Difference between revisions of "How do I create a logistics job?"
From Catalyst
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== Summary == | == Summary == | ||
| − | This article | + | This article explains how to create a ticket in {{TI}}. |
== Additional Information == | == Additional Information == | ||
| − | Go into " | + | Go into "{{TI}}" -> "Job Data Entry" -> "Add Job Records". |
| − | *Enter the required Account code in the {{DataPrompt|Account}} Field. | + | * Enter the required Account code in the {{DataPrompt|Account}} Field. |
| − | *Check the Ticket number that appears is valid. | + | * Check the Ticket number that appears is valid. |
{{Note|title=PLEASE NOTE|text=A ticket number will be created automatically.}} | {{Note|title=PLEASE NOTE|text=A ticket number will 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|To}} field, Enter where the delivery is coming from. | + | * In the {{DataPrompt|To}} field, Enter where the delivery is coming from. |
| − | *The {{DataPrompt|Centre}} field will automatically be filled by the default sales centre | + | * 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}} | + | * 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. |
| − | *The {{DataPrompt|Nett}} field shows the nett (before tax) total | + | * The {{DataPrompt|Nett}} field shows the nett (before tax) total. This is worked out by multiplying the rate by the quantity. |
| − | *In the {{DataPrompt|Driver}} field, | + | * In the {{DataPrompt|Driver}} field, enter the code for the driver. |
| − | *In the {{DataPrompt|Vehicle}} field, | + | * In the {{DataPrompt|Vehicle}} field, enter the code for the vehicle. |
| − | *In the {{DataPrompt|Trailer}} field, | + | * In the {{DataPrompt|Trailer}} field, enter the code for the trailer. |
| − | *The {{DataPrompt|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 {{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. |
| − | *The {{DataPrompt|Analysis}} allows you to enter one of three | + | * The {{DataPrompt|Analysis}} allows you to enter one of three single character codes to allow for more reporting breakdown on tickets if required. |
| − | {{Tip|title=Tip|text=Be sure to fill in as much information as possible as this will make for a more detailed Job Ticket.}} | + | {{Tip|title=Tip :|text=Be sure to fill in as much information as possible as this will make for a more detailed Job Ticket.}} |
== See also == | == See also == | ||
Revision as of 19:40, 24 July 2009
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
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
