ENTERING FREIGHT DETAILS - METROSTATE

ENTERING FREIGHT DETAILS - METROSTATE




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SEE VIDEO GUIDE HERE

SEE VIDEO # 2 HERE

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Instructions for entering Freight details to freight Master file.


How to record Details

Open freight master file Create new worksheet with the following columns

1.Column A -Freight Company Name and Invoice Number
                                                                                                      -

2.Column B - Details i.e JJ invoice, or RMA number

3. Column C - Rate 
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Entering Freight Details  - METROSTATE

- Freight invoices are located in Zendesk under category A/P FREIGHT/TOWING 

- click the ticket to open download the invoice attached from the ticket, just click the attachment and it will automatically download


- Connotes are located on Dropbox - A A NEW ACCOUNTS 2014 - FREIGHT CON NOTE COPIES AND TOLL MANIFESTS folder 


- Open Freight Masterfile from Google Docs (click the link for Freight Masterfile)

- click (+) to add Sheet rename sheet put the name of freight and invoice number
- Record the following Details:

·         Column A –  FREIGHT NAME AND INVOICE NUMBER

·         Column B – REFERENCE NUMBER­( from con notes)

·         Column C – DETAILS

·         Column D – AMOUNT

·         Column E – NOTES



- Step 1 done


At stage 1 of process ,leave Invoice in freight Bills to Pay category at this stage,we don't remove until stage 2 done 

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FAQ

What if there is more than one invoice/con note used by freight company per charge on freight invoice?
If there is more than one invoice/con note used for the one charge add lines to the freight master recording the other invoices/connotes used for this charge. In the notes section record - sub charges.



ENTER IN TABLE AS



What if the freight charge lists RMA?
If the freight invoice lists RMA  - Column B record con note number, column C amount charged, NOTES - record RMA number if listed or any details listed n description on freight invoice.

What if the freight charge is for a "buy in"?
If the freight invoice advises a buy in. Column B record con note number, column C amount charged, NOTES - record description or any reference numbers listed on freight invoice.


Which amount do i record GST exclusive or Inclusive?
When recording amount us the total amount charged to JJAutoparts  GST Inclusive.

Where do i find the original invoice number for any re- delivery charges?
You can locate the original invoice number by searching the name in S11 Masterfile Column F.
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Admin guide Sept 2014
cross check items $50 plus
remove from google docs when checked
update file in admin inbox