Once created, the load lifecycle goes through three distinct levels of statuses, each providing valuable insights:
Global statuses #
These represent the current status of a load as it progresses through the transportation lifecycle, from load creation through execution to delivery. There are six global statuses: Possible, Ready/Booked, Covered, Dispatched, In Transit, and Delivered/Completed. While changes between these statuses are required, it is possible to skip directly from Possible to Dispatched and from Dispatched to Delivered. It is important to note that Dispatched and Delivered are significant milestones in this process.
Stop completion #
After the load is dispatched, this status indicates whether a specific stop along its route has been successfully completed. Once your load reaches its destination, before you change its status to “Delivered,” you will need to mark stops as completed.
Stop status update #
These updates offer real-time insights into specific events occurring at a particular stop. Examples include waiting for pickup, reporting a late arrival, or any other critical activity that affects the load’s journey. Filling these stop status updates is optional.
Global Load Statuses: #
Possible #
A new load has been announced but not yet confirmed. It may still be in the planning phase or awaiting final approval. Details such as the carrier, route, and delivery timeframe may still be in the process of being finalized.
Ready/Booked #
The load has been created and the customer has approved the price and route, and it is time to find a carrier.
Covered #
The carrier has accepted the sent Rate/Dispatch confirmation and is committed to transporting the load.
Dispatched #
The driver has received all necessary information, accepted the route, and started the job
In Transit #
The load has been picked up and is currently on its way to the destination.
Delivered/Completed #
The load has reached its final destination and has been handed over to the consignee. The transaction is now considered complete, all stops have been completed, and the load is ready for handover/payment.
Canceled #
The load has been canceled before or during the transportation process. This may occur due to changes in plans, customer requests, or logistical issues. (This is not the same as TONU.)
Required fields for updating the load status #
Updating a load’s status is essential for maintaining accurate and up-to-date records throughout the shipment lifecycle. To ensure the system captures all necessary details, certain mandatory fields must be completed for each type of load status change.
Canceled #
Planning and execution of the freight order were canceled. The mandatory fields are “Mode” and “Customer”.
Possible #
Mandatory fields are Mode, Customer, and Office. Since this is the load’s initial status, these fields are mandatory in all statuses.
Ready #
At least two locations must be added to this load status. The mandatory fields for each location will be Location name and Pickup type. Also, each location must have a pickup date and time, i.e., the From field filled in.
Covered #
Mandatory fields is Carrier.
Dispatched/In Transit/Delivered #
There are no mandatory fields for updating the load in one of these statuses. It is assumed that you have already filled in all required fields in the aforementioned statuses.
Confirming Dispatched status #
When you have a load prepared for dispatch and all necessary fields are completed, changing the load status to “Dispatched” will prompt a confirmation dialog. This dialog includes important information about dispatch rules, ensuring that the user fully understands the action before proceeding.
Note: Once you have a load into the Dispatched status, the system will calculate the “Empty Miles” field based on the truck’s last location. If the truck has moved from its original location between the load’s creation and dispatch, the system will calculate the new empty miles based on the truck’s location at the time of dispatch.
Posting the status update for stops in Dispatched/In transit statuses (Optional) #
When you have created a route that is in the “Covered”, “Dispatched”, or “In transit” status, and you need to update stops, then you will use the Post update option, located under each location. Please note that this feature is optional and should only be used to provide information about specific events occurring at a particular stop, such as a pending pickup, late arrival, or any other situation that affects the load’s progress.
Completing stops in Dispatched/In transit statuses #
When you have created a route that is in the “Dispatched” or “In Transit” status, use the Complete this Stop option to mark each stop as completed.
Important: Before changing the load’s status to “Delivered,” ensure that all stops have been marked as completed after the load reaches its destination.
Confirming Delivered status #
When a load is in the “In Transit” or “Dispatched” status and all stops have been completed, you can change its status to “Delivered.” This action will prompt a confirmation dialog to ensure you intend to proceed. The dialog will provide additional information outlining the rules and conditions for marking the load as delivered.