Creating and Dispatching Loads

This guide walks you through the full process of creating and dispatching loads, from pre-configuration to final dispatch.

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.

Create a new load

Navigate to Goods Out > Loads > New.

Fill in load details

Enter the Carrier, Trailer/Trailer Type, Warehouse, and Bay.Optional settings:

Toggle Enforce Matching Load Drops to restrict loading to matching addresses or order references.
Select a Trunking Warehouse for inter-warehouse transfers.

Save the load

Click Save & Edit.

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

Create a sales order

Set the Dispatch Strategy to “Load”.

You can set “Load” as the default strategy in your account settings to skip this step in the future.

Process the order

Generate the pick list and complete all pick tasks.

Attach to load

Return to your load and ensure the status is set to “Open” (click Open Load in the top right if needed).

Add the order

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

Add the address

Use the Add Delivery Address tab to link the destination.

Both the sales order and address will now appear under Load Drops.

Assign pallets

On the sales order load drop, click Open > Manage Tasks.

Complete tasks

Select your pallets and choose Assign (to link them) or Assign and Complete (to link and finalise immediately).

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.

Dispatch

Click Close Load in the top right. Once closed, click Dispatch to finalise the process.

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