ENTERING FREIGHT DETAILS - LIDSDALE
LINK TO FREIGHT MASTER FILE TABLE
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CLICK HERE TO VIEW LIDSDALE TRAINING VIDEO
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4. Add Notes- We only need to do this if we don't have invoice/RMA number as reference number ,otherwise just leave blank
If we do fill in note consignment note number and other applicable details
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FAQ
How do i enter in FUEL LEVY ?
Enter the dollar amount and in notes ,note it as fuel levy
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CLICK HERE TO VIEW LIDSDALE TRAINING VIDEO
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GUIDE FOR COLUMNS
1.Column - Record Freight Freight Company Name and Invoice Number ,this only needs to be recorded on the first line of each new invoice ,then use copy/paste to copy to all lines
2.Column - Our reference number i.e our invoice number/RMA or P.O Number
3. Column - Total Charge -the amount including GST
If we do fill in note consignment note number and other applicable details
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Entering Freight Details – LIDSDALE
- 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
- Open Freight Masterfile from Google Docs
- Add a new Sheet to the masterfile
- Rename sheet put name of freight and the invoice number
- Record the details:
- Column A – FREIGHT NAME AND INVOICE NUMBER
- Column B – REFERENCE NUMBER( from con notes)
- Column C – AMOUNT
- Column D – NOTES
- after entering the following details on masterfile compare the total amounts from the invoice to masterfile if match.
- step 1 is done
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FAQ
How do i enter in FUEL LEVY ?
Enter the dollar amount and in notes ,note it as fuel levy
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.
What if the freight invoice is for re-delivery charge?
If the charge is for re-delivery - record con note number, record amount charged and in notes - record in the re-delivery original invoice number - this can be found on previous invoices from freight company
What if the freight charge lists RMA?
If the freight invoice lists RMA - record con note number, record amount charged, use 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. record con note number, mount charged, NOTES - record description or any reference numbers listed on freight invoice.
Where do i list accounting fees if charged or credits ?
If the invoice has accounting fees - list the amount charged in Notes record "accounting Fees".
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 MasterfileRelated Articles
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