Difference between revisions of "Recommended logistics management planning routines"
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Any jobs should be created with minimal information on them in the first instance to allow for quick and efficient entry of Jobs as there will usually (hopefully) be quite a few. Initially the only things that need to be entered are {{DataPrompt|Account code}}, {{DataPrompt|Remarks}}, {{DataPrompt|Collect}}, {{DataPrompt|Deliver}}. The {{DataPrompt|Job number}} will be entered automatically by the system. | Any jobs should be created with minimal information on them in the first instance to allow for quick and efficient entry of Jobs as there will usually (hopefully) be quite a few. Initially the only things that need to be entered are {{DataPrompt|Account code}}, {{DataPrompt|Remarks}}, {{DataPrompt|Collect}}, {{DataPrompt|Deliver}}. The {{DataPrompt|Job number}} will be entered automatically by the system. | ||
| − | Once accepted the job will be created with a status of | + | Once accepted the job will be created with a status of: |
<span style="background-color:rgb(255, 0, 0); color:black;">UNP – Unplanned</span>. | <span style="background-color:rgb(255, 0, 0); color:black;">UNP – Unplanned</span>. | ||
| Line 26: | Line 26: | ||
The next stage of the process will be to allocate Vehicles and drivers to your jobs. | The next stage of the process will be to allocate Vehicles and drivers to your jobs. | ||
| − | Once both the {{DataPrompt|Driver}} and {{DataPrompt|Vehicle}} are entered and accepted the jobs status will automatically change to | + | Once both the {{DataPrompt|Driver}} and {{DataPrompt|Vehicle}} are entered and accepted the jobs status will automatically change to: |
<span style="background-color:rgb(255, 255, 0); color:black;">PPR – Planned, Pricing Required</span>. | <span style="background-color:rgb(255, 255, 0); color:black;">PPR – Planned, Pricing Required</span>. | ||
| Line 35: | Line 35: | ||
The Next stage of the process is to price your jobs. This is done by filling in the {{DataPrompt|Rate}} and {{DataPrompt|Quantity}} fields if you price your jobs by a rate or by adding a {{DataPrompt|Nett}} if you price your jobs by a total amount. | The Next stage of the process is to price your jobs. This is done by filling in the {{DataPrompt|Rate}} and {{DataPrompt|Quantity}} fields if you price your jobs by a rate or by adding a {{DataPrompt|Nett}} if you price your jobs by a total amount. | ||
| − | Once the Pricing has been entered and the changes accepted the status will automatically change to | + | Once the Pricing has been entered and the changes accepted the status will automatically change to: |
<span style="background-color:rgb(255, 128, 0); color:black;">PAP – Planned & Priced</span>. | <span style="background-color:rgb(255, 128, 0); color:black;">PAP – Planned & Priced</span>. | ||
| Line 42: | Line 42: | ||
Usually your Drivers will get into contact by some means once they had "Dropped" a load at its destination. Once you receive this confirmation you can use the {{Button|Delivered}} Button shown at the top of the Platinum screen when said job is highlighted to change the status of that job | Usually your Drivers will get into contact by some means once they had "Dropped" a load at its destination. Once you receive this confirmation you can use the {{Button|Delivered}} Button shown at the top of the Platinum screen when said job is highlighted to change the status of that job | ||
| − | If the Price has already been entered the status of this job will automatically change to | + | If the Price has already been entered the status of this job will automatically change to: |
<span style="background-color:rgb(128, 255, 0); color:black;">RTI – Ready To Invoice</span>. | <span style="background-color:rgb(128, 255, 0); color:black;">RTI – Ready To Invoice</span>. | ||
| − | If the Pricing has '''NOT''' been entered the job will change to | + | If the Pricing has '''NOT''' been entered the job will change to: |
<span style="background-color:rgb(0, 128, 0); color:black;">DPI – Delivered, Pricing Required</span> | <span style="background-color:rgb(0, 128, 0); color:black;">DPI – Delivered, Pricing Required</span> | ||
| − | ...and once the price had been entered the status will automatically change again to | + | ...and once the price had been entered the status will automatically change again to: |
<span style="background-color:rgb(128, 255, 0); color:black;">RTI – Ready To Invoice</span>. | <span style="background-color:rgb(128, 255, 0); color:black;">RTI – Ready To Invoice</span>. | ||
| Line 57: | Line 57: | ||
Normally at a given point of the day\week\month you will want to invoice all your completed Logistics Jobs. At this stage you can then use the {{Menu|{{TI}}|Invoice Production}} option (See [[Invoicing Logistics Jobs|Here]] for more help on this) | Normally at a given point of the day\week\month you will want to invoice all your completed Logistics Jobs. At this stage you can then use the {{Menu|{{TI}}|Invoice Production}} option (See [[Invoicing Logistics Jobs|Here]] for more help on this) | ||
