The following report provides comprehensive, user-friendly documentation for the "Orders" module within the Dispatch Management system. It is designed to equip end users with the knowledge and tools necessary to efficiently manage dispatch requests, from creation and assignment to tracking and completion.

---

1. Executive Summary

The "Orders" module is your central hub for managing all delivery and dispatch requests. It simplifies the entire order lifecycle, allowing you to quickly add new orders, assign them to drivers and vehicles, track their progress in real-time, and make necessary adjustments on the fly. This module ensures smooth operations, provides clear visibility into all deliveries, and helps you respond swiftly to changes, ultimately leading to more efficient deliveries and happier customers.

2. Introduction

Managing deliveries can often be complex, with challenges like keeping track of multiple orders, assigning drivers efficiently, handling last-minute changes, and ensuring timely deliveries. The "Orders" module in Dispatch Management is designed to tackle these pain points head-on. Its purpose is to give you complete control over your dispatch operations, making it easy to create, manage, and monitor every order.

In this document, an Order refers to a request for a delivery or dispatch operation. Dispatch Management is the overall system that helps coordinate these deliveries.

3. Main Content (User-Focused Sections)

What This Means for You

• Less time spent on manual tracking: Get real-time updates on order statuses and locations without constant phone calls.
• Greater flexibility: Easily modify order details, reschedule deliveries, or reassign drivers as needs change.
• Peace of mind knowing deliveries are organized: Centralized management helps prevent missed deliveries and ensures efficient routing.
• Improved customer satisfaction: Deliver on time and keep customers informed with accurate order status information.
• Streamlined workflow: Add, edit, delete, and view all your orders from a single, intuitive interface.

How It Works

The "Orders" module follows a straightforward process to manage your deliveries, as illustrated in the flowchart below. You'll typically:

1. Add a New Order: Start by creating a new delivery request, filling in all necessary details like pickup, drop-off, and customer information.
2. Assign a Trip: Once an order is created, you'll assign it to an available driver and vehicle.
3. Monitor Progress: Track the order's status as it moves from pending to in progress, and finally to completed.
4. Manage & Update: Make any required changes to the order, such as modifying delivery details or reassigning a driver.
5. Review History: Access a complete record of past orders for reporting or review.

Getting Started

Follow these steps to navigate and utilize the "Orders" module:

1. Log In: Access the Dispatch Management system with your credentials.
2. Navigate to Orders: From the main dashboard, click on the Dispatch Management module, then select the Orders submenu. This will take you to the main Orders page.
3. Add a New Order:
   • On the Orders page, click the +Add Order button.
   • Fill in all required details like Order Date and Time, Pickup Location, Drop Details, Customer Name, Vehicle Type, and Merchant Information.
   • (Optional) If you need to add a new merchant, click the Add Merchant button within the Add Order form and enter their details, choosing from mapping options like Single Merchant–Single Customer, Multiple Merchant–Multiple Customers, etc.
   • Click Submit to create the order. The new order will appear in the "Pending" tab.
4. Assign an Order:
   • Locate the order you want to assign on the Orders page.
   • In the "Action" column for that order, click Assign Trip.
   • In the popup, select the appropriate Vehicle and Driver.
   • Click Assign.
   • For multiple orders, click the Assign Multiple Orders button and select the orders you wish to assign in bulk.
5. Edit an Order:
   • Locate the order you wish to modify on the Orders page.
   • In the "Action" column for that order, click Edit.
   • Update any details such as pickup time, delivery address, or reassign a driver.
   • Save your changes.
6. View Order Details:
   • Locate the order you want to inspect on the Orders page.
   • In the "Action" column for that order, click View.
   • A new window or section will open displaying all the order's information.
7. Delete an Order:
   • Locate the order you want to remove on the Orders page.
   • In the "Action" column for that order, click Delete.
   • Confirm your decision in the pop-up dialog. The order will be permanently removed.
8. Reassign a Driver (for In Progress Orders):
   • On the Orders page, select the In Progress tab.
   • Locate the order and in the "Action" column, click Reassign Driver.
   • Choose a new driver and confirm.
9. Search and Filter Orders:
   • Use the search bar at the top of the Orders page to find orders by customer name, order number, or pickup/drop location.
   • Use the status tabs (Pending, In Progress, History) to filter orders by their current status.

Key Features You'll Use

• Effortless Order Creation: Quickly add new orders by inputting essential details like dates, locations, package size, and customer information. You can also specify merchant details and map them for various delivery scenarios (e.g., single pickup-single delivery, multiple pickup-multiple delivery).
• Flexible Order Modification: Update any order details as needed, from delivery addresses to pickup times, ensuring you can adapt to changes.
• Simple Order Deletion: Remove mistakenly added or canceled orders with a clear confirmation step.
• Driver & Vehicle Assignment: Assign individual or multiple orders to available drivers and vehicles, optimizing your dispatch process.
• Real-time Tracking & Status Updates: Monitor orders as they move through different stages (Pending, In Progress, Completed/History) and view their real-time location on a map.
• Comprehensive Order Views: Access detailed information for any order with a single click, including pickup/drop locations, vehicle info, and payment status.
• Powerful Search & Filtering: Quickly find specific orders using customer names, phone numbers, order numbers, or filter by status to manage your workload effectively.
• Bulk Actions: Import multiple orders at once using an Excel template or assign several orders to drivers simultaneously.
• Merchant Management Integration: Directly add new merchants while creating orders, with options to configure complex pickup/delivery mappings.

