Order Status

The current status of the shipment is displayed by the color a unique icon.

- New shipments

- Rated shipments

- Invoiced shipments

- Short paid shipments

- Shipments that have been paid

- Shipments paid via credit card

- Canceled shipments

Dispatch Flag

If the order has a dispatch flag set, this icon  will be displayed.

Customer

The customer's name that the order is for.

ID

The order ID.

CSR

How the order was entered and/or who entered it.

Origin

Name of where the order is being picked up from.

Origin Address

Street address of where the order is being picked up from.

Origin City

City of where the order is being picked up from.

Destination

Name of where the order is being delivered to.

Destination Address

Street address of where the order is being delivered to.

Destination City

City of where the order is being delivered to.

Customer ID

Customer ID for the Customer.

Order Date

Date and time the order was placed.

Order Type

Order type that is on the order.

Attachments

The number of attachments on the order.

Clone

The clone feature lets you easily copy information from an existing order into a new one. Click the clone icon, and a pop-up window will appear where you can make your selections.

Return

Create a new order where the origin/destination addresses are flipped, returning back to the starting point).

Continuation

Save and close the current order and create new orders in a sequence with the same Order Number but appended with a ".01", ".02", ".03", etc. at the end. The new orders will automatically fill in the same Customer ID, Contact, and Billing Group. The Destination information will be entered for the Origin. You will need to select an Order Type for the new orders. Print the order in a formatted print form or as seen on the screen depending on the selected Print dispatch ticket in the order type of the order. See Order Types.

Disabled when creating a new order.

Multiple Order Same Destination

Minimize the current order and create a new order with the same Customer ID, Contact, Billing Group, and Destination.

Multiple Order Same Origin

Minimize the current order and create a new order with the same Customer ID, Contact, Billing Group, and Origin.

Audit Trail

Opens a modal window that displays any audited actions for the order (for example, order creation, dispatching, any order actions like picked up/delivered, any rate changes, driver assignments, etc.). The window includes a table that indicates what was changed, the old and new values, and who made the change.

Order Time History

Provides a summary table of key timestamps for the order, including details from the "Order Status" tab and calculated transit times between pickup and delivery.

View Recent Orders

Pops up recent and future orders.

View Customer Notes

Opens the Customer Notes found on the Notes tab of the customer record.

View Misc Data

This functionality is primarily designed for use with integrations but can also be utilized to manually store additional information.

Integration Use Case: When integrating with a shipping partner, the data imported often includes details relevant only to the shipper (not to the customer or driver). The Misc Data fields can store this information, ensuring it is available for export back to the shipper during pickup or delivery events. Typically, the "Read Only" section is used for this purpose.

Manual Use Case: Although there are 2 reference fields and 13 user fields available, sometimes customers require more space for order reference details. In such cases, the "User Defined" section of the Miscellaneous Data fields is useful for storing this additional information.

Trigger SQL Event

Triggers custom SQL events. See Advanced SQL for a Specific Route Stop/ On-Demand Order

Email Status

When clicked, the information from the Order Status will be emailed to email in the Email field when the order is saved and closed.

Email Shipping Label

Open a form to email the shipping label.

Print Shipping Label

Print a shipping label for the order that can be added to the package.

Disabled when creating a new order.

Bill Credit Card

Process a credit card in order to pay for the order.

Top Bar

Primary Customer

The customer ID number and name for the customer associated with the shipment. 

Placed By

The contact who placed the shipment.

Billing Group / Cost Center

Used for grouping invoices.

Example

If the customer has sub-accounts, the sub-account can either be entered directly or picked from a list. This field can be filled in when the customer has different departments or offices that require a single invoice but need to track the usage and billing by department/office. 

Origin / Destination

Address

The address information for the shipment’s origin.

Click to use your Address Book as your method for address selection. You can create, edit and delete addresses under the Maintenance tab > Addresses.

Click to use Google Places as your method for address selection, relying on Google’s location data to find your address.

