Creating a quick load plan can be effortlessly done, particularly when your haulier is not set to manual. This will allow for the automatic pre-population of linked stores, which will make the process even more streamlined. Follow the steps listed below to create a quick load plan using the Daily Load Report App.
Navigating to the Quick Load Plan Section
Access the Daily Load Report App via https://kavli.supplylens.co.uk.
Log in with your credentials.
In the menu bar on the left side of the screen, click on the "Quick Load Plans" section.
Creating a Quick Load Plan
A form will appear, prompting you to fill in the following details:
Select Haulier: Choose the haulier from the dropdown list.
Emails: This field will pre-populate with emails linked to the selected haulier.
Collection and Collection Day: These fields will be auto-set based on the selected haulier's default collection time.
Comments: Enter any relevant comments or instructions.
Since the haulier is not set to manual, the linked stores will be pre-set. For each store:
Enter the number of pallets.
Provide the order number.
The delivery date can change but is defaulted from the collection date.
Once all the details are filled out, click the “Save” button to save the quick load plan.
Viewing and Managing the Load Plan
Upon saving, you will be taken to the Load Plans section, where you can see the newly created load plan.
Here, you have the option to:
Edit the load plan if needed by clicking on the “Edit” icon.
Go to the report by clicking on the “Report” icon to view a printable version of the load plan. From here, you can print or email the load plan.
Congratulations! You have successfully created a quick load plan. This feature is designed to simplify your daily operations, ensuring that your pallet loads are well-organised and ready for smooth deliveries.
Video Tutorial: Creating a Quick Load Plan
Watch the comprehensive video tutorial below for a visual guide on creating a quick load plan.