Crate Delivery
- Silas Canning (Unlicensed)
Analytics
Navigate to Jobs > Diary.
Select/Highlight the Diary Action Crate Delivery – this will open the Crating element at the bottom of the Diary Tab.
Set the date of the Crate Delivery Diary Action – this is the date the crates are delivered to customer.
Select ADD on the smart panel on the right hand side of the crating section. This will then populate a lookup window. Select the Crate types you need, plus the Delivery action from the lookup list. Note that you do not select the Crate Collection action at this stage.
See below for a list of all the other options on the smart panel:
Assign a Supplier/Creditor to the selected crate
Change selected details for all lines
Include ( Invoice)/ exclude charges with cost options – 1 line
Include ( Invoice)/ exclude charges with cost options – All lines
Add Crate returns
Reset to default rate
Once you have added your crates, enter the number of days included in the Incl column and enter the estimated quantity in the QtyE column. From here you can update/select a Supplier and, if needed, you can amend rates and exclude charges from the cost option.
You can use the button to update the date other details.
The charges entered here will automatically update the Crates line item in the Costing tab. The cost and charge rates will be calculated automatically using either the standard crate rates or customer-specific rates if entered. You can override the charge rates if needed by entering the new rate in the Sell Rate cell (not the Sell Price cell, this is calculated from the Rate you enter and cannot be overridden). If the crates are going straight into extended hire you do not need to enter a value in the included cell. The Sell price will not be calculated at this stage.
Multiple Deliveries
If you have more than one delivery, add a new Crate Delivery action and repeat the process for the extra delivery. If you are delivering crates on different days or taking IT crates with the crew, you must create a separate Crate Delivery action. You can modify the Crate Delivery action description to specify the details of each action, i.e. Crate Delivery HG3, Crate Delivery IT1.
Delivery Charges
The delivery charges will be entered automatically using the postcode entered in the Collection postcode field on the Details page. You can override the charges, or enter NC in the Calc field if you are not charging for the crates (i.e. if taking IT crates out with the crew). Note that even if you don’t charge the crates out, you still need the delivery line to record the cost of the crates being delivered to your depot unless you collect them yourselves.
No Charge
If you see that you have no delivery charge, i.e. that the Calc code is NC, this is because you do not have a postcode entered in the Collection postcode field in the Details screen. The easiest way to fix this is to go to the Details screen and add the postcode (the Alpha prefix is sufficient, i.e. EC for
EC1). Then, go back to the Crate Delivery action, delete the Delivery line and add it in again.