Loading
The Loading screen shows the routes of your own vehicles from the warehouse side. You see what is already in the vehicle, what is still waiting, and what someone has to close by hand. The screen is made for the office. Warehouse staff usually scan the loading on a POS terminal or in the mobile app, but you can scan here too. The boxes of a shipment leave stock when the whole shipment is in the vehicle.
Where to find it: Warehouse → Order handling → Loading
When you'll use it
- In the morning, to check which routes are loaded and which are still waiting.
- Before a vehicle leaves, to see which boxes are still missing.
- A shipment has nothing to scan, for example because an outside carrier collected the goods. You close it by hand with a reason.
- A box went into the wrong vehicle, and you undo its scan before the first delivery.
- You need to print the labels of a route or of one shipment again.
Key concepts
- Route — one trip of your own vehicle, planned under Logistics → Planning. A route appears on this screen only when it has something to load at the warehouse.
- What you scan — each shipment on the route has a list of codes. Usually these are the boxes closed at Order packing. A shipment that did not go through packing has parcel codes from the route plan instead.
- Loading order — the list starts with what goes deepest into the vehicle: the shipment delivered last. The shipment delivered first is at the bottom, so it stands by the doors. This order is only a suggestion. Scans in any order are accepted.
- When stock goes down — when every code of a shipment is scanned, its scanned boxes leave stock. When you close a shipment by hand, only the boxes that were scanned leave. The others stay in stock.
- Driver and vehicle — a route needs both before the first loading scan. Without them, every scan is refused.
- The first scan starts the route. A planned or approved route changes to in progress with the first loading scan. Nobody can start a route by hand before its loading is complete.
- Undo — you can undo loading until the first delivery on the route. Boxes that had left stock come back to stock. After the first delivery, a box that comes back is taken in on Route returns.
Courier shipments do not belong here. Their boxes leave stock at Shipment handover.
The screens
The route list
Two tabs sit above the table:
- To load — routes that are not loaded yet and not completed or cancelled. They are grouped by departure: Overdue, Today, Tomorrow, Later and No departure date. The tab shows how many routes there are.
- Loaded — fully loaded routes, the most recently loaded first, grouped as Today, Yesterday and Earlier.
| Column | What it shows |
|---|---|
| Route | The route name, with the route number and the number of shipments below. |
| Departure | The departure day and time. An Overdue badge marks a route whose departure has passed. |
| Driver and vehicle | The driver and the vehicle. No driver or No vehicle appears in amber when one is missing. |
| Warehouse | Where the route loads. It is the warehouse the shipment leaves from, otherwise the route's starting point. |
| Loaded | A bar with, for example, 3 of 5 boxes, and how many shipments are fully in the vehicle. On a loaded route, when it was loaded. |
| State | Waiting, In progress or Loaded. |
| Notes | What needs attention: shipments without boxes, and shipments closed manually. |
Search routes by name or number. Click a row to open the route. The list usually updates by itself when someone scans at the vehicle. Refresh in the header loads the latest state at any time.
📷 Screenshot to add: the To load tab with one overdue route, one route in progress with a partial bar, and a note about a shipment without boxes.
One route
The header shows the route name, its number, the departure and how many shipments and boxes it has. It has two buttons:
- Print route labels — a PDF with the labels of the whole route, in a new tab;
- Open route — opens the route in Planning, in a new tab.
Loading progress shows how many boxes are in the vehicle, for example 3/5, with a bar. Below it, a line says how many boxes are left and in how many shipments, and how many shipments still need to be closed by hand. When everything is loaded, it says Everything is in the vehicle. The route can leave.
The scan field sits in the same card, if you may scan and the route is still open. A line below it shows the result of the last scan. Rejected scans collect in a red band, each with its reason.
A band Stock was not issued appears when some boxes could not leave stock at once. It lists them with the reason.
Loading order lists the shipments, from First, at the front of the vehicle to Last, by the doors. Each row shows:
- its place in the loading order, or a check mark when it is loaded;
- the customer and city, and Next to load on the first shipment still waiting;
- the delivery number, for example Delivery 2 of 4, and the shipment number;
- the first goods of the shipment;
- one chip per box or parcel, green when scanned. A scanned chip has an undo button;
- the count, for example
2/3, with 1 box missing, Waiting to be loaded or In the vehicle; - the buttons Undo scans, the printer (labels of this shipment) and the arrow to show or hide the boxes.
A shipment without boxes says No boxes and explains that labels are created at packing. It offers Close manually and Open packing. A shipment closed by hand shows Manually and the reason.
Route on the right shows the departure, driver, vehicle, loading warehouse and route status. A note at the bottom tells you whether loading can still be undone.
