1. Cross-dock Management
  2. Features
  3. Load coordination
Feature · Load coordination

Load coordination

Keep carrier details, dock doors and appointment sequence visible during inbound and outbound work.

OverviewActive Storage Locations
Cross-dock Management · Load coordination

Active Storage Locations

Storage locations

New
NameCodeContact nameAddressEligibility noteOrganization
Location 672CDE-292Contact 109Z-12EN-411ORG-4297
Location 922CDE-207Contact 269Y-13EN-548ORG-5739
Location 297CDE-572Contact 422N-23EN-962ORG-6832
Location 197CDE-662Contact 348W-9EN-876ORG-9394
Location 446CDE-460Contact 781U-24EN-765ORG-4896
6 of 6 records
Location 672Storage locations · SL-75467
Yes
CodeCDE-292
Contact nameContact 109
AddressZ-12
Eligibility noteEN-411
OrganizationORG-4297
Example screen with sample data

What you can do

Know which load the dock is handling

Inventory Clerk records the load number, carrier and current state so the team can recognize the work arriving at the dock. Dock door and seal details give staff practical context for checking the vehicle and its paperwork. An arrival date records when the load reached the operation, while the load state follows the observed handling progress.

Load stops add a sequence, location and appointment date. These details help the team discuss an arrival that affects outbound preparation or a stop that has been missed. Keep the load record current as the physical work changes, and use the associated operating documents to coordinate the stock requests that need attention.

How the work is organized

  • Load identity. A recognizable load number and carrier name help staff distinguish simultaneous dock work. The clerk maintains the dock door and seal details that the receiving or dispatch team needs to check.
  • Appointment sequence. Each stop belongs to a load and identifies its location, sequence and appointment date. Planned, Confirmed, Arrived, Completed and Missed states explain where the stop stands.
  • Observed progress. Scheduled, Arrived, Unloading, Loaded, Departed and Cancelled load states describe physical activity. Update them when the event is observed and inspect stock movements separately when confirming quantity effects.

What to agree during setup

Agree how load numbers correspond to the carrier’s paperwork and who maintains the record when plans change. Decide how the team communicates a dock-door change so the saved information remains useful to the person handling the load. Establish who confirms the seal details and arrival date.

Use a consistent stop sequence and location code. Agree what Planned and Confirmed mean in the operation, and how staff respond to a missed appointment. A date needs an operating procedure for the actual arrival discussion. If a transport or carrier system supplies the appointment information, define that connection and its update owner before relying on it during a busy shift.

Check the handoff on an actual case

For a rehearsal, choose an incoming load whose arrival affects stock needed for outbound work. Record its carrier, dock door and planned stop at the receiving location. Have another clerk find the load from its number and explain the expected location and sequence. Update the stop to reflect a confirmed arrival or a missed appointment.

Then prepare the relevant stock request using the agreed operating documents. Record the physical progress on the load and inspect the stock request’s posting evidence separately. The Inventory Supervisor should be able to explain whether the vehicle has departed and whether the requested stock effect has been recorded. Test a changed appointment so staff know which record to update and who must receive the operational follow-up.

What your team sees

  • Loads Board — Load number, carrier, dock door and seal beside the current handling state.
  • Load Stops Schedule — Sequenced appointment dates and locations for reviewing expected or missed stops.
  • Active Storage Locations — Location codes and contact details used when coordinating dock work.

Follow the work through

Use dock and staging coordination and prepare authorized stock work through stock request review.

What it keeps track of

Data model
Loads
Inbound and outbound loads with carrier, dock door and seal.
Load stops
Sequenced stops and dock appointments for a load.
Storage locations
Warehouses, bins, yards and cold rooms where stock is held.

Who uses it

Permissions
Inventory Clerk
Maintains load and appointment records.
Inventory Supervisor
Handles operational exceptions.
Auditor
Reads the saved dock context when examining the work's evidence.

Set up Cross-dock Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started