These are the list of items that will ease the on-boarding data entry form:


Operational List

  • List of Vehicles/Drivers/Trailers - Format can be found under User Icon > Entities > Vehicle/Driver/Trailer > Import/Export.
  • List of incentives - Manage > Incentive Types (link)
  • List of Transport Area Codes - Manage > Transport Area Codes (link)

Finance List

  • List of Customers with Code, Debtor Code and Address - Manage > Companies (link)
  • List of ChargeItems - Manage > Charge Items (link)
  • List of Charge Categories - Manage > Charge Categories (link)
  • List of Taxes - Manage > Taxes (link)
  • List of GL Codes - Manage > GL Codes (link)
  • Invoice Template - This is generated via HTML

Others

  • Consignment Note Template - This is generated via HTML
  • Console Invoice Template - This is generated via HTML
  • Booking Reference Running number format
  • Voucher Running Number format