Postpone, cancel or archive an order

Change an order's status with the status button at the top of the order window, then press SAVE.

Postponed

For a booked customer who isn't moving on that date but hasn't decided when.

• The order keeps everything; it just waits.
• When they're ready, move it to Reserved. When the customer signs and it's booked again, the Order Log says Order … was booked again after being postponed on … — it keeps its original booking date for your reports.
• Your company can cancel postponed orders by itself after a while: Settings › Sales & orders › Postponed orders — Never (the default), 1, 2, 3 or 6 months, or 1 year. The Order Log then says it was cancelled automatically, and when it was postponed.

Cancelled

For a move that's not going to happen.

• The trucks are freed straight away — on every day of the order, with a line in the Order Log per truck, for example Truck 2) 26 Ft. Truck released — order cancelled.
• The crew comes off each day whose job hasn't started. A job already loading or further keeps its crew, because their hours are real.
• Everyone on a crew gets a text that the job was cancelled — from your Job Cancelled template, which you can edit or switch off in Settings › Communication › Templates.

If the customer comes back, move the order out of Cancelled. Nothing is held for it — place it on a truck again.

Archived

Archived is for orders that should never have existed — duplicates, tests, mistakes. For the office it is the same as deleted:

• No one sees it anywhere — lists, search, calendar, dispatch, reports, dashboards, Ed or exports.
• Its money isn't counted in any total.
• Only admins can find it, with the Archived filter, and open it.

Payroll is the exception: payroll on an archived order is never deleted and still counts everywhere payroll shows, marked as an archived order.

When you can't archive

• Completed job — This job is completed. Reopen the job first to change its status. See Completed jobs and reopening.
• Linked to storage — This order is linked to storage tenant #… (still in storage). Unlink it in the storage tenant window before archiving.
• Has payroll — MoveBoard names the people and asks; press Archive anyway to go ahead.