If you're using our Advanced Inventory App, you can use the “Load Truck Module” to efficiently load invoices onto your trucks. Here are the steps:
1. Open the Load Truck Module from the main menu.
2. Select the truck you want to load from the "Pending Loaded" window. This will open a list of all the invoices assigned to that truck.
3. Strategically load the truck by following the stop number on each invoice.
4. Select the first invoice to load by tapping on it.
5. The invoice details will be displayed, including the weight, order number and item quantity. You can leave photos and notes if needed.
6. To check the number of items in the invoice, click on the Items button on the navigation bar located at the top of the screen.
7. Tap on the Check button to confirm that the products in the system match the physical products you are loading. Check all the items one by one. Once you have verified all the items, click on Finished to proceed to the next invoice.
8. After verifying this invoice, it will no longer appear in the list assigned to the truck. To verify the remaining invoices, simply repeat the same process for the next one.
9. Once you have finished reviewing and loading all your invoices, the screen will appear empty. To complete the process, tap the back button.
10. The truck will no longer appear on the Pending Load window. Click on the Loaded button located in the navigation bar.
11. Note that even though the truck has moved to the list of loaded trucks, it will still appear with a No Loaded status. To change this, tap on the truck.
12. A window will appear with the list of invoices you have just loaded, each invoice will have a green label.
13. Click on Load to confirm that the invoices have been successfully loaded onto the truck.
14. A screen with the title Packing Slip will appear, allowing you to generate a PDF with the invoices in case you need a printed or digital copy. Click the back button until you reach the main screen.
15. The truck will now appear with a “Loaded” status.
That's it! By following these steps, you can easily and efficiently load all your invoices onto your trucks using the Load Truck Module.