Purpose
Cart Load Builder is a useful tool in the Stock app, which can be used prior to servicing machines to aid in the service process.
It is a planning/checklist tool, that allows users to select and mark down which products to load onto the cart from the available route/truck supply.
This feature is only accessible when enabled. When enabled, a cart icon will appear at the upper right of the Routes screen in the Stock app.
Process
To use the Cart Load Builder feature:
- Tap the cart icon at the upper right.
- A list will appear, containing only machines on the current route with Queued status. Queued machines can also be searched for, using the search bar at the upper right.
(If no machines are in Queued status, an error message will appear instead.)- Select the desired Queued machine(s) for the Cart Load. {The number of machines and total number of cases and eaches will appear at the bottom.) Once the desired machines have been selected, tap Review Load in the bottom right to continue.
- Select the desired Queued machine(s) for the Cart Load. {The number of machines and total number of cases and eaches will appear at the bottom.) Once the desired machines have been selected, tap Review Load in the bottom right to continue.
Next, the Load Summary screen will appear. Swipe left on a product to load it onto the cart. (To remove a product from the load, swipe right.)
- If needed, tap RELOAD at the upper right to clear the load summary and refresh the cart page.
- If needed, tap RELOAD at the upper right to clear the load summary and refresh the cart page.
- Once the Cart Load has been built out as desired, proceed to servicing the machines.