Glossary¶
An A–Z list of the terms, screen labels, abbreviations and status names used in UTX Freight, each with a short definition and a link to the page that explains it in full.
Overview¶
UTX Freight uses trucking, port and rail vocabulary, and some things have more than one name: one name in exports and order history, another on a filter tab, and a third in a tooltip. This page puts all of those names side by side.
- Labels are written exactly as the screen shows them, in bold. Status names keep their capitals and punctuation (for example App. Taken, Arrived - Awaiting delivery).
- Synonyms are grouped. When two names mean the same thing, both are listed and point to the same definition. See Synonyms & Alternate Names.
- Every entry links to its page. The glossary only gives the short version; the linked page has the details, steps and permissions.
- Some terms only exist on some accounts. Add-ons (for example Garage, Fuel Surcharge, container tracking) and the shipment mode (intermodal or ground) decide which screens you see. Entries say so when it matters. See Add-ons & Options.
Quick Start¶
- Use your browser's search (Ctrl+F, or Cmd+F on a Mac) and type the word, label or abbreviation you are looking for.
- If the word is a nickname or an older name (for example Canned Jobs or App. Made), start with the Synonyms & Alternate Names table.
- For a short code on the Orders page (CI, LFD, B# …), see Order Type Codes and Abbreviations.
- Click the link in the See column to open the full page.
Access & Permissions¶
The glossary is a reference page. Everyone can read it. The terms it defines are used by the roles below; each user has exactly one role.
| Role | Who it is for |
|---|---|
| Admin | Full access to everything, including Settings and role changes |
| Manager | Close to Admin, but cannot open Settings, change roles or use some admin-only pages |
| Dispatch | Creates and dispatches orders. Sees rates only with Can manage rates? |
| Customer Service | Same permissions as Dispatch; the only difference is the Invoiced / Rate column on the Orders list |
| Accountant | Invoicing, payments and statements; order and check rights depend on edition options |
| Customer | A customer contact using the Customer & Consignee Portal |
| Garage | Garage add-on users |
| Driver / Broker / Yard Worker | Mobile users who sign in on a phone with an Access Code or a Login Link |
See User Roles & Permissions for the full permission matrix.
Synonyms & Alternate Names¶
Use this table when someone uses a different word for the same thing.
| You may hear or see | Same as | Where each name appears | See |
|---|---|---|---|
| App. Taken, App. Made, Appointment Made | One order status: an appointment has been made | App. Taken is the name in exports and order history. App. Made is the filter tab on Orders, Dispatch and the customer portal. Appointment Made is the status label tooltip and the Legend | Order Status Workflow |
| Make App. | The button that moves a New order to App. Taken | Row action button on Orders and Dispatch | Order Status Workflow |
| New, New Order | The first order status | new in exports and history; New Order is the tooltip; New is the tab | Order Status Workflow |
| Shipper / Receiver, Client, Manage Clients | The address book of pickup and delivery locations | Manage Clients in the user menu opens the same list as Shipper / Receiver. "Send POD to client" means the delivery location | Shippers & Receivers |
| Customer vs. Client | Not the same | A Customer is the company you bill. A Client (Shipper / Receiver) is a pickup or delivery location | Customers |
| Charge Types, Order Charges | The list of charges you bill (and expense charge types) | Charge Types in the user menu; the page it opens is titled Order Charges | Charge Types & Taxes |
| Order Charges for Invoice Breakdown, Rate | The rate and charges section of an order | Order Charges for Invoice Breakdown in the Quick Edit, Dispatch and Complete windows; Rate on the full order form | Order Rates, Charges & Expenses |
| Expense Types, Expense Categories, Other Expense | The "other" payees for order expenses | Expense Types in the user menu; the page it opens is titled Expense Categories; the payee group in Order Expenses is Other Expense | Charge Types & Taxes |
