Table of Content

Introduction

Additional loading requisition is a document in which sales representative indicates how much SKUs he plans to pick up from distributor's warehouse and ship to his car.

Helpful Hint
Document does not create any movements of balance registers either on mobile device or in ST-Mobi.com.

Calling dialog form

   > Route > Operations on route > Additional loading requisition
   > Journal >  > Additional loading requisition

Helpful Hint

Algorithm for creating Additional loading requisition:

  1. Open dialog form.
  2. Fill in table.
  3. Click Next.
  4. Check details of document.
  5. Click Save.

Document appearance

By default, tabular part of document Additional loading requisition looks like this:

Attributes of tabular part of document

TitleDescription
SKUName of SKU.
CodeSKU code / article number (field is hidden by default).
Rec. QuantityRecommended minimum quantity of SKU residues in employee's car.
QuantityQuantity of SKU to be moved from warehouse.
On VAN StockRest of SKU in employee's car.
On Warehouse StockRest of SKU in warehouse.
WeigthWeight of transported SKUs.

Display of columns, their width and relative position can be customized.

Data entry

  1. Select Cell (at intersection of product and column), calculator will appear.
  2. Enter desired value (if necessary, change the unit of measurement of product).
  3. Click OK.
  4. After entering data for all necessary SKUs, click Next.

Document details

TitleDescriptionEditable
Type of SKU movementValue is always displayed as Arrival (i.e. moving SKU from warehouse to employee's car).

Sender WarehouseName of warehouse from which SKUs will be shipped.

Receiver WarehouseEmployee's car (car warehouse of current route).

Additional features

Fill in column "Quantity" with the recommended quantity of SKUs

 > Fill in recommended quantity

Open list of reports for Point of Sale

 > Reports

Get up-to-date information on SKUs

 > Exchange

Clear document

 > Clear

Add or remove columns

 > Configure Columns

Final report

After entering data for all necessary SKUs, click Next, final report will open.

Additional features

Add comment to document

Print document

Change details

 > Details

Back to document edit

Edit

Saving document

To save document, in final report, click Save.
System will send document to ST-Mobi.com at next data exchange session.

Frequently Asked Questions

  1. How does Movement differ from Additional loading requisition?
    In Additional loading requisition, employee indicates how many SKUs he plans to pick up from distributor's warehouse.
    Document reflects an intention, not a fait accompli.
    It can be used to import requests to storekeeper's workplace in ERP so that he starts preparing goods while employee is still on his way.

  2. Why don't I have such document on my mobile device?
    Documents of shipment from the board, movement and additional loading requisition become available on mobile device only if employee works according to Van Selling scheme. 
    To enable feature of trading from the board, it is necessary to specify value of car warehouse setting in employee card in ST-Mobi.com.

  3. Is it possible to order more SKUs than there are in stock?
    Yes, you can. Employee just indicates how much SKUs he plans to pick up from warehouse.
    Usually, after additional loading requisition is submitted to ERP, the quantity of goods in application is adjusted and sent to mobile device, along with current stock balances.

  • Нет меток