Skip to main content

Loading

(Version 1.0)

Updated over a year ago

What is a Loading?

Loading is the final step in the OrderGrid app's warehouse management flow that follows Unloading > Receiving > Picking > Packing > Loading . It is used to load the packed items on the orders from the warehouse into the freights/trucks for shipping them to customers.

To access Loading, navigate to

☰ > Warehouses > Loading

Create a New Loading

To create a new loading, follow the steps 🪜:

  1. On the Loading screen, click + New Loading .

  2. On the next screen, under the Loading Info tab, enter the loading information. By default, Loaded by, and Loaded at (date) are added. You can update that information if needed.

  3. By default, the Status is Completed .

  4. If required, you can add any notes.

  5. Under deliveries tab, click + Add delivery .

  6. Next, if a carrier check is needed, toggle on the Carrier check is required, and another tab caller Carrier Checklist will appear beside Deliveries . Otherwise, skip this step if not needed.

  7. Click the Select Logo container to upload any picture related to the loading, if required.

  8. Click on the Deliveries tab.

  9. Click Add Delivery button.

  10. Under All tab, select a carrier from the Carrier dropdown.

  11. Once a carrier is selected, all orders being shipped with the same carrier label will be added to the deliveries list.

  12. If you toggled the Carrier Check is required in step 6; make sure to fill out the form under Carrrier Checklist . Otherwise, skip to the next step.

  13. To complete the Loading, click Save .

Close Shipments

Certain carriers require the warehouses to generate the Close Shipments (e.g. Canada Post).

To perform the close shipment action, follow the Steps 🪜:

  1. On the Loading Screen, click Close Shipements .

  2. On the Close Shipment window, select a carrier from the drop-down.

  3. Click, Close Shipment .

Performing close shipment action will generate a manifest with all the orders for that carrier.
​

To fetch the manifest, click Action ( ⋮ three-dot icon ) on the loading row, and click Get Carrier Manifest from the options, or click 📘 blue file icon beside the carrier name.

Definitions:

Close Shipments: The shipment being closed means that the goods have left the sender, and no further changes to the content of the shipment is allowed.

Manifest: A manifest or scan form is a document generated by couriers containing shipment information. Commonly used when generating multiple shipments at once.

View Loading Details

To view the loading details, click the loading row on the list of loadings or click Action ( ⋮ three-dot icon ) and click Show Loading Details .

Delete a Loading

To delete the loading, click Action ( ⋮ three-dot icon ) and click Delete Loading Record .

💡 Note: To avoid loading express orders, toggle on Skip loading for express orders under Warehouse Settings.

🎉 Congratulations on learning how to use Loading! 👏

Did this answer your question?