Steps
- On the vanโs page: + Request loading - choose Load from (the vanโs main warehouse, or any other stock warehouse), the items and quantities (that warehouseโs stock is shown on each line, in red when it is not enough), then Send for approval.
- A supervisor opens it and Approves (or rejects with a reason) - never the person who asked.
- The warehouse picks the items and clicks Load onto the van: the stock moves from the main warehouse to the van (a stock transfer). A second click is refused - it is loaded exactly once.
- The salesperson checks what arrived and clicks I received these items. Print the Loading note for signatures.
Good to know
- Each line keeps the date its stock first came into the business, so stock aging on the van is not reset by the trip.