How to create a Job

You can create a job in the Dispatch / Main menu

This document focuses on how you use the “Create Job” from the Dispatch / Main menu.

Click on the “Plus Button” on the screen. Highlighted below

This will launch the “Job” screen.

The cursor is automatically on the “account ref”, to allow you to simply type in the account code you need.
If you don't know the account code, (use the tab button) or click on Name to move to the "account name selector". This is a drop down box that you can select from, scroll though or simply type into for a free type search for your customer by name.
When you press the tab button, the cursor will move to the job reference section. Where you can tab through each of the five fields.

When all reference fields have been correctly inputted, pressing tab again will move the cursor to the “ACTIONS” buttons. To enter your collection data.
Depending on your "configuration" you will be presented with one of two screens that has been defined for you.
In this example we are looking at "groupage"
The cursor is automatically on the “Address Code” field. You can use a free type search to find the correct “address details” for your collection data.
By typing into this box, the system will look up the address (with the attached coordiates, area and depot data, notes and contacts)

In some "configurations" you may be required to complete "mandatory fields", in order to proceed.

When you have selected the correct details for the collection, and press tab, it will move the cursor to the Item Details, where you can enter the correct information for the goods you are collecting.

Select the Item type “Full load”, “pallet”, “Euro pallet” etc.
Select the quantity to collect.
Define any temperature requirements by clicking on the Temp Arrow. This will set the temperature on the load.
You can then continue to enter the delivery details for the load.
When you are finished, please ensure that you have specified the Expected Dates and Times, as close to the customers requirement as possible.

When you are finished and you press the save button, the save button will vanish and you will see the line item you have added to the job on the Item Details panel.

The screen now shows a “Plus” button, this button can be used to add additional “delivery points” and/or “additional items”.

The job screen now displays all your details entered. Press the save button to proceed and save the job.

You have now created the job on the system.

In Summary

Select the “Add Job” button to create a new job.
Using the tab button you can move through the screen without using the mouse all the time.
The system auto positions the cursor on key fields, a/c ref, job refs, address codes, so get used to this.
The system controls mandatory fields for accurate job entry.
But it does rely on you to enter accurate date and time information so please try to keep it right.