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Order management

Sales Orders are the input to the entire transport workflow. One order = one customer + product list + delivery date + address.

Order list

Two parallel lifecycles​

Each order has two statuses in parallel:

Approval status​

PENDING ──(Planner/Admin approves)──> APPROVED ──(can plan)
   β”‚
   └──(rejected)──> REJECTED

Delivery status​

OPEN ──(packed)──> PICKED_PACKED ──(vehicle delivering)──> SHIPPED
                                                            β”‚
                                              β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
                                              β–Ό                           β–Ό
                                         DELIVERED                   FAILED / CANCELLED
Important

Only APPROVED orders can enter planning. PENDING orders do not appear in the "Unassigned" list on the Planning page.

Create a new order​

Method 1 β€” Manual (single order)​

Click "+ Create order":

  1. Order code (OrderCode): auto-generated or manual
  2. Customer: pick from Master Data
  3. Order date + Expected delivery date
  4. Products: add line items, each = Product Γ— Quantity
  5. Delivery window (optional): early/late, improves routing accuracy
  6. COD amount (optional): if customer pays cash on delivery
  7. Notes

After creation, order status is PENDING awaiting approval.

Method 2 β€” Bulk Excel import​

Click "Import Excel":

  1. Download template
  2. Open Excel, one row = one order (same OrderCode = merged into one multi-line order)
  3. Upload β€” system reports created orders & failed rows

Approve / Reject orders​

On a PENDING order row:

  • βœ… Click approve β†’ moves to APPROVED
  • ❌ Click reject β†’ modal asks for reason, moves to REJECTED

You can bulk-select with checkboxes and click "Bulk approve".

Separation of duties

By default, Planners approve orders. For a 2-tier approval flow (Planner proposes β†’ Admin approves), the Admin can adjust the order.approve permission.

Filters​

The top filter bar supports multi-criteria search:

  • Customer: search by name/code
  • Approval status: PENDING / APPROVED / REJECTED
  • Delivery status: OPEN / PICKED_PACKED / SHIPPED / DELIVERED / FAILED
  • Order date range / Delivery date range
  • Planned yet: yes/no

Each order has a public lookup URL of the form:

https://<domain>/track/<OrderCode>

On the order row, click πŸ”— β†’ modal shows the URL β†’ click "Copy" β†’ send via Zalo/SMS/email.

The customer opens the link β†’ sees realtime:

  • Current order status
  • Live vehicle position (if SHIPPED)
  • Estimated ETA
  • Driver information (name + phone)

See also: Public order tracking.

Excel export​

Click "Export Excel" β†’ downloads .xlsx with all orders matching the current filter, including:

  • Order + customer + product information
  • Approval + delivery status
  • Total value, COD
  • Trip code (if planned)

Use it to report to customers / accounting.

Next​