# Work Order Life Cycle

### Work Order Entry

**Login** using your company provided user id. 

**Click** on *Orders*, and **Select** *Place an Order* from the *Orders* menu.

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-M9fbJ3tBSSakGMe8Eqv%2F-MA8Hbsyoh_UlngaLAHU%2FCreateOrder.png?alt=media\&token=9ccdea34-6402-4e90-a449-65e60a537908)

**Select** appropriate hub location in the upper right of the browser window (e.g., Houston, Detroit, Chicago, Indianapolis).

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-M9fbJ3tBSSakGMe8Eqv%2F-MA8HtOSCyHUhqg2Ue22%2FCreateOrderHubLocation.png?alt=media\&token=f5ec9834-b25b-4a43-9efb-64ed1ddd7f02)

**Select** type of order. 

{% hint style="info" %}
Each order can be converted to other order types as needed.
{% endhint %}

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-MIh07PpxcrO_qzQGMAn%2F-MIh0Ovudu3WmVMBRMll%2FWorkOrder.png?alt=media\&token=d8323dd9-65b7-417a-b7a1-b657c9fdd907)

{% hint style="info" %}
For the work order to be saved as a Pre Alert, the below information is required.
{% endhint %}

* Customer name
* Contact person
* SS line
* Reference number
* Container number
* Container size & type
* Commodity
* Weight
* Account receivable amount
* Pick up terminal
* Delivery location
* Empty return depot

#### Example:

Below is an example of a live unload import.

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-MIMGmTNTJ5vgrFyeE0p%2F-MIMLSKAPrD-fPB-1OWY%2FWechatIMG45.png?alt=media\&token=befda1d7-97a8-4b2f-92a2-501238d21345)

**Specify** *Pickup At, Deliver to Consignee*, and *Empty Return*, along with any instructions for shipment in *Route*. Each  and its *App Date* by which Containers IDs are grouped in the calendar. 

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-MWG6TGwFSvxAV2uznil%2F-MWG7_8GPrdkQwyXDiQ1%2FScreen%20Shot%202021-03-20%20at%202.34.07%20PM.png?alt=media\&token=bf914969-138a-475a-b7b8-affea0ec4620)

**Verify** order form is completed correctly, and all required fields have been filled out.

**Click** "Save as Pre-Alert"

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-MIh07PpxcrO_qzQGMAn%2F-MIh2SfMvj3rSC05PiH5%2FPreAlert.png?alt=media\&token=175138fb-b71f-4303-ac55-398f90013aad)

### Confirm Work Order

Confirm load availability, pick up information, and delivery appointment scheduling.

After the work order is entered into the TZ web application, **Verify** the availability for container pick up at the Terminal, and schedule an appointment with the receiving warehouse (consignee). As the order is verified, update the ETA, LFD, Pickup number,  appointment date & time, and Confirmed By fields with the latest information.

{% hint style="info" %}
The Confirmed By field should be the name of the person at the consignee with which the order was confirmed.
{% endhint %}

**Click** *save as confirm.*

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-MIOexpvQHFqiPm3rP3f%2F-MIOyeB9SqaOykRKJcq5%2FWechatIMG80.png?alt=media\&token=cf7bd05e-1485-4455-b1c5-1e5932c92d6f)

**Check** *Confirmed*, and **Click** *Confirm*.

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-MIPBek85z49ztZTTDz5%2F-MIPCETdG2bBq_h3Ylms%2FScreen%20Shot%202020-09-29%20at%209.11.44%20AM.png?alt=media\&token=2bf5fe49-3061-4c77-a830-169835ef29e6)

### Dispatch to Driver

The driver can be selected from either the calendar page, or from the work order route.

#### Driver Dispatch from Calendar

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-MIh3JTpggIQq4lCqGpp%2F-MIhDbyASiZZOZWcQ1Y4%2FCalendarChooseTrucker.png?alt=media\&token=83859aff-cc5c-4931-943c-b2f1a7880c75)

#### Driver Dispatch from Work Order

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-MIOzSq92PUJWRLdW_Nl%2F-MIP1QKsvhb68tOR0NCX%2FWechatIMG88.png?alt=media\&token=43089bf6-eb66-407e-a1f3-d8a786812a9a)

#### Driver Dispatch Type

There are two types of dispatches supported by TZ. 

