Difference between revisions of "Viewing current logistics jobs"

From Catalyst
Jump to: navigation, search
(See also)
(More Information)
 
(12 intermediate revisions by 6 users not shown)
Line 6: Line 6:
 
*The dates at the top of the screen default to today.
 
*The dates at the top of the screen default to today.
 
*Select the dates that you want to see.
 
*Select the dates that you want to see.
{{Tip|iconsize=small|title=Tip|text= If you know the ticket number or account you require, enter it in the {{DataPrompt|Filter on}} field.}}
+
*You can also use the {{Button|>}} to advance a day, a week or a month retrospectively. You can also apply the {{Button|<}} to do the same but it goes backwards in dates.
 +
 
 +
{{Tip|text=If you know the ticket number or account you require, enter it in the {{DataPrompt|Filter on}} field.}}
 +
 
 
*This will show a list of all current '''''un-invoiced jobs''''' for the range entered.
 
*This will show a list of all current '''''un-invoiced jobs''''' for the range entered.
  
{{Tip|iconsize=small|title=Tip|text=&nbsp;Click the {{Button|Advanced}} button to change the range of tickets, e.g. by driver, invoiced jobs and if the jobs have no scanned images attached.}}
+
=== Advanced Search ===
 +
Click the {{Button|Advanced}} button to change the range of tickets to view, e.g. by driver, customer, job status etc.
 +
 
 +
=== Invoiced Jobs ===
 +
To view previously invoiced jobs, click {{Button|Advanced}}.
 +
* At {{DataPrompt|Invoice}} click the drop down menu and select {{DataValue|Show all Invoiced Jobs}}. Alternatively select {{DataValue|Don't filter on Invoice}} to view both current and invoiced jobs.
  
{{Warning|title=WARNING|text={{Red|&nbsp;The default is to show all un-invoiced jobs, so if you have invoiced and un-invoiced jobs in the same period and you want to see all of them, you must use the {{Button|Advanced}} button and change the ranges appropriately.}}}}
+
=== Image Search ===
 +
To filter by attached image, click {{Button|Advanced}}.
 +
* At {{DataPrompt|Image}} click the drop down menu and select  either {{DataValue|Show all jobs with an attached image}} or {{DataValue|Show all jobs with no attached image}}. Alternatively select {{DataValue|Don't filter on Image}} to view all jobs.
  
 
== See also ==
 
== See also ==
* [[:Category:Getting Started|Getting Started]]
+
* [[How do I create a logistics job?]]
* [[Getting Started - Logistics Management]]
 
* [[How do I Add/Edit a Job Status? ]]
 
* [[Entering Logistics Management Jobs]]
 
 
* [[Invoicing Logistics Jobs]]
 
* [[Invoicing Logistics Jobs]]
* [[How do I Print a Ticket?]]
 
* [[How do I Setup Multiple Legs?]]
 
 
* [[Scanning and Importing PODs into Platinum]]
 
* [[Scanning and Importing PODs into Platinum]]
* [[How do I Print a Ticket?]]
 
  
{{KB_Tags|Transport, Haulage, logistics, delivery, heavy goods, goods, jobs, Planning}}
+
{{KB_Tags|transport, haulage, logistics, jobs, planning, job search, invoiced jobs, completed jobs, invoiced, current, ticket}}
{{KB_TI}} {{FAQ}} {{ZN_Admin}}
+
{{Guide}}{{Hint}}{{KB_TI}}{{ZN_Admin}}

Latest revision as of 14:26, 21 February 2024

Summary

The following article explains how to see all current jobs in a date range.

More Information

Go into " Logistics Management Job Planning".

  • The dates at the top of the screen default to today.
  • Select the dates that you want to see.
  • You can also use the [>] to advance a day, a week or a month retrospectively. You can also apply the [<] to do the same but it goes backwards in dates.
If you know the ticket number or account you require, enter it in the "Filter on" field.
  • This will show a list of all current un-invoiced jobs for the range entered.

Advanced Search

Click the [Advanced] button to change the range of tickets to view, e.g. by driver, customer, job status etc.

Invoiced Jobs

To view previously invoiced jobs, click [Advanced].

  • At "Invoice" click the drop down menu and select 'Show all Invoiced Jobs'. Alternatively select 'Don't filter on Invoice' to view both current and invoiced jobs.

Image Search

To filter by attached image, click [Advanced].

  • At "Image" click the drop down menu and select either 'Show all jobs with an attached image' or 'Show all jobs with no attached image'. Alternatively select 'Don't filter on Image' to view all jobs.

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
transport, haulage, logistics, jobs, planning, job search, invoiced jobs, completed jobs, invoiced, current, ticket