Orders Management¶
Create, track, and manage freight orders from creation through delivery and invoicing.
Overview¶
Orders are the core of UTX Freight. Every shipment — whether it is a container import, export, transfer, or dry van delivery — starts as an order. From the Orders page you can:
- Create new orders across five order types
- Search by company, container number, PO#, or reference number
- Filter by status, terminal, container status, and tags
- Edit order fields inline or via the edit form
- Duplicate orders for batch processing
- Export orders to CSV
- Assign equipment and dispatch to drivers
Quick Start¶
- Go to Orders from the left menu.
- Click Create a new order.
- Select the order type (Import, Export, Transfer, etc.).
- Fill in the customer, terminal, and container details.
- Click Submit.
The order is created with status New. From here you can schedule an appointment, assign a driver, and dispatch.
Access & Permissions¶
| Role | Access |
|---|---|
| Admin / Manager | Full access — create, edit, delete, dispatch, invoice |
| Dispatch | Create, edit, dispatch orders |
| Accountant | View all orders, complete dispatched orders |
| Customer | View their own orders, create new orders |
Order Types¶
UTX Freight supports five order types:
| Type | Description |
|---|---|
| Container Import | Container arrives at a terminal and is delivered to a customer |
| Container Export | Empty container picked up from customer and delivered to a terminal |
| Transfer | Terminal-to-terminal move (no customer delivery address) |
| Dry Van | Ground shipment — pickup from one location, deliver to another |
| International Export | Export order with eBill of Lading support |
Creating an Order¶
- Click Create a new order on the Orders page.
- Select the customer — choose the company and contact person placing the order.
- Enter the reference number (optional).
- Select the order type — Container Import, Export, Transfer, Dry Van, or International Export.
Container Information¶
| Field | Description |
|---|---|
| Pick-up terminal name | The terminal where the container is picked up |
| Container # | The container number |
| Booking # | Booking reference number |
| Steamship line | The shipping line |
| Vessel | Vessel name |
| Voyage | Voyage number |
| Pickup number | Terminal pickup number (Import orders) |
| Pickup date | Scheduled pickup date |
Delivery Address¶
| Field | Description |
|---|---|
| Company Name | Delivery company (shipper/receiver) |
| Delivery Address | Street address for delivery |
| Postal Code / Zip | Postal or ZIP code |
| Contact Person | Contact name at delivery location |
| Comments | Delivery instructions |
| Purchase Order (P.O.) | Customer's PO number |
Goods Information¶
| Field | Description |
|---|---|
| Container size | Container size (20', 40', 40H, 45', 53', etc.) |
| Packages | Number of packages (Export) |
| Weight | Cargo weight |
| Equipment | Assigned chassis or trailer |
| Hazardous content? | Flag for hazmat containers |
| Customs released | Whether customs has cleared the container |
Order Statuses¶
Every order moves through these statuses:
| Status | Meaning |
|---|---|
| New | Order created, not yet scheduled |
| App. Taken | Appointment made with the terminal or customer |
| Dispatched | Driver assigned and dispatched for pickup/delivery |
| Completed | Delivery confirmed with signature |
Special Labels¶
Orders may also display these badges:
- HAZMAT — Hazardous materials flagged
- OFF-HIRE — Container marked as off-hire
- DAMAGED — Container reported as damaged
Filtering Orders¶
The filter bar at the top of the Orders page lets you narrow down the list:
Status Filters¶
| Filter | Shows |
|---|---|
| All | All orders |
| In Progress | New + App. Taken + Dispatched |
| New | Orders with status New |
| App. Made | Orders with appointments scheduled |
| Dispatched | Orders dispatched to drivers |
| Completed | Delivered orders |
| Not Invoiced | Completed orders without an invoice |
Terminal Filters¶
For intermodal orders, filter by pickup terminal:
- CN — CN Rail (Taschereau)
- CP — CP Rail
- Racine — Montreal Gateway Terminals (Racine)
- Cast — Montreal Gateway Terminals (Cast)
- Termont — Port of Montreal
Container Status Filters¶
- Empty @ Yard / Full @ Yard
- Pre-Pull / Inbound
Tag Filters¶
If tagging is enabled, click any Tag name to filter by that tag. See Order Tagging for details.
Editing Orders¶
Inline Editing¶
Several fields can be edited directly from the order list without opening the full form:
- Container #
- Chassis #
- P/O #
- Container Status
- Delivery Date
- ETA
- Storage / Demurrage dates
Click the field value on the order row to edit it in place.
Full Edit¶
Click the order row to open the Edit Order modal with all fields available for modification.
Equipment Assignment¶
Each order can have equipment (chassis, trailer, truck) assigned:
- Click the equipment icon on the order row.
- The Equipment Assignment Window opens showing available equipment.
- Select the equipment — the Availability Status updates in real-time.
- Confirm the assignment.
For details, see Equipment.
Duplicating Orders¶
Duplicate an order to quickly create multiple copies for the same P/O:
- Click the Duplicate action on the order.
- Set the number of copies (1-100).
- Select optional fields to copy (Drivers, Equipment, Container Status).
- Click Create Orders.
For full details, see Order Duplication.
Exporting Orders¶
Click Export to download the current filtered order list as a CSV file. The export includes all visible columns and respects the active filters.
Status Badges¶
At the top of the Orders page, colored badges show the count of orders in each status:
- New Orders — orders not yet scheduled
- App. Made — appointments scheduled
- Dispatched — currently out for delivery/pickup
- Total — total orders matching current filters
For intermodal orders, additional badges show:
- Empty at Yard / Full at Yard — container yard status counts
FAQ / Troubleshooting¶
Can't find an order in the list¶
Solution
Check your active filters — you may have a status or terminal filter active. Click All to clear filters. If the order is old, it may be past the archive cutoff date configured in Settings.
Order is completed but can't be invoiced¶
Solution
Only Completed orders can be invoiced. If the order shows as Dispatched, it needs to be completed first — either by the driver signing the POD or by manually completing it from the order actions.
Screenshots Needed¶
Screenshots to capture
- Orders list page — showing status count badges at top, filter tabs (All / In Progress / New / etc.), and several order rows with data
- Order creation form — the first step showing customer selection and order type radio buttons
- Order creation form — container information section with fields filled in
- Inline editing — an order row showing a field being edited inline (e.g., container # or delivery date)
- Status badges — close-up of the colored status count badges at the top of the page