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Route Default Loads

Distributor steps for setting up route default loads in Encompass (product loaded on a truck by default), generating the invoice and returning unsold units. Needs Routing Method 4; v18.04+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 18.04

Pre-Conditions

  1. Default Load Customer set on the Locations Table.
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  2. Routing Method 4 must be set on the Route Default Load Activity.

Steps

Creating and Palletizing Route Default Loads

  1. Using Universal Search, navigate to the Route Default Load Table
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  2. Click the Add Route Default Load button
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  3. Select the Route
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    ​TIP: The Default Load Sequence is set on the Route Default Load Table
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  4. Select the Product and the Num Units of the product for the Default Load
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  5. In order for the Default Load to be loaded on a vehicle, an Invoice must be generated from the Delivery Optimizer
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  6. Select the Route Default Load and click the Apply Pick Rules button to generate a Default Load Invoice
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  7. Load and Palletize as normal
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  8. Route Default Loads are Returned using the standard process and practices with the addition of a 'Leave on Truck Reason' to not bring the inventory not sold back into On-Floor inventory and to remain in the Route Bin. Please reference the Route Reconciliation: Return Help Resource for more information

Fields And Definitions

Default Load - Product that is loaded on a Truck by default when Palletizing.

Best Practices

  • Use the Leave On Truck reason when returning Default Load Invoices for Products not sold
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  • Route Type Default Loads will create Default Loads for all Routes under the selected Route Type

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