Read an order

Every order has a details drawer — one place with everything about it: where it stands, what's being picked up and dropped off, and what's inside. This article covers what's there and how to get to it.

Open an order

From the Orders list, select an order's row to open it. The order opens in a drawer on top of the list — there's no separate details page. The drawer's URL (/orders/<order id>) is shareable, so you can copy it and come straight back to the same order later.

What you see

The drawer's header stays visible no matter which tab you're on. It shows the order's status — Needs Attention, Ready to Dispatch, Dispatched, or Archived — along with provenance on how it got there, for example "Dispatch Strategy assigned via Workflow" when a workflow assigned it automatically. You'll also find the order ID, the package identifier if the order has one, and, once the order has been dispatched, a link to its delivery.

For what each status means and how an order moves between them, see order timeline & status.

The tabs

Below the header, the drawer is organized into tabs:

• Pickup and Dropoff — the addresses and contacts for where the order is coming from and going to.
• Delivery Details — what's in the order: item count, package value, an optional identifier and description, tags, and the dispatch strategy it's assigned to.
• Delivery Windows — if your organization uses delivery windows, you'll see the windows available for the order here.
• Notes — internal notes your team keeps on the order. See Internal notes below.
• Activity — a timeline of what's happened to the order, such as when it was created, dispatched, or archived. Whether you see this tab depends on your permissions.

Some organizations also see a Documents tab, for downloading things like packing slips or shipping labels — availability depends on your organization's setup.

Internal notes

The Notes tab is a running thread of notes about the order, for your team's eyes. Each note shows who wrote it and when, oldest first.

To add one, type in the box and choose Add note. A note can be up to 2,000 characters. If your role lets you view orders but not change them, you can read the thread but won't see the box to add to it.

Notes stay with the order after it's dispatched — they also show in the notes on its delivery, including any you add to the order later.

Reviewing and editing are the same place

The drawer isn't a read-only view — it's an editable form. Any field you can see, you can also change: update an address on the Pickup or Dropoff tab, adjust the item count or tags on Delivery Details, and so on. When you're done, choose Save to update the order, or Save & Dispatch to save your changes and send the order out in one step.

Because of this, reviewing an order and changing it happen in the same drawer — there isn't a separate "edit" screen to switch to.

Choosing a provider

You won't find quotes or a provider picker on this drawer. When you dispatch an order, that's when you review its quotes and choose which provider carries it — a separate step covered by dispatching an order.