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A load order groups sales order quantities that will leave together. Before executing it, define the transport, date, and location where the goods should be prepared.

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Register transports

Transports represent the vehicle, carrier, route, or means assigned to a load order. Path: Warehouse > Loads and shipments > Transports
1

Create the transport

Click Create new transport.
2

Identify it

Enter a recognizable Name, such as SEUR, Own van, or Customer collection.
3

Save the transport

Click Create.
Register the transport before planning the first load. In the order form, only the transport and selected lines are required.

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Group pending goods

Path: Warehouse > Loads and shipments > Load planner The table view offers two ways to select goods:
  • Full orders includes all order lines that still have quantities available to load.
  • Lines lets you select specific quantities from one or more lines.
1

Select orders or lines

Select whole orders or open the Lines tab. When working by line, enter Quantity to load without exceeding the available quantity.
2

Choose where to add the selection

Click Create load order to start a new order. To extend an order that has not started, select Add to an existing one.
3

Complete planning

For a new order, select the Transport. Also configure Name, Planned date and time, Loading location, and Requires validation before completing, according to the process.
An order remains Pending planning while it lacks a date, loading location, or lines. It becomes Planned when it has all three.

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Schedule loads on the calendar

Switch to Calendar view to organize orders by week or month.
  • Drag an order from Unscheduled to the day you want to load it.
  • Drag an order to another day to reschedule it.
  • Return it to Unscheduled to remove its date.
  • Double-click an order to open its details.
If you assign a date from the calendar to an order that had none, Bold retains the other data and sets the time to 08:00. If the order already had a time, it keeps it when changing the day.

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Review the order and request materials

Path: Warehouse > Loads and shipments > Load orders The list shows status, name, transport, planned date, loading location, and the number of lines and shipments. Use Hide cancelled and Hide completed to focus on pending loads. Open an order to review its Lines, Shipments, Validation, and Time entries tabs. Before starting, you can also change planning data and add or remove lines. Request materials when you need to transfer goods to the loading location:
1

Check preparation

Review provisioning status and each line’s Ready and Incoming quantities.
2

Request materials

Click Request materials. This action is available for Planned, Loading, or Paused orders with lines and no previous request.
3

Execute movements

The warehouse team can complete generated movements from Work mode > Warehouse > Movements.
Bold indicates whether it requested materials or none remain pending. Once the order is marked as requested, the button no longer appears.

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Next step

Once the goods are prepared, execute and close the load order from work mode.