a step-by-step overview:

  1. Order Creation: You can manually enter new orders with details such as customer information, delivery address, and order items. You can add new merchants while creating the order by clicking the "+Add Order" button. This opens a form where you can select Single Merchant single customer, Multiple Merchant Multiple Customers, Single Merchant multiple Customers, Multiple Merchant Single Customers.
  2. Order Assignment: Once an order is created, you can assign it to an available driver and vehicle. The system allows you to assign orders individually or in bulk.
  3. Status Tracking: The Orders page provides real-time updates on the status of each order, such as Pending, In Progress, or Completed.
  4. Order Management: You can modify order details, reassign drivers, or cancel orders as needed. The "History" option provides a complete record of past orders.
  5. Order Deletion: You can delete order details by clicking on the delete button. After deleting the order, it will be removed from the list and no longer appear in the system.

• Getting Started

  Follow these steps to start using the Orders sub-module:

  1. Log in to the Dispatch Management system.
  2. Navigate to the Orders sub-module.
  3. To add a new order, click the +Add Order button.
  4. Enter the required order details, such as order date and time, customer information, delivery address, and order items.
  5. Select the appropriate Vehicle and Driver for the order.
  6. Click Submit to create the order.
  7. To edit an existing order, locate the order in the list and click the Edit button in the Actions column.
  8. To assign an order to a driver, click the Assign Trip button in the Actions column.
  9. To track an order's progress, view the Status column on the Orders page.

• Key Features You'll Use

  • Add Order: Create new orders with all necessary details.
  • Edit Order: Modify existing order details, such as delivery address or assigned driver.
  • Assign Trip: Assign orders to available drivers and vehicles.
  • Status Tracking: Monitor the real-time status of orders.
  • Order History: View a complete record of past orders.
  • Bulk Import: Upload multiple orders simultaneously.
  • Search: Quickly find orders by order number, customer name, or other criteria.
  • Reassign Driver: Assign a new driver to an order if the original driver is unavailable.

• Common Scenarios

  • Creating a New Order: A customer places a delivery request, and you need to enter the order details into the system.
  • Assigning an Order: An order is ready for dispatch, and you need to assign it to an available driver and vehicle.
  • Tracking an Order: You want to monitor the progress of an order and ensure it is delivered on time.
  • Editing an Order: A customer changes the delivery address, and you need to update the order details.
  • Reassigning a Driver: A driver is unavailable, and you need to assign the order to a new driver.
  • Cancelling an Order: A customer cancels an order, and you need to remove it from the system.
  • Importing Multiple Orders: You have a large number of orders to add to the system and want to upload them in bulk.

• What to Expect

  After completing the steps above, you can expect the following outcomes:

  • New orders will be created and listed in the "Pending" tab.
  • Edited order details will be saved successfully.
  • Orders will be assigned to drivers and vehicles, and the drivers will be updated in the system.
  • Order statuses will be updated in real-time, allowing you to track progress.
  • A complete history of past orders will be available for review.
  • The system will prevent duplicate order numbers from being created.
  • Long order numbers will be handled correctly, either accepted or validated.
  • The exported file will contain accurate order data.

4. Visual Elements & Supporting Information

The following screenshot shows the Orders page, where you can manage and track your delivery requests.

Field Validation Table

Field Name	Mandatory	Field Type	Data Type	Field Size	Is Editable	Description
Order Date & Time	Yes	Text	Date	N/A	Yes	The date and time the order was placed
Vehicle Type	Yes	Dropdown	String	N/A	Yes	The type of vehicle required for the order
Size of Package	Yes	Text	Number	N/A	Yes	The size or weight of the package
Drop Details	Yes	Text	String	N/A	Yes	Specific instructions for the drop-off
Merchant Details	Yes	Dropdown	String	N/A	Yes	Information about the merchant involved
Delivery Address	Yes	Text	String	N/A	Yes	The address where the order needs to be delivered
Customer Address	Yes	Text	String	N/A	Yes	The customer's address

5. Summary & Benefits

The Orders sub-module provides a user-friendly and efficient way to manage your dispatch operations. By centralizing order management, streamlining assignment processes, and providing real-time tracking, this tool helps you save time, reduce errors, and improve customer satisfaction. With the Orders sub-module, you can take control of your delivery workflow and optimize your dispatch operations for maximum efficiency.