Build your dock appointment scheduler.

How to build your dock appointment scheduler

1. 1

   Describe the job

   Plan dock arrivals around loads, carrier requests and available capacity.

2. 2

   Review the first version

   Choose how the warehouse coordinator records the dock and how the warehouse supervisor reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your dock appointment scheduler

• Keep the dock in context

  Keep dock, arrival slot, carrier, load, confirmed window and capacity conflict together so the next person can understand the request or record.

• When the next step needs a decision

  Two trucks request the only receiving dock at the same time. Keep both requests tentative until the receiving coordinator confirms one slot.

• Keep capacity conflict visible

  Keep the requested window provisional until the dock coordinator resolves the conflict.

• Choose what each person needs

  Give the warehouse coordinator a working view and the warehouse supervisor a review view. Keep dock and arrival slot attached to the decision as the work moves between them.