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

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== Summary ==
 
== Summary ==
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This article explains how to create a ticket in {{TI}}.  
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This article explains how to create a ticket in {{TI}}.
 +
 
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{{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 ==
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{{Tip|title=Tip|text= Be sure to fill in as much information as possible as this will make for a more detailed Job Ticket.}}
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{{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.}}
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Go into {{Menu|{{TI}}|Job Planning}}. Press {{Button|Add}} or {{KeyPress|F6}} to add a new ticket.
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 +
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.
 
* Enter the required Account code in the {{DataPrompt|Customer}} field.
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* Enter the Ticket number in the {{DataPrompt|Ticket}} field.
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** 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.
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{{Note|title=PLEASE NOTE|text= You can set ticket numbers to be created automatically.}}  
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* The {{DataPrompt|Job No.}} will be created automatically.
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* In the {{DataPrompt|Remarks}} field, Enter any description required related to the job the the Field e.g. What is being delivered (Fruit & Veg).
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* In the {{DataPrompt|To}} field, Enter where the delivery is going.
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{{Note|iconsize=small|text=If using manual Job numbers, please take care to avoid duplications.}}
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* In the {{DataPrompt|From}} field, Enter where the delivery is coming from.
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* Enter a {{DataPrompt|Customer Ref.}} and {{DataPrompt|Order No}} if applicable.
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* Enter the {{DataPrompt|Date}} the job is to be done.
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* 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.
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* 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.
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** Press {{KeyPress|F1}} or {{KeyPress|S-F1}} to scroll through existing drivers, vehicles or trailers or {{KeyPress|C-F1}} to search for a record.
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{{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}}.}}
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=== Job Information ===
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* Complete the {{DataPrompt|Remarks}} section with any relevant details, e.g. what is being delivered: {{DataValue|Fruit & Veg}}, {{DataValue|Timber}} etc.
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* Enter the {{DataPrompt|Collect}} from and {{DataPrompt|Deliver}} to addresses.
  
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This should be all the information required when initially entering the job.
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{{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.}}
  
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== Entering Additional Information ==
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* 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.
 
* 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.
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* In the {{DataPrompt|Trailer}} field, enter the code for the trailer.
 
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* In the {{DataPrompt|Extra}} field, enter any extra amount or surcharge  charged for this job.
 
  
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{{Note|title=PLEASE NOTE|text= Changing any of the fields below '''WILL''' affect the status of the job.}}  
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:{{Note|iconsize=small|text=Amending any of the fields below '''WILL''' affect the status of the job.}}
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* 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.
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* In the {{DataPrompt|Extra}} field, enter any extra amount or surcharge charged for this job.
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* 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.
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 +
*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.
  
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* 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.
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== Printing the Ticket ==
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* In the {{DataPrompt|Rate}} field, enter the rate charged for this job.
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Whilst in the job, press {{KeyPress|F9}} to print the ticket.
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* 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.
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* Enter any specific notes to print on the ticket, if required.
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* In the {{DataPrompt|Driver}} field, enter the code for the driver.
 
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* In the {{DataPrompt|Vehicle}} field, enter the code for the vehicle.
 
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{{Tip|title=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}}.}}
 
  
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== Manually Changing statuses ==
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== Saving the Ticket ==
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* 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.
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When you have completed all relevant details, click {{Button|Done}} and {{Button|Accept}}.
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* 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.
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You may return to the job via the [[Viewing current logistics jobs|Job Planning]] screen.
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* Find the job to amend and click {{Button|Edit}}.
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* You can also amend specific details of the job on the job planning screen.
  
 
== See also ==
 
== See also ==
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* [[:Category:Getting Started|Getting Started]]
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* [[How do I Setup Multiple Legs?]]
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* [[Getting Started - Logistics Management]]
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* [[How do I Change the Details on a Load?]]
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* [[Recommended Logistics Planning Routines]]
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* [[How do I add multiple drivers to a job?]]
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* [[How do I Add a Sub Contractor to a Logistics Job?]]
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* [[Scanning and Importing PODs into Platinum]]
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* [[How do I Add Post Delivery Notes?]]
 
* [[Invoicing Logistics Jobs]]
 
* [[Invoicing Logistics Jobs]]
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* [[How do I Credit a Logistics Job?]]
 
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* [[Setting mandatory fields in Logistics Management]]
 
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* [[How do I Configure my Logistics Planning?]]
 
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* [[How do I Find a Driver, Vehicle or Trailer?]]
 
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* [[How do I Create a New Status?]]
 
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* [[How do I Add/Edit a Job Status?]]
 
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* [[How do I Change the Colours on Logistics Statuses?]]
 
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* [[How do I Create a New Driver?]]
 
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* [[How do I View my Driver Activities?]]
 
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* [[How do I Make a Driver Unavailable for Work?]]
 
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* [[How do I View my Driver Unavailability?]]
 
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* [[How do I Create a New Trailer?]]
 
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* [[How do I View my Trailer Activities?]]
 
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* [[How do I Create a New Vehicle?]]
 
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* [[How do I View my Vehicle Activities?]]
 
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* [[How do I Make a Vehicle Unavailable for Jobs?]]
 
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* [[How do I View my Vehicle Unavailability?]]
 
 
* [[How do I Delete a Logistics Job?]]
 
* [[How do I Delete a Logistics Job?]]
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* [[Dealing with "Record in Use" message]]
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* [[Marking a Job as Delivered]]
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* [[How do I take a payment on a credit card?]]
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* [[How do I change the method of payment after it has been posted?]]
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{{KB_Tags|ticket, tickets, job, jobs, creation, create, creating, creating logistics jobs}}
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* [[How do I edit a Credit after it has been posted?]]
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{{How}}{{Guide}}{{KB_TI}}
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* [[Setting mandatory fields in Logistics Management]]
 
  
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{{KB_Tags|Ticket, tickets, job, jobs, creation, create, creating}}
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{{KB_Ref|TI87. TI12}}
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{{Guide}} {{KB_TI}}
 
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{{KB_Ref|TI87}}
 

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


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Keywords AND Misspellings
ticket, tickets, job, jobs, creation, create, creating, creating logistics jobs
Tags

TI87. TI12

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