Difference between revisions of "Invoicing Logistics Jobs"

Revision as of 08:19, 26 May 2023

Summary

The following article explains how to invoice a Logistics Job.

For Help on creating a Logistics Job see How do I create a logistics job?.

More Information

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.

@@ Line 1: / Line 1: @@
+{{Review}}
 == Summary ==
-The following article explains how to enter and invoice a Logistics Job.
+The following article explains how to invoice a Logistics Job.
+{{Note|text=For Help on creating a Logistics Job see [[How do I create a logistics job?]].}}
 == More Information ==
-* Go to {{Menu|{{TI}}|Job Planning}} and click {{Button|Add}}.
-=== Customer Information ===
-* At {{DataPrompt|Customer:}}, type in the customer's account code if known, or [[How do I find a customer?|search]] for the customer.
-=== Job Description ===
-* The {{DataPrompt|Ticket No}}, {{DataPrompt|Date}} and {{DataPrompt|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).
-{{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 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.}}
-=== Job Pricing ===
-{{Warning|text=Make sure that you get this right!}}
-*Enter the correct {{DataPrompt|Quantity}} and {{DataPrompt|Rate}} for the current job. The {{DataPrompt|Nett}} will be calculated automatically.
-=== Job Status ===
-* At {{DataPrompt|Status}}, enter the code of your [[How do I add or edit a logistics job status?|default invoice status]].
-=== Saving The Job ===
-* Once you have entered all the information, have a final check to make sure everything is correct.
-* Press {{KeyPress|ESC}} and click {{Button|Accept}} to save the Job.
-* Exit out back to the {{TI}} Main Menu.
-=== Completing the Sale ===
 * To invoice your job, go to {{Menu|{{TI}}|Invoice and Credit Production}}.
 * You will be presented with the list of customers that have jobs that are ready to be invoiced.

Difference between revisions of "Invoicing Logistics Jobs"

Revision as of 08:19, 26 May 2023

Summary

More Information

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