Loading Sheet
Manage Sales Orders & Fulfillment Efficiently
Create load sheets after confirming sales orders, manage picked item quantities, and prepare packages for delivery.
📌 Module Overview
Loading Sheet & Packing Management
The module enables users to create load sheets, allocate picked item quantities across sales orders, pack items by box/bunch/pieces, assign drivers and vehicles, and generate invoices to complete the process.
“Streamline sales order fulfillment from picking to invoicing in one workflow.”✅ Features
- Create load sheets after confirming sales orders
- Enter picked item quantities and allocate across orders
- Manage packing by box, bunch, or pieces
- Record total number of packages
- Assign driver and vehicle for delivery
- Generate invoice to complete the process
- Full integration with Zoho Books
🎯 Why we built this
To automate and streamline the entire sales order fulfillment process, reducing errors and improving efficiency from picking to delivery.
💡 Benefits
- Efficiency: Manage sales orders and packaging in a single workflow
- Accuracy: Picked quantities and packing details recorded precisely
- Tracking: Assign drivers and vehicles to packages for easy monitoring
- Integration: Sync with Zoho Books for invoices and order details
- Simplification: Streamlined workflow from sales order to delivery