Invoicing Logistics Jobs
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Revision as of 15:26, 31 July 2013 by Richard Green (talk | contribs)
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).
 | PLEASE 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.
| PLEASE 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
 | Important: 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
- Getting Started - Logistics Management
- 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?
- How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?
- How do I Include Specific Tickets on an Invoice?
