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Call Order Status field automatically updates based on the following processes:
- Creating a Call Entry
When a call order is created, the call order status automatically displays 'Generated' which means a call order has been generated.
- Dispatching a Delivery
When an order status is tagged as 'Dispatched', it means that the order has been sent to the drivers.
- Cancelling Dispatch
The order status goes goes back from 'Dispatched' to 'Generated' when the user cancel the dispatch for specific reason. - Send/Receive From Energy Trac
When an order is created on Site and has been received in Energy Trac, the Received checkbox in Call Entry will have a check mark but order status will still at 'Generated' state.
After receiving the order in Energy Trac, the user will then create an invoice for the order. Once the invoice is created and saved, the order will be ready for delivery. To be able to send the status in TM Site that the order has been 'Delivered', the Send/Receive button should be clicked. Delivery details will also be displayed in the Actual Delivered Information section.
- Least Cost Routing
- Cancelling Route
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