Business Process Overview
- Begin Start of Day Guide: User details captured automatically
- Input Details: Capture warehouse location, vehicle registration, and vehicle details.
- Payment Details: Record start-of-day balances and card reader details for any payment collections.
- Van Load Process: Input products and quantities for van loading and automatically generate a van manifest.
- Validate Van Load: Capture user and warehouse manager signatures once the van is loaded and begin the route.
This process involves capturing key details such as warehouse location and vehicle information, recording start-of-day balances, inputting products for van loading, and validating the van load with signatures. By following this structured approach, field users can ensure accuracy, efficiency, and compliance, leading to a more organized and productive workday.
1. Begin Start of Day Guide
This step involves initiating the start-of-day guide where user details are captured automatically.
- Log into the system to begin the start-of-day guide.
- The system automatically captures user details.
- Review the user details for accuracy.
- Confirm the start-of-day guide initiation.
- Proceed to the next step after confirmation.
2. Input Details
This step involves capturing essential details about the warehouse location, vehicle registration, and vehicle specifics.
- Enter the warehouse location into the system.
- Record the vehicle registration number.
- Input additional vehicle details (e.g., make, model).
- Confirm the entered information with the system.
- Save the details to proceed to the next step.
3. Payment Details
This step focuses on recording the start-of-day balances and card reader details for any payment collections.
- Check and record the initial cash balance.
- Verify and record any electronic payment devices.
- Enter the card reader details into the system.
- Confirm the start-of-day balances.
- Save the recorded payment details for reference.
4. Van Load Process
This step involves inputting products and quantities for van loading and automatically generating a van manifest.
- Select the products to be loaded onto the van.
- Enter the quantities for each product.
- Review the list of products and quantities.
- Generate the van manifest automatically.
- Confirm the manifest details before proceeding.
5. Validate Van Load
This step requires capturing signatures from the user and warehouse manager once the van is loaded.
- Ensure all products are loaded onto the van as per the manifest.
- Review the loaded items with the warehouse manager.
- Capture the user’s signature to confirm loading.
- Capture the warehouse manager’s signature for validation.
- Save the signed validation to start the day’s route.
Get Started Today
Click here to download the process flow and supporting guide. This download includes the flow that can be installed as an Aforza Guided process, along with all supporting materials to ensure successful implementation and adherence to best practices.