How do I create a logistics job?
From Catalyst
Contents
Summary
This article explains how to create a ticket in Logistics Management.
More Information
 | Tip: Be sure to fill in as much information as possible as this will make for a more detailed Job Ticket. |
Go into " Logistics Management Job Planning". Press [Add] or <F6> to add a new ticket.
- Enter the required Account code in the "Customer" field.
- Enter the Ticket number in the "Ticket" field.
 | PLEASE NOTE: You can set ticket numbers to 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 "From" field, Enter where the delivery is coming from.
This should be all the information required when initially entering the job.
Entering Additional Information
- 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 "Trailer" field, enter the code for the trailer.
- In the "Extra" field, enter any extra amount or surcharge charged for this job.
| PLEASE NOTE: Changing any of the fields below WILL affect the status of the job. |
- 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 then adding the extra amount.
- In the "Driver" field, enter the code for the driver.
- In the "Vehicle" field, enter the code for the vehicle.
| Tip: Both the "Driver" and "Vehicle" fields MUST be filled in for the status of the job to change from 'Unplanned' to 'Planned, Pricing required'. |
Manually Changing statuses
- 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.
- On the "Analysis" tab ,The "Analysis" allows you to enter one of three single character codes to allow for more reporting breakdown on tickets if required.
See also
- Getting Started - Logistics Management
- Recommended Logistics Planning Routines
- Invoicing Logistics Jobs
- Setting mandatory fields in Logistics Management
- How do I Configure my Logistics Planning?
- How do I Find a Driver, Vehicle or Trailer?
- How do I Create a New Status?
- How do I Add/Edit a Job Status?
- How do I Change the Colours on Logistics Statuses?
- How do I Create a New Driver?
- How do I View my Driver Activities?
- How do I Make a Driver Unavailable for Work?
- How do I View my Driver Unavailability?
- How do I Create a New Trailer?
- How do I View my Trailer Activities?
- How do I Create a New Vehicle?
- How do I View my Vehicle Activities?
- How do I Make a Vehicle Unavailable for Jobs?
- How do I View my Vehicle Unavailability?
- How do I Delete a Logistics Job?
- Dealing with "Record in Use" message
- How do I take a payment on a credit card?
- How do I change the method of payment after it has been posted?
- How do I edit a Credit after it has been posted?
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