Load List Management

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Overview

The Load List page is where you create and manage inventory distribution sessions. Each session represents a set of quantities allocated to routes or stations, tracked in a dynamic grid interface.

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Session Manager

The Session Manager is your starting point for all load list operations.

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Creating a New Session

1. Click Session Manager in the toolbar
2. (Optional) Enter a session name or leave blank for auto-generated name
3. Click the Create button (+ icon)
4. Choose the session type:
   • Routes: For deliveries to customer routes
   • Stations: For internal station-to-station transfers

The system creates a new session and opens it in the grid.

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Loading an Existing Session

1. Click Session Manager in the toolbar
2. View the list of saved sessions
3. Each session card shows:
   • Session name and dates
   • Status (Draft, Submitted, Completed)
   • Total quantities allocated
   • Number of items
4. Click Load to open the session

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The Load List Grid

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Grid Structure

The load list grid displays items in rows with the following columns: Fixed Columns (always visible):

• Item No.: Item identifier (UPC)
• Genus: Item genus classification
• Container Code: Container type code
• Item Description: Item name and details
• Grade: Item grade level (hidden by default)
• Availability: Current inventory in ERP
• Containers on Shipment: Quantity already in transit
• Allocated: Total quantity allocated across all routes/stations
• Remaining Availability: Availability - Allocated - Containers on Shipment

Dynamic Columns (vary by session):

• Route/Station Columns: One column per route or station (e.g., “Route 001”, “Station A”)
• Column headers can be renamed for clarity

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Pinned Total Rows

At the bottom of the grid, two pinned rows provide summaries:

1. TOTALS (green row):
   • Shows sum of all quantities for each column
   • Updates in real-time as you enter quantities
2. Total Carts (light green row):
   • Shows cart count based on container configurations
   • Helps plan physical cart requirements

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Layout Management

Save and restore your preferred grid configurations for consistent workflows.

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Saving a Layout

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Loading a Saved Layout

1. Click the Layout button in the grid ribbon
2. Select from your saved layouts
3. Click Load to apply the layout

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Layout Settings Saved

Layouts preserve:

• Column order and visibility
• Column widths
• Sort configurations
• Filter settings
• Column groupings

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Column Customization

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Renaming Columns

Customize column headers for clarity:

1. Double-click on the column header you want to rename
2. Enter the new name
3. Press Enter to save

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Hiding/Showing Columns

1. Right-click on any column header
2. Select Column Visibility
3. Check or uncheck columns to show/hide

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Reordering Columns

Drag column headers to reorder them. Your arrangement is preserved in saved layouts.

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Entering Quantities

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Manual Entry

1. Click on a cell in a route/station column
2. Type the quantity to allocate
3. Press Enter or Tab to move to the next cell

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Quick Entry Tips

• Use Tab to move right through cells
• Use Enter to move down to the next row
• Use Arrow keys for navigation
• Type numbers directly to replace cell contents

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Auto-Save

Quantities are automatically saved as you enter them. The system syncs changes every few seconds.

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Station Selection

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Setting Your Station

When you first access Load Lists:

1. A station selection modal appears
2. Choose your assigned station from the list
3. Click Confirm

Your station determines:

• Which sessions you can access
• Default container configurations
• Available routes/stations for allocation

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Changing Stations

To switch stations:

1. Click your station name in the header
2. Select a new station from the modal
3. The grid refreshes with the new station’s data

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Cart Calculations

The system calculates cart totals based on container configurations:

• Container Code: Defines the container type
• Category: Item category for configuration matching
• Site-specific configs: Override defaults per site

Cart totals help plan physical cart requirements for routes and stations.

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Exporting Data

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Export to Excel

1. Click Export in the toolbar
2. Choose the export format (Excel)
3. Select columns to include
4. Download the file

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Export Options

• Current View: Exports visible columns and filtered data
• All Data: Exports complete dataset regardless of filters
• Selected Rows: Exports only selected rows

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Submitting Orders

When allocations are complete:

1. Click Submit Orders in the toolbar
2. Review the summary of allocations
3. Confirm submission
4. Orders are synced to NAV for processing

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Best Practices

• Use Descriptive Session Names: Makes it easier to find sessions later
• Save Layouts: Create layouts for common workflows
• Review Before Submitting: Double-check totals before final submission
• Monitor Availability: Watch the “Remaining Availability” column to avoid over-allocation
• Rename Columns: Use meaningful names for route/station columns

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Troubleshooting

Changes not saving

Problem: Quantities entered don’t appear to save.Solution: Check your network connection. The system auto-saves every 3 seconds when connected. If issues persist, refresh the page and re-enter.

Session not loading

Problem: Cannot load a previously created session.Solution: Ensure you’re logged in with the correct station. Sessions are station-specific. Try selecting a different station if available.

Layout not applying

Problem: Saved layout doesn’t apply correctly.Solution: Layouts are user-specific. Ensure you’re loading a layout you created. If columns have changed, the layout may need to be updated.

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Related Features