Overview
Order management allows you to view and update all details about an order including customer information, routes and stops, driver and truck assignments, billing information, and order history. You can access any order from the Orders list to review its status, make changes, or track its progress.
Accessing Order Details
Opening an Order
Click Orders in the left navigation menu to view your orders list
Find and click on the specific order you want to manage
The order details page opens with General tab by default:
General Tab - Order and Customer Information
The General tab provides core details about the order and customer.
Order Details Section
You'll see essential order information including:
Division: Which division is handling this order (optional)
Specialty requirements: Hazmat, Endorsed tanker, Team drivers, or TWIC requirements
Commodity: Type of freight being transported
Weight: Total weight in pounds
Pallets and Pieces: Quantity information
Temperature settings: If temperature-controlled shipping is required
References: Any reference numbers associated with the order
To edit order details: Click the pencil icon next to "Order details". Only Waiting for planning order details can be edited.
Customer Details Section
This section shows:
Customer name
Booked under (company name)
Booked by information
Freight type (e.g., Full truck load)
To view full customer details: Click customer name
To view company details: Click company name
Assets Section
The Assets section displays currently assigned resources:
Driver: Shows assigned driver or "No assets assigned"
Truck: Shows assigned truck or "No assets assigned"
Trailer: Displays trailer number(s) if assigned
To view full driver, trailer, truck details: click name or number
Order Progress Visualization
At the bottom of the General tab, you'll see a visual timeline showing:
Completion status: Percentage of legs completed (e.g., "0% (0/1 leg)")
Expected completion: Shows if order is scheduled or not
Leg status: Each leg appears with its current status (Unplanned, In Transit, or Completed)
Route visualization: Start and end locations with mileage
Route Tab - Stops, Assets, and Planning
The Route tab is where you plan and manage the transportation details for each leg of the order.
Understanding Legs
A leg represents a portion of the order's journey with a series of stops. Each leg shows:
Leg number and status (e.g., "Unplanned", "In Transit", "Completed")
Pickup and delivery locations with addresses
Appointment dates and times
Assigned trailer number
Load type (Pickup or Delivery) and status (Live, Pending)
Total miles for the leg
Managing Leg Details
Click on a leg to expand and view detailed stop information in a table format:
Stop Information Includes:
Location name and full address
Appointment date/time with timezone
Trailer number
Stop type (Pickup or Delivery)
Load status
Status (Pending, Completed, etc.)
Available actions (copy, edit, delete, expand)
Assigning Assets to a Leg
To assign a driver and truck:
Click Assign assets button
Select from available drivers and trucks
Click Save
Managing Stops
To add a stop:
Click Add stop within the leg
Enter location and appointment details
Click Save
To split a leg:
Click the Split button on the right side
This creates two separate legs from the original route
💡 Tip: You can view detailed driver and asset information by clicking the blue icons next to driver/truck assignments.
Leg Mileage Details
Hover over the mileage numbers to see:
Empty miles: Distance traveled without cargo
Loaded miles: Distance traveled with cargo (billable miles)
Stop-by-stop breakdown
Billing Tab - Financial Details
The Billing tab displays all financial information related to the order.
Billing Details Section
Located on the left side, this section shows:
Customer billing address
Bill-to location (e.g., "Township of Edford")
Full billing address
Billing type (e.g., EDI)
Purchase order number
Bill of lading number
Billing miles (may differ from actual miles)
To edit billing details: Click the pencil icon and make changes
Financials Section - Leg Breakdown
The main area shows financial details organized by leg:
For each leg you'll see:
Location names and cities
Stop types (Pickup/Delivery)
Accessorials
Accessorials are additional charges beyond the base rate. The current accessorial total displays prominently (e.g., "$0.00").
To add an accessorial:
Click Adjust finances dropdown (top right)
Select Add accessorial
Choose the accessorial type, leg and enter the amount
Click Save
Revenue Section
The total revenue displays at the bottom, showing how the customer will be charged:
Rate type (e.g., "Line haul", "Fuel surcharge")
Amount (e.g., "$1,254.78")
Total revenue for the order
Additional Financial Actions
The Adjust finances dropdown provides options to:
Add accessorial: Add additional charges
Adjust the split: Change how revenue is split between legs
Edit revenue: Modify the base revenue amount
Communication Tab - Updates and Timeline
The Communication tab shows all activity and updates related to the order.
Timeline View
You can view:
Driver check-ins and status updates
ETA (Estimated Time of Arrival) information
PTA (Planned Time of Arrival) information
System-generated events and changes
Order management history
When a new order is created, it will show "There are no updates" until activity begins.
💡 Tip: This tab is particularly useful for tracking driver progress and investigating any issues that occurred during the order lifecycle.
Order Status Management
Order status changes automatically based on the order's phase:
Waiting for planning: Order created but not yet planned
Committed: driver accepted the load
Delivered: All stops completed
Billed: Billing has been processed
Paid: Customer payment received