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Order status information

Accessing and presenting order statuses

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Written by Peter
Updated over 2 months ago

Overview

Order status provides a quick view of where an order is in its lifecycle, from initial creation through planning, execution, delivery, billing, and final payment. Understanding order statuses helps you track progress, identify which orders need attention, and manage your operations efficiently.


Understanding Order Statuses

Order Statuses vs. Leg Statuses

Important Distinction:

  • Order Status: The overall state of the entire order (shown in the Orders list)

  • Leg Status: The status of individual legs within an order (tracked separately for each driver assignment)

This article focuses on Order Statuses. Leg statuses (like "Unplanned", "Notified", "At Origin", "In Transit") are tracked separately and provide more detailed information about execution progress.


Where to Find Order Status

Orders Menu

Order status appears in several places throughout the system:

  1. Orders List View:

    1. Navigate to Orders in the left navigation menu

    2. The Status column shows the current status for each order

    3. Use the status filter to view orders in specific statuses

  2. Order Details View:

    1. Open any individual order

    2. Status is displayed prominently at the top of the order details

    3. Click on the status to manually change it (for eligible status transitions)


Complete Order Status Guide

Available Order Statuses

The system uses six primary order statuses:

1. Waiting for Planning

  • What It Means: Order created, needs driver and assets assigned

  • How It Changes: Changes to Committed when driver accepts the load

  • Type: Automatic

2. Committed

  • What It Means: Driver has accepted the load and will complete delivery

  • How It Changes: Changes to Delivered when all leg stops are completed

  • Type: Automatic

3. Delivered

  • What It Means: All delivery stops completed

  • How It Changes: Changes to Billed when order is invoiced

  • Type: Automatic (when billing)

4. Billed

  • What It Means: Invoice has been generated and sent to customer

  • How It Changes: Changes to Paid when payment is recorded

  • Type: Automatic

5. Paid

  • What It Means: Customer payment received and recorded

  • How It Changes: Final status - no further changes

6. Cancelled

  • What It Means: Order was cancelled and will not be completed

  • How It Changes: Can be set at any time

  • Type: Manual


Order Status Lifecycle

Typical Order Flow

Here's the standard progression of order statuses from creation to completion:

Waiting for Planning (order created)

[Assets assigned in Planning screen]

[Driver notified and accepts load]

Committed (driver accepted)

[Driver picks up and delivers freight]

[All leg stops completed]

Delivered (delivery complete)

[Order reviewed and invoiced]

Billed (invoice sent to customer)

[Payment received and recorded]

Paid (payment complete)

Alternative Path: Orders can be Cancelled at any point before or during execution.


Status Details and Actions

1. Waiting for Planning

What It Means:

  • A new order has been created in the system

  • Order needs driver, truck, and trailer assigned

  • No assets have been committed to this order yet

Visual Indicator:

  • Status badge shows "Waiting for planning"

  • Order appears in the Planning screen's "Available Loads" section

What Happens in This Status:

  • Order details are entered or imported

  • Customer and route information is configured

  • Accessorials and charges are added

  • Order awaits assignment in the Planning queue

Next Steps:

  1. Go to the Planning screen

  2. Assign driver, truck, and trailer to the order

  3. Notify the driver of the load assignment

  4. Driver accepts the load (or dispatcher uses Force Commit)

  5. Status automatically changes to Committed

💡 Tip: Orders typically stay in "Waiting for Planning" until a dispatcher reviews available loads and matches them with available drivers.

Related Article: How to Plan and Dispatch Orders


2. Committed

What It Means:

  • Driver has accepted the load assignment

  • Assets (driver, truck, trailer) are committed to this order

  • Order is scheduled and ready for execution

How Orders Reach This Status:

  • Driver Acceptance: Driver receives notification in their mobile app and accepts the load

  • Force Commit: Dispatcher accepts the load on behalf of the driver using the Force Commit feature

Visual Indicator:

  • Status badge shows "Committed"

  • Order appears in the Jobs/Dispatch section

  • Driver can see the order in their mobile app

What Happens in This Status:

  • Driver prepares for pickup

  • Driver travels to pickup location

  • Driver picks up freight and begins delivery

  • Driver completes delivery stops

  • All leg statuses progress from "Committed" → "At Origin" → "In Transit" → "At Destination" → "Completed"

Status Remains "Committed" Until:

  • All leg stops are completed (then automatically changes to "Delivered")

  • Order is cancelled (then manually changed to "Cancelled")

💡 Tip: While the order status remains "Committed" throughout the entire delivery process, you can monitor detailed progress using the individual leg statuses.


