Loadout tickets are used to record products taken by or delivered to customers. These tickets allow you to record this inventory depletion without creating an invoice since pricing is not a part of the loadout ticket process.
Loadout Tickets are also referred to as Bills of Lading or Delivery Slips.
Some reasons for using loadout tickets may be as follows:
Multiple Deliveries: Multiple loadout tickets can be entered at different times and then combined into one invoice later. This allows the customer to receive only one invoice for multiple deliveries, and it simplifies the billing process.
Price Setting: Pricing may not be determined by staff who distribute or deliver the products; therefore, loadout tickets allow delivery staff to record movement of inventory while allow invoicing to be administered by others. In addition, loadout tickets are useful when the price is determined after the customer receives the product.
Data Entry: Loadout tickets require less data entry than invoices. Therefore, during busy periods, loadout tickets can be used to expedite the service to customers.
Notes
Each Loadout ticket must have a unique reference number.
On the Loadout Tickets window, you can view a Loadout Ticket report and/or a Transport of Dangerous Goods report for any loadout ticket. In the Loadout Ticket home form, select the loadout ticket to view and then click Preview Item to view the Loadout Ticket report and/or Preview TDG to view the Transportation Document.
Tip
To view the audit trail of changes to a loadout ticket, click History. The Loadout Ticket History window appears.
The Created By box displays when and who added the loadout ticket to the database.
The Updated By box displays when and who updated the loadout ticket last.
To view the detailed Audit report for the loadout ticket, click Show Audit Trail.
Use the Loadout Tickets home form window to add, edit, and delete loadout tickets.
What you'll find: