Truck allocation

Truck allocation is being emphasized, which characteristically takes place at the start of a shift. Here, first you need to select a job from the dropdown, note that the job which contains minimum one container with terminal will be listed in the dropdown. This section is categorized as two sections:

Containers

List of Containers for the selected job is been displayed.

How to Allocate a Container?

Select Container by checking the corresponding checkbox in list and click on Allocate button and submit the required details in the form displayed.

Details to be submitted are

Truck Type *
User can choose truck type from the drop down displayed. Profit or Cost is decided based on this field.
Truck *
This field specifies the name of Truck and can be chosen from dop down displayed.
Driver *
This field specifies driver allocated for the selected truck and it is autogenerated after selecting truck.
Allowance *
User must specify truck allowance in this field.
Allocated

List of details of allocated containers of selected job is been displayed.

How to Approve Allocated Service?

Choose the service to approve by checking the checkbox corresponding to service in list and Click on Approve button. User can Disapprove by right clicking in the list.

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

Driver Manager

User can view driver and allocated truck details. This section is categorized into two sections:

Manage Driver
List of truck and allocated driver will be listed in this page.
How to allocate a driver for a truck ?

Click on New Driver button and submit the required details in the form submitted.

Details to be submitted are:

Truck *
Name of truck can be selected from the drop down displayed.
Driver *
Name of driver can be selected from the drop down displayed.This will replace previous allocation.
Right-click action are
Edit
User can edit Driver allocation.

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

Truck History
History of all the driver allocations are listed.

Accounting

This section maintains the accounting details of Transportation.

Terminal Cost

This section list the terminal cost posted by user.

How to post Terminal Cost?

Click on New Terminal cost button and submit the required details in the form displayed.

Details to be submitted are:

Supplier *
User can select Supplier for which Terminal Cost to be posted.
Invoice No *
This field specifies the Invoice Number.
Currency Rate *
This field enables user to choose currency and currency rate.
Invoice Date *
This field specifies the date of creation of Invoice Date.
Invoice Received Date *
This field specifies the date of invoice received.
Posting Date *
This field specifies the date of creation of Terminal Cost.
Gross Amount *
User must fill total terminal cost in this field.
Right click actions provided are:
Approve
User can approve the created Terminal Cost. Once approved user cannot print Terminal Cost.
Upload
User can upload file
Print
User can print Terminal Cost.
View
User can view the Terminal Cost created.
Edit
User can edit Terminal Cost.
Delete
User can delete Terminal Cost.

User can disapprove an approved Terminal Cost by right clicking on it.

Maintenance

Transportation maintenance invoices will be listed in this section.

How to create Maintenance Cost?

Click on New Maintenance Cost button and submit the required details in the form displayed.

Details to be submitted are:

Supplier Id *
User can select Supplier for which Terminal Cost to be posted.
Invoice No *
This field specifies the Invoice Number.
Currency *
This field enables user to choose currency.
Invoice Date *
This field specifies the date of creation of Invoice Date.
Invoice Received Date *
This field specifies the date of invoice received.
Posting Date *
This field specifies the date of creation of Terminal Cost.
Gross Amount *
User must fill total terminal cost in this field.
Description *
User can choose description from drop down displayed.
Quantity *
This field specify the quantity based on maintenance cost per container.
Rate *
This field specify the rate based on maintenance cost per container.

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

Right click actions provided are:

Approve
On clicking, invoice will be approved and unlock for next level.
Upload
User can upload file. Once file is uploaded, this action is changed to Uploaded.
Actions :
View : User will be able to view maintenance cost details.
Edit : User will be able to edit the maintenance cost details.
Delete : User will be able to delete maintenance cost.

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

On right clicking the approved invoice:

Print
User can print Maintenance Cost.
Upload
User can upload files.
View
User can view Maintenance Cost.
Truck payable

Here the user can view the financial details of truck and trucks can be searched by using their Name and Date. Balance Amount and Due Amount of selected supplier will be displayed on the page. Search box available on the page allows the user to search for trucks by entering keywords.

There are three selection criteria in this section for filtering search:

Statement
All Unpaid financial transportation transactions are listed.
Advance Items
All Paid financial transportation transactions are listed.
Ledger
All the financial transportation transactions are listed.
Credit/Debit
Financial transportation transactions along with credit and debit are displayed.

Print button allows you to take print of Statement & Ledger respectively.

Truck aging

The selected trucks will be listed in the page, where each row represents one truck and displays sum of all payments. Trucks can be searched by using their truck id.

Report type *
There are two report types
Overall
All the financial entries of selected truck are displayed by choosing overall option.
Individual
Truck wise financial entries are displayed by choosing individual option.
Truck id *
This field allows user to choose Truck name from drop down displayed.
Report date *
This field specifies the date of aging report.

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

Truck Reports

Overview

This section includes the overview of all truck details like, Total Income, Total Cost, Total Maintenance and Total Movements of current year. Monthly wise details are also shown. There are four separate sections here, each can be obtained by clicking on it and report is opened in new window.

Movement Report
All the movement details of the selected trucks will be displayed in this section. User can filter search using From date, To date, Truck Type & Report Type.
Income Report
This section covers the total income details of the selected trucks. User can search by choosing From date and To date. Report between these dates are displayed.
Maintenance Report
Maintenance details of the trucks can be viewed in this section. User can filter search using From date, To date & Truck.
Allowance Report
This section covers the total expense details of the selected trucks. Uer can filter search using From date, To date, Truck type & Truck driver. Total summary displayed shows total allowance(paid),total profit,total amount and balance amount.
Expense Report
This section shows the allowance and maintenance details of the selected trucks in a single table.
Service Details
Service based detailed report of a particular date is provided here.
Gate Report
Gate report contains the details of container which enters with empty collection and exit through export.