Load Status
Statuses & Key Elements of EZ Loader TMS
In EZ Loader TMS, every profile (Prospect, Customer, Carrier, and Load profiles) revolves around the Status the profile is currently in. The status that a Load profile is in will tell you a lot about a load. Most statuses fall in one of two categories - Operational Statuses -or- Accounting Statuses
IMPORTANT! - Statuses can be changed in three ways:
- Manually changing the status in the Load Page > Details > Status section
- Checking off 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 move 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.
- Pending - The load is pending the confirmation of details related to the load before booking a Carrier (Ex: pickup and/or dropoff appointments)
- Available - Load is build 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 to a carrier, but the carrier is not ready to be assigned.
- Assigned - A load in Assigned status means that the load has a carrier assigned.
- Assigned Live - A load that has a carrier assigned and is also posted through a loadboard integration.
- Appointment - This status informs you that there is a carrier on 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 - Load is on the truck
- Enroute - The driver has left 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
CLICK HERE to see what happens after a Load is Delivered
If you are not a ADMIN or ACCOUNTING USER, you should ignore the rest of this page
Accounting Statuses
- Invoice Audit - This is an automated status that occurs if one of two things have happened:
- A carrier has completed the POD/Invoice Request Form that is sent when a load is delivered. TL ONLY
- Documents have been added to a load via Document Management or Uploading documents into a load page. TL & LTL Loads
- Leg Approved - This status occurs after approving the Carrier Rate within a Multi Carrier Leg Load via the Audit page.
- TONU - This signals to the accounting users that a Truck Order Not Used needs to be paid.
- Received - This status is also automated and occurs 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.
- Carrier Paid - This status shows confirms that a carrier invoice has been paid, but you have yet to receive payment from the customer.
- Customer Paid - This status confirms that a customer has paid the invoice, but you have yet to pay the carrier.
- 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.
- Operations Hold - This status is used temporarily to indicate an Operational issue with the Load and processing of the load is temporarily paused.
- Accounting Hold - This status is used temporarily to indicate an Accounting issue with the Load and processing of the load is temporarily paused.
- Claims Filed - This means that this load is in the middle of the claims process.
- Customer Cancelled - This status is used to indicate the load was temporarily cancelled by the Customer and processing of the load is temporarily paused.
- Voided - This load was not used or cancelled.