Difference between revisions of "How do I create a logistics job?"
From Catalyst
| Line 24: | Line 24: | ||
== See also == | == See also == | ||
*[[Setting mandatory fields in Logistics Management]] | *[[Setting mandatory fields in Logistics Management]] | ||
| + | *[[How do I Create a New Driver?]] | ||
| + | *[[How do I Create a New Vehicle?]] | ||
| + | *[[How do I Create a New Trailer?]] | ||
| + | *[[How do I Create a New Status?]] | ||
{{Guide}}{{KB_Tags|Ticket, creation, creating}}{{KB_TI}} | {{Guide}}{{KB_Tags|Ticket, creation, creating}}{{KB_TI}} | ||
Revision as of 16:32, 17 August 2009
Summary
This article explains how to create a ticket in Logistics Management.
Additional Information
Go into "Logistics Management" -> "Job Data Entry" -> "Add Job Records".
- Enter the required Account code in the "Account" Field.
- Check the Ticket number that appears is valid.
 | PLEASE NOTE: A ticket number will be created automatically. |
- In the "Remarks" field, Enter any description required related to the job the the Field e.g. What is being delivered (Fruit & Veg).
- In the "To" field, Enter where the delivery is going.
- In the "To" field, Enter where the delivery is coming from.
- 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.
- In the "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 "Rate" field, enter the rate charged for this job.
- The "Nett" field shows the nett (before tax) total. This is worked out by multiplying the rate by the quantity.
- In the "Driver" field, enter the code for the driver.
- In the "Vehicle" field, enter the code for the vehicle.
- In the "Trailer" field, enter the code for the trailer.
- The "Status" field is used to denote the progress of the job, e.g. '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.
- The "Analysis" allows you to enter one of three single character codes to allow for more reporting breakdown on tickets if required.
 | Tip: Be sure to fill in as much information as possible as this will make for a more detailed Job Ticket. |
See also
- Setting mandatory fields in Logistics Management
- How do I Create a New Driver?
- How do I Create a New Vehicle?
- How do I Create a New Trailer?
- How do I Create a New Status?
