How to Add Transport details in Sales Bill screen?

How to Add Transport details in Sales Bill screen?

There will be a need when at the time of billing, you get the Transporter details. But now, You have added 50+ items and it is not possible to clear all and add it again. Hence we have an option to add the Transporter details in the sales screen itself. It is available in Sale order, Delivery note and Sale bill. 

 

Steps to Add Transport details in Sales Bill Screen.

 

  1. In sale bill and delivery note, Press CTRL + F2 [ If you are adding Transported via Sales order, Press SHIFT + F2 ]

  1. Specify the following details:

    • Transporter Name (After typing the transporter name, if you have added the transporter name in the transporter master, it will load in the LOV. You can either select the previously added transporter or click on the next field using mouse pointer and proceed to filling the remaining details to add new)

    • POD No and POD Date

    • the Freight Charges in Amount

    • the Number of boxes and their total Weight

    • Specify the mode - if paid or not - There will be two option in the dropdown "Paid" / "To Pay"

    • Driver name and Driver no can be provided if needed

    • Provide the Vehicle no if needed

 

  1. Click OK.

  1. Press F6 or Click Save to save the bill.

 

 

 

FAQ:

Q1. How to check the transporter details on the sales report?

 

Go to Reports --> Sales --> Sales --> Daily Sales Report [Bill No Wise]. You can find the Transporter details, Vehicle No and status as per the below screen shots.

 

If the respective below highlighted columns in the report is not available then you can enable the columns by referring this attached help document : https://help.true-pos.com/Smart---Report---Report---Settings.html

 

 

Transporter Details in Sales screen  

 

To save the shipping Carrier or Transporter details of the Bill


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