View source for How do I create a logistics job?

== Summary ==
This article explains how to create a ticket in {{TI}}.

{{Information|text=Ticket prompts can be [[How do I Change my Job Entry Prompts?|customised]]. This article refers to the standard prompts issued with Platinum. If you need further assistance, please {{SupportContact}}.}}

== More Information ==
{{Tip|iconsize=small|text=Be sure to fill in as much information as possible as this will make for a more detailed Job Ticket. You may return to the job at a later date to add more information.}}

Go into {{Menu|{{TI}}|Job Planning}}.
* Press {{Button|Add}} or {{KeyPress|F6}} to add a new ticket.

=== Job ===
* Enter the required Account code in the {{DataPrompt|Customer}} field.
** Press {{KeyPress|C-F1}} to [[How do I find a customer?|search]] for a customer or press {{KeyPress|S-F10}} to [[Creating a new customer or supplier|create]] a new customer account.
* The {{DataPrompt|Job No.}} will be created automatically.

{{Note|iconsize=small|text=If using manual Job numbers, please take care to avoid duplications.}}

* Enter a {{DataPrompt|Customer Ref.}} and {{DataPrompt|Order No}} if applicable.
* Enter the {{DataPrompt|Date}} the job is to be done.
* The {{DataPrompt|Status}} field will be amended by the system depending on the progress of the job. See [[How do I add or edit a logistics job status?|this]] article for advice.
* Enter the {{DataPrompt|Driver}} to assign to the job. If they have an allocated vehicle it will be assigned to the job. Amend the {{DataPrompt|Vehicle}} and {{DataPrompt|Trailer}} if necessary.
** Press {{KeyPress|F1}} or {{KeyPress|S-F1}} to scroll through existing drivers, vehicles or trailers or {{KeyPress|C-F1}} to search for a record.

{{Tip|text=Both the {{DataPrompt|Driver}} and {{DataPrompt|Vehicle}} fields MUST be filled in for the status of the job to change from {{DataValue|Unplanned}} to {{DataValue|Planned, Pricing required}}.}}

=== Job Information ===
* Complete the {{DataPrompt|Remarks}} section with any relevant details, e.g. what is being delivered: {{DataValue|Fruit & Veg}}, {{DataValue|Timber}} etc.
* Enter the {{DataPrompt|Collect}} from and {{DataPrompt|Deliver}} to addresses.

{{Tip|text=You may choose from and save standard text blocks by pressing {{KeyPress|C-F1}}. Commonly used addresses can be saved and linked to specific customers, saving time when creating future jobs.}}

* You may enter specific contact information, e.g. {{DataValue|Name}}, {{DataValue|Phone Number}}, {{DataValue|Pick up times}} etc by clicking {{DataPrompt|Con}}.

=== Amounts ===
* The {{DataPrompt|VAT Rate}} should be set automatically based on the customer to invoice. To invoice at an alternative VAT rate, see [[How do I produce a non-VAT invoice for a customer?|this]] article.
* The {{DataPrompt|Centre}} field will automatically be filled by the default sales centre. This provides sales analysis for the accounts department. This can be changed if required.

:{{Note|iconsize=small|text=Amending any of the fields below '''WILL''' affect the status of the job.}}

* Enter the {{DataPrompt|Quantity}} and {{DataPrompt|Rate}} for the job. The quantity and rate will be multipled to create the {{DataPrompt|Work value}} e.g. enter {{DataPrompt|Quantity}} ''4'' and {{DataPrompt|Rate}} ''25'' to charge £100.
* In the {{DataPrompt|Extra}} field, enter any extra amount or surcharge charged for this job.
* The {{DataPrompt|Nett}} field shows the nett (before tax) total. This is worked out by adding the {{DataPrompt|Work value}} and {{DataPrompt|Extra}} amounts together.

*Tagging the jobs in the planning screen will give you a total of the jobs rates down at the bottom. You can use {{Button|T}} to tag the jobs and {{Button|U}} to untag the jobs.

== Printing the Ticket ==
Whilst in the job, press {{KeyPress|F9}} to print the ticket.
* Enter any specific notes to print on the ticket, if required.

== Saving the Ticket ==
When you have completed all relevant details, click {{Button|Done}} and {{Button|Accept}}.

You may return to the job via the [[Viewing current logistics jobs|Job Planning]] screen.
* Find the job to amend and click {{Button|Edit}}.
* You can also amend specific details of the job on the job planning screen.

== See also ==
* [[How do I Setup Multiple Legs?]]
* [[How do I Change the Details on a Load?]]
* [[How do I add multiple drivers to a job?]]
* [[How do I Add a Sub Contractor to a Logistics Job?]]
* [[Scanning and Importing PODs into Platinum]]
* [[How do I Add Post Delivery Notes?]]
* [[Invoicing Logistics Jobs]]
* [[How do I Delete a Logistics Job?]]
* [[Marking a Job as Delivered]]

{{KB_Tags|ticket, tickets, job, jobs, creation, create, creating, Creating Logistics Jobs}}
{{How}}{{Guide}}{{KB_TI}}

{{KB_Ref|TI87. TI12}}