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.
- Available - Load is build but does not have a carrier assigned
- 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 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
- 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 shows that the load has been process and is waiting to be automatically Invoiced. These loads will show in the Customer Invoices Pending section of the Invoicing Page and require no further action to invoice.
- 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.
- Voided - This load was not used or cancelled.
- 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.