Invoicing Logistics Jobs

Summary

The following article explains how to enter and invoice a Logistics Job.

Additional 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).

Note: 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.

Note: 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.

Saving The Job

• Once all the information is entered, have a final check to make sure this 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 Production".
• At "Customer:" type in the customer's account code if known, or search for the customer.
• Press <F2> to print the invoice.
• This prints the invoice. Once this has been checked and you are happy with the result, click [Accept] to complete and file the Invoice.

See also

• Entering Logistics Management Jobs
• How do I Create a New Driver?
• How do I Create a New Status?
• How do I Create a New Trailer?
• How do I Create a New Vehicle?
• How do I Find a Driver, Vehicle or Trailer?

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

Transport, Haulage, logistics, delivery, heavy goods, goods, invoice