Difference between revisions of "How do I create a logistics job?"
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== Summary == | == Summary == | ||
| − | This article explains how to create a ticket in {{TI}}. | + | 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}}.}} | + | {{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 == | == 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.}} | {{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}}. | + | Go into {{Menu|{{TI}}|Job Planning}}. |
* Press {{Button|Add}} or {{KeyPress|F6}} to add a new ticket. | * Press {{Button|Add}} or {{KeyPress|F6}} to add a new ticket. | ||
=== Job === | === Job === | ||
* Enter the required Account code in the {{DataPrompt|Customer}} field. | * Enter the required Account code in the {{DataPrompt|Customer}} field. | ||
| − | ** Press {{KeyPress|C-F1}} to [[How do I | + | ** 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. | + | * The {{DataPrompt|Job No.}} will be created automatically. |
| − | {{Note|iconsize=small|text=If using manual Job numbers please take care to avoid duplications.}} | + | {{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 a {{DataPrompt|Customer Ref.}} and {{DataPrompt|Order No}} if applicable. | ||
* Enter the {{DataPrompt|Date}} the job is to be done. | * 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 | + | * 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. | * 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 | + | ** 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}}.}} | {{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 === | === Job Information === | ||
| − | * Complete the {{DataPrompt|Remarks}} section with any relevant details e.g. | + | * 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. | + | * 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.}} | {{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. Name, Phone Number, Pick up times etc by clicking {{DataPrompt|Con}}. | + | * You may enter specific contact information, e.g. {{DataValue|Name}}, {{DataValue|Phone Number}}, {{DataValue|Pick up times}} etc by clicking {{DataPrompt|Con}}. |
=== Amounts === | === 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 | + | * 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. | * 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.}} | + | :{{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. | * 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. | * 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 | + | * 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. |
| − | {{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 == | == Printing the Ticket == | ||
| − | Whilst in the job press {{KeyPress|F9}} to print the ticket. | + | Whilst in the job, press {{KeyPress|F9}} to print the ticket. |
* Enter any specific notes to print on the ticket, if required. | * Enter any specific notes to print on the ticket, if required. | ||
== Saving the Ticket == | == 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 | + | 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}}. | * 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 == | == See also == | ||
* [[How do I Setup Multiple Legs?]] | * [[How do I Setup Multiple Legs?]] | ||
* [[How do I Change the Details on a Load?]] | * [[How do I Change the Details on a Load?]] | ||
| − | * [[How do I | + | * [[How do I add multiple drivers to a job?]] |
* [[How do I Add a Sub Contractor to a Logistics Job?]] | * [[How do I Add a Sub Contractor to a Logistics Job?]] | ||
* [[Scanning and Importing PODs into Platinum]] | * [[Scanning and Importing PODs into Platinum]] | ||
| Line 62: | Line 65: | ||
* [[Invoicing Logistics Jobs]] | * [[Invoicing Logistics Jobs]] | ||
* [[How do I Delete a Logistics Job?]] | * [[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}} | {{KB_Ref|TI87. TI12}} | ||
Latest revision as of 05:30, 15 October 2024
Contents
Summary
This article explains how to create a ticket in Logistics Management.
 | Ticket prompts can be customised. This article refers to the standard prompts issued with Platinum. If you need further assistance, please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page. |
More Information
 | 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 " Logistics Management Job Planning".
- Press [Add] or <F6> to add a new ticket.
Job
- Enter the required Account code in the "Customer" field.
- The "Job No." will be created automatically.
 | If using manual Job numbers, please take care to avoid duplications. |
- Enter a "Customer Ref." and "Order No" if applicable.
- Enter the "Date" the job is to be done.
- The "Status" field will be amended by the system depending on the progress of the job. See this article for advice.
- Enter the "Driver" to assign to the job. If they have an allocated vehicle it will be assigned to the job. Amend the "Vehicle" and "Trailer" if necessary.
- Press <F1> or <Shift+F1> to scroll through existing drivers, vehicles or trailers or <Ctrl+F1> to search for a record.
 | Both the "Driver" and "Vehicle" fields MUST be filled in for the status of the job to change from 'Unplanned' to 'Planned, Pricing required'. |
Job Information
- Complete the "Remarks" section with any relevant details, e.g. what is being delivered: 'Fruit & Veg', 'Timber' etc.
- Enter the "Collect" from and "Deliver" to addresses.
| You may choose from and save standard text blocks by pressing <Ctrl+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. 'Name', 'Phone Number', 'Pick up times' etc by clicking "Con".
Amounts
- The "VAT Rate" should be set automatically based on the customer to invoice. To invoice at an alternative VAT rate, see this article.
- The "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.
Amending any of the fields below WILL affect the status of the job.
- Enter the "Quantity" and "Rate" for the job. The quantity and rate will be multipled to create the "Work value" e.g. enter "Quantity" 4 and "Rate" 25 to charge £100.
- In the "Extra" field, enter any extra amount or surcharge charged for this job.
- The "Nett" field shows the nett (before tax) total. This is worked out by adding the "Work value" and "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 [T] to tag the jobs and [U] to untag the jobs.
Printing the Ticket
Whilst in the job, press <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 [Done] and [Accept].
You may return to the job via the Job Planning screen.
- Find the job to amend and click [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
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Tags
TI87. TI12
