What do the ticket statuses mean (Scheduled, Picking, Loaded, In Transit, Completed, Cancelled)
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What do the ticket statuses mean (Scheduled, Picking, Loaded, In Transit, Completed, Cancelled). A ticket moves through these steps, shown as a bar at the top of the ticket:
The steps, written out
- Scheduled - created and planned.
- Picking - the yard is gathering the pieces (set automatically when you save picking with at least one line ticked).
- Loaded - on the truck.
- In Transit - on the way. For deliveries, sales and transfers the customer gets an "on the way" message with a live tracking link.
- Completed - delivered/returned, signed and posted: stock moves, rent starts or stops on the completed date, and the ticket becomes read-only.
Tip
Cancelled is a dead ticket (only tickets that are not Completed can be cancelled). Reservations and off-rent calls do not use the steps: when finished they show as Converted or Collected. Customers on credit hold cannot reach Loaded or In Transit.