# Creating and Managing a Delivery

You will learn how to create and manage your deliveries within the Dashboard.

November 3, 2025

## Create a New Delivery

There are many ways to create a New Delivery:

- Create a Delivery from the Dashboard
- Create a Delivery via the [API](/content/platform/dispatch-api/index.html)
- Create a Delivery via [Auto-Fill Integration](https://support.dispatchit.com/en/articles/8654602-connect-integration-support)
- Create a Delivery via [Upload my Deliveries](https://support.dispatchit.com/en/articles/8654483-bulk-import-deliveries)

From your **Dashboard**, you can create a new delivery by clicking on the **New Delivery** button above the map. Doing so will open the **New Delivery Form** where you can create and save a delivery. The **New Delivery Form** requests the following information:

- **Reference ID**: A unique identifier for the delivery
- **Delivery Size**: Size of the delivery
- **Pickup Information**: Where the delivery will be picked up and loaded on a vehicle. Fill in all relevant fields.
- **Customer Name**: Search for or add customer name
- **Address**: Search for or add an address for pickup. If you need to slightly adjust the location (such as on a large jobsite), you can use our pin-drop location accuracy tool which allows you to set latitude and longitude for a delivery.

To do this, click on **Adjust Location** below the map. Drag and drop the pin on the map where you want it. Select **Update Location**.

- **Service Duration**: The amount of time budgeted for the driver to spend at the pickup location
- **Notes**: Add any helpful pickup notes for the driver. Be specific when filling this out.
- **Contact**: Insert a contact name for the pickup destination.
- **Notifications**: If you would like this customer or anyone else to receive order update notifications, fill in this information
- **Phone Number**: Add contact or company’s phone number
- **Email**: Add contact or company’s email address
- **Drop-off Information**: Fill in the address of the drop-off destination and all relevant fields.
- **Drop-off Name & Company**: Point of contact for the delivery at the drop-off location
- **Drop-off Phone Number**: Contact information for drop-off point of contact. Be sure it is the number of someone who will be there at the time of drop-off
- **Drop-off Duration**: The amount of time budgeted for the driver to spend at the drop-off location
- **Drop-off Notes**: Helpful drop-off notes for the delivery. Be specific when filling this out.
- **Recipient Notification - Email Addresses**: Recipients who will receive delivery email notifications for the delivery
- **Recipient Notification - SMS Phone Numbers**: Recipients who will receive delivery SMS notifications for the delivery
- **Schedule the Delivery - Pickup date and time window and Drop-off time window**: Date and time when the delivery needs to be completed by. Note, all times are in the user’s local time zone.

Once you have populated the **New Delivery Form**, select the **Save** button to complete the creation of your delivery and return to your previous page. All fields are required unless specifically marked as optional.

## Review Delivery Details

Access information about a delivery quickly with the **Delivery Detail Fly-Out.** On the plan view, map view, and list view, click any delivery and a fly-out will appear on the right side of the screen.

From this fly-out view, you can easily review **Delivery Details** such as date, size, and pickup and drop-off information. Scrolling down on the **Delivery Detail Fly-Out** will give you options to expand or collapse additional sections to see delivery **History** information, **Vehicle** assignment, **Route**, and **Drop-Off Details.**

## Edit a Delivery

From the **plan view, map view, and list view**, you can edit an existing delivery by scrolling to the delivery you wish to edit, selecting the **menu,** and choosing **Edit Delivery.** You can also edit from the **Dashboard** once you assign the delivery to a vehicle.

Doing so will open the **Edit Delivery Form** where you can change the details for that delivery. Note, depending on the [status](https://support.dispatchit.com/en/articles/8654613-delivery-workflow-and-status) of a delivery, not all fields may be editable. You can also access the **Edit Delivery Form** by clicking **Edit** on the Delivery Detailed fly-out.

- All fields are editable when a delivery is in a status of **Unassigned, Assigned, Pending Pickup,** and **Incomplete.**
- All fields, except **Pickup Contact fields,** are editable when the delivery is in a status of **Out for Delivery.**
- No fields are editable when a delivery is in a status of **Complete** or **Canceled** or when it is assigned to a route that is being optimized.

Select the **Save** button at the bottom of the form to complete the edit of your delivery and return to the previous screen.

Note: Some edits you make will impact the route the delivery is assigned to, such as removing a delivery from a route, reordering a route, removing a delivery from Today’s Dashboard, etc. Ensure you check and update routes after editing deliveries assigned to routes.

If you have questions, please contact us at [connectsupport@dispatchit.com](mailto:connectsupport@dispatchit.com). A Dispatch team member will reach out to you for support.