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.
Phase 2: Creating the Load
1
Create a new load
Navigate to Goods Out > Loads > New.
2
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.
3
Save the load
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”.
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: Finalising and 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 finalise 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 finalise the process.