| Templates, Job Templates, Canned Jobs | Garage job templates: pre-filled parts and labor | Templates in the Garage sidebar opens Job Templates. Canned jobs is an older name, still used in some release notes | Garage Parts & Templates |
| MGT, Racine / Cast | One container tracking source: Montreal Gateway Terminals (Racine and Cast) | Shown as MGT (Racine/Cast) on screens | Container Tracking |
| Termont, Port of Montreal | One container tracking source (Port of Montreal terminals) | Shown as Termont on Container Alerts; the Port Tracking window on Dispatch is titled Port of Montreal (it also lists MGT containers) | Container Tracking |
| CN, CN Rail, Canadian National | The CN rail tracking source | CN Rail on Container Alerts; CN Tracking button on Dispatch | Container Tracking |
| Login Link, driver login link | A one-tap sign-in link for a driver | Login Link in the copy message (tooltip Click to copy on the share icon) | Driver Login Links |
| Mobile Users, Drivers, Brokers & Yard, Drivers, Brokers and Yard Workers, Manage Drivers | People who use UTX Freight from a phone, and the page that lists them | Left menu Mobile Users > Drivers, Brokers & Yard, or Manage Drivers in the user menu; the page title is Drivers, Brokers and Yard Workers | Mobile Users |
| Order Start Date, Invoice order start date | One setting | Order Start Date on the Settings page; Invoice order start date on the edit form | Application Settings |
| Order Archive Cutoff Date, Order archived at, archive cutoff | One setting | Order Archive Cutoff Date on the Settings page; Order archived at on the edit form | Application Settings |
| Job type, Order type | The kind of order (Import, Export …) | Job type on the order form; Order Type filter card | Orders |
| Container status, C.Status | The container's current location label | C.Status column on Orders and Dispatch | Container Statuses |
| Dry Van, Dry Van Move, DV, LCL (driver phone) | Dry Van orders | DV badge; on the driver's phone Dry Van steps are titled LCL: Pickup and LCL: Delivery | Driver Workflow |
| Equipments, Equipment | Chassis, trailers and trucks | Left menu Equipments | Equipment |
| Your Company: <name> | Your own company on the Customers page; your staff are its people | Customers page | Users, Contacts & Invitations |
| Auto Orders | Order creation from an uploaded document | AUTO ORDERS section of the Orders filters | Auto Orders |
| Broker | Three different things | See Broker | Lookup Lists |
Order Type Codes¶
Each order row on the Orders page starts with a short code badge. The Orders Page Legend lists the same codes.
| Code | Full name (Legend) | Job type on the form | Filter card name |
|---|---|---|---|
| CI | Container Import | Container Import | Import |
| CX | Container Export | Container Export | Export |
| TF | Container Transfer | Container Transfer | Transfer |
| DV | Dry Van Move | Dry Van Move | Dry Van |
Order types are switched on per account by UTX. By default only Import and Export are enabled. See Orders.
Order Status Names¶
| Exports / history | Tooltip / Legend | Filter tab | Icon and colour | Next button |
|---|---|---|---|---|
| new | New Order | New | red | Make App. |
| App. Taken | Appointment Made | App. Made | orange | Dispatch |
| Dispatched | Order Dispatched (Legend: Dispatched) | Dispatched | green | Complete |
| Completed | Order Completed (Legend: Completed) | Completed | grey | Actions |
Other tabs on the Orders page group statuses:
- In Progress (the default tab): New + App. Taken + Dispatched.
- Not Invoiced: Completed orders not on an invoice, delivered on or after the Order Start Date (Admin / Manager).
- Late Invoicing: like Not Invoiced, but only orders delivered before the end of the week two weeks ago (Admin / Manager).
Invoiced is not an order status
Putting an order on an invoice does not change its status. It stays Completed. Invoices have their own statuses (new, Invoiced, Paid, Partially Paid). See Creating Invoices.
Container Status Names¶
A container status says where the container is. It is separate from the order status. These are the built-in statuses that come with UTX Freight. Your company can add custom statuses with its own names and colours; those are not listed here. Statuses can be shown in any colour you configure; the colours below are the defaults.
