Difference between revisions of "How do I Create a Rate Table?"

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* Select the appropriate drop down box in {{DataPrompt|Line}} and {{DataPrompt|Column}}.
 
* Select the appropriate drop down box in {{DataPrompt|Line}} and {{DataPrompt|Column}}.
 
* Select the appropriate block and line for the text in the drop down boxes.
 
* Select the appropriate block and line for the text in the drop down boxes.
−
* Specify how you want to search for matches between the text block on the job and the search words on the rate table.  
+
* Specify how you want to search for matches between the text block on the job and the search words on the rate table.
 
** {{DataPrompt|Alphabetically}} will search through the rate table in alphabetical order until it finds the first match for your text.
 
** {{DataPrompt|Alphabetically}} will search through the rate table in alphabetical order until it finds the first match for your text.
 
** {{DataPrompt|Sequentially}} will search through the rate table for an exact match between the defined search words and the first word of the text block line. If you choose to use {{DataValue|All}} of the text block, this mode will look for a match on line 1 first, then line 2 and so on. This mode is useful when using numbers in your search text.
 
** {{DataPrompt|Sequentially}} will search through the rate table for an exact match between the defined search words and the first word of the text block line. If you choose to use {{DataValue|All}} of the text block, this mode will look for a match on line 1 first, then line 2 and so on. This mode is useful when using numbers in your search text.
−
** {{DataPrompt|For Postcode}} will look at the end of the text block or text lines and look for the best match in the search words.  
+
** {{DataPrompt|For Postcode}} will look at the end of the text block or text lines and look for the best match in the search words.
  
−
* Press {{KeyPress|Escape}} and {{KeyPress|Accept}}.
+
* Press {{KeyPress|ESC}} and {{KeyPress|Accept}}.
  
 
=== Line and Column Details ===
 
=== Line and Column Details ===
Line 33: Line 33:
  
 
If you are using automation for lines, enter the required information for the prompt shown:
 
If you are using automation for lines, enter the required information for the prompt shown:
−
** {{DataPrompt|Upper Limit}} : Enter the upper amount for this cell. This may be a quantity (e.g. Kilos for carriage charges) or a distance depending on how your business operates.  
+
** {{DataPrompt|Upper Limit}} : Enter the upper amount for this cell. This may be a quantity (e.g. Kilos for carriage charges) or a distance depending on how your business operates.
−
** {{DataPrompt|Area}} : Enter the area code for this line.  
+
** {{DataPrompt|Area}} : Enter the area code for this line.
−
*** Press {{KeyPress|F1}}/{{KeyPress|S-F1}} to scroll through Area codes or press {{KeyPress|S-F1}} to create a new area code.  
+
*** Press {{KeyPress|F1}}/{{KeyPress|S-F1}} to scroll through Area codes or press {{KeyPress|S-F1}} to create a new area code.
−
** {{DataPrompt|Search Words}} : Enter search text to allow the system to identify this line from text entered onto a job.  
+
** {{DataPrompt|Search Words}} : Enter search text to allow the system to identify this line from text entered onto a job.
−
* {{DataPrompt|Value Type}} : Each cell in the rate table contains a value. This value may either represent the rate for the job or the total price of the job. You may enter either {{DataValue|R}} or {{DataValue|T}} here as appropriate for your needs.  
+
* {{DataPrompt|Value Type}} : Each cell in the rate table contains a value. This value may either represent the rate for the job or the total price of the job. You may enter either {{DataValue|R}} or {{DataValue|T}} here as appropriate for your needs.
−
* When finished, press {{KeyPress|Escape}}.
+
* When finished, press {{KeyPress|ESC}}.
  
 
==== Column Details ====
 
==== Column Details ====
Line 49: Line 49:
  
 
If you are using automation for lines, enter the required information for the prompt shown:
 
If you are using automation for lines, enter the required information for the prompt shown:
−
** {{DataPrompt|Upper Limit}} : Enter the upper amount for this cell. This may be a quantity (e.g. Kilos for carriage charges) or a distance depending on how your business operates.  
+
** {{DataPrompt|Upper Limit}} : Enter the upper amount for this cell. This may be a quantity (e.g. Kilos for carriage charges) or a distance depending on how your business operates.
−
** {{DataPrompt|Area}} : Enter the area code for this column.  
+
** {{DataPrompt|Area}} : Enter the area code for this column.
−
*** Press {{KeyPress|F1}}/{{KeyPress|S-F1}} to scroll through Area codes or press {{KeyPress|S-F1}} to create a new area code.  
+
*** Press {{KeyPress|F1}}/{{KeyPress|S-F1}} to scroll through Area codes or press {{KeyPress|S-F1}} to create a new area code.
−
** {{DataPrompt|Search Words}} : Enter search text to allow the system to identify this column from text entered onto a job.  
+
** {{DataPrompt|Search Words}} : Enter search text to allow the system to identify this column from text entered onto a job.
−
* {{DataPrompt|Value Type}} : Each cell in the rate table contains a value. This value may either represent the rate for the job or the total price of the job. You may enter either {{DataValue|R}} or {{DataValue|T}} here as appropriate for your needs.  
+
* {{DataPrompt|Value Type}} : Each cell in the rate table contains a value. This value may either represent the rate for the job or the total price of the job. You may enter either {{DataValue|R}} or {{DataValue|T}} here as appropriate for your needs.
−
* When finished, press {{KeyPress|Escape}}.
+
* When finished, press {{KeyPress|ESC}}.
  
−
Once you have finished amending the Line and Column details, press {{KeyPress|Escape}} and {{KeyPress|Accept}} to save the table.
+
Once you have finished amending the Line and Column details, press {{KeyPress|ESC}} and {{KeyPress|Accept}} to save the table.
  
