Minimum Version Required: 22.02
Pre-Conditions
Vehicle planner can be accessed once invoices have been palletized
Steps
How to use Vehicle Planner
1. Search Delivery Optimizer
2. Apply filters as desired
3. Click Show when ready to move on
4. Select a Route
5. Click Palletize
6. Shown are Pallets Load Sheets. You have the option to Combine Pallets, if necessary
7. Click Palletize
8. Click Vehicle Planner
9. Click Detail next to the Vehicle you want to plan
NOTE: Any plan in RED has unallocated pallets
10. This will bring you to the Truck View or Grid View of the selected vehicle and vehicle trailer
11. In this screen you will be able to execute the following from the top selections:
a. Save your changes
b. Cancel and go back to the previous page
c. Select different Load Groups and Pallet Types
d. Add pallets and split products
e. Update the Vehicle and/or Vehicle Trailer
f. Edit the existing bays
g. Toggle between Multi Window and Two Fixed screen view
h. Choose between a Truck View or a Grid View
12. There will also be additional information shown regarding the Route and allocated Weight
13. The pallets will auto-assign to bays they have been in in the past
14. Truck view gives an aerial view of the vehicle and the ability to easily drag and drop whole pallets from one bay to another
15. To allocate the pallets to a bay:
- Click Auto Assign
- Drag and drop the pallets on the right-hand side to the necessary bay
16. You can hover over the pallets to get more details such as case quantity, customer, and pallet dimensions
17. You can click on the pallet(s) to open up an additional screen to easily drag/drop products to combine pallets or split/create new pallets for products
18. Grid view lists each product on the pallet assigned to the bay. From here whole pallets or individual products can be moved to different bays
19. Once a pallet is in a bay, a capacity percentage will be displayed
20. Click Save when complete
21. Click the Check Box/es of the vehicles
22. Click ‘Process’
23. This will bring you back to the Delivery Optimizer and you can begin loading the vehicle