Create, modify, and delete loads
You can create new truck loads for the current production control job, assign materials to loads, and select shipping routes in the Loads dialog box. You can also modify and delete existing loads according to your needs.
To access the Loads dialog box, do the following:
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In the Production Control dialog box, click the Production Control ribbon tab.
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On the menu, select Load Tracking.
Add a new load
The load is added to the list in the Loads dialog box. Next, you need to add materials to the load.
Pre-assign or add materials to a load
Material items can also be pre-assigned to loads without actually loading the items.
- In the list, click the load to which you want to add material.
- Click Add Material.
- In the Loads - Add Material dialog box, click the arrow buttons to move the materials that you want to load to the Included list.
- To only add some pieces of the item to the load, select a material in the Included list and type the number of pieces to be loaded in the Qty field.
- If necessary, modify the load number and loading date.
- If you only want to pre-assign material items to the selected load and not actually load the items, clear the Load on Assign checkbox in the lower-left corner.
- Click Add Material.
Ship a load
The loads that do not have a shipping date are highlighted in yellow in the Loads dialog box. To ship a load, do the following:
Modify a load
View the materials on a load
- In the list, click the load whose assigned materials you want to view.
- Click View Material.
- In the Loads - Material dialog box, review the assigned materials and their shipping date.
- Click the Close button (X) to close the Loads - Material dialog box.
View current load locations
- At the bottom of the dialog box, click Current Locations.
- In the Loads - Material Location dialog box, view the current location of each material item in existing loads.
- Click the Close button (X) to close the Loads - Material Location dialog box.
Delete a load
Note that deleting a load is permanent and cannot be undone.
- In the list, click the load that you want to delete.
- Click Delete Load.
- In the confirmation dialog box, click Yes to permanently delete the load.