| Container status | Default colour | Short meaning |
|---|---|---|
| Arrived - Awaiting delivery | Green | Import: the container has arrived at the terminal and is ready for pickup |
| Arrived - Missing customs | Red | Import: arrived, but customs clearance is missing |
| Arrived - On hold | Red | Import: arrived, but on hold |
| At customer | Grey | The container is at the customer (no default job type description) |
| Driver at terminal | Light green | The driver is at the terminal for the pickup |
| Dropped at customer | Red | Delivered to the customer. Set automatically on an import's delivery signature and an export's drop signature |
| Empty at customer | Yellow | An empty container is at the customer (waiting for pickup, or for loading) |
| Empty at yard | Blue | An empty container is stored at your yard. Set by the yard worker's Empty at yard button |
| Export | Orange | The container is processed for export |
| Full at customer | Orange | Loaded at the customer and ready for pickup |
| Full at yard | Purple | A full container is stored at your yard. Set by the yard worker's Full at yard button |
| Live load | Red | The container is being loaded or unloaded live |
| On rail | Pink | The container is on rail transport |
| On route to customer | Yellow | Being moved to the customer |
| On route to terminal | Yellow | Being moved to the terminal (empty return on imports, loaded on exports) |
| On route to yard | Yellow | Being moved to the yard (no default job type description) |
| On vessel | Dark blue | The container is on the vessel |
| Ready for 2nd stop | Grey | Ready for a second stop (no default job type description) |
| Returned to terminal | Green | Returned to the terminal; the order leaves the driver app. Set automatically by Drop Completed (import) and Transfer Completed |
| Reused for export | Orange | Export: the container is reused for another export shipment |
When an order has no container status, N/A is shown in grey. See Container Statuses.
Abbreviations¶
| Abbreviation | Stands for | Meaning in UTX Freight | See |
|---|---|---|---|
| B# | Booking Number | The Booking number of an Export or Transfer order | Order Form |
| CI / CX / TF / DV | Order type codes | See Order Type Codes | Orders |
| CLM | Car Location Message | The CN rail event status shown in CN tracking (CLM Status, CLM Code). "De-ramped" means the container is off the train | Container Tracking |
| CTQ | Commission des transports du Québec | Printed with your NIR Number on the POD (NIR - CTQ#:) | Application Settings |
| CUT | Cutoff Date | The Cutoff date of an Export order | Order Form |
| DEM | Demurrage | The Demurrage date of an Import order | Order Form |
| EDI 210 | Freight invoice (EDI) | A CSV download of an invoice, in the invoice Actions menu, when EDI invoicing is enabled | Creating Invoices |
| EDI 214 | Shipment status message (EDI) | A CN tracking field under Technical Details | Container Tracking |
| EDI 322 | Terminal / intermodal ramp activity (EDI) | A CN tracking field under Technical Details | Container Tracking |
| ERD | Earliest Return Date | The Earliest Return Date (ERD) of an Export order | Order Form |
| ETA | Estimated Time of Arrival | The ETA date of an Import order | Order Form |
| GST | Goods and Services Tax | Your GST Number (printed on invoices as G.S.T / T.P.S) and the federal tax on invoices | Application Settings, Charge Types & Taxes |
| LCL | Less-than-Container Load | On the driver's phone, Dry Van steps are titled LCL: Pickup and LCL: Delivery. On the order list, a container size containing "LCL" (or "DRY", "20" or "45") is shown in red | Driver Workflow |
| LFD | Last Free Day | The Last Free Day (LFD) of an Import or Export order: the last day before storage or demurrage charges start | Order Form, Container Alerts |
| NIR | Quebec carrier registration number | Your NIR Number, printed on the POD (NIR - CTQ#:) and on the invoice (N.I.R) | Application Settings |
| P/O#, P.O. | Purchase Order Number | The pickup or delivery P.O. on an order. P/O#: under the order number shows the delivery P.O., or N/A | Order Form |
| POD | Proof of Delivery | The scanned POD (uploaded PDF) or signed POD (built from the driver's signature) | Order Documents & POD |
| QST | Quebec Sales Tax (TVQ) | Your QST Number (printed as Q.S.T / T.V.Q.) and the Quebec tax on invoices | Application Settings |
| S# | Seal Number | The Seal number of a container | Order Form |
| SKU / Sku | Stock keeping unit | Part code in the Garage parts catalogue | Garage Parts & Templates |
| STO | Storage | The Storage date of an Import order | Order Form |
| WO | Work Order | A Garage repair or service job | Garage Work Orders |
