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Check your van load

When the office loads your van, the phone asks you to check it. You accept it, count it, or refuse it. Who: rep who sells from a van · Where in the cycle: Load.

  • You sell from a van (Put someone on a round with a van).
  • The office saved a load to your van (Load a van) and your phone has synced since. Pull down on Today in signal if the banner hasn’t come.
  • Your company decides how you check it (Choose how reps work on the road): accept or refuse the whole load (the usual way), count each line, or not at all — then no banner shows and there is nothing to do.
  1. On Today or the Van tab, tap Check the load on A van load is waiting (“Load LD-000001 from Main warehouse.”).
  2. Check your van load opens. The dark card shows THIS LOAD, the load number and how many products, and where it came from, when and who loaded it.
  3. Compare the van with the table: Product, This load, Already on van, Total after. “Already on van” is what the van holds now; “Total after” is what it will hold once you accept.
  4. If everything is there, tap Accept load. The phone says “Load accepted. The office has it.”
  5. If it is wrong, tap Refuse… instead (below).
Check your van load for LD-000001 · 2 products, from Main warehouse at 08:30 by Storekeeper: Juice 1L +50 and Water 6-pack +40, nothing already on the van, totals after 50 and 40, with Refuse… and Accept load at the bottom.
  1. This load, already on the van, and the total after
  2. Refuse… the whole load, with a reason
  3. Accept load

The screen says “Count what is on the van. Change a number only where it differs from what the warehouse sent.” Each line starts at what was loaded (Loaded 50 for Juice 1L). Change only the lines that differ: the line turns amber with 2 short or 1 over, and Only differences lists them. Tap Confirm load; the phone says “Load checked. The office has your count.”

Check your van load for LD-000001, 2 products from Main warehouse at 08:30, in count mode. The filter shows All 2 and Only differences 0, Juice 1L is at 50 of loaded 50 and Water 6-pack at 40 of loaded 40, with Confirm load at the bottom.
  1. Tap Refuse…. The sheet Refuse this load? says the load stays with the warehouse and you can’t sell these products from the van until the office sorts it out.
  2. Under Why, choose Quantities don’t match, Wrong products, Damaged goods or Something else.
  3. Write a Note for the office — it is required.
  4. Tap Refuse load. The phone says “Load refused. The office is told.”
The Refuse this load? sheet over Check your van load for LD-000001: the load stays with the warehouse and the office is told at once. Under Why: Quantities don't match, Wrong products, Damaged goods or Something else, then a Note for the office and Refuse load, grey until filled.
  1. The whole load goes back to the warehouse at once

At 08:40 Omar checks LD-000001: Juice 1L +50 · 0 · 50 and Water 6-pack +40 · 0 · 40. The van holds exactly that, so he taps Accept load.

08:30 · Storekeeper · Console › Stock › Load a van

VAN-03 is loaded from the main warehouse: 50 Juice 1L and 40 Water 6-pack. The load waits for Omar to check it.

Van load LD-000001 — state: waiting

What changed
ItemBeforeAfterChange
Main warehouse · Juice 1L120 PCS70 PCS−50
Main warehouse · Water 6-pack100 PCS60 PCS−40
VAN-03 · Juice 1L0 PCS50 PCS+50
VAN-03 · Water 6-pack0 PCS40 PCS+40

08:40 · Rep · Phone › Today › Check your van load

Omar starts his day, counts the van and accepts the whole load. Van sales open.

Van load LD-000001 — state: accepted

The stock moved onto the van at 08:30, when the office saved the load. Accepting it moved nothing; it told the office the van is right, and — because Nile Fresh asks for it — opened van selling.

  • Accept: the load leaves the office’s waiting list. If your company asks you to accept before selling, your van sales open now.
  • Count with differences: the van is set to what you counted and the office sees the difference.
  • Refuse: the phone takes the load off your van at once; the office sends it again, or keeps it in the warehouse (Sort out a refused or miscounted van load).
  • Until you accept, under the “accept before selling” rule, a new order says Van selling waits for the load — “Accept LD-000001 first. Until then this order is booked for delivery.”
What you seeWhat to do
This load was already checked. Pull down to refresh.LOAD_ALREADY_CHECKEDSomeone already answered for this load. Pull down on Today.
This load was refused and the office is sorting it out. Pull down to refresh.LOAD_ALREADY_REFUSEDWait for the office to send it again.
This load has already been sorted out. Refresh to see what was done.LOAD_NOT_OPENThe office already sorted this load out. Pull down to see what they did.
Some of this load has already been sold from the van, so it can't be refused. Tell the office.LOAD_PARTLY_SOLDYou have sold from this load. Tell the office what is wrong instead.
This load belongs to another rep's van.NOT_YOUR_LOADThe load was put on another rep's van. Call the office.
No banner, but the office says they loaded the vanPull down on Today in signal. If still nothing, your company may not ask for a check.

If the office doesn’t accept your answer, the load is asked again, and the reason is listed under the red items the office did not accept banner (Fix work the office did not accept).