The MaxOptra Track & Trace screen offers various functionalities, that can enhance operational efficiency through streamlined order management and improved customer satisfaction with informed notifications. Such functionalities include:
Order Management: Manually changing order statuses, creating cancellation reasons, and viewing order logs.
Documentation: Printing, exporting driver manifests, and downloading attachments and proof of delivery (PODs)
Order status explained
Orders can have one of the following statuses:
Status | Meaning |
Allocated | The order is assigned to a driver |
Waiting to be sent | The run is locked and waiting to be sent to the driver |
Details sending | Order details sent to the driver |
Waiting to be accepted | Waiting for orders to be accepted by the driver |
Sent | An order is allocated, a run is fixed and details are sent to the driver |
Delivery/Pickup order started | Delivery order is started, vehicle departed from the distribution centre |
Arrived at delivery/pick up location | Vehicle arrived at the destination |
Delivery/Pick up started | Drop has started |
Delivery/Pick up finished | Drop has been completed |
Departed from delivery/pick up location | Vehicle departed from destination |
Completed | Delivery/Pickup is completed |
Failed | Order has failed |
Suspended | Order has been suspended |
Real Time Status Modifications
Transport managers may want to manually change the order status on the Track & Trace Screen for reasons; where a customer would call and inform that they need to cancel an order and when drivers are facing issues with their devices where they cannot update order statuses.
How to Change an Order Status:
Using the Dispatcher role go to Track & Trace. Find an order either using Search or apply the appropriate Filters. (The selected order will be highlighted in blue)
Select an order and click the
button: The Order Actions dialogue is displayed, select an action to perform. The selected action will update the order status
For example ("Commit" results to a status Allocated)
:information_source: Manually changing an Order Status has no effect on tracking
Processing Order Cancellations
See Full Documentation for the configuration of Order Cancellations Reasons
Using the Dispatcher role, to cancel an order on the Track & Trace screen. Click the
Button next to the order reference. Select Failed in the order action box :
Select an Order cancellation reason and enter any additional information in the Comment box if necessary
To view the Order cancellation details. First select the Log button. Second, Hover over the Details icon to view the cancellation reason and any additional comments
You can also view Order Cancellation Details in the order card under the Cancellation info on the Execution tab
Related Topics:
Order Cancellation Configuration
Printing, Exporting and downloading driver manifest
Order Logs and Attachments