This feature is designed to digitise loading vehicles process with new Scan & Load app. It provides real-time visibility into the loading process. This enhances traceability, ensuring orders are loaded accurately and efficiently. Whether you’re overnight loading staff or drivers, the app is designed to simplify your workflow.
By syncing with MaxOptra planning, Scan&Load provides instant updates on order and run loading status, helping to prevent missing items, delivery delays, and associated costs. Ultimately, this leads to improved customer satisfaction.
Available in English on Android and iOS
# Creating Loader Users
For loaders to access the new Scan & Load app, they must have a profile in MaxOptra in new App Users page.
Please note that this functionality is only available with UI version 3.1+. Contact support to upgrade your front end experience.
1. Login as Account Administrator
2. Click on App users
3. Click on Add User
4. Fill in required fields; name, username and password
5. Click on Assign Distribution Centre
This will give the loader user access to all runs in the assigned area. Only one distribution centre can be assigned.
6. Click on Loader in assigned app
7. Click on Save
Share login details with loaders manually.
Planning and Sending to Loaders
8. Plan your routes as normal. Then lock runs when ready to send to loading.
9. Click on new option 'Send all details to Loaders' to send all locked runs
Please note that we do not currently support sending runs individually to loaders.
10. Click on Send to confirm action.
11. Click on Log to view status of order sent to loaders
Read more about Scan&Load app
12. Log action "Sent to Loaders" is visible for every delivery in a run.
Resending runs to loaders
If there are changes to any runs, send the latest run data to loaders. Please note this will reset all loading status for that day to "not loaded".
13. Re-lock schedule
14. Click on "Send all details to loaders"
Please note that we do not currently support sending runs individually to loaders.
15. Click on Send to confirm action.
If any runs have been previously sent to loaders then a warning is shown. All loading statuses will be reset.
This means that anything that has already been scanned will be reset to 'not loaded' status after re-sending runs. Click here to view App walk-through documentation
Loading Report
Access the Loading report to view the loading status of runs and orders in real-time as users are scanning in the app and export the data to CSV.
16. Click on REPORTS
17. Click on Loading report
18. Click on the vehicle to expand the run loading details
19. Click on Last updated to refresh data manually
20. Click on an order line to open order details
21. On items tab, click the cog to add 'Loaded quantity' column to view the status of each item
22. Use the filters to navigate to a specific day
23. Filter list of runs by distribution centre(s)
24. Filter the list of runs by Completion status of loading.
25. Click on Export to download CSV of orders and runs loading data
Loading status in APIv6
26. /runs/{reference}/loading
Example response
27. /orders/{orderReference}/loading
Example response
