How It Works
There are two ways to build a plan, and they share one flow. Both walk you through the same five steps and end with the same exports.
Two Ways In
Which one you pick depends on what your boxes go into. Both live in the main menu, and both work the same way once you are past the first step.
The Five Steps
Each step asks for one thing and shows only what you need at that moment. Two of the five differ between the wizards, and the difference is named below.
Loady Comes Along
Every step has its own assistant, except the pallet options step, which has nothing to set. Describe what you want in your own words and you get a card back with what will go on the form. Accept it or ignore it, and nothing changes until you do.
Read about the Loady assistant→After the Plan
A finished plan is not the end of the line. You can look through it, and you can change it by hand.
The Same Plans Without the Web App
Your own software can do what the wizard does. You send a job, wait for it to finish, and read back the same plan you would have seen on screen. Placement instructions and share links work from there too, and both wizards have an equivalent: a job says whether it is a load or a set of mixed pallets.
API access is part of the paid plans. If your plan does not include it yet, the API page shows you how to change that.
Next Steps
Whichever wizard you use, the box list is the same. That is the part worth reading before you build your first plan.
Read the Boxes reference→
