Inventory

Load Plan

Plan how cargo is loaded into containers.

Create load plans linked to shipments and track their status from Pending to Completed.

Open in Info-X

The screen

1234567891011121314

What each number means

  1. 1
    Load Plan Management

    4 total load plans.

  2. 2
    Download

    Export the list.

  3. 3
    + New

    Create a load plan.

  4. 4
    All Fields / Search

    Search by load plan number or shipment.

  5. 5
    All / Active / Completed

    Filter by status.

  6. 6
    Most Recent

    Sort order.

  7. 7
    Showing 4 of 4

    Plans after filters.

  8. 8
    Load plan # & status

    LO12250004 with 'Pending' badge.

  9. 9
    Customer / Order Date

    Customer and order date.

  10. 10
    Ship By Date

    Latest ship date.

  11. 11
    Shipment # / Sales Order #

    Linked shipment and sales order.

  12. 12
    Purchase Order # / Consignee

    Linked PO and receiver.

  13. 13
    Print / Email / Upload / Docs / Delete

    Card actions.

  14. 14
    Open

    Opens the plan.

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

Key areas

1

Search

Load Plan #, Shipment # or Status.

2

Plan cards

Plan number, status and customer; the link icon opens the shipment.

How to use it

  1. 1Click New.
  2. 2Select shipment and orders.
  3. 3Assign cargo to containers and save.