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Statuses

Statuses

Quick find:

 

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Buttons

  • Only Show Active Statuses = Used to control whether Non-Active Statuses are listed along with the Active Statuses

  • Add New = Used to add a new Row to the Grid

  • Save = Used to save changes

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Add new Status

Required

 

  • Status Code

    • A unique name for this Status

  • Description

    • A brief description of the Status' purpose

  • Active

    • Make Status Active / Non-Active

 

(1) = Can only be applied to One Status

Action determines the Status

 

(+) = Can be applied to multiple Statuses

Status determines the Action

 


 

Options

 

  • Applies to Job (1)

    • This Status applies to Jobs only

  • Applies to Trip (1)

    • This Status applies to Trips only

  • Applies to Job Stock (1)

    • This Status applies to Stock only

  • Applies to Trunk (1)

    • This Status applies to Trunking only

Note: Only one option can be selected per Status Code

 


 

Job Control

  • Job Booked / via API / via Web (1)

    • Signifies how the Job was Booked,

      • Booked = Created in Journease

      • API = Via API Link

      • Web = Via Delivery Booker

 

  • Job Collected (1)

    • The 1st Collection Address has been completed for this Job

  • Job Delivered (1)

    • The Last Delivery Address has been completed for this Job

  • Job Failed (1)

    • An address on this Job has been Failed

  • Job Cancelled (+)

    • The Job has Been Cancelled

  • Job Complete (1)

    • All Addresses have been completed on this Job

  • Ok to Trip (+)

    • This Job is ready to add to a Trip

  • On Hold (+)

    • Job is on Hold

  • NOTE: These can be applied to separate Statuses or all used against one Status, but only 1 Status each

 


 

Trip Related Controls

  • Ok to Send Plan SMS (+)

    • This status will make Trip Messaging available to the Job

  • Planned SMS Sent (1)

    • Signifies when the Planning message has been sent to the End User

  • Delivery Date Confirmed (+)

    • Signifies that the End User has confirmed the Delivery Date

  • Trip Finalized (1)

    • Locks the Trip to prevent Job addresses from being added or removed

 

 


 

Stock

  • Unallocate Stock (1)

    • Remove all allocated Stock from the Job

 

 


 

Invoicing

  • Make Job Non Invoiceable (+)

    • Prevents the Job from being Invoiced (Removes it from the available To Invoice list)

  • Make Job Invoiceable Again (+)

    • Allows the Job to be invoiced (Places it back into the To Invoice list)

  • Do Not Show For Invoicing (+)

    • Job can still be invoiced manually but wont show on the To Invoice list

 

 


 

Job Information

  • Is Consolidated (+)

    • This is a Consolidated Job (created from other individual Jobs)

  • Can Archive (+)

    • Job can be removed from the system and Archived (used for bigger databases to clear older Jobs)

 

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