A–Z¶
A¶
| Term | Definition | See |
|---|---|---|
| Access Code | The code a mobile user (Driver, Broker, Yard Worker) types after tapping Mobile Login to sign in on a phone | Mobile Users |
| Active for orders | A per-person setting that decides whether a customer contact appears in the order form | Users, Contacts & Invitations |
| Add-on | An optional feature that UTX turns on for your account (for example Garage, Fuel Surcharge, Multi-Office, container tracking, Driver Login Links). When it is off, its menus and buttons are hidden. You cannot switch add-ons on yourself | Add-ons & Options |
| Additional Charges | The charge lines of an order on top of the Base rate: the ones you add with (+) Add another, plus computed lines such as the terminal fee and fuel surcharge | Order Rates, Charges & Expenses |
| Aged Receivables | The AR report of unpaid invoices by age. The Standard report ages by days past due (Not Yet Overdue, 30 or Less, 31 to 60, 61 to 90, 91 or More); the Performance report ages by invoice date (30 days, 60 days, 90 days, 90+ days) | Aged Receivables |
| Aging buckets | The age bands unpaid invoices are grouped into. On the Invoices page: rollups Past due, 30+ days, 60+ days and exact bands Not Due, 0-30, 31-60, 61-90, 91+ | Invoices, Aged Receivables |
| App. Made / App. Taken / Appointment Made | The second order status: an appointment has been made. Once it is set, a customer can no longer edit the order | Order Status Workflow |
| Archive cutoff | See Order Archive Cutoff Date | Application Settings |
| Arrived - Awaiting delivery | Built-in container status: the import container is at the terminal and ready for pickup. Set it yourself; dispatching does not set it | Container Statuses |
| Assign Equipment | The window used to put a Chassis or Trailer on an order from Orders or Dispatch | Equipment |
| Auto compute fuel surcharges for this order | Order setting. When Yes, the fuel surcharge is added automatically (Import, Export and Transfer orders, Fuel Surcharge add-on) | Fuel Surcharge |
| Auto Orders | Add-on that reads an uploaded document and pre-fills a new order for review (Processing, Need Review, Completed tabs) | Auto Orders |
| Automatic statements | Customer statements emailed on a schedule (a day of the week, the 1st or 15th of the month, or the 2nd and 16th), only when the customer has unpaid invoices | Automatic Statements |
B¶
| Term | Definition | See |
|---|---|---|
| Base rate | The main price of an order, filled from the customer's custom zone rate or else from the delivery city's zone rate | Order Rates, Charges & Expenses |
| Borrowed equipment | A chassis you do not own (for example borrowed from another carrier). Assign the special unit named Borrowed and type the real chassis number on the order (Enter chassis number) | Equipment |
| Broker (three meanings) | 1. Broker records: names on Manage Brokers, used in the Broker field of Dry Van orders and the Broker payee group in Order Expenses. 2. Customer companies flagged Broker: the Broker checkbox on a customer, offered in Transport Company ( broker ) on Dry Van orders. 3. Broker mobile users: phone users with exactly the same rights as a Driver. The three are not linked | Lookup Lists, Customers, Mobile Users |
| Built-in status | A container status that comes with UTX Freight. It cannot be edited or deleted | Container Statuses |
C¶
| Term | Definition | See |
|---|---|---|
| C.Status | The container status column on Orders and Dispatch (intermodal accounts) | Container Statuses |
| Can manage rates? | Per-user checkbox on a Dispatch person's profile. Only an Admin can change it. When checked (the default), the dispatcher sees rates, charges and expenses and can open Charge Types, Expense Types and Manage Cities | User Roles, Users, Contacts & Invitations |
| Canned Jobs | Older name for Garage Job Templates | Garage Parts & Templates |
| Charge Types | The list of charges, opened from Charge Types in the user menu (page title Order Charges). Income types are billed; Expense types are costs. One can be the Terminal Fee | Charge Types & Taxes |
| Chassis | Equipment sub category for container chassis. Assigned to orders with Assign Equipment | Equipment |
| Checks | The checks you issue to pay order expenses. Saving a check marks its expense lines as Paid (when Check Expenses is enabled) | Expenses & Checks |
| City | A location (UN location) that Shippers / Receivers are linked to. Each city belongs to at most one zone | Zones & Cities |
| Client | Another name for Shipper / Receiver (pickup or delivery location). Manage Clients opens the Shipper / Receiver list. Not the billed customer | Shippers & Receivers |
