The status of an order will change based on the tasks that have already happened for that order. You will find the status of the order next to the order number.
Quote
Quote means that an order has been created but the task “Send to planning” has not yet been executed. This status is often used if a customer asks price but has not yet confirmed the order. Or if certain data are still incomplete, so you are not allowed to schedule yet.
To plan
An order has this status when the “Send to planning” task is done. It appears on the list overview with orange color and ready to be planned with resources. Once you assign resources to it, it receives the “planned” status.
Planned
This means that Resources are assigned to order. Once the driver or planner completes the “Drive to stop” task, then the status changes to "in progress". If there are multiple shipments on an order, then the order status will not change until all shipments have the Order status planned. You can have the status “planned” at the moment a journey is on the trip schedule, without any resources being allocated on the trip schedule.
In Transit
As soon as the first task "drive to stop" is completed, the order will have this status.
If you see a green dot during Transit, this indicates that one part of a consignment has been loaded, while the other hasn't yet.
Delivered
Once all “stops” all the Shipments/stops are completed on your order, the status will change to “Delivered”. You must perform the Ready to invoice task to move the order to the “Ready to invoice” status. Delivered status can be reached in several ways:
By setting all tasks to Completed separately
Via complete trip times button.
Complete without scheduling.(This is a button that can be found in the order. This way the order cannot be scheduled, and is immediately set to completed.)
Ready to invoice
When the task to send the order to invoicing is triggered, you will see the status "Ready to invoice".
Draft invoice / Invoice / Do not invoice
The finance department can either decide to:
create a draft invoice
create an invoice
not invoice
Based on the selected option, the status wil change accordingly.
Invoice Posted
When the task to send the invoice to your bookkeeping software is triggered, the status of that invoice will change to "Invoice posted".
Next to the above statuses, you also have the statuses "Cancelled" and "Template". These statuses are not shown in the dropdown menu when you filter on a status in the order list page.
Cancelled
This is an order that will not be invoiced and scheduled. You can cancel an order on the order screen. As long as an order is in "quote" or in "to be planned" or in "planned" status, it can be cancelled.
Template
An order can have the status template. This order serves to create other orders quickly. This order cannot be invoiced or scheduled.
You can find this under Orders > Templates.