3. Delivered

What It Means:

  • All pickup and delivery stops have been completed

  • Driver has finished executing the order

  • Order is ready for billing

How Orders Reach This Status:

  • Automatically changes when the driver marks all leg stops as complete in their mobile app

  • System detects that all legs associated with the order have reached "Completed" status

Visual Indicator:

  • Status badge shows "Delivered"

  • Order appears in the To Bill list (Unbilled Orders)

  • Order is ready for invoice generation

What Happens in This Status:

  • Order awaits billing review

  • Billing team verifies charges, fuel surcharge, and accessorials

  • Required documents (POD, BOL) are uploaded if not already present

  • Order is marked as "Reviewed" when ready to bill

Next Steps:

  1. Navigate to BillingTo Bill (Unbilled Orders)

  2. Find and open the order

  3. Review all charges and documents

  4. Mark the order as "Reviewed"

  5. Go to the Invoice tab

  6. Click Bill Order to generate and send the invoice

  7. Status automatically changes to Billed


4. Billed

What It Means:

  • Invoice has been generated for the order

  • Invoice has been delivered to the customer (via email, EDI, portal, or paper)

  • Order is awaiting customer payment

How Orders Reach This Status:

  • Automatically changes when you click "Bill Order" in the billing workflow

  • Invoice is created and delivered according to the customer's billing type configuration

Visual Indicator:

  • Status badge shows "Billed"

  • Order appears in the To Collect list with the associated customer

  • Invoice is linked to the order

What Happens in This Status:

  • Invoice is sent to customer or made available for pickup

  • Customer receives and processes the invoice

  • Payment due date is set based on customer's payment terms (e.g., Net 30)

  • Collections team monitors for payment

  • Invoice may become overdue if payment is not received by due date

Next Steps:

  1. Monitor the invoice in BillingTo Collect

  2. Follow up with customer if payment becomes overdue

  3. When payment is received, record it using Collect Payment

  4. Link the payment to the invoice

  5. Manually change status to Paid

Automatic Status Change:

  • To Paid: When invoice linked to payment and is fully covered


5. Paid

What It Means:

  • Customer payment has been received

  • Payment has been recorded and linked to the invoice

  • Order is financially complete

How Orders Reach This Status:

  • Automatic: When invoice linked to payment and is fully covered

Visual Indicator:

  • Status badge shows "Paid"

  • Order is financially complete

  • Order appears in historical/completed order reports

When to Change to Paid:

  1. Customer payment has been received (check, wire transfer, ACH, etc.)

  2. Payment has been recorded using the Collect Payment feature

  3. Payment has been linked to the invoice

  4. Invoice status shows "Closed" (balance is zero)

How to Change to Paid:

  1. Open the order that has been fully paid

  2. Click on the Status field

  3. Select Paid from the dropdown

  4. Confirm the change

Final Status:

  • "Paid" is typically the final status for successfully completed orders

  • No further status changes are expected

  • Order remains in the system for historical reporting and reference


6. Cancelled

What It Means:

  • Order was cancelled and will not be completed

  • No delivery will occur or has occurred

  • Order is closed out

How Orders Reach This Status:

  • Manual change only: You must manually set the status to "Cancelled"

  • Waiting for planning and Committed orders can be cancelled

Common Reasons for Cancellation:

  • Customer cancelled the shipment

  • Freight was not available for pickup

  • Pricing disagreement

  • Duplicate order created in error

  • Shipper or consignee issues

  • Force majeure (weather, natural disaster, etc.)

