Beat Runs Tracking | Initiate and Monitor Shipment Beat Runs

Learn how to initiate and track shipment beat runs in O2VEND Back Office. This tutorial explains the Shipment Beat Runs list page, the Beat Run initiation form, and the Beat Run details screen used to monitor orders, shipments, and delivery progress.

What Is a Beat Run?

A beat run is a delivery execution record created for a selected beat, shipping class, rider, and date range.

In simple terms:

Beat = Delivery area
Beat Run = Delivery plan and tracking record for that area

Beat runs help businesses:

  • plan deliveries for a selected beat
  • assign riders for execution
  • apply the correct shipping class
  • group orders and shipments in one run
  • track delivery progress from one screen

Back Office -> Beat & Route -> Beat Run

Shipment Beat Runs List Page

The Shipment Beat Runs page shows all initiated beat runs in one place.

Shipment Beat Runs List

Each row typically displays:

  • Code
  • Status
  • Start Date
  • End Date
  • Actions

From this page, you can:

  • click + Initiate Beat Run to create a new beat run
  • view the status of existing beat runs
  • open a beat run using the View icon in the Actions column

The status column helps operations teams quickly identify active delivery runs, such as InProgress runs that are currently being executed.

How to Initiate a Beat Run

  1. Open Back Office
  2. Go to Beat & Route
  3. Click Beat Run
  4. Click + Initiate Beat Run
  5. Select the beat
  6. Set the start date and end date
  7. Choose the shipping class
  8. Assign the rider
  9. Click Save

Beat Run Initiation Form

Beat Run Initiation Form

The Beat Run form is used to create a delivery run for a selected beat.

Beat

Select the beat for which the run will be created.

This decides which delivery area the beat run applies to.

Start Date

Enter the start date and time for the beat run.

Use the calendar icon to choose the required date.

End Date

Enter the end date if the run covers a date range.

You can leave it empty until the run is completed, depending on your workflow.

Shipping Class

Select the delivery type for the beat run.

This ensures the correct shipping rules are used for the run.

Rider

Assign the rider responsible for the beat run.

This helps teams track delivery ownership clearly.

Save

Click Save to initiate the beat run.

Once saved, the system creates a beat run code and opens the tracking view.

Beat Run Details Screen

After a beat run is created, the details screen shows key information at the top, including:

Beat Run Orders View

  • Code
  • Beat
  • Start Date
  • End Date
  • Status
  • Shipping Class
  • Rider

This summary section gives a quick overview of the current delivery run.

Tabs in Beat Run Details

The Beat Run details screen includes multiple tabs to help manage the run.

Beat Run Orders

This tab lists the orders included in the beat run.

It helps users:

  • review order numbers
  • check products linked to each order
  • confirm which orders are part of the delivery plan

Each order row shows the Order Number and related Products.

Search, Filter, and Export Options

From the Beat Run Shipments section, users can also:

  • search orders using the search bar
  • filter records by date, status, channel, payment status, and timing
  • export shipment data using Export with Line Items
  • save updates from the detail screen when needed

These options make the beat run page useful for both day-to-day operations and reporting.

Beat Run Shipments

This tab shows shipment records created under the selected beat run.

This tab helps teams track shipment progress and review shipment-related details for each order.

Order Products

This tab provides a product-level view of the items included in the beat run.

Use it when you need to check item details instead of only the order summary.

Beat Run Shipments View

Why Beat Run Tracking Matters

Using beat runs in O2VEND helps with:

  • daily delivery planning
  • rider assignment and accountability
  • shipment-level visibility
  • order-to-delivery tracking
  • better control of active delivery runs

What Happens After Beat Run Initiation?

After a beat run is initiated, it can be used for:

  • monitoring assigned orders
  • reviewing shipment details
  • tracking in-progress deliveries
  • managing rider-based delivery execution
  • checking order products included in the run