How to add trips with a specific service type?

Created by Shaikh Mudassir Khalid, Modified on Wed, 20 Dec, 2023 at 10:16 AM by Shaikh Mudassir Khalid

  1. Click on the option ‘Finance’ from the left navigation bar.

  2. Click on the option ‘Job Service Types’.

  3. Select the tab ‘TRIPS’ from the top of the screen.

  4. Click on the button ‘ADD SERVICE TYPE’.

  5. Enter a service type code in the field ‘Code’.

  6. Enter an identifier in the field ‘Identifier’.

  7. Select a finance customer type from the dropdown list ‘Select A Finance Customer’.

  8. Select a freight code from the dropdown list ‘Select A Freight Code’.

  9. If required, select a role from the dropdown list ‘Allowed Roles’.

  10. As per the requirement, select the checkboxes ‘Freezer’ or ‘Chiller’.

  11. Click on the button ‘Submit’.

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