Common Scenarios

• New Urgent Delivery: A customer calls with an urgent delivery request. You can immediately go to the Orders page, click +Add Order, fill in the details, mark it as urgent, and assign it to the nearest available driver.
• Customer Reschedules Delivery: A customer needs to change their delivery time. You can locate their order, click Edit in the action column, update the pickup or drop-off time, and save the changes.
• Driver Becomes Unavailable: A driver assigned to an active order is no longer available. You can go to the "In Progress" tab, find the order, click Reassign Driver in the action column, and select a new driver to ensure continuous delivery.
• Delivery Fails: A delivery could not be completed. You can update the order status to "Failed Delivery," add a reason in the notes, and then contact the customer to reschedule.
• Reviewing Past Deliveries: You need to check a customer's past orders. Simply navigate to the Orders page, select the History tab, and use the search bar to find all their previous deliveries.
• Verifying Supplier Count in a Trip: You've added 15 suppliers to an order but only 10 show up in the trip details. You can verify this by first checking the "Merchant" submodule for unique merchant names, then navigating back to "Orders," selecting +Add Order, choosing the correct merchant(s), creating the order, and finally assigning the trip. Then, review the trip details or edit the order to verify all merchant details are correctly mapped.

What to Expect

• Successful Order Creation: When you add a new order, it will appear promptly in the Pending tab with all the details you provided.
• Instant Updates: Any changes you make to an order (e.g., editing details, reassigning a driver) will be saved immediately and reflected in the system.
• Clear Confirmation for Deletion: When you delete an order, a confirmation message will appear. Once confirmed, the order will be permanently removed from the system.
• Orders Move Automatically: Orders will automatically move to the "In Progress" tab once they are assigned to a driver, and to "History" or "Completed" once the delivery is fulfilled.
• Accurate Search Results: Searching by order number, customer name, or location will yield precise results.
• Error Prevention: The system will prevent you from creating orders with duplicate order numbers and will prompt you if any mandatory fields are missing during submission.
• Flexible Date Handling: The system will accept future dates for scheduling deliveries and prevent you from using past dates for new orders.
• Reliable Bulk Operations: Importing orders via Excel will process smoothly, with clear error messages if issues arise. Bulk assignments will assign all selected orders at once.
• Mobile-Friendly Experience: The Orders page will adjust and display correctly on mobile devices, ensuring full accessibility and usability without horizontal scrolling.

4. Visual Elements & Supporting Information

Screenshot & Field Details

Below are screenshots illustrating various actions within the Orders module:

Assign Order Screen

Delete Order Confirmation Screen

Edit Order Screen

View Order Details Screen

Add Order Screen

Main Orders Page Overview

---

Field Validation Table (for Order Creation and Editing)

This table details the common input fields you'll encounter when adding or editing an order, along with their validation rules.

Field Name	Mandatory	Field Type	Data Type	Field Size	Is Editable	Description
Order Date and Time	Yes	Date & Time Picker	Date	N/A	Yes	The date and time when the order was placed or scheduled for pickup.
Pickup Location	Yes	Text (Address)	String	Max 255 chars	Yes	The physical address where the package needs to be picked up.
Drop Details / Delivery Address	Yes	Text (Address)	String	Max 255 chars	Yes	The final destination address for the delivery.
Customer Name	Yes	Text	String	Max 100 chars	Yes	The name of the person receiving the order.
Customer Phone Number	Yes	Text (Phone)	Number	Max 15 digits	Yes	Contact number for the customer.
Merchant Details	Yes	Dropdown/Search	String	N/A	Yes	The merchant associated with the order.
Vehicle Type	Yes	Dropdown	String	N/A	Yes	The type of vehicle required for the delivery.
Size of Package Item	No	Text	String/Number	Max 50 chars	Yes	A description or estimated size of the package.
Order Number	Yes (System Generated)	Text	String	Max 50 chars	No	A unique identifier for the order, often system-generated.
Driver (for Assignment)	Yes	Dropdown	String	N/A	Yes	The driver assigned to deliver the order.
Vehicle (for Assignment)	Yes	Dropdown	String	N/A	Yes	The vehicle assigned for the delivery.

---

5. Summary & Benefits

The "Orders" module within Dispatch Management is designed to empower you with full control and visibility over your delivery operations. By centralizing order creation, assignment, tracking, and management, it directly supports your goals of:

• Boosting Efficiency: Reduce manual tasks and speed up dispatch processes.
• Enhancing Reliability: Ensure timely and accurate deliveries with robust tracking and update capabilities.
• Improving Customer Satisfaction: Keep customers informed and meet their expectations with flexible and responsive delivery management.
• Gaining Operational Clarity: Have a clear overview of all pending, in-progress, and completed orders at your fingertips.

This module streamlines your workflow, making every step of the order lifecycle clearer and more manageable, ultimately contributing to a more effective and successful dispatch operation.