Creating and Dispatching Loads: A Quick Guide

Creating and Dispatching Loads: A Quick Guide

Phase 1: Pre-Configuration

Before creating your first Load, ensure the following elements are configured in Settings:

  • Warehouses: Select a default Goods Out and Goods In Bay.

  • Vehicles: Create a Trailer and its corresponding Trailer Type.

  • Carriers: Ensure a carrier profile is active.

  • Locations: You must have at least one location designated with the "Bay" location type.

  • Addresses: Ensure you have the necessary Delivery Addresses saved.

Phase 2: Creating the Load

  1. Navigate to the Goods Out tab and select Loads > New.

  2. Fill in the Carrier, Trailer/Trailer Type, Warehouse, and Bay.

  3. Optional Settings: * Toggle Enforce Matching Load Drops to restrict loading to matching addresses or order references.

    • Select a Trunking Warehouse for inter-warehouse transfers.

  4. Click Save & Edit.

Phase 3: Linking Sales Orders

To add items to your Load, they must be flagged correctly:

  1. Create a Sales Order: Set the Dispatch Strategy to "Load".

    • Tip: You can set "Load" as the default strategy in your account settings to skip this step in the future.

  2. Process the Order: Generate the pick list and complete all pick tasks.

  3. Attach to Load: Return to your Load and ensure the status is set to "Open" (click Open Load in the top right if needed).

  4. Add the Order: Under the Add Sales Order tab, search for your reference and click Add.

  5. Add the Address: Use the Add Delivery Address tab to link the destination.

Phase 4: Finalizing & Dispatch

Both the Sales Order and Address will now appear under Load Drops.

  1. Assign Pallets: On the Sales Order load drop, click Open > Manage Tasks.

  2. Complete Tasks: Select your pallets and choose Assign (to link them) or Assign and Complete (to link and finalize immediately).

  3. Close Drops: Once tasks are finished, close the load drop for the Sales Order, then open and close the load drop for the Delivery Address.

  4. Dispatch: Click Close Load in the top right. Once closed, click Dispatch to finalize the process.

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