Article #343 Truck Load Sheets

Introduction

In the wholesale distribution industry, Truck Load Sheets, also known as Truck Par Levels, are critical tools for maintaining accurate, efficient, and reliable inventory on delivery vehicles. They ensure that each truck is stocked with the correct mix and quantities of products needed to support customer orders, route sales, and on-demand replenishment while minimizing excess inventory.

A mobile or truck Load Sheet is a standardized inventory list that defines the products and quantities that should be carried on a delivery or route sales truck. It is used to guide initial loading, daily replenishment, and periodic inventory verification. Load Sheets help maintain consistency across routes, simplify warehouse picking, and improve visibility into the inventory on each truck.

With Load Sheets, wholesale distributors can:

• Ensure delivery trucks are properly stocked to fulfill customer demand
• Support route sales and emergency or add-on orders
• Reduce stockouts and lost sales opportunities
• Control inventory investment and reduce shrinkage and waste
• Improve warehouse picking accuracy and loading efficiency
• Maintain accountability through standardized truck inventory

By consistently using Load Sheets with well-defined par levels, wholesale distributors can improve service levels, streamline operations, and maintain better control over mobile inventory across their fleet.

Defining Truck Load Sheets

To define a truck’s or mobile warehouse’s Load Sheet, aka Truck Par Level, please proceed as follows:

1. Log in to SolidRouteAccounting.com
2. Navigate to [Lists / Load Sheets]
3. From the list, select a mobile for which you want to edit the Load Sheet.
4. The Load Sheet - Active Items screen displays the current load quantity. To edit an item’s quantity, enter the new value in the Load Quantity column.
   
   
5. To add a new item to the Load Sheet, click on [Add New] and the Load Sheet - All Items screen will appear.
   
   
6. To edit an item on the Load Sheet, either enter the new Load Quantity on the Load Sheets - Active Items screen or click on the item and edit it on the Load Sheets - Item Details screen.
7. To delete an item from the Load Sheet, either mark the items to be deleted by placing a check mark in the first column and clicking [Delete], or click on the item to display the Load Sheets - Item Details screen from where you can either edit or delete the item from the Load Sheet.

Using Truck Load Sheets

In Solid Sales Pro™:

1. From the main menu, tap [Create Stock Transfer]
2. On the 2400 Create Stock Transfer screen, select the source and destination warehouses.
3. If the selected destination warehouse has a Load Sheet defined, the [Load Sheet] button becomes active. Tap the [Load Sheet] button. This will apply the Load Sheet data on the 2400 Create Stock Transfer screen.
4. To add items not on the Load Sheet, tap the [Add Item] and select the desired item on the 2410 Add Items screen.

Please see the following Solid Know-How™ article on how to complete the stock transfer:
Article #299 Mobile Stock Transfers