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:
- In the Texada Web menu bar, do one of the following:
- Navigate to Tickets > Pickup if you need to close or cancel a pickup ticket
- Navigate to Tickets > Delivery if you need to close or cancel a delivery ticket
- 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 - Click the ticket you need to close or cancel
The ticket details page opens in the main area - Click Close Ticket or Cancel Ticket
- Click Proceed
The ticket is closed or cancelled
Related Articles
- About Texada Web and Mobile
- About Tickets in Texada Web and Texada Mobile
- About Ticket Statuses in Texada
- Create a Task Ticket in Texada Web
- Search for a Ticket in Texada Web
- Use the Map to Search for Work Orders, Tickets, and Drivers in Texada Web
- Edit the Details of a Ticket in Texada Web
- Assign a Ticket to a Driver in Texada Web
- Schedule a Ticket in Texada
- Close or Cancel a Task Ticket in Texada Web