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New Trip with own transport

1. Create a  New Trip (F7)

Registration of a new  Trip in OZOLS TMS is started by pressing the function key  F7 or 
OZOLS > Freight transportation > New > Trip/Spedition

  1. Choose Own trip -   Trip with own transport (see picture below)
    OZOLS TMS also gives the opportunity to create:
    - Spedition - Expedition (cargo sale)
    -  Agreement - long-term contract with the carrier
    -  Domestic - Local deliveries
  2. Determine the Status : 
    - Export
    - Transfer/ Round trips
    - Import
    - Local deliveries

    - When the trip is completed: in this window you will change the Status to delivered or invoices have been issued

  3. Enter the Truck number . If the specific Truck has already been entered in OZOLS TMS, when entering its number, both the driver's name and the Carrier company name are automatically filled in. This database can be also imported.

    If information about insurance and technical inspection has also been entered, OZOLS will warn about the expiration of the terms. 
    Open the truck registration card by double-clicking on the Truck No. field.

  4. If necessary, enter the name of the driver and the name of the Carrier. In case of own trip, it will be your company name.
  5. Add Export or Import Ferry line as needed by pressing zilā bulta. Instructions here.
  6. If necessary, write internal notes.

    image-1661949751701.png

2. Adding cargo orders to the trip
  1. To add Cargo - Client order to the trip, press the Add button image-1661946417031.png
  2. Choose to add an existing order or create a new order.
  3. If the order has already been created, select it from the list of orders and double-click to add the cargo to the trip.
  4. If you need to create a new order , follow the instructions here .

    If the Customer also uses OZOLS TMS and has sent a Transport order - contract, then the number of this contract is the reference number of the order. When entering the Customer's name and reference number in the New Order window, the option to automatically fill in the information of this order will be offered. More about it here .

  5. IMPORTANT - An invoice must be issued for each order. Instructions here.

3. Adding costs to the trip

OZOLS significantly simplifies cost accounting and profitability calculations for companies using their own transport.

Instructions for adding travel expenses here .

 

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