Managing Unload Schedule

Managing Unload Schedule

To unload a truck in AltheaSuite, follow the steps below

Log in to your AltheaSuite account.

Navigate to Purchases > Purchase Orders. Click on +New to create a new Purchase Order.

Go to Purchases > Unload Schedules, click on +New to create new unload schedule.

Warehouse: Select the warehouse where the items will be unloaded.

Supplier: Choose the supplier from whom the Items are being received.

Truck: Enter a name for the truck as per your preference 

You can add multiple purchase orders to a single unload schedule.

Then, from the context menu of the specific Unload Schedule, select Unload Truck.

Enter or Scan the SKU to be unloaded. After scanning, enter the serial number of the items. They will then appear under the unloaded items tab.

Once all the items are unloaded, they will appear under the “Unloaded Items” tab along with their assigned serial numbers, unloaded quantities and their PO numbers. 

Kept Aside Items

 If the supplier has sent an item that does not belong to any of the purchase orders being unloaded, it will appear under the “Kept Aside Items” tab once scanned.

As the scanned SKU does not belong to any of the unloaded purchase orders, it will appear under the ” Kept Aside items” tab.

To assign it to the correct purchase order, click on the context menu of the SKU and select “Change PO”. You may then select the appropriate PO from the dropdown list or click on “Apply PO” to assign the SKU to a specific purchase order. 

Select the appropriate purchase order  — the item will be moved to the unloaded items tab with the associated Purchase Order number. Once unloaded, it’s Purchase will be created.

If you do not wish to accept the item, click “Mark As Rejected” from the context menu under kept aside item. The item will then be returned to its corresponding purchase order.

After clicking “Complete Unloading”, a Purchase will be created for the unloaded purchase orders. The Purchase status will appear as “Financial Transactions Pending” indicating that only the goods have been received and the financial transactions is yet to be completed.

You can configure the Unload schedule preferences under the “Settings” tab.

Do not allow user to skip product Serial Number in Unload Schedule: Enable this setting to ensure that items cannot be unloaded without entering their serial numbers.

Only receive goods on unload schedule and keep purchase pending: Select this option if you want to record only the receipts of goods during the unload process, while keeping the purchase status as “Financial Transactions Pending” indicating that no financial transactions have been made.

Send e-mail notification to Order Creator: Enable this setting to notify the order creator via e-mail when items are unloaded, this applies only in the case of Back Order.