Working the Gate: the Gate Screen and the Gate Role

If your warehouse has a dedicated person at the gate, give them the Gate role: they sign in straight onto a big-button gate screen that only does arrivals — scan, check in, assign a door, check out.

Not every warehouse works the gate from the main console. When one person spends the day at the gate itself, they do not need appointments, settings and reports — they need today's arrivals, a scanner and big buttons. That is what the gate screen is: a phone- or tablet-friendly page with exactly four jobs — see today's arrivals, check a truck in, assign its dock door or spot, and check it out when it leaves. Paired with it is the Gate role: a team member with that role lands on the gate screen when they sign in, and the rest of the console stays closed to them.

Give someone the Gate role#

1. An admin opens Settings in the warehouse console and finds the person under the team list. If they are not on the team yet, invite them first — the gate role still uses a personal account, because every check-in is recorded under the name of the person who did it.
2. Set their role to “Gate” and save. From their next sign-in, that person lands directly on the gate screen. Console pages — appointments, settings, reports — simply do not open for a Gate account, on a computer or a phone.
3. One account per person, also at the gate. When shifts change, the next person signs in with their own account instead of sharing one login — the record of who checked a truck in stays trustworthy.

Check a truck in — three steps#

1. Tap the big Scan button and point the camera at the QR code on the driver's phone (their confirmation page and email both carry it). No camera handy? Type the 6-digit short code, the appointment number, or search today's list instead — see below.
2. The visit card opens with the big facts: appointment number, carrier, driver, the declared plate, the time window and the booked door. Walk around the truck and take the two photos the card asks for — the vehicle and the equipment. If the warehouse requires photos, the check-in will not complete without them.
3. Pick the dock door or yard spot the truck should go to, then tap the big “Confirm entry” button. That is the whole check-in: the appointment moves to checked-in, and the console Check-ins page shows the same visit at the same moment.

When the plate does not match#

The card compares the plate the carrier declared with the plate seen at the gate. If they differ, you can confirm the declared plate, accept the one in front of you, or correct the booking to the plate you see — the correction is written back to the appointment with a note of who changed it. Sending a truck away (rejecting an entry) is the one gate decision the Gate role cannot make: the screen will tell you it needs a supervisor. Call your supervisor — they can decide from the console while the truck waits.

Check a truck out#

1. Open the visit from today's list on the gate screen — checked-in trucks show their door and how long they have been on site.
2. Tick the equipment check and the seal check the way they actually are — only tick what you have really verified. Then tap “Register departure”. If something does not match, the screen shows the reason; a supervisor can release the truck from the console.

No code? Find the visit in today's list#

Every arrival booked for today is on the gate screen's list, marked if it is running late, arriving early, or still waiting for the driver to confirm. Type the last 4 digits of the plate or of the driver's phone number to filter the list — that finds the visit even when the driver has lost both the QR code and the short code. If a truck arrives with no booking at all, that is a walk-in: the walk-in form at the bottom of this same screen takes it, and the console Check-ins page takes those too.

Good to know: the gate screen runs in the browser of any phone or tablet — nothing to install. Supervisors and staff keep using the console Check-ins page for the full picture and for decisions like photo waivers and over-limit releases; both screens work on the same visits, so a truck checked in at the gate is already checked in everywhere. When a supervisor or staff member wants the gate screen itself, it is right there in the console menu — “Gate”, just below “Check-ins”.

Yardor features used in this article

• Warehouse side → Gate (the gate screen: today's arrivals, scan check-in, door assignment, departure)
• Warehouse side → Settings → Team — set a member's role to Gate
• Warehouse side → Check-ins — the console view supervisors use for waivers, releases and walk-ins