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):
   • Reserved for future cart count tracking

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Visual Indicators

Row Colors:

• Red background: Remaining availability is negative (over-allocated)
• White background: Normal (availability is sufficient)

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Entering Quantities

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Editing Quantities

To allocate inventory to a route or station:

1. Click on a cell in a route/station column
2. Enter the quantity
3. Press Enter or click outside the cell
4. The quantity is automatically saved after a 3-second delay

As you enter quantities:

• Allocated increases
• Remaining Availability decreases
• Totals row updates
• Row turns red if over-allocated

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Bulk Editing

You can:

• Use Tab to move to the next cell
• Use Shift+Tab to move to the previous cell
• Use arrow keys to navigate
• Copy and paste values between cells

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Toolbar Operations

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Copy Route

Copy quantities from one route/station to another:

1. Click Copy Route in the toolbar
2. Select the source route/station
3. Select the destination route/station
4. Quantities are copied instantly

This is useful for:

• Creating similar routes
• Duplicating common allocation patterns
• Setting up recurring deliveries

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Zero Out

Clear quantities from routes/stations:

1. Click Zero Out in the toolbar
2. Choose what to clear:
   • Specific Route/Station: Clear one route/station
   • All Routes/Stations: Clear all quantities
   • Entire Session: Reset the session
3. Confirm the action

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Submit Orders

Push the load list to the ERP as orders:

1. Review all quantities (check for red rows)
2. Click Submit Orders in the toolbar
3. Select a ship date (defaults to tomorrow)
4. Review the summary
5. Confirm submission

What happens when you submit:

• The session status changes to “Submitted”
• Orders are created in the ERP for each route/station
• The grid becomes read-only (you can still view and export)
• Remaining availability is updated in the ERP

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Customizing the Grid

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Renaming Columns

To rename a route/station column for clarity:

1. Click the column menu (three dots in header)
2. Select Rename Column
3. Enter the new name (e.g., change “Route 001” to “Downtown Route”)
4. Click Confirm

The custom name is saved in your browser and will appear every time you open the grid on this device. To reset a column to its original name:

1. Open the column menu
2. Select Reset to Default Name

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Column Management

Use the AG Grid column tool panel (sidebar) to:

• Show/hide columns
• Reorder columns by dragging
• Pin columns to left or right
• Apply filters to rows

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Sorting and Filtering

• Sort: Click column headers to sort ascending/descending
• Filter: Use the filter panel (sidebar) to narrow results
• Search: Use the grid search to find specific items

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Session Status

Sessions have three statuses: Draft (Yellow):

• Session is being created/edited
• Quantities can be changed
• Not yet submitted to ERP

Submitted (Blue):

• Session has been submitted
• Orders created in ERP
• Grid is read-only

Completed (Green):

• Orders have been fulfilled
• Session is archived

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Best Practices

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Before Submitting

1. Check for red rows: Ensure no over-allocations
2. Verify totals: Review the totals row for accuracy
3. Review availability: Confirm sufficient inventory exists
4. Name your session: Use descriptive names for future reference

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Session Organization

• Create separate sessions for different delivery days
• Name sessions by route type or customer group
• Submit sessions promptly after completion
• Review recent sessions before creating duplicates

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Availability Management

• Monitor Remaining Availability closely
• Check Containers on Shipment quantities for pending shipments
• Coordinate with other users to avoid double-allocation
• Verify ERP availability before large allocations

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Troubleshooting

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Quantities Not Saving

If quantities don’t save:

• Wait 3 seconds for the auto-save to trigger
• Check your network connection
• Refresh the page and recheck the session
• Contact support if the issue persists

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Red Rows (Over-Allocation)

When a row is red:

1. Check the Availability column
2. Review Containers on Shipment quantities
3. Reduce allocated quantities
4. Consider splitting across multiple sessions

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Can’t Find a Session

If a session is missing:

• Check that you’re viewing sessions for the correct station
• Sessions older than 2 loads may be archived
• Check with your supervisor for archived sessions
• Verify the session wasn’t submitted by another user

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Session Won’t Submit

If you can’t submit:

• Ensure total quantity > 0 (empty sessions can’t submit)
• Check that the session is not already submitted
• Wait for pending edits to save (auto-save after 3 seconds)
• The Submit button is disabled when:
  • Total quantity is 0
  • Session is already submitted
  • Changes are still being saved (pending updates exist)

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Keyboard Shortcuts

• Enter: Save cell and move down
• Tab: Save cell and move right
• Shift+Tab: Save cell and move left
• Arrow Keys: Navigate without saving
• Ctrl+C / Cmd+C: Copy cell value
• Ctrl+V / Cmd+V: Paste cell value

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