BlueLogis AX Job Order Create Job, Preivew Job, Send Invoice, Preview Job Profit, Copy a Job

How to create a Job Order!

Booking a shipment is a customer's request to reserve slots, containers, cargo, storage, or other services provided by various suppliers. It includes the agreement on transportation conditions such as price, time, and liability.

Job order details include basic information, route and rates, cargo summary, container information, and income and provision details.

  1. Click on booking > Job Order from the main menu on the left side.
    1. Method 1 : Job order lists will be displayed. Click button to create a new job order.
    2. Method 2 : Create a new job order from the quotation by clicking library_add button on the top.
    3. Method 3 : Copy from existing job as explained below.
  2. Input all the mandatory fields on the below job order page.
  3. After inputting all the mandatory fields, click on the Save button. in the header to save the job.
Adding Rate,Route and Cargo
  1. Under the Child section, You can add Rate & Transport,Cargo Details, Container, and Income & Provision Details by clicking add_circle button.
  2. After entering all details, click on Save check_circle to save the details.
  3. You can edit the saved details of Rate & Transport,Cargo Details, Container, and Income & Provision by clicking create button
  4. You can delete the saved details of Rate & Transport,Cargo Details, Container, and Income & Provision by clicking cancel button.
  5. You can copy data from the existing record of Rate & Transport,Cargo Details, Container, and Income & Provision by clicking file_copy button.
  6. Attachments: You can add attachments by clicking the Choose File button and the Save icon to save the attachments.

How to copy a Job!

  1. Click "Copy From" field and Select existing job number to copy.
  2. Click "Yes" in the copy job confirmation popup.
  3. You can edit copied data as per requirements.

How to Preview Job profit sheet!

  1. To view the Job Profit make sure you input income section in the job
  2. Click Button to Preview Job Profit as PDF.
  3. Provision refers to the vendor's quoted cost, while Actual Expense refers to the vendor's billed cost. Income means the quoted income from the customer, or the billed income from customers.

How to preview a Job!

  1. Job Preview > You can preview Job in pdf format by click button in the header.

How to say Job is Ready for Invoicing?

  1. The operations team can communicate to the finance team through this job screen whether the job is ready for invoicing or not.
  2. Option to send an invoice to the finance department by clicking on the "SEND TO INVOICE" button.

How to Create a Bill of Lading!

  1. To create BL from Job, click library_add button on the top.
  2. To create a new BL from a job, Click the "Yes" button in the popup. 

 

Do It Yourself!

DIY 1 Job Entry How to Create a Job with Basic Information
DIY 2 Job Entry How to add Detail Information to a Job