Pacten

Fulfilling a delivery request - Pacten Guides

Once a request is in the queue and has any approval it needs, fulfilment is tracked on the shipment rather than on the request. That distinction matters: one order can go out in more than one shipment, and each is at its own point.

The queue is under Delivery → Delivery Requests. The flat list of everything in flight sits in your Work index, which is named for your sector — Shipments for a logistics workspace, and something else for others.

FOUR STATES
How far along a shipment is
Derived from what has actually happened, never set by hand.

A shipment is not given a status. Its state falls out of two facts — whether it has left, and whether it has arrived — so the operator view and the page your client sees cannot disagree with each other.

1
Confirmed
The order is agreed and a shipment record exists. Nothing has been prepared yet.
2
Preparing
Being picked, packed or made ready. Add the carrier and tracking reference at this point if you have them.
3
Shipped
It has left. For a pickup order this reads Ready for pickup instead — same state, different word.
4
Delivered
It has arrived and been confirmed. A pickup order reads Collected.
Tip
Pickup and delivery are the same four states in different words. You do not configure anything to switch between them — the shipment’s method decides which wording is shown.
SEVERAL SHIPMENTS
One order does not mean one delivery
Split a job that cannot go out in one go.

An order can hold as many shipments as it needs — three pallets leaving on three days is three shipments against one request. Each carries its own carrier, tracking reference and dates, and each moves through the four states independently.

The order-level state is always the least advanced of its shipments. An order showing Preparing when two of its three shipments have arrived is correct: something is still outstanding.

ON THE ROAD
The driver’s view
A deliberately small screen for people who are not at a desk.

Someone assigned to a delivery gets a schedule of their own runs, grouped as Today and Tomorrow, with one button per shipment — Mark picked up, Mark delivered, or the pickup wording where that applies.

Watch out
Marking delivered is refused while the request is still waiting on an approval decision — the message says it is waiting for approval rather than refusing you for permissions. If a driver reports that, the request needs a decision, not a permission change.
Set up approvals
Require a decision before anything is dispatched.
Who approves a request →