Difference between revisions of "How do I create a logistics job?"

From Catalyst
Jump to: navigation, search
(Bulk update)
 
(55 intermediate revisions by 7 users not shown)
Line 1: Line 1:
−
{{PreRelease}}  
+
== Summary ==
 +
This article explains how to create a ticket in {{TI}}.
  
−
== Summary ==
+
{{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}}.}}
−
This article explains how to create a ticket in {{TI}}.  
+
 
 +
== 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.
  
−
== Additional Information ==
+
== Saving the Ticket ==
−
Go into "{{TI}}" -> "Job Planning". Press {{Button|Add}} or {{KeyPress|F6}} to add a new ticket.
+
When you have completed all relevant details, click {{Button|Done}} and {{Button|Accept}}.
−
* Enter the required Account code in the {{DataPrompt|Customer}} Field.
 
−
* Check the Ticket number that appears is valid.
 
−
{{Note|title=PLEASE NOTE|text=A ticket number will be created automatically.}}
 
−
* In the {{DataPrompt|Remarks}} field, Enter any description required related to the job the the  Field e.g. What is being delivered (Fruit & Veg).
 
−
* In the {{DataPrompt|To}} field, Enter where the delivery is going.
 
−
* In the {{DataPrompt|From}} field, Enter where the delivery is coming from.
 
−
* 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 on the "Amounts" tab.
 
−
* In the {{DataPrompt|Quantity}} field, enter the amount of multiples of the rate you wish to charge for the job e.g. if you wish to charge £100, a rate of 25 multiplied by 4 you would enter 4.00 here and have 25.00 in the rate.
 
−
* In the {{DataPrompt|Rate}} field, enter the rate 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 multiplying the rate by the quantity then adding the extra amount.
 
−
* In the {{DataPrompt|Driver}} field, enter the code for the driver.
 
−
* In the {{DataPrompt|Vehicle}} field, enter the code for the vehicle.
 
−
* In the {{DataPrompt|Trailer}} field, enter the code for the trailer.
 
−
* The {{DataPrompt|Status}} field is used to denote the progress of the job, e.g. {{DataValue|RTI}} - Ready to Invoice. A colour can be connected to the ticket status to allow for easier viewing of progress of jobs on the Planning screen.
 
−
* On the "Analysis" tab ,The {{DataPrompt|Analysis}} allows you to enter one of three single character codes to allow for more reporting breakdown on tickets if required.
 
  
−
{{Tip|title=Tip|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 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 ==
 
== See also ==
−
*[[Setting mandatory fields in Logistics Management]]
+
* [[How do I Setup Multiple Legs?]]
−
*[[How do I Create a New Driver?]]
+
* [[How do I Change the Details on a Load?]]
−
*[[How do I Create a New Vehicle?]]
+
* [[How do I add multiple drivers to a job?]]
−
*[[How do I Create a New Trailer?]]
+
* [[How do I Add a Sub Contractor to a Logistics Job?]]
−
*[[How do I Create a New Status?]]
+
* [[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}}
  
−
{{Guide}}{{KB_Tags|Ticket, creation, creating}}{{KB_TI}}
+
{{KB_Ref|TI87. TI12}}
−
{{KB_Ref|TI01}}
 

Latest revision as of 05:30, 15 October 2024

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.
    • Press <Ctrl+F1> to search for a customer or press <Shift+F10> to create a new customer account.
  • 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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
ticket, tickets, job, jobs, creation, create, creating, creating logistics jobs
Tags

TI87. TI12

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_create_a_logistics_job%3F&oldid=44514"