Page guideOrdersDispatcher

Orders

Every part of the Orders list: the work cards, the attention chips, filters, saved views, the table and board, row actions, bulk actions, dispatch rules and deleted orders.

7 min readLast updated 7 Oct 2026

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Orders is the list of every order, from draft to delivered. Anyone with orders access can open it, search, print and export. Changing orders needs the orders:write permission (Dispatcher, Operations Manager, Admin); creating needs orders:create; deleting needs orders:delete (Operations Manager, Admin). For the step-by-step version see Find and manage orders.

At a glance

Area	What it shows or does
Header	Import (to Import orders) and Create order (to Create order). Both need `orders:create`.
Work cards	Pending, Needs driver, Late, In progress: counts that filter the list.
View switch and chips	Table or Kanban, and the needs-attention chips.
Toolbar	Search, page size, date filter, All statuses, All depots, All drivers, More filters, custom field filters, the bookmark (Saved views), ⋯, Export, Clear, columns.
Table or board	The orders, with a ⋯ menu per order.
Bulk bar	Appears when you tick orders in the table.

Work cards

Counts come from the server for your current search, source, customer and other filters (not the status filter). Click a card to show only those orders; click it again to show all. A card turns green at zero.

Card	Counts	Caption
Pending	Orders in Pending or Rejected (the board's Pending lane), with a small trend line	incl. rejected
Needs driver	Pending, Rejected and At depot orders, and Assigned orders without a driver, whenever their pickup is. Exceptions Needs a driver now only lists those whose pickup is close	no driver yet
Late	Open orders past their required delivery time	past delivery deadline
In progress	Assigned, Driver accepted, en route, at pickup, picked up and at delivery	with a driver

Needs-attention chips

Next to the Table / Kanban switch:

Awaiting approval: only while an order waits for approval. Approve or decline it from its ⋯ menu.
Failed: pickup or delivery failed, needs a decision.
On hold: orders paused by a dispatcher or by the system.
Network jobs: only when the driver network has open or taken offers.

Search and filters

Control	What it does
Search orders...	Searches the list. Typing a full order number (`ORD-2026-003495`) and pressing `Enter` opens that order.
Date filter (Any date)	Pickup today, Pickup tomorrow, Pickup this week, Due today, Created today, Created this week, or Custom range… with Date of (Pickup, Due (required delivery), Created), From, To and Apply range. Days are your company's days, in its time zone.
All statuses	One or more of the 20 statuses (see Order statuses and lifecycle).
All depots	The pickup depot.
All drivers	Drivers, or No driver.
More filters	Opens the less used filters below, each with its label. The button shows how many of them are set.
All sources (in More filters)	Portal, API, CSV, Manual.
All priorities (in More filters)	Standard, High, Urgent.
Driver network (in More filters)	Offered, waiting, Taken by a network driver, Offer expired.
Any billing (in More filters)	Unbilled (delivered, not invoiced): closed orders with something to bill and no invoice.
Custom fields	One filter per order custom field your company has.
Customer chip	Shown when you came from a customer (`?customerId=`). Remove it with its ×.
Clear (n)	Shows how many filters (and the search) narrow the list, including custom field and column filters, and clears them all. With nothing set it is a plain funnel button.

A filter that is set has a highlighted outline; unset filters are grey. Every filter, the search, the sort and the page live in the page address, so you can bookmark or share a filtered list.

Saved views

Click the bookmark button (Saved views). Save current view… (available once a filter, search or sort is set) opens Save this view with a Name (up to 60 characters) and, with orders:write, Share with the team. Your views are under My views, shared ones under Team views ("Shared by …"). Each view has Open, Open orders with this view (your default; Stop opening with this view turns it off), Share with the team / Stop sharing (your own views) and Delete view. Deleting a view never touches the orders.