A soft dispatch (red envelope) is a work order where only dispatchers see the driver assigned to the load, and the driver is not yet notified.

A hard dispatch (green envelope) is a work order for which dispatchers have verified the driver assigned to the load.

After a driver is assigned to a load, verify the driver is notified by clicking on the red envelop. The red icon will change to a green icon, indicating the driver was notified successfully.  

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-MIOzSq92PUJWRLdW_Nl%2F-MIP28JHUyVMP_o248xb%2FWechatIMG90.png?alt=media\&token=bd1b56d4-1505-4fb7-bc3e-04070558f535)

### Update Shipment Status

**Click** on *Orders, and* **Select** *J1 & POD Pictures* to see a view of the driver's TZ mobile app user interface.

This allows you to view the work order from the drivers perspective. 

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-MIOzSq92PUJWRLdW_Nl%2F-MIP2dwRiu4tWQOl7ulX%2FScreen%20Shot%202020-09-29%20at%208.28.53%20AM.png?alt=media\&token=1fd22326-33f9-4650-a014-9738a5c8d76c)

**Click** on a driver name then **Click** *Mobile Mirror*

The driver uses the camera icon in the top right corner to upload document images. 

Dispatch can assign document images to each work order, or the driver can upload document images from their phone using the TZ mobile application.

The driver must also provide the operation date via the mobile app.

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-MIhDkIPkOdfKmDW9IU8%2F-MIhIA2OeraQddAhUgDE%2FJ1s%26PODsPicturesMobileMirror.png?alt=media\&token=2176810e-e572-4853-9654-44716735629c)

After the document image is uploaded by the driver, and the operation date is submitted, the dispatcher reviews the document and date for accuracy.

The status of the review will be indicated on the dispatcher desktop calendar. 

| Color  | Meaning                                                                                   |
| ------ | ----------------------------------------------------------------------------------------- |
| Orange | Dispatcher review of document has not yet been completed. Public tracing not yet updated. |
| Green  | Dispatcher review of document has been completed. Public tracing updated.                 |

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-MIOzSq92PUJWRLdW_Nl%2F-MIP5a43yRLztPBQ-5nd%2FWechatIMG95.png?alt=media\&token=d1950458-b64b-4dbd-addd-4ee23fcf433c)

### Create Invoice to Customer

Once all operation dates are confirmed, then the order is ready for invoicing.

{% content-ref url="../financials/createcustomerinvoice" %}
[createcustomerinvoice](https://manual.truckerzoom.com/financials/createcustomerinvoice)
{% endcontent-ref %}

### Record Driver Settlement

Before recording the driver settlement, go to the work order and make sure that *Accounts Payable* (AP) is filled in with the payable amount due to the driver.

If your company uses *Quote Engine* for pay calculation, **Click** on *Calculate Payables.* Otherwise enter the AP charge manually.

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-MIOzSq92PUJWRLdW_Nl%2F-MIP8wUOBhWfqaRoRc4X%2FWechatIMG97.png?alt=media\&token=40c4a0df-0038-48dd-a551-1a2d535a978e)

If AP charges are entered manually, **Click** on *Accts. Payable*  in the work order to expand the AP section to enable posting of driver fees.

![](https://3411754194-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M2GWEOO5bogos0YR_ID%2F-MIP94G_CnqVrrFNKKzO%2F-MIPAOCzaCYVopbFX-1k%2FWechatIMG99.png?alt=media\&token=1d2a8714-2a2f-4b7b-a75f-dedbea6dd640)

After charges are entered in AP for the driver, follow the steps linked below to record a driver settlement. 

{% content-ref url="../financials/createdriverinvoice" %}
[createdriverinvoice](https://manual.truckerzoom.com/financials/createdriverinvoice)
{% endcontent-ref %}


---

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