| Completed | Final order status: the order is delivered and ready to invoice. Also a Garage work order status (before Invoiced) | Order Status Workflow |
| Computed Terminal Fee | The terminal fee charge added automatically to Import and Export orders | Terminals |
| Consignee | A customer whose company is linked to one or more Shipper / Receiver records. Its users get read-only visibility of orders delivered to those locations, even orders placed by another freight forwarder | Customer & Consignee Portal, Shippers & Receivers |
| Container Alerts | Container tracking page of alerts: Pickup Ready, Customs Released, LFD Approaching, Departed | Container Alerts |
| Container status | Label for where the container is now (for example Full at yard). Separate from the order status. See Container Status Names | Container Statuses |
| Container tracking | Add-ons that check the container's terminal status at CN Rail, Termont (Port of Montreal) or MGT (Racine/Cast) | Container Tracking |
| Custom rate | A customer-specific rate for a zone or a terminal. It replaces the standard rate for that customer | Customers |
| Custom status | A container status your company created. You choose its name, colour and order types | Container Statuses |
| Customer | A company you bill, with its people (contacts). Every order is placed on behalf of a customer person. Also the role of customer contacts who log in | Customers, Customer & Consignee Portal |
| Customer Reports | The Reports page for sending customer statements by email, print or Excel | Customer Statements |
| Customer Service | A staff role with exactly the same permissions as Dispatch. The only difference: it sees the Invoiced / Rate column on Orders (without the invoice button) | User Roles |
| Cutoff date (CUT) | The Cutoff date field of a Container Export order (Legend: CUT - Cutoff Date) | Order Form |
D¶
| Term | Definition | See |
|---|---|---|
| Default Rate | A terminal's terminal fee, used for the Computed Terminal Fee unless the customer has its own rate | Terminals |
| Default tag | A tag pre-selected on new staff orders for a customer | Order Tagging |
| Demurrage (DEM) | Charges for a container left at the terminal past its free time. The Demurrage date is on Import orders | Order Form |
| Dispatch | The order status after App. Taken, the button that sets it, the role, and the Dispatch board page | Dispatch, Order Status Workflow |
| Document Type | The category you give each additional document attached to an order | Order Documents & POD |
| Driver | A mobile user who is assigned to orders and completes them from the phone (signatures, delivered, returned) | Driver Workflow |
| Dry Van Move (DV) | A ground move from a pickup company to a delivery company. Its legs are built automatically | Orders |
E¶
| Term | Definition | See |
|---|---|---|
| Edition / edition options | Account options set by UTX that widen or narrow what some roles can do (for example letting Managers view reports, letting Dispatch manage customers, or letting customers enter their own orders). They cannot be changed in the app; ask UTX support | User Roles, Add-ons & Options |
| Equipment | Your chassis, trailers and trucks (left menu Equipments). Each unit has an Equipment Type in one of three sub categories: Chassis, Truck, Trailer. Garage equipment is a separate list | Equipment |
| Estimate | First status of a Garage work order. Print Estimate prints it for the customer | Garage Work Orders |
| Expenses | What an order costs you (driver pay, broker fees, other costs), entered in Order Expenses. They never change the order total | Expenses & Checks |
F – G¶
| Term | Definition | See |
|---|---|---|
| Fuel surcharge | A monthly percentage of the base rate, added automatically to qualifying Import, Export and Transfer orders (Fuel Surcharge add-on). Set on the Fuel Schedule page, with customer overrides and exemptions | Fuel Surcharge |
| Full at yard / Empty at yard | Container statuses for containers stored at your yard, set by the yard worker or the office | Yard Management |
| Garage | Add-on for repair shops: work orders, invoices (numbered GRG-00001 by default), parts, templates, customers and equipment, all per office |
Garage Overview |
| Ground (shipment mode) | Account mode with trailer-based screens (Trailer#, Equipment #). The other mode is intermodal | Add-ons & Options |
| Ground Container | Yard Worker button that takes the container off its chassis (removes the chassis from the order) | Yard Management |
| GST / QST | Federal and Quebec sales taxes. Your numbers are entered in Settings; tax rates in Manage Taxes; the Garage has its own taxes | Application Settings, Garage Settings & Taxes |