 
== Copying an Existing Table ==
 
== Copying an Existing Table ==
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* Press {{KeyPress|S-F10}} to enable you to add a description to the code.
 
* Press {{KeyPress|S-F10}} to enable you to add a description to the code.
 
* Select the {{Tab|Settings}} tab.
 
* Select the {{Tab|Settings}} tab.
−
* If required, enter the automation details as per the instructions above.  
+
* If required, enter the automation details as per the instructions above.
 
* Click {{Button|Done}} and {{Button|Accept}}.
 
* Click {{Button|Done}} and {{Button|Accept}}.
−
* Press {{KeyPress|Enter}} then press {{KeyPress|F8}}.
+
* Press {{KeyPress|ENTER}} then press {{KeyPress|F8}}.
 
* Enter the code for the table you wish to copy. {{KeyPress|F1}}/{{KeyPress|S-F1}} will scroll through your current tables.
 
* Enter the code for the table you wish to copy. {{KeyPress|F1}}/{{KeyPress|S-F1}} will scroll through your current tables.
−
* Press {{KeyPress|Enter}} to copy the table.
+
* Press {{KeyPress|ENTER}} to copy the table.
−
* Edit the new table as required then press {{KeyPress|Esc}} and {{Button|Done}}.
+
* Edit the new table as required then press {{KeyPress|ESC}} and {{Button|Done}}.
  
 
== See also ==
 
== See also ==
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* [[How do I Use Rate Tables in Logistics Planning?]]
 
* [[How do I Use Rate Tables in Logistics Planning?]]
  
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{{KB_Tags|rate, table, create, job planning, price per job}}  
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{{KB_Tags|rate, table, create, job planning, price per job}}
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{{KB_TI}} {{Hint}}
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{{Hint}}{{KB_TI}}

Revision as of 06:30, 22 December 2018

Summary

The following article explains how to create a rate table in Logistics Management.

More Information

Go to " Logistics Management Maintenance Options Rate Table Amendments".

  • In the "Table" field, enter in a code for the new table and then press <Shift+F10> to enable you to add a description to the code.

Automation

If you wish to automate this rate table follow the steps below:

  • Select the [Settings] tab.

If automated, the table may itself select the appropriate line or column used dependent on information entered. This selection to line or column may be linked to any of three aspects of a logistics job (area, text or quantity) or to carriage charges for quantity only in stock control.

  • Select the appropriate drop down box in "Line" and "Column".
  • Select the appropriate block and line for the text in the drop down boxes.
  • Specify how you want to search for matches between the text block on the job and the search words on the rate table.
    • "Alphabetically" will search through the rate table in alphabetical order until it finds the first match for your text.
    • "Sequentially" will search through the rate table for an exact match between the defined search words and the first word of the text block line. If you choose to use 'All' of the text block, this mode will look for a match on line 1 first, then line 2 and so on. This mode is useful when using numbers in your search text.
    • "For Postcode" will look at the end of the text block or text lines and look for the best match in the search words.
  • Press <Esc> and <Accept>.

Line and Column Details

Line Details

Move to the line to amend then press <F5>.

In the "Line Descriptions" box that pops up, enter the required information:

  • "Brief Description" : Enter a brief line description e.g. LEI
  • "Detailed Description" : Enter a more detailed line description e.g. LEICESTER.

If you are using automation for lines, enter the required information for the prompt shown:

    • "Upper Limit" : Enter the upper amount for this cell. This may be a quantity (e.g. Kilos for carriage charges) or a distance depending on how your business operates.
    • "Area" : Enter the area code for this line.
      • Press <F1>/<Shift+F1> to scroll through Area codes or press <Shift+F1> to create a new area code.
    • "Search Words" : Enter search text to allow the system to identify this line from text entered onto a job.
  • "Value Type" : Each cell in the rate table contains a value. This value may either represent the rate for the job or the total price of the job. You may enter either 'R' or 'T' here as appropriate for your needs.
  • When finished, press <Esc>.

Column Details

Move to the column to amend then press <F6>.

In the "Column Descriptions" box that pops up, enter the required information:

  • "Brief Description" : Enter a brief column description e.g. MAN
  • "Detailed Description" : Enter a more detailed description e.g. MANCHESTER

If you are using automation for lines, enter the required information for the prompt shown:

    • "Upper Limit" : Enter the upper amount for this cell. This may be a quantity (e.g. Kilos for carriage charges) or a distance depending on how your business operates.
    • "Area" : Enter the area code for this column.
      • Press <F1>/<Shift+F1> to scroll through Area codes or press <Shift+F1> to create a new area code.
    • "Search Words" : Enter search text to allow the system to identify this column from text entered onto a job.
  • "Value Type" : Each cell in the rate table contains a value. This value may either represent the rate for the job or the total price of the job. You may enter either 'R' or 'T' here as appropriate for your needs.
  • When finished, press <Esc>.

Once you have finished amending the Line and Column details, press <Esc> and <Accept> to save the table.

Copying an Existing Table

Go to " Logistics Management Maintenance Options Rate Table Amendments".

  • In the "Table" field, enter in a code for the new table.
  • Press <Shift+F10> to enable you to add a description to the code.
  • Select the [Settings] tab.
  • If required, enter the automation details as per the instructions above.
  • Click [Done] and [Accept].
  • Press <Enter> then press <F8>.
  • Enter the code for the table you wish to copy. <F1>/<Shift+F1> will scroll through your current tables.
  • Press <Enter> to copy the table.
  • Edit the new table as required then press <Esc> and [Done].

See also


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Keywords AND Misspellings
rate, table, create, job planning, price per job
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