Overnight Job

(Domestic UK to UK delivery)

General Booking Information


Enter the customer account name / number
Enter the bookers name
Enter Customers reference for the job
Select the service level required
Collection Vehicle required for the job
Enter the goods description
Enter the goods value
If insurance is requested tick the box and enter insurance value this will send to insurance consignments screen
Consignment number will autofill but can be overwritten
Update email address, if the customer has an email address other than their own they would like updates to be sent to multiple emails can be entered, just use a comma to seperate.
Enter pieces and weight, this defaults to 1 @ 0.5kg
Enter collection date and time, this defaults to now
Enter collection address, this defaults to account address
Enter delivery address




Tab Options


General Notes; Notes field which is visible to the customer and will display on the docket

Private Notes; Internal notes only, not visible to the customer

Invoice Notes; Notes to appear on the customers invoice next to the job

Collection Notes; Will appear on the driver handset against the collection address

Commodities; Allows you to enter detailed description/value of goods

Add Costings (F6); Raise an additional charge to the job, from either a preset list or a manual charge. You can enter a cost and allocated to a driver / supplier & sell price with the option to break the cost down on the invoice.

View Costings; Will show any additional costs on the job

Dimensions (F7); Allows you to enter detailed weight and dimensions

Email Quote; Allows you to send the details of the journey with the price of the job to the customer before booking

Open Quotes (F4); Allows you to recall previous quotes made on the account to create the booking

Multi Book; Allows you to set a repeat booking pattern for the job, this will create all the bookings at once rather than a schedule booking

Origin Contact; Allows you to tag another address to the job as a visual with no action
Account History (F2); Allows you to view the past bookings on the account to rebook

Switch Screens (F8); Allows you to switch to a sameday / export booking screen if you started the booking in the wrong screen

Retro Booking; Allows you to change the delivery date to a non standard delivery date / time

Create Account; Should you have the Navigator / SagePay Credit Card module this will allow you to create a new credit card account in the system and take payment for the booking


Additional Features


Tariff Band will show what delivery tariff the customer is on

Tariff Charge is the base rate excluding fuel

Quote is the total amount to be billed excluding VAT

If a bespoke price is required you can apply a spot price which will enable you to add an amount per 1kg, per 0.5kg, per lb or fixed as a total, then whether to add automated surcharges (fuel)

Supplier Zone will default to the cheapest / preferred agent but can be changed manually

F5 Shortcut will allow you to create job


F10 Will allow you to access the customers address book