Routes, vehicles and loads

These guides cover distribution work in Admin. Routes, vehicles, assignments, load templates and stock adjustments have separate permissions. Use the stock-transfer guide for posting loads and returns.

Set up a route

Open Routes, select Add route, enter Name, check Branch and Active, then Save. Open the route to review its shops and Unsequenced count. Customers belong to a route through their customer record; edit that record to change the route or outlet sequence.

Select Assign reps, choose Reps and Save. Review the assignment list. An empty assignment means nobody is selected; assigning a rep does not automatically create customer visits.

Set up and assign a vehicle

Open Vehicles → Add vehicle, enter Name, optional Vehicle number, Driver and Driver phone, check Active, then Save. Driver contact text and the user assigned to the van are different fields.

Open the van and choose Assign driver, select Person, add Notes and Assign. This ends its previous active assignment and records the new one in Who has had this van.

Use Load this van, Return stock and Loads & returns to prepare/review transfers. Saving a transfer as draft does not move stock; post and check acceptance as explained in the transfer guide. Day end report helps review the van’s operations.

Prepare a reusable load

In Load templates, start a new template. Enter Name, choose Route, add Notes, check Offer this template when loading, and add products with positive quantities. Select Save.

Apply the template from the vehicle-load form. Review suggested products and actual warehouse availability; a template itself neither reserves nor moves stock.

Adjust vehicle stock

If Adjust stock is offered, select the on-board Product, Direction, Reason, quantity and Notes. When the form asks Quantity actually on the van, enter the counted total; otherwise enter the adjustment amount. Read the calculated result before Save adjustment, then check stock and the adjustment history.

Use an adjustment to explain actual damage, expiry, loss or found goods. Use a transfer for stock returned to a warehouse.

Review consignments

Open Vehicle consignments and inspect waiting, accepted, short-count and sent-back records. Expand … items to compare sent and accepted quantities.

Authorized settings controls save when changed. Rep confirms vehicle stock makes a load wait for the rep and an unload wait for the store keeper; only confirmed quantities become sellable. Reps may take pre-orders controls orders for goods the vehicle does not carry. Review the confirmation after changing a switch. This page reviews the response; it does not provide the other party’s acceptance instructions.