The short answer

Load each van for tomorrow’s route day, not with one standard load. Average what that route’s customers bought on the same weekday over the last four weeks, add a buffer equal to the gap between the average and the best recent day, and subtract what is still on the van. Record the load as a transfer the rep checks, and review sell-through every week.

Key takeaways

  • Leave holidays and breakdown days out of the average, so one odd day does not skew the load.
  • Load short-dated lines for one day only, and send the oldest stock out first.
  • When space runs out, cut the slowest lines first, never the fast movers.
  • Keep customer returns apart from unsold stock, on the van and in the paperwork, with each item’s condition recorded.
  • Very high sell-through day after day means lost sales; very low means stock driven around for nothing.

Load for the route, not for the van

A van that serves different customers each weekday needs a different load each weekday. Sunday’s route may be grocery shops in one district, Monday’s cafés in another. A single standard load carries too much of one line and too little of another on most days.

Build the load from the route: which customers are on tomorrow’s journey plan, and what those same customers bought on the same weekday over the last few weeks. That gives you a base load, before any buffer.

  1. Take tomorrow’s route day for the van
  2. Pull sales for the same weekday over the last four weeks
  3. Average each item’s sales across those days
  4. Add the buffer for that item
  5. Subtract what is still on the van

TipLeave out a disrupted day, such as a holiday or a breakdown, so one odd day does not skew the average.

Size the buffer from how much sales vary

A buffer covers the days a route sells more than usual. A flat percentage on every item is simple, but it overloads steady lines and underloads lumpy ones. A better rule looks at how far each item’s sales have swung: cover the gap between the average and the best recent day.

Then take off what is still on the van. Stock that stayed on board overnight is part of tomorrow’s load, not extra to it, and loading on top of it is how vans fill up with slow movers.

TipGive a new item a small fixed buffer until it has four weeks of sales to judge it by.

Respect shelf life and space

Some items should never ride for long. Dairy, bread and chilled lines lose shelf life in a hot van, and a carton that comes back twice is one a shop will refuse. Load short-dated lines for today only, and send the oldest stock out first, so what stays on board is the freshest.

Space is the other limit. When the plan adds up to more than the van holds, cut the slowest lines first, not evenly across the range. Running out of a fast mover loses a sale at almost every stop.

  • Short-dated lines: load for one day, unload the rest
  • Fast movers: never cut to make room
  • Slow movers: carry a few cartons, or move them to order and deliver
  • Bulky items: check the van’s space before adding a buffer
  • Seasonal lines: add them to the plan, then take them off

TipMark the lines that may not stay on the van overnight, so the evening unload never depends on someone remembering.

Move the load by transfer, never by slip

Whatever you decide to load, record it as a stock transfer from the warehouse to the van, checked by the rep before the van leaves. The warehouse goes down, the van goes up, and the plan can be compared with what was actually loaded.

Keep what goes on to the range the rep may sell. An item outside the rep’s range is stock nobody can sell from that van; it either comes back in the evening or gets sold off the books.

TipLoad in the same order every morning, item by item, so a missing carton is noticed in the yard rather than at the first shop.

Keep apart the two kinds of goods that come back

Two kinds of goods come back in the evening. Unsold stock is the van’s own goods that nobody bought; it goes back by an unload transfer and can be sold again. Customer returns are goods a shop handed back, expired, damaged or unwanted; they need a return document with each item’s condition.

Keep the two apart on the van and in the paperwork. A damaged carton unloaded as unsold stock goes back on a shelf, and the next customer finds it.

  • Unsold stock: unload by transfer, back to sellable stock
  • Customer returns: record each item with its condition
  • Expired goods: keep apart until written off or sent back
  • Damaged goods: inspect before deciding what happens next

TipGive returns their own crate on the van, so they never share a stack with stock for sale.

Read the evening unload as a signal

What comes back each night tells you how good the load was. Measure sell-through per item: what was sold as a share of what was loaded. Very high sell-through, day after day, means the van probably ran out and lost sales. Very low sell-through means you are driving stock around for nothing.

Review the lines at both ends once a week, and change that item’s buffer or base load, not the whole plan.

TipAsk the rep which items customers wanted and the van did not have; that is the one figure no system can see.

Checklist: Before tomorrow’s load

  • Check tomorrow’s route day for each van
  • Average each item’s sales on that weekday
  • Add a buffer from the item’s best recent day
  • Subtract what is still on the van
  • Load short-dated lines for one day only
  • Cut slow lines first when space runs out
  • Record the load as a transfer the rep checks
  • Keep customer returns apart from unsold stock
  • Review sell-through once a week

In Axon Suite

How Axon Suite handles it

In Axon Suite each van is its own stock location under a parent warehouse, and the rep asks for a load or an unload from the rep app as a transfer that moves the stock once it is posted. A load naming an item outside the rep’s catalogue is refused, and loading needs a connection. A return taken at the shelf records each item’s condition, and your settings decide whether it is received into stock straight away.

Feature

Loading and unloading the van

Every van is a stock location of its own under a parent warehouse. The rep asks for a load or an unload from the app, and it is recorded as a transfer between the two.

Open: Loading and unloading the van
Feature

Returns taken at the customer

A rep takes back goods during the visit, against one of the customer’s invoices or on their own. Your field settings decide how far the return goes on its own: approved, received into stock, and passed for credit without inspection.

Open: Returns taken at the customer
Feature

A product catalogue for each rep

Build catalogues of items and give each rep one. The rep app lists only the items in it, and an order, an invoice or a van load naming anything else is refused on the server.

Open: A product catalogue for each rep
Feature

End-of-day cash and stock close

At the end of the day the rep counts the van’s stock and then the cash in hand. By default the rep counts blind, without seeing what the system expects. The office approves the close, and any difference posts to your over and short account.

Open: End-of-day cash and stock close
Feature

Transfers between warehouses and vans

A transfer names where the goods leave and where they land: another warehouse, another bin in the same warehouse, or a rep’s van. Posting it takes the stock out and puts it in at once, so nothing is lost between two entries.

Open: Transfers between warehouses and vans

Before you go

Questions owners ask

Should every van carry the same load?

Only if every van serves the same customers. Load each van for the route it runs tomorrow, from what those customers bought on the same weekday.

What should happen to stock left on the van overnight?

Count it as part of tomorrow’s load and subtract it before loading more. Short-dated lines should come off every evening.

Can a rep load the van without signal?

Not in Axon Suite. Loading and unloading need a connection, so the warehouse and the van always agree on what moved.

Glossary

Terms in this guide

Open the glossary

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