⋯ → Dispatch rules…: how new orders find a driver. Auto-assign new orders (portal, API, import and repeating orders go to the best-fitting driver; if nobody fits the order waits in Pending), How drivers are weighed (On shift, Close to the pickup, Fewest open orders, Zone match, each 0–10), Postal zones (Required or Preferred), Only drivers on shift, and Farthest from the pickup in your distance unit (km or mi) (empty = no limit). Everyone can read the rules; only an administrator (settings:write) can Save rules.
⋯ → Show deleted orders (orders:write): shows only deleted drafts and cancelled orders, with a Back to all orders button (or ⋯ → Hide deleted orders). Their row menu offers View order and Restore order.
⋯ → Paste from spreadsheet… (orders:create): Paste an order from a spreadsheet maps pasted columns to order fields; Prefill new order opens the create form with the first row.
Export: downloads the whole filtered list as CSV, including custom field columns.
Columns and page size: the table's column menu shows or hides columns (custom fields are hidden by default).

The table

Column	Shows
Order	Order number, source badge, created date and time; "Deleted … by …" on deleted orders. Sorting it sorts by creation time.
Customer	Customer name and industry.
Route	Pickup depot and the delivery street.
Service	The service type (price set).
Packages	Package count and total weight.
Driver	The driver's name; an Assign button on Pending and Rejected orders (`orders:write`); a Needs driver badge otherwise when one is needed.
Total	The order total. Roles without the order price permission see it hidden.
Status	Status badge (with "partial" for a partial delivery) and "Late by …" when late.

Click a row to open the order. Empty list: "No orders yet" with Create order.

Item	When it shows	Permission
View order	Always	read
Assign driver…	Pending, Rejected	`orders:write`
Print label (PDF)	Not on drafts	read
Copy tracking link	Not on drafts	read
Change status…	Not while awaiting approval	`orders:write`
Confirm order	Drafts (submits it)	`orders:write`
Approve order / Decline order	Awaiting approval	`orders:write`
Duplicate order	Always (opens the new draft)	`orders:create`
Cancel order	When the order can still be cancelled (needs a reason; a cancellation fee may apply)	`orders:write`
Delete order	Drafts. Soft delete with an undo toast.	`orders:delete`

The board (Kanban)

The board lanes Pending, Assigned and Driver accepted, with a card's ⋯ menu open on Move to Assigned and Move to On hold

Lanes: Awaiting approval (only while orders wait), Pending (incl. Rejected), Assigned, Accepted, In transit, At depot, Failed (incl. Return to sender), On hold, Delivered (incl. Completed). Drafts, Returned and Cancelled orders are table-only. Each lane has View all, which opens the table filtered to that lane.

Each card shows the order number, source, customer, the driver once assigned, the created date, service and total.

Drag a card, or use its ⋯ menu (Move to …, Mark completed), to move it. Only legal moves work: dropping on Assigned opens the assign dialog, On hold asks for a reason, Delivered marks the order completed. In transit, At depot, Failed and Awaiting approval can't be dropped on: the driver app or the order's own actions move those.

Bulk actions

Tick orders (across pages) to show the bar: the count and Clear on the left, then Assign driver, Add to route, Put on hold, Print and More (Change status, Create invoice, Export selected (CSV), Cancel orders). A greyed button says why when you point at it; a greyed More item says why under its name. Orders an action doesn't apply to are skipped and counted in the result, never forced.

Action	What it does	Permission
Assign driver	One active Driver for all Pending and Rejected orders (drivers on break or unavailable aren't listed), or Auto-assign (least busy in zone). The result names the reason of a failed order and any warning (outside the driver's zones, expired licence).	`orders:write`
Change status	Only statuses every selected order can move to.	`orders:write`
Add to route	Pick a Day and a Route not on the road yet; orders join as the last stops and the route re-plans.	`orders:write`
Print	One PDF of labels (4×6 in label printer, A4 sheet, 4 per page, Letter sheet, 4 per page, One 4×6 label per package) or Waybills (one PDF). Drafts skipped; up to 200 orders.	read
Create invoice	Unbilled orders only. One customer opens the invoice form; several customers offer Create … draft invoices (one per customer) or Open invoice per customer.	`invoices:create`
Export selected (CSV)	CSV of the selected orders.	read
Put on hold	Needs a Reason (required); drivers are told. Undo releases them.	`orders:write`
Cancel orders	Needs a Cancellation reason (required); customers are notified. Can't be undone in bulk.	`orders:write`

Good to know

The list refreshes on its own every few seconds.
A deleted order is hidden from every list until restored.
Warehouse Managers see orders without prices.

Create order page guide · Order detail page guide · Import orders page guide

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