Dispatch

What is a Trip Sheet? A Trip Sheet is the paperwork generated for drivers. In short, it acts as the delivery manifest for each trip.

It contains: 🧾 Details of the order(s) to be delivered 📍 Delivery addresses for each order 👤 Assigned driver detail ⏱️ When is a Trip Sheet Created?

• ✅ A trip sheet is created once the order has been picked and checked.

• 🚚 It is generated when the driver is at the outbound area ready to take the boxes from the warehouse for delivery.

• ⚠️ If an order does not appear in the list when creating a trip sheet, it means that:

  • The order has not yet been picked, or

  • The order has not yet been checked.

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🛠️ How to Create a Trip Sheet

1. 📂 Click on Create Trip Sheet from the side menu or listing.

2. 👤 Select the Driver and the Route (Local or Remote).

   • ➕ If the driver does not exist, add them during creation.

   • Required details: Name, Surname, Contact Number.

3. 📅 Select the Delivery Date.

4. 📝 (Optional) Add Notes to the trip sheet for internal or driver reference.

5. 📦 Add the Order(s) that need to be dispatched on this trip sheet.

6. ✅ Click on Create Trip Sheet to finalize.

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🔄 How to Update a Trip Sheet

1. 📂 From the trip sheet listing, use the dropdown and select Update.

2. ✏️ All options available in Create Trip Sheet are also available here:

   • Change driver or route

   • Edit delivery date

   • Update notes

   • Add more orders

3. ➖ Orders can also be removed from the trip sheet if needed.

4. ✅ Save changes to confirm the update.

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📤 How to Dispatch a Trip Sheet

1. 📂 From the trip sheet listing, use the dropdown and select Dispatch.

2. ⚠️ A confirmation will appear asking the user to confirm dispatch.

3. ✅ Once dispatched:

   • The trip sheet can only be viewed or printed.

   • It can no longer be updated.

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👀 How to View, Print & Download a Trip Sheet

1. 📂 From the trip sheet listing, use the dropdown and select View.

2. 🖨️ From here, the user can:

   • Print or download a PDF version of the trip sheet.

   • View or print each order’s Delivery Note and Packing List.

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📌 Summary

The Dispatch process in OrderEazi ensures orders are properly documented and organized before leaving the warehouse. It includes:

1. 🛠️ Creating a trip sheet with driver, route, and order details.

2. 🔄 Updating a trip sheet before dispatch if any changes are required.

3. 📤 Dispatching the trip sheet to lock and finalize the delivery.

4. 👀 Viewing, printing, or downloading trip sheets, delivery notes, and packing lists.

This process provides structure, accountability, and clarity for both warehouse staff and drivers.