I – L¶
| Term | Definition | See |
|---|---|---|
| In Progress | Default Orders tab: New + App. Taken + Dispatched orders | Orders |
| Income / Expense | The two kinds of charge type: billed to the customer, or a cost you track | Charge Types & Taxes |
| Intermodal (shipment mode) | Account mode for containers, terminals and steamship lines. Container statuses and terminals only exist in this mode | Add-ons & Options |
| Invoice Status | Freight invoice status: new, Invoiced, Paid, Partially Paid. Emailing a new invoice sets Invoiced | Creating Invoices |
| Job Templates | Garage: named jobs with parts and labor lines, applied to a work order with Apply Template. Opened from Templates in the Garage sidebar | Garage Parts & Templates |
| Late Invoicing | Orders tab of completed, uninvoiced orders delivered before the end of the week two weeks ago | Orders |
| Leg | One move of an order: Move From a place, by a driver, Move To another place. Dry Van and Transfer legs are built automatically | Order Legs & Move Locations |
| Legend | Button on the Orders page that opens the Orders Page Legend (codes, badges, abbreviations, icons, colours) | Orders |
| Login Link | One-tap sign-in link for a driver, copied from the icon (Driver Login Links add-on). Valid 24 hours; you send it yourself | Driver Login Links |
M – O¶
| Term | Definition | See |
|---|---|---|
| Make App. | Button that records the appointment and moves a New order to App. Taken | Order Status Workflow |
| Mobile Login | Button on the phone sign-in page for drivers, brokers and yard workers. It opens the Access Code field | Driver Workflow |
| Mobile user | A Driver, Broker or Yard Worker. Set up under Mobile Users, not on the Customers page | Mobile Users |
| Move Locations | The places (besides terminals) that order legs can move from and to, managed from Manage Move Locations in the user menu (page title Leg Move Locations) | Order Legs & Move Locations |
| Multi-Office | Add-on to run several offices in one account. Orders, invoices and checks belong to one office; master data is shared | Multi-Office |
| Not Invoiced | Orders tab of completed orders not yet on an invoice, delivered on or after the Order Start Date | Orders |
| Office | The branch an order, invoice or check belongs to. You work in one office at a time (office switcher in the top bar). Garage and lookup list records also belong to an office | Multi-Office |
| Off-Hire | Import order field for equipment off-hire; shown as a red OFF-HIRE badge in the size column | Orders |
| Order Archive Cutoff Date | Setting (form label Order archived at). Only orders created on or after this date appear on the Orders page and in its searches | Application Settings |
| Order Charges | Title of the page opened by Charge Types in the user menu | Charge Types & Taxes |
| Order Expenses | The order section where you record costs. The payee list is grouped into Driver, Broker and Other Expense | Order Rates, Charges & Expenses |
| Order Start Date | Setting (form label Invoice order start date). Only completed orders delivered on or after it are offered for invoicing and listed in Not Invoiced / Late Invoicing; the Standard aged receivables report also starts there | Application Settings |
P – R¶
| Term | Definition | See |
|---|---|---|
| Parts | Garage parts catalogue (Parts Inventory) with cost, charge price and stock. Stock goes down when a work order moves to In progress | Garage Parts & Templates |
| Pickup Ready | Container alert: the container is off the train (CN) or cleared for pickup at the terminal (Termont / MGT) | Container Alerts |
| Port Tracking | Button on the Dispatch page for Termont and MGT container tracking | Container Tracking |
| POD | Proof of Delivery: the Scanned POD (uploaded PDF) or Signed POD (from the driver's signature). View Internal POD is a staff version | Order Documents & POD |
| Rate manager | A user who can see and change rates: Admin, Manager, and Dispatch with Can manage rates? | Order Rates, Charges & Expenses |
| Return Address | The terminal the container goes back to (Terminal Name, Instructions, and Return Date on Imports or Last Return Date on Exports). Shown for Import, Export and Transfer. The order details page calls it Return Address; on the order form it is titled Empty container return terminal (Import, Transfer) or Full container return terminal (Export) | Order Form |
| Returned to terminal | Container status that closes the container cycle and removes the order from the driver app | Container Statuses |
S¶
| Term | Definition | See |
|---|---|---|
| Service (customer) | What a customer uses: Intermodal or Garage (with the Garage add-on) | Customers |
