Adding jobs after the fact, follow this simple process
Go to Jobs - Add Job
1. The only compulsory fields on this page are Charge To, Origin, Destination & Product.
2. Enter Job Date
3. Enter Charge Client, this is who this job will be charged to (compulsory field)
You can type a few characters and your clients with those included will come up for you to select. It searches by Trading Name, Client code, First & Last Name, Phone numbers, Address, City.
4. Enter Origin; this is where the product was picked-up from (compulsory field). Start typing in a few letters & it will search through your client list. If the location is not found in the database, a small box will open where you can Add a new client or a one-off client. (see pic below). All origins & destinations come from your client list.
5. Enter Destination; this is where the product was delivered to (compulsory field).
6. Kilometres – leave this blank or enter the kms (if known) and it will remember this the next time you use this Origin to Destination.
7. Enter Pickup time if you need it.
8. Select Product (compulsory field). Do not enter the units in this field. (these have already been loaded against this product in your product setup page).
Once a product is selected and depending what Auto Pricing method has been selected the rate will be entered automatically.
9. Enter Quantity
10. If you have reference fields turned on, enter the relevant information in the reference fields. (can be left blank)
11. Select the Vehicle.
12. Job Notes is a note section purely for the drivers or dispatcher to see. These notes will not be displayed on the invoice.
13. if you have another product for the same Origin & Destination. e.g. Lambs to be transported as well as Ewes., press the Add Row button.
14. To add a new job line and copy everything from the previous job line, press the Copy Row button.
15. Before saving the job, check the Done Box
This will move the job directly to the Invoicing page, so it will not appear on the Daysheet.
To Save your job you have the following options:
Save & Exit – saves your jobs & takes you back to Daysheet screen
Save & Clear – saves your job and you can then enter another job
Save & Repeat – if you have another job to enter for same client it will repeat Charge to, Origin, Destination and Product. You are then able to go in and change any of those fields. A very handy option to save you time entering jobs.
Note: as soon as you add the Origin and Destination, a list of the previous jobs from this origin to destination is shown at the bottom of the page. Great for pricing if you need to remember client job history.
Now go to your invoicing page to process your invoices
Regards
The MyTrucking Support Team
