Managing Orders
Orders are the core of your delivery operation. Each order connects a customer, a gas station, products, and a delivery driver.
Creating a New Order
From the sidebar, go to Orders and click New Order. The creation wizard has four steps:
Step 1: Select Gas Station
Choose which gas station will fulfill this order. The station must be set up with inventory for the products you want to deliver.
Step 2: Select Customer
Search for an existing customer by name, or click Create New Customer to add one inline. New customers need at least a full name. You can optionally add:
- Phone number
- Delivery address — with address validation and geocoding
Step 3: Select Products
All products in your organization are listed. Use the + and - buttons or type a quantity directly. The subtotal and total update in real-time.
Step 4: Review & Submit
Review the complete order summary including station, customer, line items, and total amount. Add optional notes for the driver (e.g., “Gate code: 1234”). Click Create Order to submit.
Order Statuses
Orders move through a defined lifecycle:
| Status | Meaning |
|---|---|
| Pending | Order created, no driver assigned yet |
| Assigned | Driver has been assigned to the order |
| In Progress | Driver is en route to the customer |
| Arrived | Driver has arrived at the delivery location |
| Delivered | Gas has been delivered to the customer |
| Completed | Payment confirmed, order fully closed |
| Cancelled | Order was cancelled |
You can change the status manually from the order detail page using the Status dropdown.
Assigning a Driver
On the order detail page, if no driver is assigned, you’ll see a Select Driver dropdown. Choose a driver from the list to assign them.
Once assigned, the driver’s name appears and their real-time location shows on the delivery map (if they’re using the driver app).
Order Detail Page
The order detail page shows everything about an order:
- Order number and creation date
- Status badge with color coding
- Customer info — name, linked from order
- Gas station — which station is fulfilling
- Assigned driver — with live location tracking
- Line items — products, quantities, unit prices, subtotals
- Total amount
- Delivery map — real-time map showing the gas station, customer, and driver locations
Cash Payment Confirmation
When an order with cash payment is marked as Delivered, a special Cash Collection card appears. This lets you confirm that the driver collected payment:
- Click Confirm Cash Payment
- Either click Confirm Full Amount to match the order total, or enter a custom amount
- Click Confirm to record the payment
This moves the order to Completed status.
Real-Time Delivery Tracking
The delivery map on the order detail page shows:
- Gas station marker — the fulfilling station’s location
- Customer marker — the delivery destination
- Driver marker — the assigned driver’s live location (updates in real-time)
The map automatically fits to show all markers and updates as the driver moves.
Tips
- Assign drivers quickly to avoid order backlogs — customers expect fast service
- Use order notes to communicate special instructions to drivers
- Check the Reports section for order analytics
- Orders can be cancelled at any stage before completion