Statuses and Status Profiles

Use Status Profiles and Statuses when your company wants to control execution stages with a custom status model.

This setup is most relevant for Proof of Delivery and other execution-oriented workflows where documents move through named business stages.

How to work in these pages

Use Status Profiles to define the list of execution states that users should see.

  1. Create the Status Profile first.
  2. Add simple, business-readable statuses to the profile.
  3. Keep the list short enough for dispatchers and drivers to understand.
  4. Avoid technical names that only developers understand.
  5. In Shipper TMS Setup, set Transport Execution Status Profile to the profile you want to use.
  6. Test the execution process and confirm that users see the expected statuses.

What is the difference

Object Purpose
Status Profile The container that defines one status model
Status A single step inside that profile

Create a status profile

  1. Search for Status Profiles.
  2. Choose New.
  3. Fill in Code and Description.
  4. Open the card.
  5. Add the required statuses in the lines section.

Create statuses in the profile

For each profile, add the statuses your process needs, for example:

  • Planned
  • Loaded
  • Departed
  • Delivered
  • Closed

Use simple business language that users understand immediately.

Where this setup is used

If your company uses Proof of Delivery, select the relevant profile in Shipper TMS Setup in Transport Execution Status Profile.