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Allocation register

Use the allocation register to schedule deliveries, create new allocations, import from third party ERP, modify exiting allocations, view driver manifests and calendars, proof of delivery.

Choose the Allocations menu option from the left hand menu.

💡 The Allocations menu option may have been renamed in your version of Payloader, for example it could be called: Runsheets or Scheduling.

On mobile, first click the hamburger menu icon Menu in the top left of your screen then follow the instructions above.

Allocation menus and filters​

Click the dots-h icon on the upper right of the screen to display the allocation menu.

Allocation filters​

Select Filters to display the allocation filters.

Additional filters​

Additional filters are also available in the title area of the allocation register.

  • All: If no filter selected Payloader will search a range of key data fields (eg ID, name, notes etc)
  • Source
  • Contractor
  • Driver
  • Vehicle
  • Vehicle type
  • Document ID
  • Run number

Allocation views​

Toggle between the different allocations views to display summary or detailed allocation data:

  • Allocation: Summary view of each drivers allocated schedule
  • Allocation lines: A detailed view of each drivers allocated schedule
  • Calendar: Display allocated schedule in a calendar view; Click Calendar again to return to allocation view

Import CSV​

Import allocations from third party sources in CSV format. Click Select file to browse for the import file, then click Upload to begin the import process. Payloader will log and report back any errors found when attempting to import the data.

Import file column order​

Allocation import CSV file columns must be in the following order:-

Date, Source, Driver, Vehicle, Vehicle Type, Notes, Destination, Item, LineNotes, Qty, AddressStreet1, AddressStreet2, AddressCity, AddressState, Email

Add allocation​

From the allocation register, click the large plus icon ➕ on the right hand side of the allocation register to display the Add allocation dialog.

Allocation details​

Click on the corresponding allocation line in the allocation register to open the allocation details screen.

Alternatively, click the menu icon dots-v at the end of the corresponding allocation line and select View details.

Allocation details

Edit allocation​

When in allocation details, click on the pencil icon ✏️ in the top right of the screen to open the Edit allocation dialog.

Alternatively, click the menu icon dots-v at the end of the corresponding allocation line and select Edit.

Note: The Edit menu or icon will not be available if the document is closed or the current user does not have the correct authority to edit the document.​

Create docket from allocation​

Click the menu icon dots-v at the end of the corresponding allocation line and select Create docket from allocation.

This will create a new docket populated with the lines from the selected document and mark the allocation as closed.

Note: The Create docket from allocation menu or icon will not be available if the document is closed or the current user does not have the correct authority to create dockets.​

Delete allocation​

Click the menu icon dots-v at the end of the corresponding allocation line and select Delete. You will be prompted to confirm you choice.

Delete multiple allocations​

Select the allocations to delete using the check-box to the left of each line.

Click Select action from the select-box and select Delete selected then click the CONFIRM button.

Click the SUBMIT button to delete the selected allocations or allocation lines.

Note: The Delete menu will not be available if the document is closed, currently with a driver or the current user does not have the correct authority to delete the document.​

Allocation staging area​

Click the STAGING button in the top right of the allocation register to access the allocation staging area. Staged allocations are not active and will not appear under drivers scheduled tasks in the app.

Customise allocation columns​

See customisation.

Export allocations​

Select the allocations to be exported using the check-box to the left of each allocation or allocation line.

Click Select action from the select-box and select Export selected then click the CONFIRM button.

Select the export type:-

  • Export allocations: Predefined column selection
  • Export allocation lines: Predefined column selection
  • Export selected columns: Exports columns currently displayed on the screen

Click the SUBMIT button to export the allocation or allocation lines.

Select the allocations to include using the check-box to the left of each allocation or allocation line.

Click Select action from the select-box and select Print selected then click the CONFIRM button.

Enter the report title if required.

Enter the report type if required.

Select page details: Landscape/Portrait and page size.

Select the print type:-

  • Print allocations: Predefined column selection
  • Print allocation lines: Predefined column selection
  • Print selected columns: Prints columns currently displayed on the screen

Click the SUBMIT button to print the allocation or allocation lines.