Invoicing Logistics Jobs

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Revision as of 16:53, 30 October 2017 by Jamie Kingsbury-Smith (talk | contribs) (Completing the Sale)
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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).
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.
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

Make sure that you get this right!
  • Enter the correct "Quantity" and "Rate" for the current job. The "Nett" will be calculated automatically.

Job Status

Saving The Job

  • Once you have entered all the information, have a final check to make sure everything 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 and Credit Production".
  • You will be presented with the list of customers that have jobs that are ready to be invoiced.
  • From the list of customers, highlight the one you would like to produce an invoice for and press the [Select] button.
  • Press [Next >] to move to the "Document Review" tab.
  • If required, you can select which jobs you want to include in the invoice.
  • You can also check and amend the "Document date", and "Discount type" here.
  • Once you are ready, press [Produce] to print the invoice.
  • If you are happy with the result, click [Accept] to confirm 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