How do I Add Notes to a Logistics Job?

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Summary

This article explains how to add notes to a logistics job.

More Information

You can add notes to a job either when creating a new job or when editing an existing job.

Existing Job

  • Press <F9> and fill in the search criteria.
  • Click on [Search]. This will list jobs that match the search criteria.
  • Click on [Edit] or press <F5> against the relevant job. This will take you to the "Job Properties" screen.
  • Press <Page-Down> until you get to the [Notes] tab or click the [Notes] tab or press <Ctrl+F8>.
  • Simply type in the notes that you wish to be stored against the job.
  • Click [Done] and click [Accept] to save the changes.

New Job

  • Press <F6>. This will take you to the "Job Properties" screen.
  • Add the relevant information to the logistics job, i.e. Customer, Job No., Order No., Rate, Quantity, Collection and Delivery details.
  • Press <PF-DOWN> until you get to the [Notes] tab or click the [Notes] tab or press <Ctrl+F8>.
  • Simply type in the notes that you wish to be stored against the job.
  • Click [Done] and click [Accept] to save the changes.
On the [Notes] tab the following functions are available:
  • Pressing <F5> will stamp the current 'date', 'time' and 'user' in brackets. (i.e. <<23/09/2013 13:54 John Smith>>.)
  • Pressing <Shift+F10> will insert a line.
  • Pressing <F10> will delete a line.
  • Pressing <F7> will print out the notes entered.

See also


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Keywords AND Misspellings
add, adding, added, assign, general, notes, logistics, transport, haulage, job, jobs, enter, type, extra, details, information, comments