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Route Sessions and Orders

Route sessions and orders illustration

Open the Route Detail View​

From Dispatcher -> Delivery Routes, open a route to review its detail view. The detail view shows route information, driver assignment, sessions, status cards, assigned orders, and available session actions.

Route detail sessions

Add Orders to a Route​

A route must be assigned before deliveries can be added. When dispatchers add eligible deliveries, the system creates or reuses an open route session for that route.

Eligible deliveries must:

  • Belong to the same tenant.
  • Be internal carrier deliveries.
  • Be pending and ready for route assignment.
  • Not be locked inside an active waybill.
  • Fit within route and session capacity rules.

After assignment, the delivery receives route and route session references and moves into the assigned operational state.

Remove Orders​

Orders can be removed from open or started sessions. Removing an order clears the route references and returns the delivery to a pending state so it can be planned elsewhere.

Do not remove orders after pickup or in-transit execution has started. At that point, use the proper delivery, exception, or cancellation workflow so the audit trail matches the physical work.

Session Lifecycle​

Route sessions move through these states:

  • Open: Orders can be added or removed.
  • Started: The driver/session work has started and limited adjustment is still possible.
  • Picked up: The assigned orders have been picked up.
  • In transit: The assigned orders are moving toward completion.
  • Completed: The session orders have reached completion.
  • Cancelled: The session was cancelled before pickup or in-transit execution.

Starting a session updates assignments toward pickup. Pickup and in-transit actions update the included deliveries. Completion marks the session and included work as completed when the operational requirements are satisfied.

Cancel a Session​

Cancel a session only while it is still open or started. Cancellation resets eligible included deliveries back to pending and prevents the session from continuing.

Completed, picked-up, and in-transit sessions should not be cancelled from the normal route session action because the driver already performed physical work.

Dispatcher Review Checklist​

Before assigning orders to a route, confirm:

  • The route has the correct origin and destination.
  • The route has the correct assigned driver.
  • The deliveries are actually intended for that lane.
  • No delivery should be moved by waybill instead.
  • The open session is the correct execution instance.
info

Routes keep reusable lane setup separate from live execution. The route is the template; the route session is the operational run.