Creating Batches¶
Group orders at your depot into dispatch batches for delivery to pickup points. Each batch contains orders that share the same pickup point destination.
Prerequisites¶
- You are logged in as a Destination Depot Officer (or courier owner/manager)
- A destination country is selected from the drawer
- Orders are at at_country_depot status (accepted from a transporter)
- Orders have an assigned pickup point
- The delivery mode filter is set to Pickup
Same Pickup Point Constraint
All orders in a single batch must share the same pickup point. You cannot mix orders destined for different pickup points in one batch. The system will reject the batch if orders have different pickup point assignments.
Steps¶
Step 1: Navigate to the Destination Depot screen¶
Open the courier operations flow and select the Destination Depot stage. Ensure the Pickup mode filter is selected (not "Door Delivery"). The screen displays two tabs: At Depot and Batches.
Step 2: View orders at depot¶
The At Depot tab shows all orders currently at your depot with at_country_depot status. Each order card displays the order reference, customer name, items, and the assigned pickup point.
Tip
If you manage multiple depots, use the Depot dropdown at the top of the screen to filter orders by a specific depot location.
Step 3: Select orders sharing the same pickup point¶
Tap on individual order cards to select them. Selected orders are highlighted and a selection count appears. Only select orders that are assigned to the same pickup point — the pickup point label is visible on each order card.
Note
Orders that are already part of a pending batch will show their batch membership on the card. These orders cannot be selected again until removed from their current batch.
Step 4: Create the batch¶
Once orders are selected, a bottom action bar appears with two options:
- New Batch — Creates a new dispatch batch with the selected orders
- Add to Batch — Adds the selected orders to an existing pending batch for the same pickup point
Tap New Batch to create a fresh dispatch batch.
Step 5: Batch created confirmation¶
The system validates that all selected orders share the same pickup point, creates the batch in pending status, and assigns the orders to it. A success message confirms creation with the order count.
Step 5b (Alternative): Add to an existing batch¶
If you chose Add to Batch instead, a bottom sheet appears listing existing pending batches for the same pickup point. Each entry shows the batch's pickup point name and current order count. Tap a batch to add your selected orders to it.
Result¶
After creating a batch:
- The batch is created in pending status with
handover_statusset tonone - Selected orders are assigned to the batch and disappear from the At Depot selection
- The batch appears in the Batches tab, ready for dispatcher assignment
- The selection is cleared automatically
- An audit trail entry is recorded for each order added to the batch
Troubleshooting¶
| Issue | Cause | Solution |
|---|---|---|
| "Selected orders must share the same pickup point" error | You selected orders assigned to different pickup points | Deselect orders and ensure all selected orders have the same pickup point |
| "Orders must have an assigned pickup point" error | One or more selected orders has no pickup point configured | Check the order details — the customer may not have selected a pickup point yet |
| Order not visible in At Depot tab | Order may not be at at_country_depot status, or may already be in a batch |
Check if the order is still in transit or already batched |
| "Add to Batch" shows no options | No existing pending batches match the selected orders' pickup point | Use New Batch to create a fresh batch |
| Action bar not visible after selecting orders | You may have view-only access (member without destination depot assignment) | Contact your courier owner or manager for write access |
| Batch creation fails | Network error or permissions issue | Check your connection and try again. Ensure you have write access to the destination depot stage |