How to Cancel an Order:

  1. Open the order that needs to be cancelled

  2. Three-dot menu on the right, select Cancel order option

  3. Confirm the cancellation

What Happens When Cancelled:

  • Order is marked as cancelled

  • If driver was assigned, the assignment should be removed

  • Any associated legs should also be cancelled

  • Order no longer appears in active work queues

  • Order remains in system for historical reference

Financial Implications:

  • If driver incurred expenses (deadhead, detention), those may still need to be settled

  • Cancellation charges may apply per customer agreement

After Cancellation:

  • Order status remains "Cancelled"

  • Order appears in cancelled orders reports

  • No further action typically needed unless financial settlement is required


Understanding the Complete Workflow

From Order Creation to Payment

Stage 1: Planning and Assignment

  • Status: Waiting for Planning

  • Who: Dispatcher/Planner

  • Actions: Assign driver, truck, trailer in Planning screen

  • Duration: Minutes to hours, depending on available assets

Stage 2: Driver Acceptance

  • Status: Transitions from Waiting for Planning to Committed

  • Who: Driver (via mobile app) or Driver manager (via Force Commit)

  • Actions: Driver reviews and accepts load assignment

  • Duration: Minutes to hours, depending on driver availability

Stage 3: Execution

  • Status: Committed (throughout entire delivery process)

  • Who: Driver or Driver manager

  • Actions: Pick up freight, transport, deliver to all stops

  • Duration: Hours to days, depending on route length

  • Note: Detailed progress tracked via leg statuses, not order status

Stage 4: Delivery Completion

  • Status: Transitions from Committed to Delivered

  • Who: System (automatic when driver completes all stops)

  • Actions: Driver marks final stop as complete

  • Duration: Instant status change

Stage 5: Billing Review

  • Status: Delivered

  • Who: Billing team

  • Actions: Review charges, verify documents, mark as reviewed

  • Duration: Hours to days, depending on billing workflow

Stage 6: Invoice Generation

  • Status: Transitions from Delivered to Billed

  • Who: Billing team

  • Actions: Click "Bill Order" to generate and send invoice

  • Duration: Instant status change

  • Result: Invoice delivered to customer

Stage 7: Payment Collection

  • Status: Billed

  • Who: Collections team and customer

  • Actions: Monitor for payment, follow up if overdue

  • Duration: Days to weeks, depending on payment terms

Stage 8: Payment Recording

  • Status:automatically from Billed to Paid

  • Who: Billing/Collections team

  • Actions: Record payment, link to invoice, update order status

  • Duration: Minutes (for status update)

  • Result: Order financially complete


Common Scenarios

Scenario 1: Order Stuck in "Waiting for Planning"

Problem: Order has been in "Waiting for Planning" for several hours or days. Possible Causes:

  • No available drivers or trucks

  • Pickup date is in the future (not yet ready to plan)

  • Forgot to assign assets

  • Planning team hasn't reviewed available loads

Solution:

  1. Open the order to review details

  2. Check pickup date and time - is it ready to be planned?

  3. Go to Planning screen

  4. Filter available loads to find this order

  5. Filter available units to find suitable driver and equipment

  6. Assign assets to the order

  7. Notify driver

  8. Wait for driver acceptance or use Force Commit

  9. Status will change to "Committed"


Scenario 2: Order Shows "Committed" But Delivery is Complete

Problem: Order status still shows "Committed" even though you know the delivery is done.

Possible Causes:

  • Driver hasn't marked all stops as complete in mobile app

  • Some leg stops are still showing "In Transit" or "At Destination"

  • Mobile app sync issues

Solution:

  1. Open the order and check all leg details

  2. Look at individual leg statuses

  3. If stops are not marked complete, contact the driver

  4. Driver should complete remaining stops in the mobile app

  5. If driver is unavailable, dispatcher can manually complete stops

  6. Once all legs are complete, status will automatically change to "Delivered"


Scenario 3: Order Needs to Be Billed But Status is Still "Committed"

Problem: Want to bill an order but it's still showing "Committed" status.

Why This Happens:

  • Cannot bill an order until delivery is complete and status is "Delivered"

  • Ensures all delivery work is done before invoicing

Solution:

  1. Verify all deliveries are actually complete

  2. Ensure driver has marked all stops complete

  3. Wait for status to automatically change to "Delivered"

  4. Then proceed with billing


Scenario 4: Need to Reassign Order to Different Driver

Problem: Order is "Committed" to one driver but needs to be reassigned to another driver.

Solution:

  1. Open the order

  2. If driver hasn't started the order yet (leg status is "Committed" or "Notified"):

    1. Remove preplan from the leg

  3. Go to Planning screen

  4. Assign the order to the new driver

  5. Notify new driver

  6. Status changes back to "Committed" when new driver accept

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