📷 Screenshot to add: one route with the Loading progress card, the scan field, and the Loading order list with a loaded shipment, the next shipment to load, and a shipment without boxes.
Common tasks
Check which routes are ready
- Open Warehouse → Order handling → Loading.
- On To load, look at the Overdue and Today groups first.
- Read Driver and vehicle. A route without a driver or a vehicle cannot be loaded. Assign them in Planning.
- Read Notes. A shipment without boxes will not close by itself.
- Switch to Loaded to see what is already in the vehicles.
Scan the loading of a route
- Open the route from the list.
- Start with the shipment marked Next to load, at the top of Loading order.
- Scan each box. The chip turns green and the result line says how many boxes of that shipment are left.
- When the last box of a shipment is scanned, the result line says Shipment fully loaded and how many boxes left stock.
- Continue until Loading progress says that everything is in the vehicle.
The first scan of a planned route changes it to in progress.
Close a shipment without boxes
Use this for a shipment that has nothing to scan, for example goods collected by an outside carrier or shipped directly from a supplier.
- Find the shipment with No boxes in Loading order.
- If it simply has not been packed yet, click Open packing and pack it instead.
- Otherwise click Close manually.
- In the window Manual completion, click a suggested reason, for example External carrier, or type your own. The reason needs at least 3 characters.
- Click Close shipment.
The reason goes into the route history with your name. Only boxes that were scanned leave stock.
Undo a scan or a whole shipment
- To undo one box, click the undo button on its chip.
- To undo a whole shipment, click Undo scans on its row.
- If the shipment was fully loaded, confirm in the window Undo loading of …?. Its boxes come back to warehouse stock, and the shipment waits for loading again.
- Read the result line. It says how many boxes are back in stock.
When a scan is rejected because the code is already scanned, the band offers Undo scan too. The undo buttons disappear after the first delivery on the route.
Print labels
- To print the labels of the whole route, click Print route labels in the header.
- To print the labels of one shipment, click the printer button on its row.
- The PDF opens in a new browser tab. Print it from there.
Load a route on a POS terminal or in the mobile app
Warehouse staff usually scan at the vehicle. They use:
- on a POS terminal, the tile Loading;
- in the mobile app, the tile Route loading in the Loading section.
Both work on the same routes and follow the same rules as this screen: the same codes, the same manual closing with a reason, and the same moment when boxes leave stock. Their scans show up on this screen. See Driver app and POS terminals.
When it doesn't work
| What you see | Why | What to do |
|---|---|---|
| A rejected scan saying the route needs a driver and a vehicle | The route has no driver, no vehicle, or neither. | Assign them in Planning and scan again. |
| This code has already been scanned. | The box is already loaded. | Nothing, if it is in the vehicle. If it went in by mistake, click Undo scan in the band. |
| Code not recognised on this route. | The code belongs to another route, or to no route at all. | Put the box aside and check its label. |
| A rejected scan saying the shipment is cancelled | A cancelled shipment cannot be loaded. | Remove it from the route in Planning. |
| No scan field | You may only view this screen, or the route is completed or cancelled. | Ask an administrator for the Route loading permission. A closed route cannot change. |
| A shipment shows No boxes | It has not been packed, so there is nothing to scan. | Click Open packing and pack it, or close it manually with a reason. |
| The band Stock was not issued | Some boxes could not leave stock at once, often because of a stocktaking session. | Nothing. Complaia tries again on its own. After 5 failed attempts the box appears on To clarify on Shipment handover. |
| The undo buttons are gone | The route already has its first delivery. | Take a returning box in on Route returns. |
| This route has no boxes to print yet. | Nothing on the route has a label yet. | Pack the shipments first. |
| A route is missing from To load | It is fully loaded, it is completed or cancelled, or it has nothing to load at the warehouse. | Look on Loaded, or open the route in Planning. |
| The driver cannot start the route | Its loading is not complete. | Scan the missing boxes, or close the shipments without boxes manually. |
Permissions
| To do this | You need |
|---|---|
| See Loading in the menu, the route list and the route screen, and print labels | Route loading or Planning and route operations: View |
| Scan, close a shipment manually, undo loading | Route loading or Planning and route operations: Edit |
| Use Open route | Planning and route operations: View |
| Open a shipment from its number | Shipments: View |
| Use Open packing | Order packing |
Route loading does not give access to route planning. The built-in Warehouse worker role has Route loading and Order packing.
Related
- Shipment handover — where courier boxes leave stock
- Order packing — where the boxes are made
- Route returns — boxes that come back from a route
- Route planning — routes, drivers and vehicles
- Driver app — loading and delivery in the mobile app
- Warehouse overview