ENTERING FREIGHT DETAILS - FREIGHTEX

ENTERING FREIGHT DETAILS - FREIGHTEX





SPECIAL NOTES RE GST TRANSPORT 
WE DONT PAY FOR OIL CHANGE CLEANING FEE ON INVOICE ,IF YOU SEE THIS INFORM YOUR MANAGER 

Instructions for entering Freight details to freight Master file.

Freight invoice are received either
             
1.            Via post to JJAutoparts - JJAutoparts admin team scan invoice to dropbox ( see instructions for scanning documents) directly to freight Check folder.  
2.            Invoices are emailed direct from freight company to admin@jjautoparts.com.au

How to record Details

Open freight master file using the link above select correct tab for the freight company invoice that is being checked.


1.Column A - Record Freight company details including               - Freight Company Name
                                                                                                      -Invoice Number
                                                                                                      -Date of Invoice
this only needs to be recorded on the first line of each new invoice


2.Column B - Record Con note number listed on freight invoice - ( this is only required if freight invoice has no JJAutoparts invoice reference number listed)

3. Column C - Record the amount freight company has charged JJAutoparts

4. Record JJAutoparts invoice reference number if listed - If not listed refer (step 2)
 make sure con note number is listed and notes are recorded

5. Add Notes / Add re delivery original invoice / Add re delivery name listed on freight invoice - Notes are required in there is no JJAutoparts invoice reference number - details for transactions can be located from freight invoice description.

6. At the end of entering all charges from the freight invoice that is currently being checked - Column C - MUST add and balance to the freight invoice.
-------------------------------------------------------------------------------------------------------------
   Entering Freight details - FREIGHTEX
- 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


 -          Click ( + ) tab to add new sheet
  -          Rename the new sheet put the name of freight and invoice number

·         Column A –  FREIGHT NAME AND INVOICE NUMBER

·         Column B – CON NOTE RECORD

·         Column C – REFERENCE

·         Column D – AMOUNT

·         Column E – NOTES


- after entering the following details on masterfile compare the total amounts from the invoice to masterfile if match.


- step 1 is done