Important: This article covers sales order dates v2. Contact support@traede.com to have it enabled for your account.
Every order has two kinds of dates you enter yourself: the date the customer asked for (Requested delivery) and the date you promise (Expected dispatch). TRAEDE works out the rest, shows the right dates on your order confirmation, and tells you when a confirmation you sent is out of date.
For how TRAEDE calculates delivery dates and delivery status colours, see How allocation and delivery dates work.
The dates on an order
Open an order to see all its dates. The header dates are in the order summary on the right. The line dates are columns in the product table. If you don't see the line columns, turn them on under Quick toggle above the product table.
Delivery status: when the goods reach the customer (green)
The delivery status row under each line shows when the pieces are expected to be delivered to the customer. Once a line has shipped, it shows the actual delivery date instead. Hover the information icon next to the date to see how it was calculated.
You can also show the expected delivery for each line as a column: turn on Expected delivery under Quick toggle. This column is read-only, because TRAEDE calculates it from your expected dispatch plus transit time.
Requested delivery: what the customer asked for (red)
Enter the customer's wishes in Requested delivery. TRAEDE plans the order to arrive on this date.
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For the whole order (order summary) Set Requested delivery in the order summary to apply it to the whole order. For a single line (red column in the product table) Set Req. delivery on a line when the customer wants that product on a different date. The line date replaces the order date for that line only. |
Expected dispatch: what you promise (purple)
Enter your promise to the customer in Expected dispatch: the date the order leaves your warehouse. Leave it empty to use the dispatch date TRAEDE calculates.
- Set Expected dispatch in the order summary to promise a date for the whole order.
- Set Exp. dispatch on a line to give that line its own date. The line date replaces the order's promise for that line only.
When some lines have their own dispatch date, the order summary shows how many, for example 2 lines have overrides. Click it to see the lines and their dates.
Promise status tells the customer how firm your promise is. It only changes the wording on the order and the confirmation. It does not change how dates are calculated.
| Promise status | Meaning | Label shown |
|---|---|---|
| Expected | Your best estimate. The date may still move. | Expected dispatch |
| Scheduled | A firmer date, but still not a guarantee. | Scheduled dispatch |
If you clear the expected dispatch date, the promise status goes back to Expected.
Tick Warehouse pickup when the customer collects the order from your warehouse. The dates then refer to pickup instead of delivery: Requested pickup and Expected pickup, and the expected delivery column is hidden. New orders take this setting from the customer's Fulfillment settings, or from the country settings if the customer has none.
Original dates
The first time you change Requested delivery or Expected dispatch in the order summary, TRAEDE keeps the previous date and shows it below the field as Original:. The original date never changes after that, so you can always see what was first agreed, however many times the date has moved since.
Estimated warehouse ready: when the order can be packed (yellow)
Estimated warehouse ready is the date the last piece on the order is expected to be received, put away and ready to pick in your warehouse. Use it to see when the whole order can be packed.
- Click the date to see which products are ready now and which are waiting for incoming goods.
- If some lines aren't covered by stock or incoming goods yet, you'll see a warning such as Covers 8 of 10 lines. The date only reflects the covered lines.
- If nothing is allocated yet, you'll see No stock allocated yet.
Showing dates on the order confirmation
Set up your order confirmation to group products by the week they are expected to arrive and to highlight dates that have changed since the customer last received it.
- Go to Settings → Documents.
- Open the order confirmation document you send to customers.
- In Group lines by, select Expected delivery.
- In Period, select Week.
- In Product table rows, add Date change.
- Save the document.
| Setting | Options |
|---|---|
| Group lines by | None, Drop delivery, Expected delivery (when the goods reach the customer) or Expected dispatch (when the goods leave your warehouse) |
| Period | Week or Month. Only shown when you group by expected delivery or expected dispatch. |
What the customer sees
The confirmation now shows one section per week, for example Expected delivery: Week 43, 2026, with the products expected that week. When a product's date has moved since the last confirmation, the Date change row shows New date in red, with the previous date underneath, for example (was week 41).
Tip: Customers who collect their goods see Expected pickup instead of Expected dispatch on the confirmation.
Keeping order confirmations up to date
When you send an order confirmation, TRAEDE remembers the date the customer was given for each line. If a date changes later, for example because a delivery from a supplier is delayed or you change a promise, the confirmation becomes outdated. Find these orders in the order list and send them again.
The date TRAEDE watches depends on the delivery terms. For orders the customer collects (for example EXW or FCA, or warehouse pickup) it is the expected dispatch or pickup date. For orders you deliver it is the expected delivery date. Changing the delivery terms from one kind to the other also makes the confirmation outdated. Cancelled and fully shipped lines are ignored.
Confirmation status
The envelope icon on each order in the order list shows its confirmation status. Hover it to see when and how the confirmation was last sent.
| Status | Icon | What it means |
|---|---|---|
| Confirmation never sent | Grey | No confirmation has been sent to the customer. |
| Confirmation queued (sending…) | Amber | The confirmation is being sent. |
| Confirmation up to date | Green | The customer's confirmation matches the current dates. |
| Confirmation opened | Green | The confirmation is up to date and the customer has opened the email. |
| Confirmation outdated — needs resend | Amber | One or more dates have changed since the confirmation was sent. |
| Confirmation failed | Red | The last send failed. Hover the icon to see why. |
The status works the same whether you send confirmations by email, EDI or a connected system. Sending the confirmation again sets it back to up to date.
Re-sending outdated confirmations
- Go to the order list.
- Add the Send status filter and select Outdated.
- Select the orders you want to update.
- From the bulk actions, select Send confirmation.
- Review the orders in Send order confirmations and send.
To re-send a single order, open it and click Resend order confirmation.
Related articles
- How allocation and delivery dates work: how TRAEDE calculates delivery status and dates
- Sending order confirmation: how to send a confirmation to a customer