Follow the steps below to enable Load Sub-Status and Auditors Visibility in the system:

1. Go to Settings from the left-side menu.

2. Click on Default configurations.

3. Select the Load management tab.

4. Locate Load Sub-Status and Auditors visibility and toggle the switch ON.

5. Click Save Changes in the top-right corner to apply the update.

Once enabled, load sub-statuses and auditor details will be visible according to the configured settings.




Purpose

The Load Sub-Status helps indicate the next stage of a load after it has been completed. Once a load is marked as Delivered, the system displays sub-status options to show whether the load is ready to move forward in the invoicing process.

What It Does

When this feature is enabled and a load is marked as Delivered, a Sub Status dropdown becomes available on the load details page. This allows users to:

• Mark the load as Ready to invoice

• Place the load On hold if further action or review is required
  
  

This provides clear visibility into the load’s post-delivery state and helps accounting and operations teams track which loads are ready for invoicing.


Important Notes

1. If a load is set to On hold, it cannot be moved to Invoice status. Attempting to invoice a load on hold will trigger an error message.

2. Once the sub-status is set to Ready to invoice, the load can proceed to Invoice status and will be marked as Ready to invoice in the system.



We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.

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