The Create Direct Load feature lets users create trips without needing to create an indent first. It saves time and effort, especially if the user has all the trip information like truck number, supplier, and other details.

How to Create a Direct Load:

Go to the Direct Load Tab

Users with confirm trip permission can access this feature under a create indent tab.

Enter Trip Information

Fill in the necessary fields like:

Field Names	Functions
Lane Code	In this field if user pick a lane code, it fills all necessary details for creating an indent, like customer name, start and end points and more, saving user time and effort.
Customer Name	This field displays all Customer names in company. While click on the Customer field It displays all customer names on right, and also user can able to select customers by searching their names in search field on top of the customer names.
Source Name	Here user can enter starting point of the trip.
Destination Name	Here user can update endpoint or delivery location of the trip.
Traffic	While click on this field, displays traffic role employee list where user can allow to allocate traffic employee for upcoming trips related to this indent. After customer selected traffic employee will auto filled based on customer branch.
Truck NO	Users can assign a truck for the created indent, choosing from any category such as Own, Attached, or Market.
Truck Type	Here users can select the truck type for creating the indent. The available truck types are displayed on the right side for user selection. If the indent is created from a lane, this field will be automatically filled with the truck type entered when the lane was created.
Ton	Here user can able to enter weightage of the load in Tons.
Customer Price and Supplier Price	In this system, the user can enter the prices for both the customer and the supplier by manually inputting the respective amounts. It's important to note that the supplier price is not validated against the customer price. This means that the user has the ability to update the supplier amount to be higher than the customer price. This type of payment, where the supplier price exceeds the customer price, is useful for adjusting any pending balances from previous trips.
Customer/Supplier advance	The advance amount for both the supplier and customer can be adjusted based on a percentage.	|
Date	Date of the trip created.
Material Type	In this field, users have the option to add a material type for creating the indent by clicking on the material type field. Upon clicking, a list of material types will be displayed on the right side, which are configured by the admin in the organization tab > Master > Material Type. Users can select any desired material type from the displayed list.
Remark	Here user can update any additional notes or comments.
Customer Pay driver	The customer pays the driver.
Customer On-Delivery	Here, the user can input the amount that the customer will provide during the delivery.
Customer Pays Supplier	Here, the user can update the amount that they pay directly to the supplier.
Customer/Supplier POD Balance	The balance amounts of the supplier and customer will be calculated automatically and shown.
Invoice To	The customer names are displayed, and the user can select any of the customers to generate an invoice.
Pay To	Payment to the supplier or truck owner.
Account Number	Account number of the supplier or truck owner based on selected in the pay to field
POD Type	The POD (Proof of Delivery) type for the trip can be selected as Soft, Hard, or No POD.
Trip KM	Total distance of the trip.

Multiple Unloading Points

You can add multiple unloading points:

In Customer Lane: Add unloading points by updating the lane details.

As Adhoc: Search and add cities manually if not linked to a customer lane.

Reset Option

If you've entered incorrect information, you can click the Reset button to clear all fields and start over.

The newly created trip will appear in the Confirmed tab under the "Trips" section. Here, you can easily manage all confirmed trips.

This feature simplifies the process of creating trips and enhances operational efficiency.