Difference between revisions of "How do I create a logistics job?"

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* Enter the required Account code in the {{DataPrompt|Account}} Field.
 
* Enter the required Account code in the {{DataPrompt|Account}} Field.
 
* Check the Ticket number that appears is valid.
 
* Check the Ticket number that appears is valid.
{{Note|title=PLEASE NOTE|text=A ticket number will be created automatically.}}  
+
{{Note|title=PLEASE NOTE |text=A ticket number will be created automatically.}}  
 
* In the {{DataPrompt|Remarks}} field, Enter any description required related to the job the the  Field e.g. What is being delivered (Fruit & Veg).
 
* In the {{DataPrompt|Remarks}} field, Enter any description required related to the job the the  Field e.g. What is being delivered (Fruit & Veg).
 
* In the {{DataPrompt|To}} field, Enter where the delivery is going.  
 
* In the {{DataPrompt|To}} field, Enter where the delivery is going.  
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* The {{DataPrompt|Analysis}} allows you to enter one of three single character codes to allow for more reporting breakdown on tickets if required.
 
* The {{DataPrompt|Analysis}} allows you to enter one of three single character codes to allow for more reporting breakdown on tickets if required.
  
{{Tip|title=Tip :|text=Be sure to fill in as much information as possible as this will make for a more detailed Job Ticket.}}
+
{{Tip|title=Tip |text=Be sure to fill in as much information as possible as this will make for a more detailed Job Ticket.}}
  
 
== See also ==
 
== See also ==

Revision as of 19:40, 24 July 2009

Summary

This article explains how to create a ticket in Logistics Management.

Additional Information

Go into "Logistics Management" -> "Job Data Entry" -> "Add Job Records".

  • Enter the required Account code in the "Account" Field.
  • Check the Ticket number that appears is valid.
PLEASE NOTE: A ticket number will 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 "To" field, Enter where the delivery is coming from.
  • 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 "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.
  • In the "Driver" field, enter the code for the driver.
  • In the "Vehicle" field, enter the code for the vehicle.
  • In the "Trailer" field, enter the code for the trailer.
  • 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.
  • The "Analysis" allows you to enter one of three single character codes to allow for more reporting breakdown on tickets if required.
Tip: Be sure to fill in as much information as possible as this will make for a more detailed Job Ticket.

See also


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Keywords AND Misspellings
Ticket, creation, creating