Trip

Purpose:

The Trip form allows you to assign the orders that need to be delivered to a certain truck. In addition to this, you can log the maintenance information of the selected truck every time you prepare a new delivery trip. Sales Orders, Invoices and Returns can be added to a trip according to a preset route or just based in the available transactions for that time period. Moreover, the Trip form provides a Trip Sheet with all the customers and their respective Sales Orders. You can also print the list of the Sales Orders in this Trip and/or the Invoices/Returns documents that need to be handed over to the customer.

Usage:

Add a new Trip:

1- Open the Trip form by clicking on Sales/Trip

2- Press New to create a new Trip

3- Press the search button to the Right of the Truck Id textbox

4- Search and select the right truck for this trip according to Salesperson, Truck Description, Id, VIN, Tag, Mileage, and Capacity.

5- Change the Trip Date from the default current date if needed.

6- Fill The Trip Out/IN Miles, Hand Truck Out/In Miles, and the Trip Ratio fields. That information is optional

7- Adjust the Trip Time out Field to show the right Date and Time. You should update the Trip Time In field when the truck comes back at the end of the date

8- Adjust the “Trip Loading Time Start” to show the right Date and Time. You should update “Trip Loading Time Finish” when the truck is completely loaded.

9- Press the “Add Sales Orders” button

10- Select a Salesperson on the “Sales Order Selection” window. If you leave it blank, transactions from all salesperson will show.

11- Select a choice in the search by dropdown and enter the right criteria below.

12- If you want to bring the sales order of a specific route, select “Route” in the search by dropdown and enter the full or partial Route Id in the “Criteria” field.

13- Adjust the Start/End Dates. The current date will come by default.

14- Select a Warehouse or Truck to make the search more specific

15- Hit the search button

16- Select the appropriate transactions, press the “Select” button and close the form

17- Press the “Add Invoices/Returns” button to open the “Invoices Selection” search form.

18- Hit the “Automatic Invoices” button to bring all Invoices associated to the Sales Orders already in the form

19- Select the appropriate invoices and press the “Select” button. That action adds those items the trip

20- Hit the “Automatic Credits” button to bring all Returns associated to the customers in the trip.

21- Select the appropriate Returns and press the “Select” button. That action adds those items the trip

22- Use the same search techniques as in the “Sales Order Selection” window to broad your choices.

23- Close the Invoices selection form when done.

24- Press the “Save Trip” Button

Edit an existing Trip, Print Reports:

1- Open the Trip form by clicking on Sales/Trip

2- Enter the Trip Document # and press enter or Press the search button to the Right of it.

3- Make any changes to the Trip and press Update

4- Press the “Print Trip So” button to get the Trip Sheet Report. That report shows all customers that need to be visited order by the Route Order they have on their records. In addition to this the report shows all the documents that need to be given to this customer in the delivery.

5- Press the “P Tickets” button to get all the picking tickets of the orders in this delivery

6- Press the “Print Trip Inv/Cred.” button to print a Trip Sheet that only includes Invoices and Returns

7- Press the “Docs” button. This will open a dialog window that allows you to select what Documents you want to print(Returns, Invoices, Packing Lists)

8- Press the “Selected Categories” button to print a report of al Items within the Selected Sales Orders in the Trip. This Report will only show Items that belonged to “Selected categories” (See Item Category Setup). In addition to this, the report will be grouped by Warehouse, Bin, Batch, Item and Unit of Measure. This report will print one page for category and it is vital when preparing deliveries of categories that demand special handling (Frozen, etc).