Load Status Management

Statuses show where a load is in the operational and billing workflow. Keep statuses current so dispatch, billing, reporting, and customer communication stay aligned.

Common statuses

• Available: ready for carrier assignment or dispatch planning.
• Pending: waiting for confirmation, final details, or carrier acceptance.
• Dispatched: carrier is assigned and the shipment is active through pickup, transit, and delivery.
• Delivered: delivery is complete and paperwork should be reviewed.
• Ready: reviewed and ready for billing or payment action.
• Invoiced, Factored, Paid: billing progress for customer receivables.

Updating status correctly

1. Confirm the load details are current.
2. Confirm required documents are present when moving into billing workflows.
3. Confirm pay details are accurate before payment workflow changes.
4. Add notes when the reason for a change may not be obvious.
5. Refresh the board if another user may have updated the load.

Dispatch and delivery

Move a load into dispatched status only after the carrier assignment, carrier pay, driver details, and dispatch instructions are ready. Move a load to delivered when delivery is confirmed, then review POD and supporting documents before billing or payment work continues.

If the dispatch action is disabled, hover it to see what needs attention. Stops can be drafted without dates, but dispatch needs arrival start times for active stops. Customer credit limits, missing carrier details, missing driver details, or incomplete carrier pay can also block dispatch.

If a delivered load needs to return to dispatch, use UNDELIVER from the Delivered tab in billing when available. This also applies when the load was delivered directly through TONU and its inactive dispatch shows TONU & Delivered. Users need billing adjustment permission, and both A/R and A/P must still be in Delivered status.

Status override

Some users may be able to override status. Use overrides only when the visible workflow does not match the real shipment state, such as correcting a missed delivery update or reopening work that needs document review.

For eligible TONU loads, the status menu may show Mark TONU delivered or Mark TONU recovered. If an action is muted, select it to see the missing permission or safety condition. Resolve the reported issue, such as an active dispatch or advanced billing activity, before trying again; some TONU states require administrator review instead of automatic recovery.

Mark TONU recovered is for an eligible recovery correction that returns the load to Available / TONU. Use billing UNDELIVER instead when a directly delivered TONU load needs to return to Dispatched.

Load locking

If a load is locked, another user may temporarily hold edit access. Wait for the lock to expire or ask the active user to finish before changing dispatch, pay, status, or document details.

Pay holds

Use pay holds when carrier payment should pause for review. Common reasons include missing paperwork, disputed pay, incomplete carrier payment details, or internal approval needs. Resolve the underlying issue before releasing the hold.