Embedded Files
Domestic Job
- BoxTop will allow you to complete the information in any order but here are the logical steps to completing an Domestic Job.
- After you have selected an Domestic Job Type you will be asked the Customer. Select this from the drop down list or add New. Then Select the Principal as required.
- Cust Ref – a Client or customer reference as per their paper work.
- Job Date – Default today date (double click to change)
- Mode – in this instance “Road”
Now you can click the Transport Button or Road button to create the required document(s) information will be passed from one doc to another so the order doesn’t matter.
- Click Transport
o New Pickup and/or New Delivery
o Complete the Note with the required fields and then click send in the top right and email or print
- Click Road
o Click New
o Complete the booking with Shipper, Carrier, Routes and anything else required. Use the Send button and select CMR or Transport Instructions to email PDF or Print. Once complete you can use the "Duplicate" button to create another document off the back of the Document just typed.
- Costs
o Add costs from suppliers and sales amounts. Use the drop down lists for description of charge. Once you have entered all the charges and amount the totals will show at the bottom with Base profit.
- Invoices
o When you are ready for invoicing click this button and “New Invoice”. The invoice will complete with most of the details from the job information can be changed and then click “Charges” From the charges pop up you can click the Get Costs button to pull info from the Cost page (Select All) and add - also added more to these. Once completed click the Update button and this will take you back to the invoice page.
Used the button at the top of the screen to attach job documents like PDF and Emails.
o Click to print any outstand documents like Job Sheets and Security Docs.
o This screen is only used when you need to link the job to a warehouse "Check Out"
o Use this screen to update important milestones/events and keep you client up to date if they are using the BoxTrax. These events can be also be emailed to clients manually or automatically. This can also be used as an audit screen to see if all actions have been done on a job and by whom.
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