Embedded Files
Key Concepts
Key Concepts
Before you start receiving fruit, it is important to understand a few basic terms used in the system:
The Two-Step Check:
Every pallet undergoes a dual assessment: first a quality check (firmness and temperature), followed by a physical quantity check.
Line Counter (Assisted Counting):
A built-in calculator tool that helps you count carton quantities by letting you enter the number of full layers and the number of cartons on the top, incomplete layer.
Quantity Adjustments:
If the physical count differs from what the system expects (e.g., the system says 0 but you count 40), you must manually update the quantity and provide a required reason for the change.
Rejected Pallets:
Even if a pallet has been rejected, it remains physically in the facility until the supplier collects it. Therefore, it must still be counted during stocktake so it isn't lost or mixed up.
Complete vs. Incomplete Rooms:
You can pause mid-stocktake and the room will show as "In-progress". However, the daily balancing on the main dashboard will not calculate until every single pallet in every single room is fully completed.
CORE FLOWS:
Starting a Stocktake
CORE FLOWS:
Starting a Stocktake
Goal:
To select a specific storage area and begin verifying its contents.
Steps:
Open the Stocktake module and select the room you are standing in (e.g., Red Cold Room, Ripening Room).
The system will display the total expected pallet quantity for that room.
Walk up to a pallet and select that pallet’s ID on the system to begin stocktake on the pallet.
CORE FLOWS:
Quality & Temperature Checks
CORE FLOWS:
Quality & Temperature Checks
Goal:
To record the physical state of the fruit on the pallet.
Steps:
On the Firmness Check screen, enter your sample size.
Enter the penetrometer readings for the sampled avocados. The system will automatically calculate the average firmness (e.g., Hard, Breaking).
Proceed to the Pulp Temperature screen and enter the current thermometer reading.
What Happens Next?:
You move on to verifying the physical quantity of the cartons.
CORE FLOWS:
The Quantity Check
CORE FLOWS:
The Quantity Check
Goal:
To ensure the system's carton count matches the physical pallet.
Steps:
The system displays the expected quantity in that pallets actual unit.
If the pallet is fully intact and matches, you can proceed.
If you need to recount, click Count by lines. Enter the number of full layers and the number of cartons on the last incomplete layer.
The system will calculate the new total. If this new total is different from the expected total, you must type a reason into the "Reason for quantity change" box (e.g., "Quality testing" or "System error").
What Happens Next?:
You decide if the pallet needs to move.
CORE FLOWS:
Action and Review
CORE FLOWS:
Action and Review
Goal:
To finalize the pallet's check and optionally move it to a new location.
Steps:
On the Action screen, decide if the pallet should stay where it is or move (e.g., route it to "Sort" or another Cold Room).
Select an instruction for what should happen to the pallet next.
Select a location you want the pallet to be moved into. That movement will take effect immediately.
Mark the Stock take as complete checkbox and click submit to end stocktake on the current pallet.
What Happens Next?:
The pallet is marked as complete. You return to the room's pallet list to select the next one.
Operational Rules & Common Mistakes
Operational Rules & Common Mistakes
✅DO stocktake every single pallet in the room, including the ones marked as "Rejected." Rejected fruit must be counted until the truck physically drives it away.
✅DO write an accurate reason when changing quantities. If a pallet goes from 0 to 40, the system needs to know why, because this will appear as an imbalance on the dashboard
❌DON'T leave a room "In-progress" at the end of the day. The facility's overall dashboard balancing will not trigger until every room is 100% complete.
❌DON'T start a stocktake if you have a packing, sorting or dispatch event currently ongoing. Make sure to close them off first before beginning stoacktake.
If Something Goes Wrong
If Something Goes Wrong
The Dashboard Balancing is blank / missing
The Dashboard Balancing is blank / missing
You likely forgot to finish a room. Check your room list; one of them probably still says "In Progress" instead of "Complete".
A pallet is physically in the room, but the system says it isn't
A pallet is physically in the room, but the system says it isn't
This happens if someone moved the pallet without updating the system. You can search for the Pallet ID globally to find where the system thinks it is, and then update its location.
I'm doing stocktake on a Rejected pallet and it looks different
I'm doing stocktake on a Rejected pallet and it looks different
This is normal. The system clearly flags rejected pallets so you don't confuse them with usable conforming stock. Just count the quantity and move on
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