Operations
Shipments board
Every open container as a card in its phase. Drag a card to move the load on, and see at once which gate stops it.
The shipments board is the dispatch desk's view of the work. Each open container is a card, and each column is a phase of the move: planning, coverage, dispatched, in transit, delivering, closing, on hold. Moving a card to another column changes the load's status, under exactly the same rules as everywhere else.
- Where
- Operations › Shipments board (/board)
- Who opens it
- Dispatch · view
- Who moves cards
- Loads · edit
- Shows
- Every load you can see except Paid and Cancelled
- Audited
- load.status (marked "shipments board")
The phases
| Column | Waiting on | Statuses in it | Moving a card here sets |
|---|---|---|---|
| Planning | A booking taken but not yet worked | Pending, Booked - Awaiting Confirmation | Pending |
| Coverage | A carrier or a driver put against the load | Needs Carrier, Needs Driver | Needs Carrier (no carrier) or Needs Driver (carrier assigned) |
| Dispatched | A truck on its way to the terminal | Dispatched, At Pickup | Dispatched |
| In transit | A box on the road to the door | In Transit | In Transit |
| Delivering | A truck at the consignee, or one just tipped | At Delivery, Delivered | At Delivery |
| Closing | Paperwork, an empty return, or money to arrive | Delivered - Awaiting Paperwork, Ready for Billing, Invoiced | Delivered - Awaiting Paperwork |
| On hold | A decision before it can move again | On Hold | On Hold |
Each column shows its count and how many cards are critical. It lists 6 cards at first, riskiest first; a button shows more.
Each card
| Part | What it shows |
|---|---|
| Container | Never cut short. Opens Container 360 for that box. |
| Customer | Who you bill. |
| Carrier | Or a note that none is assigned. |
| Clock | The one date that matters now (such as the last free day), with how far away it is. |
| Status | The load status badge. |
| Flags | The worst exception, with the others on hover. |
Filters
A strip across the top filters the board. Each item shows a count.
| Filter | Shows |
|---|---|
| All open | Everything but paid and cancelled. |
| Needs attention | Loads with a critical or warning flag. |
| SSL hold | Advance not received in full. |
| LFD risk | Past the last free day, or inside three days of it. |
| Carrier needed | No carrier and a clock running. |
| Overdue | Customer invoice past terms. |
There is also a search box (load, container, booking, customer, carrier, agent, invoice). With no open loads you see Nothing open; with no results, No matches.
Move a load
Grab the card
Drag it by its handle. With the keyboard: Space picks it up.Choose the column
Drop it on another phase. With the keyboard: left and right arrows choose a phase, up and down a position, Space drops, Escape cancels.Read the result
A green message says the new status. A red one says why it was refused, and the card goes back.
Before you drop, the board already knows which columns a card may not go to. Those columns refuse the drop and say which gate stopped it:
| Gate | Example |
|---|---|
| Advance (R4) | The SSL advance to the line is not received in full, so the load cannot move. |
| Carrier compliance (R1) | No carrier is assigned, or the carrier is not cleared to haul. |
| Order | Mark the load delivered first. Delivery sets the invoice dates and asks for the POD. |
| Finance | A paid load is closed; an invoiced load cannot be cancelled (raise a credit note). |
The server checks again when you drop. The rules are the same as on the load record.