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Load and close a dispatch when the goods are prepared and the team is ready to put them into the transport. This workflow records who worked, which quantities were checked, and when shipments left.

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Before you start

Check that the order:
  • is planned;
  • has a transport, date, loading location, and lines;
  • shows Stock ready, or you have reviewed which materials remain pending;
  • has the validation required by the process defined.

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Open the load

Path: Work mode > Warehouse > Load orders The list shows Planned, Loading, or Paused loads with a planned date. You can search by name, transport, or location, and limit the date with Planned until.
1

Identify the employee

Select the employee who will work on the load.
2

Open the order

Review the transport, location, date, lines, and provisioning status.
3

Start work

Click Start. If another person is already working on the load, use Assign me. To continue a paused load, use Resume.
Each employee has their own time record. The order remains Loading while at least one is active. It becomes Paused when everyone clicks Stop.

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Review shipments

The load groups lines by shipment. Open each shipment to see its destination and included items. An order can contain several shipments. Completing the load dispatches them together, but each shipment retains its destination, number, and lines.

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Validate items and lots

If the load requires validation, you must be assigned and the order must be Loading.
1

Open a shipment

Select the block for the shipment you are loading.
2

Enter the quantity

Use 1, the + and - buttons, enter the quantity, or select All.
3

Split into lots

If the item manages lots, click Split into lots and allocate the quantity. The breakdown must add up to the quantity you will validate.
4

Validate the line

Click Validate. Repeat until the line shows Line validated.
Bold does not let you exceed the pending quantity. When several lines in the same shipment use the same item, it distributes validation in their order.

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Complete the load

You can complete it from Loading or Paused.
1

Review all lines

Check quantities and lots before closing.
2

Click Complete

If validation is complete or was not required, Bold completes the load order and its shipments.
3

Resolve unvalidated quantities

If validation was required, cancel to continue validating or choose Complete and exclude pending.
When excluding pending quantities, Bold reduces or removes them from both the order and shipments. You cannot complete the order if exclusion leaves the load without lines.
Complete records the physical issue of stock from the loading location. Do not use it while goods remain in the warehouse.

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Correct a completion

In management mode, open Warehouse > Loads and shipments > Load orders and enter the completed order. Click Undo completion to reverse shipments and return the order to Paused. This action is available only if the shipments can still be reversed and retain the same lines as the load. If the load should not be executed, use Cancel while it is Loading or Paused. If it has not started, delete the order that is pending planning or planned.