Order Statuses – Delivery Management System Order Lifecycle By Order Status
Route4Me’s Delivery Management System enables you to easily import, store, manage, and optimize routes with hundreds of thousands of orders. As orders are imported, sorted, scheduled, used for planning routes, and delivered, they change their status accordingly in real-time. In this guide, you can learn about Route4Me’s Delivery Management System Order Lifecycle stages, order view modes, order filtering, and available order statuses. Additionally, you can learn more about Planning Routes Using the Orders List and Order Territories Route Planning.
Table of Contents
View Modes – Delivery Management System Order Lifecycle Stages
First, go to “Orders List” from the navigation menu, where you can open and manage your orders. Route4Me’s Delivery Management System Order Lifecycle includes the following stages that are represented by the respective View Modes in your Orders List: New, Ready for Route Planning, In Progress, Require Attention, Done, and Canceled. Below, you can learn more about the Order Lifecycle Stages and the order statuses included in each stage.
| View Mode | Included Statuses | Order Lifecycle Stage Description |
|---|---|---|
| New | New, Possession Scan | Orders that were imported or added to the system. New orders can be scheduled and then used for planning routes. To schedule New orders, filter and select the preferred New orders, and then click on the “Reschedule” button. |
| Ready for Route Planning | Sorted, Scheduled | Orders that are ready to be used for planning routes. To plan routes with the Ready for Route Planning Orders, filter and select the preferred Ready for Route Planning orders, and then click on the “Plan New Route(s)” button. |
| In Progress | Routed, Route Started, Loaded, Manually Loaded, Sorted by Route | Orders that have been used for planning routes and are currently included into planned routes. In Progress orders can be rescheduled and inserted into other routes or used for planning new routes. |
| Require Attention | Missing, Damaged, Unrouted, Failed, Skipped | Orders that couldn’t be included into routes or were included into routes and couldn’t be completed (delivered, picked up, etc.). Require Attention orders can be rescheduled and inserted into other routes or used for planning new routes. |
| Done | Done | Successfully completed orders (delivered, picked up, etc.). Done orders can’t be canceled or rescheduled for another date. |
| Canceled | Canceled | Orders can be canceled at any stage of their lifecycle, except for the Done orders. Canceled orders can be rescheduled and inserted into other routes or used for planning new routes. |
Order Statuses – Delivery Management System Order Lifecycle
You can filter orders by View Mode, which shows a specific group of order statuses. To filter and display all order statuses, select the “All Orders” View Mode. Next, select the preferred “Scheduled for Date” and then select all available statuses in the “Order Status” list. Below, you can find the list of the available order statuses in Route4Me’s Order Management System.
NOTE: Depending on your account configurations and Route4Me account-level permissions, you may have access to a limited set of orders and order statuses. If you have any questions, please contact your Direct Manager or Route4Me’s Support Team.
| Order Status | Status Description | |
|---|---|---|
| New – Added, uploaded, and imported orders | ||
| New | The order was added to the system manually, uploaded, or imported through API. Next, New orders can be scanned using Route4Me’s Mobile Barcode Scanner, sorted by territory (optional), scheduled, get the Scheduled status, and then inserted into planned routes or used for planning new routes. Alternatively, New orders can be manually scheduled, get the Scheduled status, and then inserted into planned routes or used for planning new routes. | |
| Possession Scan | The order was scanned by its barcode (Possession Scan) using Route4Me’s Mobile Barcode Scanner to register the order in the system and indicate that the order was received. Next, Possession Scan orders can be sorted and scheduled using Route4Me’s Mobile Barcode Scanner, change their status to Scheduled, and then inserted into planned routes or used for planning new routes. | |
| Ready for Route Planning – Sorted, scheduled, and rescheduled orders | ||
| Sorted | The order was scanned using Route4Me’s Mobile Barcode Scanner, scheduled for the selected date, and sorted by its respective Order Territory. In detail, when the order’s address is located within the borders of a specific Order Territory, the order is assigned to this territory. Orders Sorted by Territory can be inserted into planned routes or used for planning new routes. Sorted orders can be rescheduled for another date and assigned the Scheduled status. | |
| Scheduled | The order was manually rescheduled for another date. Orders with any status, except for Done orders, can be manually rescheduled and assigned the Scheduled status. Next, Scheduled orders can be inserted into planned routes or used for planning new routes. For example, orders with Missing, Damaged, Unrouted, and other statuses can be rescheduled, assigned the Scheduled status, and then included in routes. | |
| In-Progress – Orders included into already planned and optimized routes. | ||
| Routed | The order is included into a planned and optimized route and is ready to be loaded. Routed orders can be Canceled or Scheduled for another date and then inserted into planned routes or used for planning new routes. | |
| Route Started | The order was loaded on the route using Route4Me’s Mobile App, and then the route was marked as Started by the assigned driver. Route Started orders can be Canceled or Scheduled for another date and then inserted into planned routes or used for planning new routes. Additionally, Route Started orders can be assigned the Skipped, Failed, or Done status by the driver using Route4Me’s Mobile App. | |
| Sorted by Route | Reserved Status – TBD | |
| Loaded | The order was scanned and loaded on the route by the driver using Route4Me’s Mobile App. Loaded orders can be Canceled or Scheduled for another date and then inserted into planned routes or used for planning new routes. Accordingly, when a Loaded order is Canceled or Scheduled, it is automatically removed from its current route. | |
| Manually Loaded | The order’s barcode was not scanned, but the order was loaded on the route and manually marked as Manually Loaded by the driver using Route4Me’s Mobile App. Manually Loaded orders can be Canceled or Scheduled for another date and then inserted into planned routes or used for planning new routes. | |
| Requires Attention – Orders that need to be Canceled or Scheduled and reused for planning routes | ||
| Missing | The order was not scanned, not loaded on the route, and manually marked as Missing by the driver using Route4Me’s Mobile App. Missing orders can be Canceled or Scheduled for another date and then inserted into routes or used for planning new routes. | |
| Damaged | The order was not scanned, not loaded on the route, and manually marked as Damaged by the driver using Route4Me’s Mobile App. Damaged orders can be Canceled or Scheduled for another date and then inserted into routes or used for planning new routes. | |
| Unrouted | The order was used for planning routes but couldn’t be included into a planned route because of the route’s optimization constraints or other restrictions. Unrouted orders can be Canceled or Scheduled for another date and then inserted into planned routes or used for planning new routes. | |
| Failed | The order was included into a planned route, but the driver couldn’t unload the order at its route stop for a specific reason and manually marked the order as Failed. Failed orders can be Canceled or Scheduled for another date and then inserted into planned routes or used for planning new routes. | |
| Skipped | The order was included into a planned route, but the driver couldn’t unload the order at its route stop for a specific reason and manually marked the order as Skipped. Skipped orders can be Canceled or Scheduled for another date and then inserted into planned routes or used for planning new routes. | |
| Done – Delivered and unloaded orders | ||
| Done | The order was successfully delivered and unloaded at its associated route stop by the assigned driver using Route4Me’s Mobile App. Done orders can’t be Canceled or Scheduled for another date. | |
| Canceled – Canceled orders | ||
| Canceled | Orders can be Canceled at any stage of the Order Lifecycle (any order status), except for Done orders. Canceled orders can be Scheduled for another date and then included into planned routes or used for planning new routes. | |
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