Difference between revisions of "Invoicing Logistics Jobs"
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{{Note|text=How these blocks of information are used can be tailored to your requirements. Generally, two of them are used for Collection and Delivery, whilst the third is more varied.}} | {{Note|text=How these blocks of information are used can be tailored to your requirements. Generally, two of them are used for Collection and Delivery, whilst the third is more varied.}} | ||
| − | * Enter the {{DataPrompt|Driver}}, {{DataPrompt|Vehicle}} and {{DataPrompt|Trailer}} in the relevant fields of the Job Data Entry screen or [[How do I | + | * Enter the {{DataPrompt|Driver}}, {{DataPrompt|Vehicle}} and {{DataPrompt|Trailer}} in the relevant fields of the Job Data Entry screen or [[How do I find a driver, vehicle or trailer?|search]] for the correct information. |
{{Note|text=These details can be filled in after the job has been entered, but must be done before the invoice is done - obviously you may not know which driver, vehicle or trailer will do the job when you enter the job.}} | {{Note|text=These details can be filled in after the job has been entered, but must be done before the invoice is done - obviously you may not know which driver, vehicle or trailer will do the job when you enter the job.}} | ||
Revision as of 06:28, 13 March 2019
Contents
Summary
The following article explains how to enter and invoice a Logistics Job.
More Information
- Go to " Logistics Management Job Planning" and click [Add].
Customer Information
- At "Customer:", type in the customer's account code if known, or search for the customer.
Job Description
- The "Ticket No", "Date" and "V.A.T." fields will be filled in automatically.
- Enter the relevant details in the three information areas of the Job Data Entry screen (top right, middle right and bottom right of the screen).
 | How these blocks of information are used can be tailored to your requirements. Generally, two of them are used for Collection and Delivery, whilst the third is more varied. |
- Enter the "Driver", "Vehicle" and "Trailer" in the relevant fields of the Job Data Entry screen or search for the correct information.
| These details can be filled in after the job has been entered, but must be done before the invoice is done - obviously you may not know which driver, vehicle or trailer will do the job when you enter the job. |
Job Pricing
 | Make sure that you get this right! |
- Enter the correct "Quantity" and "Rate" for the current job. The "Nett" will be calculated automatically.
Job Status
- At "Status", enter the code of your default invoice status.
Saving The Job
- Once you have entered all the information, have a final check to make sure everything is correct.
- Press <Esc> and click [Accept] to save the Job.
- Exit out back to the Logistics Management Main Menu.
Completing the Sale
- To invoice your job, go to " Logistics Management Invoice and Credit Production".
- You will be presented with the list of customers that have jobs that are ready to be invoiced.
- From the list of customers, highlight the one you would like to produce an invoice for and press the [Select] button.
- Press [Next >] to move to the "Document Review" tab.
- If required, you can select which jobs you want to include in the invoice.
- You can also check and amend the "Document date", and "Discount type" here.
- Once you are ready, press [Produce] to print the invoice.
- If you are happy with the result, click [Accept] to confirm and file the Invoice.
See also
- How do I create a logistics job?
- How do I Credit a Logistics Job?
- How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?
- How can I Select which Logistics Jobs to Invoice?
- How do I Add a Fuel Surcharge To Logistics Invoices?
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Tags
TI02, TI12, TI87
