WORK IN PROGRESS: Please note - This article is a work in progress and may be incomplete.

Contents

• Introduction

• Statuses and Actions screen overview

• Creating a status

• [TODO] Triggering a Status

• [TODO] Status actions

• [TODO] Advanced - Hidden statuses

• [TODO] Advanced - Dotcodes and Trip actions

• [TODO] Advanced - Action schemes

Introduction

In CargoOffice, Statues are milestones or events in time when something happens to a shipment. For example, when a shipment is created (orderentry), modified (orderchange), picked up (pickup ok), delivered (delivery ok), sent to an accounting system (invoiced) etc. And one or many Status Actions may be triggered as a result.

Statuses are fully customizable and can be associated with any milestone or event that may happen in a shipment lifecycle.

Shipments have a status history of statuses and the timestamps of when they were triggered, in addition to keeping track of the most recent or current status, pickup status and delivery  status.

Status Actions are actions triggered when a status happens. For example, emailing a POD to a customer when a shipment is delivered. 

Status Actions are very flexible, as they can be configured to use a considerable list of pre-built scripts or custom scripts to fit your specific business needs.

Statuses and Status Actions are typically created and configured by CombineIT support; some users are granted sufficient access to create and manage these at their own risk.

Statuses and Actions screen overview

Statuses and actions are typically found under

Shipments -> Shipment Statuses and Actions

1. Create new Status

2. Edit status button

3. Delete status button

4. Status code

5. Informational description of status

6. Status colour - used in places where a visual colour of shipment statuses is displayed

7. Add new Status Action button

8. Existing status actions or action schemes

Creating a Status

Creating and editing a status is done by a simple form:

Statuscode: The value of the status that will get saved to a shipment, ideally short with consistent casing.

Color: Any "hex code" colour, used in places where status colours are displayed (e.g. lists of shipments)

The "i" icon will open a colour picker, or a hex code and be manually entered. Please find any number of free online hex colour pickers online.

User level: Deprecated and no longer used (leave as default)

Description: Informational description of the status, in the above example it simply references the name and a relevant dotcode which triggers it.

[TODO] Triggering a Status
[TODO] Status actions
[TODO] Advanced - Hidden statuses
[TODO] Advanced - Dotcodes and Trip actions
[TODO] Advanced - Action schemes