Creating and managing orders

Orders can enter Shipora from three places: manual create on the dispatch console, Square (or other integrations), or the Partner API. This guide covers manual create and day-to-day editing.

Create a manual order

1. Open the dispatch board.

2. Start Create order (or equivalent).

3. Required fields:

• Pickup location — which store/depot fulfills the order

• Delivery address — where it goes (use address lookup when available)

1. Optional but useful:

• Customer name, phone, email

• Pickup time / delivery date & time

• Instructions / notes

• Items and pricing

• SLA / payment-related fields your team uses

1. Choose order style when offered (e.g. Standard, Catering, Express). Manual customer deliveries are typically stored as a customer delivery type under the hood.

1. Save. The order appears on the board (usually Queued until assigned).

Where orders come from

• Source: Manual · How it shows up: Created on the board by dispatch

• Source: Square · How it shows up: Synced after OAuth + store mapping; respect delivery/pickup/shipping toggles

• Source: Partner API · How it shows up: Created by your system with an API key (`app.shipora.com/docs/api`)

Imported orders still behave like any other order on the board: assign, route, message, deliver, fail.

Editing orders

Dispatch can update many fields while the order is still active (address, timing, notes, customer contact, etc.). Once a delivery is far along or completed, treat edits carefully—coordinate with the driver if the stop already changed.

Use the details panel on the board for the selected order.

Status lifecycle (dispatch view)

Typical happy path:

Queued → Assigned → Ready for pickup → Picked up → En route → Arrived → Delivered

Exceptions:

• Failed — driver or dispatch marks could-not-deliver (reasons + notes)

• Canceled — order should not be delivered

• Delayed — running late relative to expectation

Drivers usually advance status from the mobile app; dispatch can also update when needed.

Customer-facing tracking

When an order has a tracking link enabled for your setup, customers can open a public page with status, map context, ETA, and messaging. See Customer tracking pages.

Tips

• Always set the correct pickup location—wrong location breaks filters, driver eligibility, and Square mapping assumptions.

• Put delivery notes where drivers will see them (order notes / instructions).

• For multi-stop runs, create orders first, then build a route instead of assigning one-by-one when that matches your operation.

Next steps

• Assigning drivers

• Building and optimizing routes

• Square integration