Organise transport — step by step

This guide shows how PLANA Pulse runs a delivery with full location tracking. Goods don't jump straight from the warehouse to the customer — they move through real stages, and at every moment you can see where they are: in stock, on the ramp, in the truck, or delivered.

The full path:

Stock → Ramp → Truck → Customer

Each stage is a separate operation that a warehouse worker or the driver confirms (by scanning a barcode), so the goods are never lost track of. (Screenshots show the Bulgarian interface.)

Who does what

Role	Task
Sales rep	Creates and confirms the order
Warehouse worker	Picks goods to the ramp and loads them onto the truck (scanning)
Office / Dispatcher	Creates the route — picks the truck and the driver
Driver	Drives the route and delivers to the customer

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Step 0 — The trucks (one-time setup)

Trucks are entered once in the Fleet app, then chosen for each route. Fleet → Vehicles → New — brand/model and licence plate (optionally a default driver).

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Step 1 — Order (Sales rep)

1. Sales → New.
2. Pick the customer and add the products.
3. Click Confirm.

On confirmation the system automatically creates the first warehouse operation — Pick (Събиране). The later stages appear one at a time as you finish the previous one — this is expected.

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Step 2 — Pick: Stock → Ramp (Warehouse worker)

Goods physically come off the shelves and move to the ramp for loading.

1. Inventory → Overview → Pick (Събиране) → open the document (e.g. WH/PICK/00002).
2. Click Check Availability — stock is reserved (state becomes Ready).
3. Open the line and click the barcode icon in the top bar (the icon-only button) — the scanner opens.
4. Scan each product's barcode. The quantity is confirmed by the scan and the product photo shows on screen. Manual entry is disabled — the wrong item simply can't be picked.
5. Click Validate.

Scanning a product during picking (with the product photo):

➜ Goods are now on the Ramp.

Check: where is the stock right now?

Any time, see exactly where each product is: Inventory → Products → On-Hand Quantities. The same product shows across locations — in Stock, on the Ramp, and in the Truck.

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Step 3 — Load: Ramp → Truck (Warehouse worker)

Once Picking is done, the Load (Товарене) operation appears automatically. Here goods go onto the truck.

1. Inventory → Operations → Load (Товарене) → open the document (e.g. WH/PACK/00002).
2. Scan the products as you load them onto the truck.
3. Click Validate.

➜ Goods are now in the Truck (in transit).

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Step 4 — Route: the driver's run (Office / Dispatcher)

The route is one document grouping a truck's deliveries and carrying which truck and which driver.

1. Inventory → Operations → Batch Transfers → New.
2. Fill in:
   • Responsible — the driver;
   • Vehicle — pick the truck from Fleet (e.g. Mercedes-Benz/Actros / СН 4521 АХ);
   • Driver — the driver (e.g. Petar Iliev);
   • Operation type — Delivery;
   • in the Detailed Operations / Transfers tab add the deliveries for the run.
3. Save.

This removes the need for a separate "Shipment Advice". The whole run, the truck and the driver are in one place.

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Step 5 — Deliver: Truck → Customer (Driver)

The final stage, appearing once Loading is done.

1. Inventory → Operations → Deliveries (Доставки) (or straight from the route) → open the delivery (e.g. WH/OUT/00137).
2. On handover the driver scans the items.
3. Clicks Validate.

➜ Goods are delivered — they leave the company.

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Tracking at any time

That is the whole point: open Inventory → Products → On-Hand Quantities and see exactly how much of each product is in Stock, on the Ramp, in the Truck, or already delivered. The trail is never lost.

Good to know

• Stages appear one at a time. After you confirm the order only Pick is visible; finishing it reveals Load; then Delivery. Not all three at once — this enforces the order.
• Scan at every step via the barcode icon on the document.
• Some buttons render in English (Confirm / Validate / Check Availability / New) — the module ships no Bulgarian translation for them. The menus, operations and locations (Събиране, Товарене, Доставки, Рампа, Камион) are in Bulgarian.
• You don't need a "Shipment Advice". Loading (Ramp → Truck) is the truck loading, and the route carries the truck and driver — one clear flow, no duplicate documents.

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Bonus: supplier purchase recommendations

Besides deliveries, PLANA Pulse also helps with buying — a list of what to reorder from a vendor, ranked by what you actually sold.

1. Purchase → Purchase Orders → New, pick the vendor.
2. In the header click Recommended Products.
3. Set a period. The list ranks the vendor's products by units sold — with Qty delivered, Qty/day, On Hand, Forecast and a suggested Qty.
4. Adjust and click Accept — the lines enter the order.

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