Loading Units

The Loading Units page manages the master data of your loading units – for example pallets and containers. For each loading unit it shows the current site, the assigned product, the quantity as well as the serial and inventory number, and serves the disposition as an inventory overview of the available loading units. New loading units are recorded via the page, existing entries are adjusted, and entries that are no longer needed are removed.

Note: The page is only available if the Loading Units module is activated for the client. Access is restricted to users with disposition permission.

1. Navigation

The loading units overview is accessible via the main menu under Master Data › Loading Units.

2. Loading Units Overview (Table)

The overview shows all recorded loading units in a sortable, page-by-page loaded table. Each row represents one loading unit entry.

Standard Columns

Sorting

Clicking a column header sorts the list in ascending or descending order by that column.

Open an Entry

Double-clicking a row opens the loading unit in the editing dialog (see Section 4).

3. Searching and Filtering

Column Filter Row

Below the column headers there is a filter row in which a search value can be entered per column. The table is restricted based on the entered values. This way, all loading units of a specific site or product can be displayed in a targeted manner, for example.

Group Filter

The group filter determines for which organizational group the loading units are displayed. With the «Current group only» option, the display can be restricted to the selected group; if the option is disabled, loading units of subgroups are also displayed.

Reset Filters

The button for clearing the filters removes all active filters and displays the full list again.

4. Creating and Editing Loading Units

To record a new loading unit or to edit an existing entry, a dialog opens with the following fields:

Create a New Loading Unit

1. Click the add button in the toolbar.
2. Select the Site and the Product via the respective selection fields.
3. Enter the Quantity.
4. For a quantity of exactly 1, additionally enter the Serial number and Inventory number.
5. Save – the new loading unit appears in the overview.

Edit a Loading Unit

1. Select the desired entry in the list and click the edit button (or open the row by double-clicking).
2. Adjust the desired fields.
3. Save – the table is updated.

Note: The Serial number and Inventory number fields are only shown when the quantity is exactly 1. If the quantity is changed to another value, these fields are hidden, as they are only meaningful for individually identifiable loading units.

5. Recording the Site and Product Directly

In addition to the selection fields for Site and Product, buttons for directly creating or editing are available. This means you do not have to leave the Loading Units management if a required site or product has not yet been created.

• Create/edit site: The button next to the site field opens a dedicated dialog for creating or editing a site. After saving, the new or changed site is automatically added to the selection and selected.
• Create/edit product: The button next to the product field opens a dialog for creating or editing a product. Here too, the entry is adopted directly after saving.

Automatic Adoption of Serial and Inventory Number

If a product is selected that is managed as an individual item, the system automatically adopts its stored Serial number and Inventory number into the corresponding fields of the loading unit. These values can be adjusted manually if required.

6. Deleting Loading Units

Loading units that are no longer needed can be removed from the overview.

1. Select one or more entries in the list.
2. Click the «Delete» button in the toolbar.
3. Confirm the confirmation prompt.

The selected entries are deleted and the table is updated. Deleting several entries at once is supported.

7. Toolbar and Table Functions

The toolbar of the loading units overview provides the following tools:

• Add / Edit: Record a new loading unit or edit the selected entry.
• Delete: Remove the selected entries (see Section 6).
• Clear filters: Reset all active column and group filters.
• Templates: Save the current column and filter configuration as a template and restore it later with a click.
• Column configuration: Show or hide the visible columns and adjust their order.
• Layout: Adjust or reset the table arrangement.
• Excel export: Download the currently displayed loading units list as an Excel file.

The column and layout settings are saved per user and are retained after logging out.