Jobs

The jobs will be listed in the page, where each row represents one job and displays the details.Completed and cancelled jobs are listed in complete section and cancelled section respectively .Search box available on the page allows the user to search for jobs by entering keywords.

Upon hovering on Job No in job list,user can view various status of job such as:

  • Progress bar represents payment status of job
  • Thumb icon represents job completion
  • Tag icon represents invoiced job
  • Money icon represents fund collected
  • Briefcase icon represents booked income
How to create new Job ?

Shortcut User can create a new Job by using on the following shortcuts


Click on the New button and submit the basic information of the Job in the form displayed. There are six various sections based on the services choosed in general section.

Primary customer :
This option will be a drop-down with a search bar so that it is easy to select the customer.
User can create a new Customer by clicking on the NEW CUSTOMER button.
Posting Date:
This field specifies the date of creation of job.
Activity Codes :
This option will be a drop-down with a search bar so that it is easy to select the activity codes
Services:
This option will be a drop-down with a search bar so that it is easy to select the service. Multiple services can be select in this section.
Salesman:
This option will be a drop-down with a search bar so that it is easy to select the salesman.

On clicking Submit & go to invoice button, redirects to the supplier invoice section.

Right-click actions available on each job in list are:

Book Income
User can post income of job directly.
HS/Tariff
User can set HS/Tariff for the job.
Email
User can send e-mail about job details & shipment status.
Replicate
User can create duplicate job from an existing job.
Details
User can navigate to Job Details section directly.
Upload
User can upload files
View Upload
User can view uploaded files.This option is visible only after uploading atleast one file
Complete
User can complete a job.
Cancel
User can cancel the job
Status
User can update status of job.

On clicking the Export button, redirects to a new pop up window,here all the selected data of the jobs will be export to excel sheet.

Job Settings

Click on settings icon.There are two sections :

Table
Check the required checkbox such that user can view the corresponding data in job list.User must check atleast three checkbox
More
Check the required checkbox such that on clicking "Add" button on each job,User can view checked data.

In job list section, each row contains a invoice button.There are five invoice types-Proforma Invoice,Advance Request,Supplier Invoice,Cost Sheet,Final Invoice.They are explained in detail in further sections.

Job Details

Here the user can view the financial details of jobs.Balance Amount of all the jobs within the selected dates will be displayed on the page. User can filter search using Job No and Voucher Type.

User can print Job details by clicking "Print" button.

Job Graph

This section will have graphical analytics of Direct Job & Sales Job.

Job Summary

In this section,The user will be able to view the complete summary of selected job and the section is categorised as Single & Bulk.

Single
Displays the summary of job related to single customer
Bulk
Displays summary of all job within the choosen month.

It includes the overall details of chosen job.

Financial Details
It includes Total Income,Total Invoice & Total Cost.
Commission Details
It includes name of salesman involved in job,commission amount,commission percentage.
Invoices
All the five Invoice types along with its count and invoice amount are displayed.Moreover they are seperated by approved and unapproved invoices.
Suppliers
Name of Suppliers associated with job.
Status
All the status submitted for chosen job are displayed.

Filling fields marked with an asterisk sign '*' is mandatory...!

Dispatch

In this section, the user can able to send off the invoice to the destination.Direct, courier ,Email are the 3 dispatch methods.This section is separated into three sections.

Undelivered
List of final invoices to be delivered to customer.
In Transit
List of final invoices that has been in transit.
Delivered
List of final invoices that has been delivered to customer.
How to create new Dispatch ?

Click on the New button and submit the information about how to dispatch in the form displayed. Once submitting form,the chosen final invoice is moved on to In Transit section,from which user can dispatch it to customer.Delivered final invoices are listed in Delivered section.

The information to be filled are:

Customer
This field is a drop down to select the name of customer.
Dispatching Date
This field specifies the date of dispatch.
Dispatch method
There are three method to dispatch final invoice to customer- Direct,Courier & E-mail.This field enable to choose method of dispatch from the drop down displayed.

The form displayed also categorised into undelivered,transit & delivered.Further actions provided are:

Dispatch
User can dispatch the checked final invoice.
Print
User can print Delivery Note,Normal invoice & Bilingual Invoice.
On clicking the Print button, User can print Normal Invoice,Bilingual Invoice & Delivery Note at a single click.

Filling fields marked with an asterisk sign '*' is mandatory...!

HS/Tariff

This section enables users to create Tariff for Job.It list the already created HS/Tariff,where each row represent a Tariff.

How to create new HS/Tariff ?

Click on the New button and submit the information about tariff in the form displayed.

The information to be filled are

Job Id
User can select the job for which tariff to be created,from the drop down displayed
Job Type
User can choose the Job Type from the drop down displayed.
Posting Date
This field specifies the date of creation of tariff.Todays date is shown as default and it is customizable.
Invoice No
This field specifies the Invoice number.
Invoice Date
This field specifies the invoice date.Todays date is shown as default and it is customizable.
Invoice Received Date
This field specifies Invoice received date.Todays date is shown as default and it is customizable.
Gross Weight
Certificate of Origin No
Date Of Origin
Currency Exchange Rate
Gross Amount
HS Code
Unit
Quantity
Price
On right clicking
Approve
On clicking , tariff will be approved and unlock for next level.
Actions
View : User will be able to view details.
Edit : User will be able to edit the section.
Delete : User will be able to delete

The user will not be able edit or delete the Advance Request once approved

On right clicking the approved invoice
Disapprove
Print
Print arabic

Filling fields marked with an asterisk sign '*' is mandatory...!

