How do I create a logistics job?

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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


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Keywords AND Misspellings
Ticket, creation, creating
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