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Hot Shot Process

Distributor steps for creating a Hot Shot (rush or emergency) Load Sheet in Encompass, adding customer invoices and products, then loading, returning, and balancing it. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to create a Hot Shot Load Sheet
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  1. Using Universal Search, navigate to the Load Sheets table.
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  2. Click the Add Load Sheet button.
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  3. Enter values to the Route, Deliveryman, and Date fields as needed then click the Add Record button when complete.
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  4. Click the Add Invoices button.
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  5. Search for customers by entering a Customer, Chain, AR Account, or other known information and clicking the Search button.
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  6. Check the box(es) for the customer(s)the invoices are created for and click Save when complete or Save and Add More Customers until all customers have been added.
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  7. Once Save is clicked, the Invoice Edit screen will display for the most recently selected Customer.
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  8. Add Products using "Recent Products" or "Add Products" until the invoice is complete.
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  9. Click the Save Changes button.
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  10. Displayed is the Invoice View.
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  11. Click the Load Sheet button.
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  12. From the Load Sheet, click the Pencil icon to edit the invoice and add products, repeating steps 8-11 until all invoices have been fully edited.
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  13. Take the Load Sheet through the rest of its lifecycle: Load, Return, and Balance.
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Best Practices

  • Hot Shot is a default route in Encompass setup, but it might be renamed something like Dock Sales, Emergency Orders, or appended to have a Location Name. Select the option that best fits your processes

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