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Planning and dispatch

Delivery pools

A pool is where delivery work waits before anyone decides who drives it. What a pool is, and how it becomes trips.

Updated

Some work arrives as a list of places rather than a plan: forty addresses that all need visiting before six o’clock, with no decision yet about who drives where. Committing that to trips first thing in the morning means rebuilding them every time a driver calls in sick or an order lands late.

A delivery pool is where that work waits instead. You put the destinations in a pool with a deadline, and decide later — possibly much later — how to cut it into trips.

Who can do this

Role
Administrators
Permission
delivery-pools:readdelivery-pools:write

Pools are gated twice: your plan must include the delivery_pools entitlement, and the tenant must switch them on under Customization → Operations. Until both hold, Delivery Pools does not appear in the sidebar and the endpoints refuse.

Behind the delivery_pools feature flag. Ask support to enable it for your organisation.

What a pool actually holds

A pool carries a name, a deadline, a priority, an optional trip type, free-text notes, and a set of destinations. What it deliberately does not carry is a commitment:

  • No driver and no vehicle.
  • No stop order.
  • No trip, and no schedule.

Each destination sits in the pool as unresolved until something turns it into a stop on a real trip. At that moment it becomes resolved and remembers which trip took it, so you can always trace where an address went.

Create a pool

  1. 1

    Open Delivery Pools and start a new one

    Delivery Pools → New Pool
  2. 2

    Give it a name and a deadline

    Both are required. The deadline is what makes a pool a pool rather than a saved list — it is the promise you are working against, and it drives the countdown shown everywhere the pool appears.

  3. 3

    Add destinations

    Pick them from your existing destinations. Each one can carry its own stop type, so a pool can mix a collection in among the drops.

  4. 4

    Create the pool

    It opens unresolved, with every destination waiting. You can keep adding and removing members for as long as the pool stays open.

The four statuses

StatusWhat it meansWhat you can still do
UnresolvedNo destination has become a trip yetAdd, remove, resolve, cancel
Partially resolvedSome destinations are on trips, some are still waitingAdd, remove, resolve, cancel
ResolvedEvery destination has been taken into a tripRead only
CancelledThe pool was closed with work still in itRead only; trips already created are kept
A pool’s status is derived from its destinations — you never set it directly.

Deadlines do not enforce themselves

The deadline drives a countdown badge that sharpens as it approaches — comfortable, then due soon inside a day, then urgent inside two hours, then overdue. It is a signal for the person watching the list, not a timer.

Nothing expires a pool automatically. Past its deadline a pool stays open and simply reads as overdue until somebody resolves it or cancels it. That is intentional: work that quietly vanished at six o’clock would be far worse than work that is visibly late.

Turning a pool into trips

There are three ways a pooled destination becomes a stop on a real trip.

  • You resolve it on the pool’s dispatch board: group the destinations into runs, assign a driver and vehicle to each, and resolve. Each run becomes one trip, created as a draft with no schedule, ready for you to plan.
  • Cooriroo proposes a split — a geographic clustering of the unresolved destinations into trip-sized groups with distance and duration estimates. It is a suggestion that seeds the board; you still assign and resolve.
  • A driver claims it, where self-claim is enabled. A claim is a self-dispatch, so the trip is created already assigned to that driver and ready to start immediately.

Driver self-claim

Self-claim is a second toggle under Customization → Operations, available only once pools are on. With it enabled, drivers see the unresolved destinations from open pools and can take some into a trip of their own — optionally filtered to what is near them, what is due soonest, or what has not been visited lately.

With it off, the server refuses both the listing and the claim. The driver app hides the entry point as well, but hiding a button is not the control — the refusal is.

When something looks wrong

Delivery Pools is missing from the sidebar
Cause

One of the two gates is off — the plan entitlement, or the tenant toggle.

Check Customization → Operations. If the pools toggle is locked rather than merely off, the entitlement is not in your plan and the toggle alone will not help.

A destination will not go into a run
Cause

It has no coordinates, so it cannot be placed on a map or routed to.

Destinations without coordinates are excluded from a proposed split and reported separately, and they are refused at resolve. Add coordinates to the destination, or assign it from the list beneath the board.

I cannot add destinations to a pool any more
Cause

The pool is resolved or cancelled, and neither state accepts new members.

Create a new pool for the extra work. A resolved pool is a record of what was dispatched, so reopening it would rewrite history.

Drivers say there is nothing available to claim
Cause

Self-claim is off, or every remaining destination has already been resolved.

Confirm the self-claim toggle, then check the pool’s unresolved count. A driver filtering by radius also sees nothing when the remaining work is outside it.

Terminology

Your organisation can rename these. If your screens say something else, this is what they mean here.

Destination
A place goods are delivered to. Some tenants call these sites, stops or customers.Rename it in Settings → Terminology
Trip
One journey with an ordered list of stops. Some tenants call these routes, runs or jobs.Rename it in Settings → Terminology
Driver
The person carrying out a trip. Some tenants call these operators, couriers or crew.Rename it in Settings → Terminology