TMS Ticket – Job Entry
TMS Tickets has many features built in to make your data entry easier. You can highlight an existing ticket and press F4 to add a new ticket and it will “replicate” or copy the ticket you were highlighted on. Then you just edit the dates, rates and weights and add your driver pay and you are done.
Using Tickets Jobs gives you even more control. You can setup a “job” for a specific client and it becomes a template for the tickets you will enter for that customer. You can setup all of the default information that will be repeated over each ticket, reducing your data entry time. This includes locations and extra additional charges! And, when you go to invoice your customer, you can “batch mark” by job.
Job Entry Screen
Enter the date range that this series of tickets, or “job” will encompass.
Invoice code is another tool for “batch marking” tickets when you invoice. You can do a batch mark and tell it you want to filter out and mark all tickets with a specific job, for a specific date range for a specific invoice code.
ICC code – user definable and can also be used for filtering.
Enter your Billee Id code (the customer you wish to bill for this series of tickets) in this box.
Enter your rate type –
Enter the rates and/or product charges that you want to use on this series of tickets.
Enter the Fuel Surcharge Percentage*(see below for more information on how Fuel Surcharge can be calculated!)
Just a summary of what you have entered for this job.
You can enter notes or comments about this job as a reminder for information pertaining to this job or series of tickets that you don’t want to forget.
Clicking the Job Mark button in your Customer Billing screen will automatically mark all tickets with that Job code.
You can setup additional charges that you know will be on every one of the tickets for this job and reduce your entry time by having them automatically populate each ticket you enter! This is where most of our customers often setup the Fuel Surcharge*(see below for more information on how Fuel Surcharge can be calculated).
There are several additional ways to add a Fuel Surcharge to a ticket.
1. Setup a FUELSC additional charge, then setup a fuel surcharge for each customer under the Fuel Surcharge Setup. You enter that Fuel Surcharge ID code on the 2nd page of the Customer Setup file and any time that customer is used as a Billee, it will automatically pop the Fuel Surcharge on the ticket you are entering.
2. You can setup an additional charge FUELSC and enter this as an additional charge when you setup a job. Any time you enter a ticket using this job, it will automatically put the Fuel surcharge additional charge on the ticket.
3. You can just fill in the % for Fuel Surcharge in the job setup and any time you use that job, it will automatically put a FUELSC additional charge on the ticket using that %.