Stages

Use Stages to define the transportation legs of a Forwarding Order.

A stage can represent pickup, pre-carriage, main carriage, on-carriage, terminal handling, customs-related movement, or another leg your company tracks.

Stage profile

Before you start

Make sure that:

  • the business process is mapped,
  • map locations or party address rules are ready,
  • status profiles exist,
  • Forwarding Order Types are ready to use stage profiles.

Stage profiles

A Stage Profile is a reusable list of stages that can be assigned to a Forwarding Order Type.

When users create a Forwarding Order, the stage profile helps create the expected transportation legs automatically.

How to create a stage profile

  1. Search for Stage Profiles.
  2. Choose New.
  3. Enter code and description.
  4. Add stage lines in the expected sequence.
  5. Fill stage type, locations, mode, and defaults when used.
  6. Assign the profile to a Forwarding Order Type.
  7. Test by creating a Forwarding Order.

Fields that matter most

Field Why it matters
Sequence Controls the order of stages.
Stage Code Identifies the leg.
Description Helps users understand the leg.
Mode of Transport Classifies the stage.
Origin / Destination Defines the movement for the leg.
Status Profile Controls stage or execution behavior when used.
Create Freight Order Indicates whether carrier execution is expected for the stage.

Good to know

  • Stages are the bridge between customer job planning and carrier execution.
  • Keep stage profiles simple enough for users to understand.
  • Different Forwarding Order Types can use different stage profiles.

Troubleshooting

Problem What to check
Stages do not appear on a new order Check the Forwarding Order Type and selected stage profile.
Freight Order cannot be created for a stage Check stage setup, current status, and status action control.
Stage order is wrong Review sequence values in the stage profile.
Route or map data is incomplete Check stage origin, destination, and map locations.