How do I create a logistics job?

From Catalyst
Revision as of 10:19, 11 October 2013 by Richard Green (talk | contribs)
Jump to: navigation, search

Summary

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

More Information

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.
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.
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.
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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
Ticket, tickets, job, jobs, creation, create, creating

[[GStart}}

Tags

TI87. TI12

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_create_a_logistics_job%3F&oldid=19088"