Inventory

New Load Plan

Choose sales order lines and how much of each to load.

The New Load Plan screen opens when you click New on the Load Plan list. It lists open sales order lines; you tick the ones to load, type the loading quantities, link each to a PO item and submit.

Open in Info-X

The screen

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What each number means

1
Page title
New Load Plan — pick sales order lines and decide how much of each to load.
2
Back
Leaves without saving and returns to the Load Plan list.
3
Submit Plan (top)
Saves the load plan. It works only after at least one line is ticked and linked to a PO.
4
Sales Order Lines
The table of open sales order lines you can put on this load.
5
Search
Find lines by sales order number (SO) or SKU.
6
#
Row number.
7
Select all
Ticks every line on the page at once.
8
Row checkbox
Tick a line to include it in the load plan.
9
SO ID
The sales order the line belongs to, e.g. SO122500002.
10
SKU
The product code. A dash means no SKU is set.
11
Total Cont Unit
Total container units ordered on the line.
12
Rem. Cont Unit
Container units still waiting to be loaded.
13
Loading Unit
Type how many units to put on this load. It can't be more than the remaining units.
14
Cases / Unit
How many cases are in one unit (2700 on row 1).
15
Total Cases
Total cases on the line (units × cases per unit).
16
Rem. Cases
Cases still waiting to be loaded.
17
Loading Cases
Type how many cases to load now.
18
Total Qty
Total quantity on the line.
19
UOM
Unit of measure, e.g. Case.
20
Packing value
Packing amount, e.g. 20.
21
Packing unit
Packing unit, e.g. TON.
22
Link PO Item
Required. Pick the purchase order item that supplies this line.
23
Showing items
How many lines are listed.
24
Pages
Move between pages of lines.
25
Save hint
Reminds you to tick at least 1 item and link a PO before saving.
26
Cancel
Throws away your choices.
27
Submit Plan (bottom)
Same as the top Submit Plan button.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

Sales Order Lines

Open lines with their ordered and remaining units and cases.

Loading quantities

Loading Unit and Loading Cases — how much goes on this load.

Link PO Item

Connects each line to the purchase order item that supplies it.

Submit Plan

Saves the plan once at least one line is ticked and linked.

How to use it

1On Inventory → Load Plan click New.
2Search by SO or SKU and tick the lines to load.
3Enter the Loading Unit and Loading Cases for each line.
4Pick a PO item in Link PO Item.
5Click Submit Plan.

Tips

Loading amounts can't be more than the remaining units or cases.
Submit Plan won't save until at least 1 line is ticked and linked to a PO.