Hand off confirmed orders to deliveries
Once an order isConfirmed in the Orders queue, it appears in Deliveries for dispatch and delivery. Deliveries owns the logistics half of the lifecycle.
What lives in Deliveries
- Confirmed orders awaiting dispatch
- Dispatched orders out with delivery agents
- Delivered orders awaiting remittance
- Delivery-agent assignment and pickup location selection
Dispatch an order
- Open Deliveries.
- Open the order you want to dispatch.
- Select a delivery agent.
- Select the pickup location the order will ship from.
- The system checks stock sufficiency at that location. If stock is insufficient, dispatch is blocked unless an override is explicitly allowed.
- Confirm dispatch.
Dispatched. Stock is not yet decremented — that happens on delivery, from the location that actually delivered.
Send order details to the delivery agent
Use the Send to delivery agent action to share the order with the agent. Use Copy to grab a formatted summary you can paste into WhatsApp or SMS. Deliveries is a logistics-manager-to-agent handoff, not a sales-rep-to-customer follow-up. Customer Call/WhatsApp buttons are not the focus here — agent send/copy is.Mark delivered
When the customer receives the order and pays:- Open the order in Deliveries.
- Mark as
Delivered. - The system decrements inventory at the delivery agent’s location that delivered.
- The decrement is recorded as an inventory movement tied to the order.
Status controls
You can switch a delivery to any alternate delivery status from any current status, except the current status itself. So if an order isDispatched you can move it to Delivered, Rescheduled, or Cancelled — but not back to Dispatched.