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Parlevel - Stock App - Cart Load Builder
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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:

  1. Tap the cart icon at the upper right.
    Parlevel - Stock app - Cart Load Builder icon.png
  2. 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.)
    Parlevel - Stock app - Cart Load Builder - Queued machine selection screen.png
    1. 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.
      Parlevel - Stock app - Cart Load Builder - Queued machine selection screen - machines selected.png
  3. 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.)

    1. If needed, tap RELOAD at the upper right to clear the load summary and refresh the cart page.
      Parlevel - Stock app - Cart Load Builder - Load Summary- Reload Confirmation Modal.png
  4. Once the Cart Load has been built out as desired, proceed to servicing the machines.