| Shipment mode | intermodal or ground, set by UTX. Shapes the whole application | Add-ons & Options |
| Shipper / Receiver | A pickup or delivery location (company name, address, city, contacts). Not the billed customer. Also called Client | Shippers & Receivers |
| Shop Supplies Fee | Garage: a fee for shop consumables on a work order, added to the invoice (summed from the work orders unless overridden) | Garage Work Orders, Garage Invoices |
| Signed POD | The POD built from the driver's captured signature | Order Documents & POD |
| Special Note | Short staff comment shown in bold red under the order's status and on the driver's phone. Hidden from customers | Order Form |
| Statement | A summary of a customer's unpaid invoices, sent by email (PDF or Excel), printed, or sent automatically | Customer Statements |
| Steamship line | The shipping line on a container order, chosen from Manage Steamship Lines | Lookup Lists |
| Storage Date | On Import orders (Storage date, STO): the container storage date | Order Form |
T¶
| Term | Definition | See |
|---|---|---|
| Tag / Group | A label on an order, used to colour and filter orders. The tag list is set up by UTX | Order Tagging |
| Templates | Garage sidebar item that opens Job Templates | Garage Parts & Templates |
| Terminal | A rail yard, port terminal or other place where containers are picked up and returned. Some names (CN, CP, Termont, Racine, Cast) drive filters and tracking | Terminals |
| Terminal fee | Charge added automatically to Import and Export orders (Computed Terminal Fee) from the terminal's Default Rate or the customer's terminal rate. Needs one charge type set as the Terminal Fee | Terminals, Charge Types & Taxes |
| Termont | The Port of Montreal container tracking source | Container Tracking |
| Trailer | Equipment sub category. Assigned to orders like a chassis | Equipment |
| Transfer (TF) | A container move to the Return To location, with no second driver. Its legs are built automatically | Orders |
| Transfer to Office | Moves an order that is not invoiced to another office (Multi-Office) | Multi-Office |
U – Z¶
| Term | Definition | See |
|---|---|---|
| Work Order | Garage repair or service job. Statuses: Estimate → Approved → In progress → Completed → Invoiced; an estimate can go straight to In progress | Garage Work Orders |
| Yard Worker | A mobile user who searches containers by number and can Ground Container or set Full at yard / Empty at yard. Has no order list | Yard Management |
| Your Company | Your own company on the Customers page; your staff are its people | Customers |
| Zone | A group of cities with one rate. The delivery city's zone gives the order's Base rate. A red Zone Not Set badge means no zone was found | Zones & Cities |
FAQ / Troubleshooting¶
Are App. Taken and App. Made different statuses?¶
Solution
No. It is one status. App. Taken is the name in exports and order history, App. Made is the filter tab, and Appointment Made is the tooltip. See Order Status Workflow.
Is a Client the same as a Customer?¶
Solution
No. A Customer is the company you bill. A Client is a Shipper / Receiver: a pickup or delivery location. Manage Clients opens the Shipper / Receiver list. A customer only sees a Shipper / Receiver's deliveries when it is linked to it as a consignee. See Shippers & Receivers.
Someone mentioned a "broker". Which one?¶
Solution
Check where they saw it. On a Dry Van order's Broker field or in Order Expenses, it is a name from Manage Brokers. In Transport Company ( broker ) or on the Customers list, it is a customer flagged Broker. On a phone, it is a mobile user with the Broker role. See Lookup Lists.
What is MGT?¶
Solution
MGT is Montreal Gateway Terminals, the container tracking source for the Racine and Cast terminals. On screens it is shown as MGT (Racine/Cast). See Container Tracking.
A term in this glossary does not appear in my account¶
Solution
Many terms belong to an add-on (Garage, Fuel Surcharge, Multi-Office, container tracking, Driver Login Links, tags) or to one shipment mode (intermodal or ground). If the add-on is off, its screens are hidden. Contact UTX support to ask about turning it on. See Add-ons & Options.
Best Practices¶
Speaking the same language
- When you report a problem to UTX support, use the label exactly as the screen shows it (for example App. Made tab, C.Status column), and the order number.
- Use Special Note for instructions drivers must see, and Comments for internal notes.
- Name custom container statuses clearly so they do not look like built-in ones.
- Open the Legend on the Orders page when you see a code or icon you do not recognise.