How and where to save a POD

Collect POD daily from Transport

Check POD is signed and there are no comments or crossings out – any comments need investigating immediately

Scan POD and save in the W Drive >Customer POD >Pending folder with the following naming convention

Call off Number _Despatch notes number example here 3583_D7827

How to attach POD to despatch Note

From the despatch/invoicing menu select despatch list Grangemouth

Search for call off click on the call off line and select Edit

Despatch note opens in the POD field select the +

This takes you to your folders go to the W drive> customer POD> pending and select the already saved POD

This attaches in the POD field click on the … to ensure the correct copy is attached

Save and save and exit

How to invoice a customer one the above steps have been followed

Before invoicing can take place, we must ensure that costs have been calculated and added to invoices continue with the following steps to completed this

From contract management menu select call off list search and open the call off

Select call off tab

New window opens - Ensure the correct call off is selected from the left-hand side of call offs

Far right in the call off red area select the call off costs tab this tab has lines around it whilst it is updating as soon as these disappear save and exit

From the despatch and invoicing menu select invoicing list Grangemouth

Select the drop-down arrow next to add select add despatch invoice

Search window opens search in the shipment No field using despatch number

Select the … to open new window

Select INV; NEW tab this activates screen ready to invoice

In the invoice details area red right hand side select the … next to the invoice field

This generated the invoice number write this on the despatch note

Select invoice date from drop down arrow

Select post invoice tab

Select Export to NAV

Select send email new window opens with invoice attached to email select send this sends email direct to customer

Select the Recalc Costs tab costs should now show in the costs field if not follow the below steps

Save and exit go back into the invoice to check the costs have now pulled through by following the below steps

Search for call off click on call off line and select the edit tab

Invoice opens check the costs have now pulled through

If costs have not pulled through this needs to be logged in the MS Teams Rtis support group providing full details of call off and where possible a screen shot

Save and exit

In the to invoice comments column enter date emailed to customer

File POD away in call off number order