Sales Beats Management | Create Shipment Beats

Learn how to create and manage shipment beats in O2VEND Back Office. This short tutorial explains the Shipment Beats list page, Create Beat form, rider assignment, customer group mapping, and shipping class setup.

What Is a Beat?

A beat is a delivery area or shipment zone used to group customers, riders, and shipping rules.

In simple terms:

Beat = Delivery area for order fulfillment

Beats help businesses:

  • organize delivery areas
  • assign riders by zone
  • map customer groups correctly
  • apply shipping classes
  • prepare for route and beat run planning

Create Beat Form

Back Office -> Beat & Route -> Beat

Shipment Beats List Page

shipment beat list

The Shipment Beats page shows all created beats in one place.

Each row displays:

  • Name
  • Code
  • Description
  • Created On
  • Actions

Use this page to create, edit, or delete shipment beats.

How to Create a Shipment Beat

  1. Open Back Office
  2. Go to Beat & Route
  3. Click Beat
  4. Click + Create Beat
  5. Enter the beat details
  6. Assign shipping classes, customer groups, and riders
  7. Click Save

Create Beat Form

create beat form

The Create Beat screen is used to define the delivery zone.

Name

Enter the beat name.

Example: Downtown Retail Zone

Code

Enter a unique beat code.

Example: DT-RZ-001

Description

Add a short description of the area.

Example: Covers central city retail stores and malls

Shipping Classes

Select the delivery type for the beat.

Example: Fast Delivery - GF

Customer Groups

Assign the customer group for this beat.

Example: Online Customer

Riders

Assign the rider responsible for the beat.

Example: Sansiagarwal

Save

Click Save to create the beat.

Example Beat

Based on the screenshot, a sample shipment beat is:

  • Name: New York City Beat - 01
  • Code: US-NYC-01
  • Description: Covers deliveries within New York City metropolitan area

Why Beat Setup Matters

Using shipment beats in O2VEND helps with:

  • delivery area management
  • rider assignment
  • customer group mapping
  • shipping class setup
  • last-mile delivery planning

What Happens After Beat Creation?

After a beat is created, it can be used for:

  • route setup
  • beat run planning
  • shipment execution
  • delivery tracking