| − | Once all invoices have been produced and accepted the status on those Jobs will change to | + | Once all invoices have been produced and accepted the status on those Jobs will change to: |
<span style="background-color:rgb(0, 128, 255); color:black;">INC – Invoiced Completed</span> | <span style="background-color:rgb(0, 128, 255); color:black;">INC – Invoiced Completed</span> | ||
| Line 70: | Line 70: | ||
quite a few. Initially the only things that need to be entered are {{DataPrompt|Account code}}, {{DataPrompt|Remarks}}, {{DataPrompt|Collect}}, {{DataPrompt|Deliver}}. The {{DataPrompt|Job number}} will be entered automatically by the system. | quite a few. Initially the only things that need to be entered are {{DataPrompt|Account code}}, {{DataPrompt|Remarks}}, {{DataPrompt|Collect}}, {{DataPrompt|Deliver}}. The {{DataPrompt|Job number}} will be entered automatically by the system. | ||
| − | Once accepted the job will be created with a status of | + | Once accepted the job will be created with a status of: |
<span style="background-color:rgb(255, 0, 0); color:black;">UNP – Unplanned</span>. | <span style="background-color:rgb(255, 0, 0); color:black;">UNP – Unplanned</span>. | ||
| Line 79: | Line 79: | ||
The next stage of the process will be to allocate Vehicles and drivers to your jobs. | The next stage of the process will be to allocate Vehicles and drivers to your jobs. | ||
| − | Once both the {{DataPrompt|Driver}} and {{DataPrompt|Vehicle}} are entered and accepted the jobs status will automatically change to | + | Once both the {{DataPrompt|Driver}} and {{DataPrompt|Vehicle}} are entered and accepted the jobs status will automatically change to: |
<span style="background-color:rgb(255, 255, 0); color:black;">PPR – Planned, Pricing Required</span>. | <span style="background-color:rgb(255, 255, 0); color:black;">PPR – Planned, Pricing Required</span>. | ||
| Line 90: | Line 90: | ||
The Next stage of the process is to price your jobs. This is done by filling in the {{DataPrompt|Rate}} and {{DataPrompt|Quantity}} fields if you price your jobs by a rate or by adding a {{DataPrompt|Nett}} if you price your jobs by a total amount. | The Next stage of the process is to price your jobs. This is done by filling in the {{DataPrompt|Rate}} and {{DataPrompt|Quantity}} fields if you price your jobs by a rate or by adding a {{DataPrompt|Nett}} if you price your jobs by a total amount. | ||
| − | Once the Pricing has been entered and the changes accepted the status will automatically change to | + | Once the Pricing has been entered and the changes accepted the status will automatically change to: |
<span style="background-color:rgb(255, 128, 0); color:black;">PAP – Planned & Priced</span>. | <span style="background-color:rgb(255, 128, 0); color:black;">PAP – Planned & Priced</span>. | ||
| Line 105: | Line 105: | ||
Normally at a given point of the day\week\month you will want to invoice all your completed Logistics Jobs. At this stage you can then use the {{Menu|{{TI}}|Invoice Production}} option (See [[Invoicing Logistics Jobs|Here]] for more help on this) | Normally at a given point of the day\week\month you will want to invoice all your completed Logistics Jobs. At this stage you can then use the {{Menu|{{TI}}|Invoice Production}} option (See [[Invoicing Logistics Jobs|Here]] for more help on this) | ||
| − | If in all invoices have been produced and accepted and POD's have '''NOT''' been received,the status on those Jobs will change to | + | If in all invoices have been produced and accepted and POD's have '''NOT''' been received,the status on those Jobs will change to: |
<span style="background-color:rgb(128, 255, 255); color:black;">INP – Invoiced, Awaiting POD</span> | <span style="background-color:rgb(128, 255, 255); color:black;">INP – Invoiced, Awaiting POD</span> | ||
| − | Once all invoices have been produced and accepted and POD's have been received,the status on those Jobs will change to | + | Once all invoices have been produced and accepted and POD's have been received,the status on those Jobs will change to: |
<span style="background-color:rgb(0, 128, 255); color:black;">INC – Invoiced Completed</span> | <span style="background-color:rgb(0, 128, 255); color:black;">INC – Invoiced Completed</span> | ||
Revision as of 14:38, 4 April 2012
 |
This article or section is under development. Be aware: Content will change as the document progresses. |
Contents
Summary
Within any business, there a number of routine daily, weekly and monthly tasks that need to be carried out in order for the business to operate smoothly and efficiently, and to enable any errors to be picked up at an early stage. The following article sets out the preferred routines for Logistics purposes by going over the workflow of a Logistics Job from Start (Initial entry) to Finish (Invoicing).
