In this article, you will learn about the Orders page for your courier dashboard. The Orders page allows courier organizations to create, view, and manage orders for their clients. This dedicated interface presents a consolidated view of pickup and dropoff tasks. This view is only available to courier organizations, for more information reach out to our support team.
To access the Orders page, from the left-side navigation click on "Orders" to open the Courier Orders page.
- Create an Order
- Create an Order with Latitude and Longitude
- Create an Order with a Round Trip
- Creating Orders with Services
- Automatically Assign Orders to Team
- Order Status
- View and Edit Orders
- Searching Orders
- Filtering Order
- Rejecting Orders
Create an Order
To create a new order select the “+” icon on the upper right corner, then select “Create Order”
This will open the order creation window, where you can select a client from the client drop-down:
Enter order details in the modal (pickup, dropoff, service level, etc.) If your client has addresses configured in their Address Book, you can choose from their entries. Learn more about Address Book here.
On the right side, you will also see a map view that provides you with a pin with a visual representation of the pickup and drop-off points.You can adjust the pin on the map; this is useful for regions where address data is unreliable, inconsistent, or incomplete.
When you are satisfied with the details, select “Place Order”. The order will be visible to the corresponding client in their portal and on your dashboard.
Create an Order with Latitude and Longitude
You can create an order using latitude and longitude coordinates for the location instead of an address by selecting the pin icon located beside the location type.
Create an Order with a Round Trip
A round-trip order consists of two linked orders. For example:
- The initial delivery (e.g., A → B)
- The return delivery (e.g., B → A)
To create a Round Trip order on the dashboard, select the “+” icon in the upper-right corner of the dashboard, then select “Create Order”.
Once the order screen is open, you can enter the order details for the initial delivery ( A → B) then check the “Round Trip Order” option.
Then you can select “Place order and create return”.
Once the first leg is placed, the order form will prefill the return order:
- Pickup and dropoff locations are flipped.
- Contact details are reversed.
- The “Ready By” time defaults to the first leg’s “Due By” time.
- Choose a service (if applicable)
Then you can select “Place Return Order” to complete the round trip.
Once completed, you will be able to view both orders on your dashboard with their linked IDs. For example:
- Outbound order (e.g., abc123)
- Inbound order (e.g., abc123-r)
If you have already created an order and would like to add a round trip to it, select the order ID from your dashboard.
Once the order window has opened, select the three vertical dots to the left of the order ID, then select “Create round trip.”
Additional notes:
- Label printing reuses the same QR code for both legs.
- If the outbound order is deleted, the inbound order will also be deleted.
- On the View Order form, each order shows a reference to its linked order.
- If the inbound order fails, you can clone it. The new cloned inbound order will have a -rX suffix and will remain linked to the original inbound order.
Creating Orders with Services
If you have services assigned to a client, these fields are required for creating an order. Entering Order Details:
You must enter the following information to view service quotes:
- Pickup Address: The location where the order will be picked up.
- Dropoff Address: The destination where the order will be delivered.
- Ready-By Time: The time when the order will be ready for pickup.
- Pieces and Weight: The number of items and the total weight of the order.
Once these details are entered, the system will display delivery options (services) that match your criteria. Each service will include an estimated delivery cost based on your courier’s rates. To learn more about "Services" go here and to learn more about Rates go here.
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Automatically Assign Client Orders to Team
Once you have a Client profile created, you can opt to automatically assign any orders created to a specific team on your dashboard.
To do this, select the client on your dashboard and then click the pencil icon to edit. Once in the client profile, enable the "Automatically assign orders for this client to a team" and then select the team you would like the orders to automatically be assigned to in the drop-down menu.
Order Status
The status of an order is displayed with a color in the table view and the order detail screen:
- Order Placed: The order has been created but not yet started.
- In Progress: Once the driver has started a task, the status will change to "In Progress" and appear as a blue pill.
- Completed: Once the driver has completed the pickup and dropoff task successfully, the status will change to “Completed” and the order will appear as a green pill.
- Failed: If the order’s pickup or dropoff task was not able to be completed, the order’s status will change to “Failed” and the order will appear as a red pill.
View and Edit Orders
Now that you have created orders, you will be able to view them within your portal. The "Orders" page displays as a table with a default of 50 orders displayed per page. To view the order details you can click the order ID under the "Order ID" column.
Once you select "Order ID" the order details window will open, then select the three vertical dots next to the order ID and click "Edit".
You will have the ability to edit an order’s details until the order status changes to In-Progress.
If the order has an associated service, changing the address, weight, or quantity will require you to re-quote an order.
The modal displays all available order information in a structured, tabbed layout:
Left Side: Order Summary and SLAs
Right Side: Details, History, Attachments
Left Side: Order Summary and SLAs
- Order ID
- Client name
- Order Status
- Click to open the actions menu
- Pickup & Dropoff Timeline.
- Order Schedule: Ready By and Due By times
Right Side: Details, History, Attachments
- Service Name (client-facing)
- Weight (unit based on stored value: lbs or kg)
- Pieces
- Estimated Cost
- Label changes to Cost once the order is completed
- Order Duration (shown only after the order has been completed)
- Invoice Number (shown once the order is invoiced)
If you select the "Pickup" drop down you will view the following information:
- Contact Name and Phone Number
- Notes
- Task Status Badge
If you select the "Dropoff" drop down you will view:
- Contact Name and Phone Number
- Notes
- Task Status Badge
- Requirements
- Notes
- Signature
- Photo
- Age verification
History:
Shows a full timeline of order-related events and includes task updates and status changes.
Completion Details:
- Status Icon
- Shows success or failure, along with the reason
- Completion Notes
- Signature
- Photos
Searching Orders
The Orders page will display a table of all your client orders, by default 50 orders will be displayed per page.
At the top of the page you will see a "Search" bar. You can search across all orders by:
- Order ID
- Client
- Service level
- Dropoff contact name
- Dropoff address
Filtering Orders
To access the filter, select the "Filter" button located next to the search bar. You can use the Filters to filter by:
- Filter by Client
- Filter by Order Status
- Filter by Date Range
- Today
- Yesterday
- Last 7 days
- Last 30 days
- All
- Custom
- Toggle the visibility of table columns
Rejecting Orders
If a client assigns an order to your organization that you are unable to fulfill, you can reject the order so that it is returned to the client. To reject an order, select the three vertical dots located beside the Order ID and then click "Reject".
Once you have selected "Reject client order", you will be required to input a reason for the rejection.
Printing a Label
Once you have enabled barcodes for your clients, your organization and your client organizations will be able to print labels. To print a label, select the order on your dashboard then click on the "Actions" icon (three vertical dots) and then select "Print label".
- If an order includes multiple pieces, a unique barcode will be generated for each.
- A numeric identifier is also shown below the barcode to support manual entry if scanning is not possible.