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Image Added Select the program Book loading device in the Road menu.

Book tab: create new loading device booking

Click on book tab or select File → New.

Image Added

Field description

Header data

Field

Function

Booking numberAfter having entered all relevant data on this page and having saved, the booking number is assigned.

Booking date

The Booking date is pre-assigned with the current date in the header data of the loading devices booking.

Tour filenumber

In the Tour filenumber field, you can search a tour or enter it manually.

If a tour is loaded, the data from the tour relevant for the booking are also pre-assigned.
This includes header data, the description of goods, and the booking sets for the individual shipments.

Contractor

Please enter the address number into the Contractor field.
The address number can also be drawn from the tour.

The contractor is pre-assigned with the haulier.

Exchange partner

In the field for the Exchange partner, the address number can be entered manually or drawn from the tour. 

It is always booked against the haulier in a booking.

Driver

The Driver can be manually entered or drawn from the tour.

Truck plate no.

The Truck plate no. can be entered manually or drawn from the tour.

The information regarding the goods description are only displayed if the valid file number of a tour has been entered.

Record booking process

Lower section

The individual booking processes are recorded in the lower section.

Field

Function

Pallet note number

Please enter the pallet note number or a different reference number into the Pallet note number field.

Movement

The Movement determines the direction of the pallet booking.

  • An incoming movement always concerns me as the user of the application:
    → I receive pallets.

  • An outgoing movement also concerns me as the user of the application:
    → I give pallets.

Quantity

The field Quantity enables to enter the quantity of the loading devices.

Loading device

The type of the loading devices can be determined in the dropdown field Loading devices.

Only loading devices with [activated] checkbox Exchangeable in the basic data ORDER → PACKAGING CODES are available.

Shp type, Shipper, Shipper name

Entry of the address number.

  • This is a required field in case of an incoming movement.
    → The booking is done from the shipper to the haulier.

  • In case of an outgoing movement, this field is displayed in grey.
    Here you can enter the original shipper. This is for information only. No booking is done from this address.

Cne type, Consignee, Consignee name

Entry of the address number. 

  • This field is a required field in case of an outgoing movement.
    → The booking is done from the haulier to the consignee.

  • In case of an incoming movement, this field is displayed in grey.
    Here you can enter the original consignee. This is for information. No booking is done from this address.

Comment

A free text can be entered in the Comment field.

Thereof 
A
B
C
defect

Here you can enter the amount of the quality of the pallets.


Defect pallets are not automatically subtracted from the quantity!

A correction booking should be created in this case.

Retoure

By clicking on Retoure, the movement of the current booking line is reversed and copied into the next line.
Therefore, you can quickly record loading devices retours.

The shipper becomes the consignee and vice versa.

The quantity of the pallets is accepted. Please correct the quantity if necessary.

Please enter all data relevant for the loading devices booking and select the environment menu entry File → Save. The booking number is assigned in the header.


Note
  • Tours with the leg section DIR are treated differently: No booking lines are pre-assigned.

Search tab: search and open bookings

Click on the Search tab and enter your search criteria.
The search can be started with the F3 key or via the Edit menu → Start search.

Double click or select a line in the search result and click on book.
The existing booking is opened.

The following search fields are available in the standard:

Booking number

Here you can search for a booking number.

Booking date

Here you can search for a booking date. A calendar function is available.

Tour filenumber

Here you can search for the file number of a tour.

ContractorHere you can search for an address which can be shipper or consignee respectively.

Shipper

Here you can search for a shipper.

Consignee

Here you can search for a consignee.

Haulier

Here you can search for a haulier.

Loading devices

Limit the search to the loading device.

Pallet note no.

Here you can search for the pallet note number.

Evaluate Loading devices stock

You have the option to see an overview of the stock of the loading devices.
For this, fill the haulier, a shipper, a consignee or the address field for the shipper or consignee in the search area.

The incoming/outgoing movements and total amounts are displayed underneath the search result.
→ Please make sure to select the correct loading device.

  • Enter a contractor to display the incoming and outgoing movements of this address.
  • Please enter a haulier to display the incoming and outgoing movements of this haulier.
  • Enter a shipper to receive an overview of the account.
  • Enter a consignee to receive an overview of the account.

You can also enter combinations e.g. in order to limit the loading devices account of a shipper to deliveries and pickups of a specific haulier.


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