Overview
This section is only available to the Manager profile and Supervisor Profile.
The Approve Truck Loading section is structured to document and formally approve the loading of products for delivery:
- Location – The facility where loading occurs
- Temp. – Temperature of the products at the time of loading
- Del. Run – Delivery route or run being executed
- Time – Date and time of the loading process
- Carrier – Transport company responsible for delivery
- Order # – Associated order number for the shipment
- To be Verified – Checks or items that require verification
- More – Additional notes or observations
This section centralizes truck loading approval records for consistency and traceability.
Why it matters
It ensures products are loaded under proper conditions, verifies compliance with delivery requirements, prevents quality or safety issues during transport, and supports accurate shipment tracking.
Step-by-step actions
1 — Open the Transportation Section
From the left-side dashboard menu, click on the Transportation section to access transportation-related modules.
2 — Select “Truck Loading”
Within the Transportation section, select Truck Loading to view existing truck loading records.
3 — View Delivery Runs
On the Truck Loading page, click the purple “View Delivery Run” button located at the top left.
You will be redirected to the Delivery Run page.
4 — Create a Delivery Run
On the Delivery Run page, click the purple “Create Delivery Run” button.
A form will open where you can:
- Select the Location
- Select the Items
- Enter Comments
Once completed, click Submit to create the delivery run.
5 — Modify or Delete Delivery Runs
To update an existing delivery run, click the green pen icon next to the record.
To delete a delivery run, click the red trash can icon.
6 — View Items to Be Verified
Return to the Truck Loading page and click the green “View Items to Be Verified” button.
This will display the list of checklist items associated with truck loading.
7 — Create Item Checklist
Click the purple “Create Item Checklist” button.
A form will open where you can:
- Select the Location
- Add an Item to Be Verified
or
- Import an XLSX file
Click Submit to save the checklist item.
8 — Modify or Delete Items to Be Verified
To update an item, click the green pen icon next to the item.
To remove an item, click the red trash can icon.
Product Return
Overview
This section is only available to the Supervisor Profile.
The Product Return section is structured to document the return of products during transportation or delivery:
- Product Return Time – The date and time the product was returned
- Product Return – Details of the product being returned
- Completed By – The individual who recorded or managed the return
- Approved By – The person responsible for reviewing and approving the return
- Approval Date – The date the return was formally approved
This section centralizes product return records to ensure accuracy and traceability.
Why it matters
It ensures returned products are properly tracked and verified, supports inventory accuracy, maintains product quality and safety, and provides documented evidence for audits and accountability in the transportation process.
Step-by-Step Actions
1 — Open the Transportation Section
From the left-side dashboard menu, click on the Transportation section to access transportation-related modules.
2 — Select “Product Return”
Within the Transportation section, select Product Return to view the list of pending product returns.
3 — View Pending Product Returns
The Product Return page displays a list of all pending returns, including relevant return details.
4 — Modify or Delete Product Returns
To update an existing product return, click the green pen icon next to the return record.
To delete a product return, click the red trash can icon.
Label Approval
Overview
This section is only available to the Manager profile.
The Label Approval section is structured to document and formally approve product labels before use:
- Location – The facility or site where the label is reviewed
- Product and Format – The specific product and label format being approved
- Expiration Date on Label – The date printed on the label for product shelf-life
- Approved Suppliers – Suppliers associated with the approved label
- More – Additional notes, observations, or requirements
This section centralizes label approval records to ensure consistency and traceability.
Why it matters
It ensures labels are accurate, compliant with regulatory requirements, and aligned with approved suppliers, helping prevent mislabeling and protecting product safety and brand integrity.
Step-by-step actions
1 — Open the Transportation Section
From the left-side dashboard menu, click on the Transportation section to access transportation-related modules.
2 — Select “Label Approval”
Within the Transportation section, select Label Approval to view existing label approval records.
3 — Create Label Approval
Click the purple “Create Label Approval” button.
A form will open where you can:
- Select the Location
- Select the Date
- Write the Product & Format
- Answer the Label Questions
- Enter Comments
Once completed, click Submit to create the label approval record.
4 — Modify or Delete Label Approval Records
To update an existing label approval record, click the green pen icon next to the record.
To delete a record, click the red trash can icon.
Customer
Overview
This section is only available to the Manager profile.
The Customer section is structured to document and manage customer-related information for deliveries and interactions:
- Name – The customer or account name
- Delivery Run – The delivery route or schedule associated with the customer
- Completed By – The individual who recorded or updated the information
- Comments – Additional notes or observations regarding the customer
This section centralizes customer records to ensure clarity and consistency in operations.
Why it matters
It ensures accurate tracking of customer information and deliveries, supports effective communication, improves service reliability, and helps maintain strong customer relationships.
Step-by-step actions
1 — Open the Transportation Section
From the left-side dashboard menu, click on the Transportation section to access transportation-related modules.
2 — Select “Customer”
Within the Transportation section, select Customer to view existing customer records.
3 — Create Customer
Click the purple “Create Customer” button.
A form will open where you can:
- Select the Location
- Select the Delivery Run
- Enter the Customer Name
- Enter Comments
or
- Upload a CSV file
Once completed, click Submit to create the customer record.
4 — Modify or Delete Customer Records
To update an existing customer record, click the green pen icon next to the record.
To delete a customer record, click the red trash can icon.
Carrier
Overview
This section is only available to the Manager profile.
The Carrier section is structured to document and manage information about transportation providers:
- Location – The facility or area associated with the carrier
- Completed By – The individual who recorded or updated the information
- Comments – Additional notes, observations, or relevant details about the carrier
This section centralizes carrier records to ensure consistency and easy reference.
Why it matters
It ensures accurate tracking of carriers, supports reliable transportation management, helps maintain accountability, and contributes to safe and efficient supply chain operations.
Step-by-step actions
1 — Open the Transportation Section
From the left-side dashboard menu, click on the Transportation section to access transportation-related modules.
2 — Select “Carrier”
Within the Transportation section, select Carrier to view existing carrier records.
3 — Create Carrier
Click the purple “Create Carrier” button.
A form will open where you can:
- Select the Location
- Enter the Carrier Name
- Enter Comments
Once completed, click Submit to create the carrier record.
4 — Modify or Delete Carrier Records
To update an existing carrier record, click the green pen icon next to the record.
To delete a carrier record, click the red trash can icon.
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