Difference between revisions of "How do I create a logistics job?"
From Catalyst
| Line 1: | Line 1: | ||
| − | |||
| − | |||
== Summary == | == Summary == | ||
This article explains how to create a ticket in {{TI}}. | This article explains how to create a ticket in {{TI}}. | ||
| Line 6: | Line 4: | ||
== Additional Information == | == Additional Information == | ||
Go into "{{TI}}" -> "Job Planning". Press {{Button|Add}} or {{KeyPress|F6}} to add a new ticket. | Go into "{{TI}}" -> "Job Planning". Press {{Button|Add}} or {{KeyPress|F6}} to add a new ticket. | ||
| − | * Enter the required Account code in the {{DataPrompt|Customer}} | + | * Enter the required Account code in the {{DataPrompt|Customer}} field. |
| − | * | + | * Enter the Ticket number in the {{DataPrompt|Ticket}} field. |
| − | {{Note|title=PLEASE NOTE|text= | + | {{Note|title=PLEASE NOTE|text= You can set ticket numbers to 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|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|To}} field, Enter where the delivery is going. | ||
* In the {{DataPrompt|From}} field, Enter where the delivery is coming from. | * 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 | + | * 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. |
* 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|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|Rate}} field, enter the rate charged for this job. | ||
Revision as of 15:31, 14 September 2010
Summary
This article explains how to create a ticket in Logistics Management.
Additional Information
Go into "Logistics Management" -> "Job Planning". Press [Add] or <F6> to add a new ticket.
- Enter the required Account code in the "Customer" field.
- Enter the Ticket number in the "Ticket" field.
 | PLEASE NOTE: You can set ticket numbers to 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 "From" 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.
- 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 multiplying the rate by the quantity then adding the extra amount.
- 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.
- On the "Analysis" tab ,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?
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
TI01
