Skip to main content

Route Reconciliation - Add Ons

Distributor steps for adding products to a truck's route bin after loading using the Add Ons tab in Route Reconciliation (Load Sheets) in Encompass, pulling stock from another bin. Requires v22.07+.

B
Written by Bailey Naas-Thornton

Minimum Version Required: 22.07

Steps

How to Complete an Add On
​
​

1. Using Universal Search, navigate to the Load Sheets table.
​
​

2. Click the Return link under the Warehouse User column header.
​
​

3. From the Route Reconciliation view, click on the Add Ons tab.
​
​

4. Search for a product in the drop-down menu and click Filter Product.
​
​

5. Modify the inventory for the Route Bin by inputting the quantity needed in the Add On field.
​
​

6. In the From Bin field, select the bin the product will be pulled out of.
​
​

7. Continue adding products as needed by repeating steps 4-6 and click Complete Add Ons when all products are added.
​
​

Fields And Definitions

Load - Where Invoices are Palletized and Pallets Loaded (can still be completed through Delivery Optimizer)
​
​Count Out - (optional) Displays what has already been loaded in the Route Bin
​
​Add Ons - Add new Products to the Route Bin
​
​Invoices - Lock, Unlock, Move, Delete Invoices (with proper permissions)
​
​Count In - Count all Products being returned to the Warehouse (similar to Return tab from previous workflow)
​
​Errors - Apply reason codes for unaccounted for / missing products
​
​Return - Return Load Sheets
​
​Audit - Troubleshoot Route Bin Inventory discrepancies

Did this answer your question?