 | PLEASE NOTE: This article is written with the Automatic Status change system in mind. If you do not have this feature and wish to or have the feature and would like it to be disabled. please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page for more information. |
More Information
There are 2 options when processing a job, one without the POD scanning process and one with the Scanning process in Place. Please refer to the relevant section for your procedure.
 | Information: If you do not have the POD Scanning and image storage feature but wish to . please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page for more information. |
| PLEASE NOTE: The Status colours outlined here are the standard colours, this can be altered if required. |
Logistics Job Process without POD Scanning
When Planning your jobs using the Platinum system there will be an agreed time of day when all the jobs for the next day have arrived. This is often late afternoon or early morning, all faxed\emailed jobs have arrived and any telephone ordered job requests for the next day have been taken. At this point the Job planning process can begin.
Stage 1 - Job Creation
Any jobs should be created with minimal information on them in the first instance to allow for quick and efficient entry of Jobs as there will usually (hopefully) be quite a few. Initially the only things that need to be entered are "Account code", "Remarks", "Collect", "Deliver". The "Job number" will be entered automatically by the system.
Once accepted the job will be created with a status of:
UNP – Unplanned.
Stage 2 - Allocating Drivers and Vehicles
The next stage of the process will be to allocate Vehicles and drivers to your jobs.
Once both the "Driver" and "Vehicle" are entered and accepted the jobs status will automatically change to:
PPR – Planned, Pricing Required.
 | 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'. |
Stage 3 - Pricing
The Next stage of the process is to price your jobs. This is done by filling in the "Rate" and "Quantity" fields if you price your jobs by a rate or by adding a "Nett" if you price your jobs by a total amount.
Once the Pricing has been entered and the changes accepted the status will automatically change to:
PAP – Planned & Priced.
Stage 4 - Delivery Confirmation
Usually your Drivers will get into contact by some means once they had "Dropped" a load at its destination. Once you receive this confirmation you can use the [Delivered] Button shown at the top of the Platinum screen when said job is highlighted to change the status of that job
If the Price has already been entered the status of this job will automatically change to:
RTI – Ready To Invoice.
If the Pricing has NOT been entered the job will change to:
DPI – Delivered, Pricing Required
...and once the price had been entered the status will automatically change again to:
RTI – Ready To Invoice.
Stage 5 - Invoicing
Normally at a given point of the day\week\month you will want to invoice all your completed Logistics Jobs. At this stage you can then use the " Logistics Management Invoice Production" option (See Here for more help on this)
Once all invoices have been produced and accepted the status on those Jobs will change to:
INC – Invoiced Completed
 | WARNING: Once the Jobs have been invoiced they will disappear from the ongoing list of jobs on the Planning screen. |
Logistics Job Process with POD Scanning
Stage 1 - Job Creation
Any jobs should be created with minimal information on them in the first instance to allow for quick and efficient entry of Jobs as there will usually (hopefully) be
quite a few. Initially the only things that need to be entered are "Account code", "Remarks", "Collect", "Deliver". The "Job number" will be entered automatically by the system.
Once accepted the job will be created with a status of:
UNP – Unplanned.
1 UNP – Unplanned
Stage 2 - Allocating Drivers and Vehicles
The next stage of the process will be to allocate Vehicles and drivers to your jobs.
Once both the "Driver" and "Vehicle" are entered and accepted the jobs status will automatically change to:
PPR – Planned, Pricing Required.
| 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'. |
2 PPR – Planned, Pricing Required
Stage 3 - Pricing
The Next stage of the process is to price your jobs. This is done by filling in the "Rate" and "Quantity" fields if you price your jobs by a rate or by adding a "Nett" if you price your jobs by a total amount.
Once the Pricing has been entered and the changes accepted the status will automatically change to:
PAP – Planned & Priced.
3 PAP – Planned & Priced
Stage 4 - Delivery Confirmation
4 DPI – Delivered, Pricing Required 5 DEL – Delivered, Awaiting POD 6 RTI – Ready To Invoice
Stage 5 - Invoicing
Normally at a given point of the day\week\month you will want to invoice all your completed Logistics Jobs. At this stage you can then use the " Logistics Management Invoice Production" option (See Here for more help on this)
If in all invoices have been produced and accepted and POD's have NOT been received,the status on those Jobs will change to:
INP – Invoiced, Awaiting POD
Once all invoices have been produced and accepted and POD's have been received,the status on those Jobs will change to:
INC – Invoiced Completed
| WARNING: Regardless of whether the Jobs have had a POD allocated to them, once invoiced they will disappear from the ongoing list of jobs on the Planning screen. |
7 INP – Invoiced, Awaiting POD 8 INC – Invoiced Completed
See also
