Manual Load-outs

LOGISTICS -> Manual load-outs

Use this screen if you load product and do not have EDI for loadouts. You can enter product loaded or choose from inventory (if you keep inventory of produce).

Creating a load-out

  • Produce - optional, select the SETUP -> Produce types. If entered, this will be used to filter some of the dropdown lists in the Product section.
  • Code - load-out code. If you don't have a particular load-out code to use, press the icon to create a system generated code. The prefix can be set in SETUP -> Produce types or the "LoadOutNoPrefix" setting in SETUP -> System.
  • Date - load-out date.
  • From - SETUP -> Locations the product is being loaded from.
  • To - SETUP -> Locations the product is being sent to (locally).
  • Transfer ref - carrier reference.

Shipping

These fields are optional, but most of them will be populated into the Sale when this is created.

  • Destination - the final destination of the product from SETUP -> Locations.
  • Vessel & Voyage - optional SETUP -> Vessels and voyage.
  • Container code - optional container code.
  • Seal code - optional seal code.
  • Temp. recorders - optional temperature recorder numbers.
  • Type - container type (from SETUP -> Container type)
  • Status - fill status of the load.

Customer

These fields are printed on reports and some will be populated into the Sale when this is created.

  • Customer - optional, from SETUP -> Vendors where Customer? is ticked.
  • Reference - customer referrence.
  • Pallet notes - to print on the pallet card. The list is a list of previously entered values.
  • Consignee - drop down based on the Customer and Destination.
  • Notes - any additional instructions/notes.

Product

Depending on your process, you can load product from stock or enter pallet card information.

Add from stock

For each pallet on the load, either:

  • Enter pallet # for each pallet on the load, or
  • choose from stock available to load..., use filters and tick the pallets to load

This process removes the product from stock.

Add new

Use this option if the product has not been put into stock already.

You need to enter a minimum of Pallet #, Packer, Variety, Pack and # units. All other fields are optional, it depends on what information you want to show on the reports.

Tip

There is a copy icon on each line, pressing this will copy that line to make data entry quicker (remember to change the pallet number).

Equipment

If you are keeping inventory of pallets/crates, enter the equipment transactions.

Tip

From the Reports menu you can print pallet cards and/or reports. The product code on the reports come from the customer products in SETUP -> Vendors

Link the load-out to a LOGISTICS -> Sale

Click on the green $ Sell button on the top of the screen. Select the sale from the list (if it has already been created), or to create a new sale, enter a sale code (this defaults to the load Code). The sale will be pre-populated with information from the load-out. Once linked, the button will change to a blue View sale button.

Tip

The Load outs list has a Sale code so you can see which loadouts have not been linked to a sale yet.