Click to Drop Pin on Google Maps for your address selection.

Click to scan or manually enter a barcode to pull up the address.

Click to manually enter details for the address.

Click to view the origin/destination location information. 

Click to view over, short and damaged parcel information.

Click to view the route stop created from the route sort rule applied to the shipment. 

Pickup From / Delivery From

The time after which the shipment is ready for pickup, or the delivery is ready to be received, shown in your time zone.

Pickup To / Delivery To

The time before which the shipment must be picked up, or the delivery must be received, shown in your time zone.

Phone

Phone number of origin/destination address.

Force Location Scan at Pickup / Delivery

Set a requirement for the driver to scan the parcel at pickup, or delivery, set to None by default. Can be set to force a scan Upon Arrival, Upon Departure, or Both.

Comments

An open field for any comments about the shipment.

Click to flag comments on the shipment to highlight important information. Origin, destination and order comments can all be flagged. A flagged comment will also cause the order to have a visual indicator in the flag column of the main On-Demand Shipments view.

Fees & Distance

Order Total

The total amount of money to charge the customer for the shipment. Click on the button to lock the order total and prevent further changes.

Driver Pay

The total amount of money the driver will be paid for the order. Click on the button to lock the driver pay and prevent further changes.

Distance

Shows the distance between the origin and destination, in both miles and kilometers.

Click to Recalculate Distance between the origin and destination after making any changes. This will ask you to confirm that you want to re-rate the order.

Click to set a Distance Override, a flat distance value. You can set it in miles or kilometers, and can tick the box to leave the override permanently active for new shipments until the you deactivate it by clearing the distance value.

Click to Get Directions pulled up on Google Maps.

Click to Flip Addresses between the origin and destination, swapping them.

Placed

Shows the CSR or method (i.e. an automatic scheduler) that placed the shipment order.

Status

Shows whether the order has been rated or not.

Click to re-rate the shipment.

Click to mark the shipment as Paid, Short Paid or Unpaid.

Middle Bar

Service Type

Click to select the Service Type filter, to determine which Order Types are selectable.

Order Type

Click to select the Order Type for the shipment.

Override Time Windows

This function will allow the user to enable all the pickup and delivery time window fields, so the user can enter custom times and dates to override the automatic times the order type enters.

References

This is a customizable field for additional information you wish to collect from customers. You can configure this field, including it’s name, under the Maintenance tab > Customers > [double-click to select the desired customer record] > References tab.

Reference 2

This is a customizable field for additional information you wish to collect from customers. You can configure this field, including it’s name, under the Maintenance tab > Customers > [double-click to select the desired customer record] > References tab.

Package Info

This is a general, informational field that refers to the parcel type for the shipment's parcels. This list may be limited to the Available Parcel Types selected in the customer record Parcel Types tab.

• Pieces - The number of pieces to be picked up. 

• Weight - The weight of the parcel(s) to be picked up.

• - Opens the Dimensional Weight Calculator.

Order Comments

General notes about the order. Not displayed in the Driver App or the Client Portal.

Status Alerts

This section allows you to put in an email address or phone number to receive status notifications about the order.

Charge Item Name

Item being charged on the order. 

Quantity

The quantity for the Item listed.

Price

The price of the item. It is automatically be calculated and entered, but can be edited with proper Order permissions.

Driver

A specific driver to be paid on the item for multiple driver orders. All the commission on the item will be given to the selected driver, overriding any percentage split that may be applied under the Driver tab.

Rate Explanation

Shows how the item price was calculated.

Comments

Comments or notes for the item. 

Driver Override

This feature allows users to override the specified driver split on the Drivers tab, giving 100% of the driver pay for a particular item to the driver selected in the Driver Override pop-up.

Driver

Selected driver(s) for the order. 

Pay Amount

The amount the driver will be paid. 

Percent

The percentage value is used to calculate how much the driver will be paid. This value will default to 100% when a driver is selected. 

$

This is the amount the driver will be paid for this order.

