> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/warehouse-management/outbound/dispatch.md).

# Dispatch

Put checked orders on a tripsheet for a driver, print it for the driver, and dispatch it.

Your driver needs to know which boxes to load, where each one goes, and in what order. A tripsheet in OrderEazi is the list of deliveries for one driver's trip. You add checked orders to it, print it for the driver, and dispatch it when the truck leaves.

### Before you start

You'll need:

* **Permissions:** To create a tripsheet, **Perform Dispatching**, in the **Warehousing** permission group. To see, change, and dispatch every tripsheet, **Dispatch Supervisor**, **View and Use as Manager**, or **View and Use as Administrator**.
* **Checked orders:** Only orders that have been checked can go on a tripsheet. See [Checking](/central/warehouse-management/outbound/checking.md).
* **Settings:** **Do Simple Tripsheets**, in [Warehouse settings](/central/warehouse-management/warehouse-settings.md), changes how you add orders.

### How to create a tripsheet

1. In the warehouse menu, select **Outbound** > **Start Tripsheet**. Supervisors select **Outbound** > **Dispatch**, then **Start Tripsheet**.
2. Choose the **Route**: **Local**, **Out Of Town**, or **Collection**.
3. Choose the **Date** of the trip.
4. Choose the **Driver Name**. To add a new driver, select **Add Driver**, and enter their first name, last name, and phone number.
5. Add the orders. See [How to add orders](#how-to-add-orders).
6. To add a note for the driver, type it under **Notes**, and select **Add**. For a collection, choose a **Collection Type** before you select **Add**.
7. Select **Create Tripsheet**.

You'll see "Tripsheet has been successfully created", and the list of tripsheets opens. The tripsheet's status is **Open**, and each order's Sales Order status changes to **Packed**.

For a **Collection** route, you choose the **Customer** collecting instead of a driver. A collection tripsheet is dispatched as soon as it's created.

#### How to add orders

1. Scan or type the order's picking slip number under **Picking Slip Number**.
2. Select **Add**. The order's **Box List** shows.
3. Scan each box under **Scan Boxes** as it's loaded.
4. Repeat steps 1 to 3 for each order.

When every box on an order is scanned, the order moves to **Picking Slips already added**.

With **Do Simple Tripsheets** on, you don't scan orders or boxes. Tick the orders for this trip in the **Checked Picking Slips** table, which lists every checked order that isn't on a tripsheet yet.

If you see "The picking slip scanned \[number] has not been checked", with the picking slip's number in place of \[number], check the order first. If you see that it's "already been scanned and added to another tripsheet", it's on another trip. Remove it from that tripsheet with **Update** if it should go on this one.

**Example:** Patrick's Thursday run to the West Rand has three orders. You choose the **Local** route, Thursday's date, and Patrick Monama as the driver. You scan each order's picking slip, then each of its boxes as Patrick loads them. You add the note "Clientco: deliver to the back gate", and select **Create Tripsheet**.

#### How to move an order that's already dispatched

If an order is on a tripsheet that's already been dispatched, such as when a delivery failed, adding it to a new tripsheet opens **Tripsheet Order Adjustment**.

1. Choose a reason. The list comes from your [Reason Codes](/central/warehouse-management/management/reason-codes.md).
2. Describe the reason.
3. If you have a photo, add it.
4. Select **Create**.

The order moves to the new tripsheet.

### How to find a tripsheet

1. In the warehouse menu, select **Outbound** > **Dispatch**.
2. Choose a **Status**, such as **Open** (not dispatched yet) or **Dispatched**. Or type a tripsheet, Sales Order, or project number in **Document Number**.
3. Select **Filter**.

Each row shows the **Tripsheet**, its **Orders**, **Driver Name**, **Delivery Date**, **Route**, and **Status**. To see the checked orders waiting for a tripsheet, select **View Checked Orders**.

### How to change a tripsheet

You can change a tripsheet until it's dispatched.

1. In the tripsheet's row, select the gear, then **Update**.
2. Change the route, date, or driver, add orders, or select **Remove** next to an order.
3. Select **Update**.

You'll see "Tripsheet has been successfully Modified".

### How to print a tripsheet

1. In the tripsheet's row, select the gear, then **Print**.
2. Select **Print** at the top to open the tripsheet as a PDF.

The printed tripsheet lists each delivery's client and address, contact person, box count, and order number. It has space for the arrival time, delivery time, receiver, and signature. From the same page, you can open each order's packing list and Delivery Note. To download the tripsheet as a spreadsheet, select **Export**.

### How to dispatch a tripsheet

When the truck leaves:

1. In the tripsheet's row, select the gear, then **Dispatch**.
2. Select **Yes, Dispatch**.

You'll see "The tripsheet \[number] was dispatched.", with the tripsheet's number in place of \[number]. The statuses of the tripsheet, its Delivery Notes, and their Sales Orders change to **Dispatched**. If **Email Dispatches** is on in Warehouse settings, each project's sales rep gets an email.

Once it's dispatched, you can't update the tripsheet, but you can move a failed delivery to a new one. See [How to move an order that's already dispatched](#how-to-move-an-order-thats-already-dispatched). The driver gets each delivery signed for in [Customer Deliveries](/central/warehouse-management/outbound/customer-deliveries.md).

### What Dispatch does not do

* **No courier booking:** Dispatching doesn't book a courier. To send an order with a courier, book it from the project.
* **No cancelling:** You can't cancel or delete a tripsheet. Remove its orders with **Update** instead.

### Related pages

* [Checking](/central/warehouse-management/outbound/checking.md): check orders before dispatch
* [Customer Deliveries](/central/warehouse-management/outbound/customer-deliveries.md): get each delivery signed for
* [Multi-Dispatch](/central/warehouse-management/outbound/multi-dispatch.md): send one order to many addresses