How do I create a new job using the Job module?
Job
Job Module allows you to explore jobs in each and every state. It comprises the following,
- Pending Jobs
- Completed Jobs
- Cancelled Jobs
- All Jobs
- Favorites
- Trashed Jobs
Pending Jobs
Pending module has the list of Jobs that are yet to reach the destination.
New Job can be created from the option available at the right corner.
Go to Operations --> Job --> New Job.
A pop up window will be opened with a list of sub sections.
Default sections available are General, Package, Container, Import.
Remaining Sections are made visible based on the type services selected . i.e if you select Custom Clearance as Service, then the Service column gets activated
Columns that are in frozen states are : Clearance, Warehousing, Transportation.
In the General(*) Column you will have to fill in the basic details like primary customer , secondary customer(if have any ) , salesman and type of service done.
Based on the service selection the frozen column will get activated wherein you can fill the necessary details.
You are Given Three different Category in a radio button to be chosen, they are
- AOG - Air on Ground Services (in case of Urgent Shipments )
- ROU
- DG - Dangerous . This field needs to be selected whenever the container has explosive / things that are dangerous when it comes to contact.
Apart from this Shipping and Routing needs to be filled.
The Clearance Section needs to be filled with the documentation details and Lab/Detention Date .
The Warehouse Section needs to be filled, type of storage, period etc..
The Vehicle section needs to be filled with Chassis Number,Model etc.
The Package Section needs to be filled with the type of Package like Box, Container , Bags etc. along with its measurements .
The Container Section needs to be filled with the following details,
- Type of Container
- Dimensions
- Temperature if it carries some sort of drugs or products that needs to be preserved.
- Shipment Type whether it is dangerous or non dangerous.
- Weight of the container and remarks if any
- Multiple columns can be added if required by pressing "+" / By giving the count on count field the number of columns will get created
**Note **: If you have multiple columns with the same container type / Container / Shipment Type , Enter the respective data on the topmost column along with the number of containers and Click Create. This fills the required data in all of the containers.
Import helps you to upload container data in bulk. If you have a large amount of data to upload you can Import Excel file as a whole.
Once the required data are filled you can save the details / Submit and Go to Invoice. If you click(single Click) on the Job, you will get the details of shipper, Consignee and status of the container.
The type of service selected can be viewed below the Job No indicated by an image.
Flow Chart
The Video inserted below explains you the working of " How create job " to have a better understanding
Actions Performed
Statement - you will be redirected to the Job Statement respective to the job selected where you can view the required details .
Book Income - You can directly Book Income from here and you will be notified about the number of times you have done the same .
**Status **- This is one of the most useful features which helps you to send the status of the job every now and then to the customers.
Required Service needs to be selected along with the status and the content that you wish to send.
You will also be getting the list of Status submitted and the same can be viewed in a graphical form with the option available on the list section.
Upload - Documents can be uploaded for future reference. Admins can upload the documents in a secured way which cannot be accessed by other users.
Secondary Users will not be provided the secure option while uploading the document i.e Documents uploaded by secondary users is accessible to everyone.
**HS Tariff **- A pop up window will be opened wherein you can fill the required details.
Email - Email Can be sent to the respective customers with the current status. The documents that are being uploaded in the unsecure file can be attached to the email by selecting
"Include Job Files" given below the comment box.
Delivery Note - Delivery Note can be viewed
Replicate - Similar Jobs can be replicated with different bill numbers.
Allocate - Allocate the Job, with the specific employee from the dropdown.
Complete - Pending Job can be converted to completed once the shipment reaches destination.
Cancel- Job can be cancelled, if Invoice has not been created.
- Edit
- Delete
NOTE : You can switch to Job page from any module using Ctrl + Alt + J
Completed Jobs
Completed module has the list of Jobs that are paid and completed.
Single Clicking on the column gives you the status of the Container.
Searching can be done column wise i.e Data can be searched based on individual fields.
Actions Performed
- Statement
- Book Income
- Status
- Upload
- HS Tariff
- Delivery Note
- Replicate
- Allocate
- Edit
- Job Revert - Reveting Switches back the completed jobs to Pending Jobs.
Cancelled Jobs
Cancelled Section includes the list of jobs that are being cancelled in the pending state.
Actions Performed
- Statement
- Replicate
- Delete
- Revert
All Jobs
Jobs marked as Favorite will appear in this section.
Favorites
Jobs marked as Favorite will appear in this section.
screenshot
Trashed Jobs
Trashed Jobs has a list of deleted jobs which can be retrieved using Job Revert Action.
The Video inserted below explains you the working of " Actions in Operation " to have a better understanding
Advanced Features
Double Clicking on the Job No / Row No enables Memo.
Double Clicking on the column enables the view of details / invoice .
Search, Export and Module Refresh is available on the page.
Filters can be activated and deactivated by clicking on the “ filter “ available in the right corner.
Services associated with the job can be viewed by hovering the cursor over the Services section.
Search can be made possible column wise through the feature given on the top section.
Logo / Image next to Job No indicates whether the job is being exported or imported. Important Jobs can be prioritized by making it as favourite. (Click on the heart symbol present behind the Job no / name.
Additional Columns can be added by doing the following
Go to Actions --> Columns --> Job Settings --> required columns can be added.
The Video inserted below explains you the working of **" Advanced Features " **to have a better understanding
Job Cards
The options in Job will be displayed in this section.Pending,Completed and Cancelled Jobs will be displayed here.
Updated on: 24/06/2024
Thank you!