2.2 - Status Driven TMS

Statuses Defined: Operations and Accounting

In EZ Loader TMS, everything revolves around statuses. The status that a load is in will tell you where the load is in the current lifecycle. Most statuses fall in one of two categories - Operational Statuses -or- Accounting Statuses

IMPORTANT! - Statuses can be changed in four ways:

Manually changing the status in the Load Page > Details > Status section
Checking off certain items in the "Check Call" section of a load will automatically progress the load through statuses.
Statuses will update automatically when certain actions are performed or documents are added.
Statuses will change when certain tracking features or integrations are used.

Operational Statuses

These statuses are used to progress a load from the moment the load is built to delivery. When a load is moved to Delivered status, the accounting processes of a load will begin. The statuses below are utilized by Sales and Operations teams.

Available - Load is built but does not have a carrier assigned
Loadboard - Load is built, no carrier assigned, and load has been posted through a loadboard integration.
Committed - The load has been rewarded to you by the customer and is committed, but the load is not yet ready to work.
Assigned - A load in Assigned status means that the load has a carrier assigned.
Appointment - This status informs you that there is a carrier assigned to the load and an appointment has been made for pickup.
Missed Pickup - The driver missed the designated pickup appointment time.
Dispatched - The driver is enroute to the pickup location.
On Site - Pickup - Driver has arrived at pickup location and is ready and waiting to load.
Picked-up - Freight has been loaded onto the truck but has not yet begun transit.
Enroute - The driver has left the pickup location and is enroute to the next stop or destination.
On Site - Delivery - The load has arrived at the delivery location and is waiting to be unloaded
Delivered - The load has been delivered, driver has received POD and left the delivery location

Accounting Statuses

Received (Starter Tier) - This is an automated status that occurs if either a POD or carrier invoice document is added to a load profile. This can happen in a number of ways:
- A carrier has completed the POD/Invoice Request Form that can be sent when a load is delivered. When this form is completed the POD provided by the carrier will automatically be uploaded into the load profile and the load status will change to "Invoice audit" (TL ONLY)
- A POD has been manually added to a load profile via Document Management or Uploading documents into a load page. (TL & LTL Loads)

This is the status that signals that a load is ready to be invoiced, but is waiting for someone to send the invoice via the Invoicing Page. These loads will show in the Customer Invoices Manual section in the Invoicing Page.

Invoice Audit - This is an automated status that occurs if either a POD or carrier invoice document is added to a load profile. This can happen in a number of ways:
- A carrier has completed the POD/Invoice Request Form that can be sent when a load is delivered. When this form is completed the POD provided by the carrier will automatically be uploaded into the load profile and the load status will change to "Invoice audit" (TL ONLY)
- A POD/Carrier Invoice has been manually added to a load profile via Document Management or Uploading documents directly into a load page. (TL & LTL Loads)
This is the status that signals that a load is ready to be Audited and can be found in the Accounting > Audit page. Approving the load through the Audit process is required to move it to the next status.
Received - This is an automated status that occurs after a load is approved through the invoice audit function only if the customer is set up with MANUAL INVOICING. This is the status that signals that a load is ready to be invoiced, but is waiting for someone to send the invoice via the Invoicing Page. These loads will show in the Customer Invoices Manual section in the Invoicing Page.
Invoice Pending - This is an automated status that occurs after the load has been approved through the invoice audit feature only if the customer is set up on an invoice frequency other than manual. When a customer is set up for scheduled invoicing these loads will show in the Customer Invoices Pending section of the Invoicing Page and require no further action to invoice. The invoices will be generated and sent based on the predetermined customer invoicing schedule.
Invoiced - These loads have been invoiced, but you have not received payment from the customer or paid the carrier.
Paid - This status shows you that a customer has paid the invoice, but you have yet to pay the carrier.
Pending - This is a HOLD status. This means that you are waiting on something, this could be claim information or something else. This status is up to you how it is best used.
Completed - This load has been finalized and completed. Customer Payment has been received and Carrier has been paid. Completed status is the final status of a load.
Missed Pickup - This load's pickup was missed.
Claims Filed - This means that this load is in the middle of the claims process.
TONU - This signals to the accounting users that a Truck Order Not Used needs to be paid.
Voided - This load was not used or cancelled.
Customer Cancelled - Load was cancelled by customer. Used to differentiate loads voided for other reasons than customer cancellation.

Changing Statuses in EZ Loader TMS

There are several ways to change the status of a load in EZ Loader TMS

1. Load Page > Details > Status Card

The traditional way to change a load status is in the load page under the "status" card located under the details section

Select the "edit" button on the status card to update the load status

2. Load Page > Check Calls

The Check Calls section of a load profile is another great way to record and move a load through its life cycle.

Certain check calls will change the status of a load automatically. One example of this is when you click the “enroute” check call, the status changes to ENROUTE. Un-Loaded will change the status to DELIVERED. These check calls also allow users to mark current location, ETA, check call date/time, and any applicable notes.

Selecting a checkbox in the check call section will timestamp and log which user made the update. This history can be viewed by selecting the "history" icon.

3. Load List

In a loads list (found by selecting either "my loads" or "load search" from the left tool bar) you can quickly update the status of a load by simply clicking on the current status field and selecting the new status from the drop down.

4. Bulk Update Status

In the Load List you can update multiple loads to a certain status at one time:

Change the status as needed