Prep and load up

Prep & Load Up is the warehouse's screen. For each day it lists what has to go out, grouped into zones by truck, so the team can pull it, stage it and load it, with a name on every tick.

Steps

1. Open Prep & Load Up and pick the day.
2. Press Set Zones and put each order in the zone it is staged in (see below).
3. Press All zones for the whole day, or a zone's tab for one truck. Each tab shows how many items are done.
4. Tap an item once when it is staged, again when it is loaded, and a third time to clear it.
5. For part of a line, set how many are in the bay so far.
6. Press Load all staged to mark everything staged in the zone as loaded in one tap.
7. To count with a scanner, press Scan to stage and scan each item's label. Each scan counts one more of that item staged.
8. Press By stop to see each client and what they get, in stop order. Press By item to go back to the ticks.

Set Zones

Set Zones shows a column for each of your staging zones, plus Not set, and a card for each order going out that day. Each card has the order number, the client, the event time, the delivery window, its truck and stop from Dispatch, and how many items it has.

• Move an order: drag its card to another column, or pick the zone from the menu on the card. The menu works on a phone and from the keyboard. The zone's tab, prep list and load list follow at once.
• Split an order across two trucks: press Split on the card. Each line of the order is listed. Add a zone and type how many of the line go there, for example 40 of 100 chairs. The rest stays in the order's own zone. A split order shows in every column it touches, marked Part with that zone's count, and each zone's list, tent parts and load list hold only its share.
• Tents and kits split by whole kits. Their parts go with them, so each zone's tent pull list has the parts for its own tents.
• Put it back together: press Split, then Put it back together. Or drag a part's card to the order's own column.
• Fill from Dispatch gives each order on a truck that truck's zone. A truck with a zone of its own keeps it (set it on the truck's file under Assets, Stages in). Any other truck takes the next free zone in your list for the day. You see what it will do first, and orders that already have a zone are left alone unless you tick the box.

The stage zone is no longer on the order screen. It is set here.

The other tabs

• Weekly Prep: what is needed over the next days (Today to Next 7 Days), what is ready, and what is still to prep.
• Load Up: the zone's truck in 3D with its weight against the payload. See Truck load and weights.
• Vinyl Status: tent tops, shown only when you rent them.
• A zone with tents also has a Tent pull list for the parts of each tent.

Good to know

• Scanning a tagged unit also checks that unit out to the order it is staged for. A hand scanner works too.
• Team notes on a zone are for the day's notes: a missing item, a late pickup.
• Print sheet prints the prep list, a stage sheet per order (one per zone for a split order, marked part) or a load list per truck. See Print sheets.
• Reset clears a zone's ticks. Tagged units scanned out for it go back on the shelf.
• If a line on a split order is made smaller, the split shrinks with it. If its item is changed, that line goes back to the order's zone.
• The crew reach this list from Load up on My Jobs, already sorted by stop.
• A company can switch Prep & Load Up off under Settings, System, Modules. Scanning a label still opens what it is.

If something goes wrong

• The day is empty. Check the orders have a delivery date on that day.
• An order is in Not set. Nobody has put it in a zone yet. Use Set Zones.
• A zone says "No truck yet". Its stops are not on a truck in Dispatch.
• The split will not save. A line cannot be split into more than it has, and a tent or kit only by whole kits. The message says which.
• You cannot move cards. Moving orders between zones takes the Prep & Load Up permission to change things.
• Prep & Load Up is not on the menu. Your role does not have it, or it is switched off for the company.