I Can Auto Allocate Loads / Holds During Creation

This tutorial outlines the process of auto allocating loads during creation, a feature applicable when a purchase is allocated to a single sale or a warehouse.

Allocating Loads from the Loads Tab

Step 1: Navigate to the Loads tab.



Step 2: Click on Add a Load.



Step 3: Select Add Loads Planned.



Step 4: Specify the number of loads and check the Auto Allocate box.



Step 5: Fill in all other necessary details and click on Add.



After completing these steps, two new loads will be added to the same purchase and will be auto allocated to the required sale.

Allocating Loads from the Loads and Holds Page

Step 1: Navigate to the Loads and Holds page.



Step 2: Click on Add Load.



Step 3: Select Add Loads Planned.



Step 4: Choose your customer.



Step 5: Select an associated sale.



Step 6: Click on Add.



Step 7: Specify the number of loads and check the Auto Allocate box.





Follow these steps to auto allocate loads during creation. This concludes the tutorial on auto allocating loads.

Updated on: 22/11/2024