How To Load Trucks With Inventory On The Field Sales App

Step 1: Tap on the menu option labeled 'More' on the bottom right corner. 

 

Step 2: Choose 'Load Trucks' from the list of options. 

 

Step 3: First, select a destination warehouse, and then choose a 'Replenish Day' to load a list of product quantities needed to replenish stock. For this example, we are replenishing available inventory used in last week's sales. Select Load to generate the product list. 

 

Step 4: If needed, reps are able to manually change the quantity for any product with the plus and minus signs, or by typing in a new number. After reviewing the products, select 'Save'. 

 

You should immediately receive an alert confirming that your transfer has been sent.