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      Close or Cancel a Pickup or Delivery Ticket in Texada Web

      Describes how to cancel or close a pickup or delivery ticket in Texada Web.

      Type

      How to

      Audience

      Texada Web Counter

      Products

      Texada Web

      Context

      Close, or cancel a pickup or delivery ticket if it was created in error, or to keep your list of tickets clean and up to date. 

       

      The type of action you can take depends on the status of the ticket. Use the following table as a guide to the actions you can take:

      Status Action Available Effect

      Created

      		 None You cannot close or cancel a Created ticket.

      Assigned

      Unassign

      Cancel Ticket

      Unassign removes the driver from the ticket, and changes the ticket status to Created

      Cancel Ticket cancels the ticket and removes it from the list of tickets

      Loading

      		 None You cannot close or cancel a Loading ticket.

      In Progress

      		 None You cannot close or cancel an In Progress ticket

      Unloading

      		 None You cannot close or cancel an Unloading ticket

      Completed

      		 Close Changes the ticket’s status to Closed

      Closed

      		 None N/A

       

      Note: Completed tickets that are flagged for review cannot be closed in Texada Web.  They must be closed in SRM. 

       

      Before You Begin

      Required: Internet connection, valid Texada Web login credentials and access permissions, existing ticket, existing pickup or delivery ticket

      Optional: Mobile device with an internet connection

       

      Body

      To close or cancel a delivery or pickup ticket, do the following:

      1. In the Texada Web menu bar, do one of the following:
        1. Navigate to Tickets > Pickup if you need to close or cancel a pickup ticket
        2. Navigate to Tickets > Delivery  if you need to close or cancel a delivery ticket
        The list of tickets opens in the main area
      2. Optional: To close multiple tickets, check any unflagged tickets with the Completed status that you need to close, and click Close Selected

        The tickets are closed
      3. Click the ticket you need to close or cancel
        The ticket details page opens in the main area
      4. Click Close Ticket or Cancel Ticket
      5. Click Proceed
        The ticket is closed or cancelled

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