Orders

You can find a table with detailed order information in the Orders section. By default, this section shows orders for the current date. To see all orders, click in the Delivery date field.

Orders with inaccurate addresses are marked with . Orders with no address are marked with .

Here, you can:

• Import orders from Excel.
• Add an order manually.
• Search for orders.
• Filter orders by date, address, and status.
• Customize the table view.
• View order details.
• Edit orders.

Look at the field names — they often tell you what to type in.

Full list of fields

• Recipient's address
• Delivery date
• Delivery time
• Service time
• Status
• Company
• Recipient
• Recipient's phone number
• Comments
• Order ID
• Weight
• Volume
• Creation date

Import orders from Excel

Here's how to import orders from an Excel file:

1. Go to Orders.

2. Click Upload from Excel.

3. Download and fill out the template.

   Make sure that the number of characters in the fields on the Orders sheet doesn't exceed the limit.

   Maximum field length

   Only table fields are limited in length. For other fields, there is no limit.

   Field	Description
   ref	The order number. The maximum length is 1023 characters.
   address	Recipient's address. The maximum length is 1023 characters.
   company_name	Recipient company. The maximum length is 80 characters.
   title	The recipient's name. The maximum length is 80 characters.
   phone	Recipient's phone number. The maximum length is 80 characters.
   comments	Comment. The maximum length is 1023 characters.

4. Select a delivery date for the orders.

5. Click Upload.

In case of upload errors, download the file with errors, fix them, and upload the file once again.

Cells that contain errors are marked in red and accompanied by comments. You can filter the search results by color.

Common errors

• The file contains more than 500 orders.

• Invalid file format: only the .xlsx and .xls file extensions are supported.

• The required Address field is empty.

• Invalid cell format.

  You can use the General cell format for all fields. To specify the time or date, you can use the Text, Time or Date cell formats.

• The field format is invalid.

• The column name is invalid. For example, adress instead of address.

• The Orders sheet is missing from the file.

Add an order manually

1. Go to Orders.

2. Click Add order.

3. You can fill in the Address* field in one of the following ways:

   • Use the address book. After enabling it in the settings, you'll be able to select one of the saved addresses.

   • Type in the address.

   • Select the location on the map. The selected location will appear in the Address field.

     You can move the order marker if needed, and the address will update automatically.

4. Fill in the following fields:

   • Order number: If not specified, the number is assigned automatically.
   • Delivery date: If not specified, the current date is used.
   • Delivery time: Time interval in which the order can be fulfilled. If not specified, the default period 00:00–23:59 is used.
   • Service duration: Time to complete the order. If not specified, the value from the company settings is used.
   • Weight*: Order weight, kg.
   • Volume*: Order volume, m³.
   • Company: Company's name.
   • Recipient: Recipient's name.
   • Phone number: Recipient's phone number.
   • Comments: Comments on the order.

   

5. Click Save.

To add an order using the map:

1. Select the location on the map. The selected location will appear in the Address field.

2. You can move the order marker if needed, and the address will update automatically.

Format of the recipient's phone number

• The phone number must consist of 3–14 digits.

• You can specify multiple extension numbers for the phone number. To do this, use separators: ,, *, or #. The extension number can be 1 to 5 characters long.

• To specify multiple extension numbers, list them separated by , or ;. If one of the phone numbers contains an extension number separated by ,, the phone numbers should be listed using ;.

Working with the table

You can sort orders in the table by the Recipient's address, Delivery time, Company, Recipient, and Creation date columns. To do this, click the column name.

To search the table, enter your query in the Search field.

You can also filter orders:

By creation date and delivery date

You can apply these filters separately or together.

By address

Select one or both:

• No address: Orders where the recipient's address is not specified.
• Inaccurate address: Orders where the system could not locate the exact address.

By status

Select one or more order statuses.

Order statuses

Status	Condition for setting the status
New	Set automatically when an order is created.
Planned	The order is assigned to the route but not sent for processing yet.
In progress	Set automatically when the route is sent for processing.
Cancelled	Set manually if no further processing of the order is required.
Not completed	Set manually if the order couldn't be delivered.
Finished	Set manually if the order was delivered to the recipient.

Order statuses in completed routes

In completed past-date routes, Not completed and In progress order statuses are changed to New. This way, the orders can be planned again. The orders' cards will have the Not completed earlier label.

The next time you plan a route, these orders will appear on the new route and will be stored in the completed route with the status Not completed.

Customize the column display

1. Click .
2. Show or hide specific columns.

The Address field can't be hidden.

Edit orders

To edit one order:

1. Go to Orders.

2. Select the order.

3. Enter the new value in the field you want to change.

4. Click Save.

To edit the order address on the map, move the order marker where it needs to be.

Things to remember when editing planned orders

When you edit orders with the Planned status, note the following:

• Editing the values in the Address, Delivery time, and Service duration fields affects the route: it is re-plotted while preserving the sequence of order delivery. As a result, this new route isn't optimized.

• Editing the values in the Order number, Company, Recipient, Phone number, and Comments fields doesn't affect the route. You can edit these fields without restrictions.

Editing delivery date

You can also change the delivery date for multiple orders at once if they haven't been planned yet. To do this, in the order table:

1. Select the orders.

2. In the lower-right corner, click Delivery date.

3. Select a date.

4. Click Save.

The delivery date won't be changed for Planned orders.

Updating an order status

You can change the status for multiple orders at once. To do this, in the order table:

1. Select the orders.

2. In the lower-right corner, click Status.

3. Select the status.

4. Click Save.

Delete orders

To delete orders:

1. Go to Orders.

2. Select the orders.

3. In the lower-right corner, click .

You can also delete an order while editing it. To do this, click  → Delete in the order card.

Contact support

Required field.

Available if Capacity is enabled in the company settings.