Difference between revisions of "Invoicing Logistics Jobs"

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(See also)
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* [[Getting Started - Logistics Management]]
 
* [[Getting Started - Logistics Management]]
 
* [[Entering Logistics Management Jobs]]
 
* [[Entering Logistics Management Jobs]]
 +
* [[How do I Setup Multiple Legs?]]
 
* [[How do I Credit a Logistics Job?]]
 
* [[How do I Credit a Logistics Job?]]
 
* [[How do I Configure my Logistics Planning?]]
 
* [[How do I Configure my Logistics Planning?]]

Revision as of 14:48, 14 August 2013

Summary

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

More information

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


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Keywords AND Misspellings
Transport, Haulage, logistics, delivery, heavy goods, goods, invoice
Tags

TI87, TI12, TI02