Shipping Truckload

HTML / Shipping Truck Load [LPN052]

In this module, we will explain how to truckload the finalized Shipping TrackIDs into the delivery vehicle when the shipping agent arrives, or your truck is ready to depart your warehouse.

This process is done on the HTML5 scanner only.

The unloading of a truck will also be reviewed.

This guide will only focus on fixed load.

The following can be checked to ensure the Waybill is ready for truck loading:

  • Pick slips have a status of PICKED/COMPLETED

  • Shipping TrackID has a status of ASSOCIATED/PACKED

  • Packing List is printed

  • Final Shipping TrackIDs are printed and added to pallets

In some instances, you might need to unload a Shipping TrackID after it has been loaded on a truck, not to be dispatched with the Waybill. The Shipping Truck Unload scanner feature will be used for this process.

Try it!

This transaction will be done on the HTML5 scanner.

  • Locate the Shipping Truck Loading icon on the scanner

Shipping Truck Load icon on the scanner
  • You can also access the HTML5-based scanner screens form the PC

  • To open the HTML 5 scanner screen from the PC, go to the Main Menu at the top of your screen and select Launch HTML5. This will open the HTML 5 sub-menu.

  • Click on the Launch HTML 5 icon.

  • Your HTML 5 scanner screen will load.

  • You will notice that all the modules will be visible. Use the search icon to easily search for a module or browse through the screens to locate it.

Locate the Shipping Truck Load icon
  • The Shipping Truck Load screen will open

  • Enter the Vehicle number from the Waybill. This refers to the Trucks created during the Waybill buildup. The appropriate truck was added when the Waybill was created. For more information, refer to Creating a Waybill

  • A Trip Sheet number will appear automatically. The Trip Sheet is similar to the Packing List already printed

  • Scan (or enter) the Waybill/BOL number you are loading onto the truck

  • The Shipping TrackIDs associated with the Waybill number will load in the data grid (notice that the Status must be ASSOCIATED or PACKED)

  • Each Shipping TrackID must be scanned in order to start loading it into the truck

  • Scan (or enter) the Shipping TrackID into the TrackID field

  • As each Shipping TrackID is scanned the status will be updated to LOADED and will change to green in the data grid. This is to see which pallets have already been loaded easily.

  • Continue scanning all Shipping TrackIDs until everything is physically loaded into the truck.

  • A pop-up will appear, stating that the loading is complete

 

  • Select Post

  • A warning message will appear if outstanding Sales Orders must still be picked and loaded.

  • A pop-up will appear asking whether you want to Dispatch. You can do it from here but note that this is permission-based per user. You can therefore select Cancel and do the Dispatching from the PC screen (browse to Shipping / Waybill/BOL Maintenance on the main menu)

  • A pop-up will appear asking whether Truck loading is completed for the Waybill. If OK is selected. Truck loading is complete for that Waybill and all Shipping TrackIDs will have a status of LOADED. If you have more than one Waybill loaded on the same truck. You can select Cancel and proceed with the second Waybill.

  • A pop-up will appear asking whether you want to print a Trip Sheet. Select Cancel

  • If Cancel is selected, you can continue loading more Waybills.

  • When the pallets are all truck loaded and ready to be dispatched, you can create a SYSPRO Dispatch Note for the load

Create a SYSPRO Dispatch Note

  • Open the Waybill/BOL Maintenance screen under Shipping on the Main Menu

  • All the Shipping TrackIDs must now have a Status of LOADED

  • Select the Dispatch Note button

  • A pop-up will appear. Select Yes

  • The Waybill/BOL Successfully Dispatched pop-up will indicate that the Dispatch Note was created successfully. Select OK

  • Refresh the Pick Slips tab. The Dispatch Note column will be updated with the SYSPRO Dispatch Note number.

  • Notice that the Picking Slip Status will also state COMPLETE

  • Lastly, you will print out the Bill of Lading document.

  • Select the Print Summary Waybill/BOL button, next to the Dispatch button

  • The printer pop-up will appear

  • A detailed Bill of Lading document will print


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