1. Warehouse-to-Truck Loading
  2. Start your loading operation
Get started

Get Warehouse-to-Truck Loading running in four steps.

Prepare a focused load-to-delivery pilot with clear review and evidence owners.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Warehouse-to-Truck Loading. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Warehouse-to-Truck Loading in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started, then use Proto to configure Warehouse-to-Truck Loading for your business. Choose the operating organization and invite the people who prepare loads, coordinate dispatch, review physical loading and reconcile delivery evidence. Admin establishes the access each person needs for the pilot.

Prepare the first operating cycle

Choose a regular lane and prepare a representative load request. Confirm the requested quantity basis, pickup and delivery windows, transport partner and responsible owner. Bring current driver eligibility and vehicle information, then establish the assignment interval.

At the dock, record the loaded pallets and seal and have Transport Supervisor review the submitted check. Follow the physical departure through stop progress to delivery proof. Use plan to loading approval and dispatch to delivery as the rehearsal sequence.

Review before release

Repeat the pilot with a changed quantity, a late vehicle replacement and a disputed delivery document. Check ordinary staff access and organization boundaries. Ask the next shift to locate the final reviewed seal and explain the remaining receipt or charge issues from the load number.

Resolve unclear ownership and test each agreed connection before relying on it in daily operations. Review implementation, permissions and pricing with the operating team.

Set up Warehouse-to-Truck Loading your way.

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

How to get started