Invoice

This page includes the following sections.

  • Proforma invoice list.
  • Advance request list.
  • Supplier invoice list.
  • Cost sheet list.
  • Final invoice list

Here, all created invoices will be listed in respective sections.

Proforma Invoice

This section involves the process of asking advance from the customers.The proforma invoices of the corresponding job will be listed in the page, where each row represents invoice and displays the details.

How to create a new proforma invoice?

Click on the New button and submit the details of the proforma invoice in the form displayed.

Filling fields marked with an asterisk sign '*' is mandatory...!

On right clicking the invoice
Approve
User can approve the invoice
Actions
View : User will be able to view invoice details.
Edit : User will be able to edit the section.
Delete : User will be able to delete the invoice .

The user will not be able edit or delete the proforma invoice once approved

On right clicking the approved invoice
Disapprove
User can disapprove the already approved invoices.
Print
User can print the invoice.
Mail
User can e-mail the invoice
Download
User can download the invoice
Advance Request

The advance request means, requesting the finance department of your company to arrange funds for the supplier. This module maintain the record for advances paid to supplier for this job.

How to create a new Advance Request?

Click on the New button and submit the details of the advance request in the form displayed.

Filling fields marked with an asterisk sign '*' is mandatory...!

On right clicking the advance request
Approve
User can approve the Advance Request.
Actions
View : User will be able to view invoice details.
Edit : User will be able to edit the section.
Delete : User will be able to delete the invoice .

The user will not be able edit or delete the Advance Request once approved

On right clicking the approved invoice
Disapprove
User can disapprove the approved Advance Request.
Print
User can print the Advance Request.
Supplier Invoice

A supplier invoice is the bill issued by a vendor for goods delivered or services rendered to a customer. The recipient of a supplier invoice issues its own invoices to its customers. In this section,the user can able to post the supplier bill.

Payment status of invoice is shown by a dot icon placed near to row-no in the list.

  • Red dot indicate not paid.
  • Green dot fully paid.
  • Yellow dot partially paid.
How to create a new Supplier Invoice ?

Click on the New button and submit the details of supplier invoice in the form displayed.

Filling fields marked with an asterisk sign '*' is mandatory...!

Supplier Id
This option will be a drop-down with a search bar so that it is easy to select the supplier ID.
User can create a new supplier by clicking on the new supplier button.
Services
This option will be a drop-down with a search bar so that it is easy to select the service.
Lists the services which are selected in jobs section.
Multiple services can be select in this section.
Invoice Type
This option will be a drop-down with a search bar so that it is easy to select the service.
This includes four types of invoices.
Normal
Preliminary Invoice
Here,the user will create an approximate rate without the knowledge of actual rate.This case you need to approve first and click on convert original button.on click, redirects to the supplier invoice section and now user can able to choose the invoice number.
Credit Note
In case,if the invoice created is greater than the actual amount,then the supplier will pay back money to the company.this can be added through Credit Note If you tick on the check box next to the ‘No bill to customer’ then automatically approve the cost sheet while approving the supplier invoice
Delay billing(no invoice)
Extra charges to be billed , which is known only after completing job.If you tick on the check box next to the ‘No bill to customer’ then automatically approve the cost sheet while approving the supplier invoice.
Invoice No
This section should be unique.
Invoice Date
Invoice Received Date
Currency Exchange Rate
Posting Date
Gross Amount
The value of gross amount equals to the total amount.
Invoice details

Filling fields marked with an asterisk sign '*' is mandatory...!

On right clicking
Approve
User can approve the supplier invoice
Upload
User can upload files
Actions
View : User will be able to view invoice details.
Edit : User will be able to edit the section.
Delete : User will be able to delete the invoice .

The user will not be able edit or delete the invoice once approved

On right clicking the approved invoice
Disapprove
User can disapprove the approve supplier invoice
Print
User can print supplier invoice
Upload
User can upload files.
Cost sheet

A cost sheet is a report on which is accumulated all of the costs associated with a product or production jobIn this section, the user will be able to post the profit.

How to create a Cost Sheet?

Click on the new button and submit details of cost sheet in the form displayed.

Filling fields marked with an asterisk sign '*' is mandatory...!

On right clicking
Approve
User can approve Cost Sheet
Actions
View : User will be able to view details.
Edit : User will be able to edit the section.
Delete : User will be able to delete

The user will not be able edit or delete the cost sheet once approved

On right clicking the approved invoice
Disapprove
User can disapprove the approved cost sheet.
Print
User can print the Cost Sheet.
Final Invoice

A statement of the total money owed for goods or services that is sent once work has been completed or goods supplied. Once the cost sheet has been approved, the user just need to review the Final invoice and any notes if needed and submit to see the invoice. LCS Bridge doesnot allow user to issue invoice unless your done with cost sheet. because to let the user know his loss and profit before he bills the client.

Payment status of invoice is shown by a dot icon placed near to row-no in the list.

  • Red dot indicate not paid
  • Green dot fully paid.
  • Yellow dot partially paid.
How to create a new Final Invoice?

click on the New button and submit the details of final invoice in the form displayed.

Filling fields marked with an asterisk sign '*' is mandatory...!

On right clicking
Approve
User can Approve the final Invoice
Print
Print Bilingual
Download
Send
Actions
View : User will be able to view details.
Edit : User will be able to edit the section.
Delete : User will be able to delete

The user will not be able to revert the invoice once approved.

On right clicking the approved invoice
Print
User can print the final invoice.
Print Bilingual
User can print the final invoice in local language.
Download
User can download the final invoice.
Email
User can e-mail the Final Invoice