Settlement Number

The settlement number associated with the driver for an order.

Driver Prompt

Customizable request from the company to the driver.

Input Location

Select the location, whether pickup or delivery, that the prompt refers to.

Driver Input/Input Type

This driver input type refers to how the driver is to execute the prompt.

• Numeric Only

• Text

• Camera Only Photo

• Gallery Only Photo

• Camera or Gallery Photo

Timestamp

The timestamp when the driver responded.

Timezone

The timezone that the driver was in when they responded.

Parcel ID

The automatically generated unique identifier of the parcel.

Parcel Type

The type of parcel. To edit parcel types available see Parcel Types.

Refrigeration Type

The refrigeration type selected:

• Frozen

• Refrigerated

• Room Temperature

See set up requirements for Parcel Refrigeration Types.

Units in Container

The number of units in the container.

Parcel Weight

The total weight of the parcel.

Reference

Barcode for the parcel. 

Description

Description of the parcel.

Customer Parcel ID

Used when the customer has their own unique parcel ID for the parcel.

Customer Master Parcel ID

Used when the customer has their own master parcel ID for the parcel.

Customer Reference 1 & 2

Customer reference information for the parcel.

Consolidation Bar Code

Master barcode associated with the parcel

Updated When

When the parcel was last updated.

Updated By

Who updated the parcel last.

Created When

When the parcel was created.

Created By

Who created the parcel.

Order BOL

The bill of lading for the order. This can be used for grouping/filtering in the Driver App. 

Master BOL

The bill of lading for the order. This can be used for grouping/filtering in the Driver App. 

Time Created

Date and time the status code was added to the order. Localized time based on the origin address. 

Code

The status entered for an order. This list is populated from the Status Codes section. See Status Codes.

Description

The description for the status code will be automatically filled in based on the options you choose from the dropdown menu when creating a new one.

Comment

Comment related to the status code for the order.

Airbill Number

The Airbill Number for the charges of the flight.

Carrier Charges

The total charges for the flight.

Comments

Comments related to flight information.

Departure Airport

The airport code of the airport the flight is departing from.

Departure Carrier

The name of the airline of the departure flight.

Departure Flight

The flight number of the departing flight.

Departure Time

The time of the departing flight.

Departure Type

The type/model of the departing flight airplane.

Departure Distance from Origin

The distance from the "Origin Address" of the order to the airport.

Arrival Airport

The airport code of the airport the flight is arriving at.

Arrival Carrier

The name of the airline of the arrival flight.

Arrival Flight

The flight number of the arrival flight.

Arrival Time

The time of the arrival flight.

Arrival Type

The type/model of the arrival flight airplane.

Arrival Distance to Destination

The distance from the airport to the  "Destination Address" of the order.

Note ID

This is an identifier for the note itself.

Note Type

The type of note.  Default note types include:

• Bill Note

• Email Note

• Phone Note

Additional note types can be created in Maintenance > Note Types

Email

If checked, the note will be emailed to the email address in the Email field on the shipment order form when using [OrderNotes] in a message format associated with the customer.

Note

The note. Click to add or edit the note. 

Order Status

Provides an overview of the following information:

• Fleet Assignment - Displays the current fleet the order is assigned to. By default, the order fleet is determined by the order type - however, this can be manually overridden by a user.

• Barcode - Shows the barcode of the order.

• POD - Textual POD collected when completing the shipment.

• POD Comments - Comments added when collecting the POD and completing the shipment.

• Signature - Displays an image of the signature captured (if applicable).

Timestamps

The timestamps section gives you an overview of when the order hit key milestones such as:

• Confirmed

• At Origin

• Picked Up

• At Destination

• Delivered

• Verified

Details

Details will show the next level of granular detail about the order, including milestones such as:

• Received At Dock

• Ordered

• Changed

• Dispatched

• Transmitted

• At Depot

• Rejection

• Rejection Reason

• Invoiced

• Invoice Number

• Invoice Batch

• Paid

• Paid Document