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Create pickup loads

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You can create a pickup load to streamline the retrieval of purchase orders at vendor locations. Assign several purchase orders to a single pickup load, then print and distribute it to a driver with instructions on where to retrieve these orders.

Steps

  1. In the search box, enter Pickup Loads, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. In the No. field, press Enter to select the next available number.

  4. Fill in the Location Code field.

  5. Fill in the other fields on the header. Create a link between the pickup load and the delivery trip by selecting the delivery trip code. This places a flag on the delivery trip header indicating that a pickup load is linked to it. You can then create a report to integrate the delivery sheet and the pickup sheet if needed.

    Note that the Carrier field cannot be changed once a delivery trip is linked. Its value is derived from the delivery trip header's Shipping Agent Code field.

  6. Select the first line on the Lines FastTab and open the list of purchase orders from the Purchase Order No. field.

    The Purchase List page displays Anywhere Mobility Solutions purchase orders that have the same location as the pickup load.

  7. Select the desired purchase order, and then choose OK to copy it to the pickup load line.

    You cannot copy a purchase order if it does not have an assigned pickup location code.

  8. Assign additional purchase orders on subsequent lines.

  9. Determine the sequence in which purchase orders should be picked up by entering values in the Sequence No. field.