How to use Make Adjustments
Make adjustments can be used to make changes in duty slips details for customers and suppliers
How to use make adjustments?
Make adjustments can be used in 2 ways:
1 - Make Adjustments for Customers
2 - Make Adjustments for Suppliers
Let’s understand how to use make adjustments for customers
Make adjustments can be used in two ways for customers
A) Make changes chargeable to customer allowances
B) Make changes to digital duty slips
A) Make changes chargeable to customer allowances : This feature allows you to make changes to driver allowances charged to your customer for a specific duty.
Go to Duties - Completed - Click on the right side gear icon - Select ‘Make Adjustments - Under column ‘Adjust Chargeable Allowances’ - Enter the amount you want to charge your customer - Save.
B) Adjust Digital Duty Slips: With this function, you can modify the digital duty slip record for total kilometres travelled, garage start and end time & kilometres. You can essentially control any mismatch between the tracking data and actual time/km using this.
Go to Duties - Completed - Click on the right side gear icon - Select ‘Make Adjustments - Under column ‘Adjust Hours/KMs’ based on your Duty Type enter the details you want to adjust - Save
C) Make Adjustments for Digital Duty Slips:
Tip: Any changes made to the customer digital duty slip will update your supplier digital duty slip. This ensures consistent and up-to-date information, minimizing the chances of errors or discrepancies.
Additionally, you can always choose to move to P2P duty if there are too many discrepancies in your digital duty slip; this way, you won't lose your digital duty slip.
Let’s understand how to use make adjustments for suppliers
Similar to customer, you can use make adjustments for supplier
A) Adjust supplier allowances: This feature allows you to make changes to allowances payable to your supplier for a specific duty.
Go to Purchase Duties - Click on the gear icon next to duty - select ‘Make Adjustments’- Add the allowances - Save
Note: Allowances for supplier can be adjusted from Duties section too, click on Make Adjustments - click on the top right Supplier Allowances- Enter details
Tip: You can restrict your network supplier from making adjustments to a completed duty slip for KM and time as well as chargeable driver allowances,
Go to Masters - Supplier - Click on network supplier - EDIT - Select 'Do not allow associate to use make adjustments for the allotted duties' - Save
Thank you.
How to use make adjustments?
Make adjustments can be used in 2 ways:
1 - Make Adjustments for Customers
2 - Make Adjustments for Suppliers
Let’s understand how to use make adjustments for customers
Make adjustments can be used in two ways for customers
A) Make changes chargeable to customer allowances
B) Make changes to digital duty slips
A) Make changes chargeable to customer allowances : This feature allows you to make changes to driver allowances charged to your customer for a specific duty.
Go to Duties - Completed - Click on the right side gear icon - Select ‘Make Adjustments - Under column ‘Adjust Chargeable Allowances’ - Enter the amount you want to charge your customer - Save.
B) Adjust Digital Duty Slips: With this function, you can modify the digital duty slip record for total kilometres travelled, garage start and end time & kilometres. You can essentially control any mismatch between the tracking data and actual time/km using this.
Go to Duties - Completed - Click on the right side gear icon - Select ‘Make Adjustments - Under column ‘Adjust Hours/KMs’ based on your Duty Type enter the details you want to adjust - Save
C) Make Adjustments for Digital Duty Slips:
Tip: Any changes made to the customer digital duty slip will update your supplier digital duty slip. This ensures consistent and up-to-date information, minimizing the chances of errors or discrepancies.
Additionally, you can always choose to move to P2P duty if there are too many discrepancies in your digital duty slip; this way, you won't lose your digital duty slip.
Let’s understand how to use make adjustments for suppliers
Similar to customer, you can use make adjustments for supplier
A) Adjust supplier allowances: This feature allows you to make changes to allowances payable to your supplier for a specific duty.
Go to Purchase Duties - Click on the gear icon next to duty - select ‘Make Adjustments’- Add the allowances - Save
Note: Allowances for supplier can be adjusted from Duties section too, click on Make Adjustments - click on the top right Supplier Allowances- Enter details
Tip: You can restrict your network supplier from making adjustments to a completed duty slip for KM and time as well as chargeable driver allowances,
Go to Masters - Supplier - Click on network supplier - EDIT - Select 'Do not allow associate to use make adjustments for the allotted duties' - Save
Thank you.
Updated on: 13/08/2023
Thank you!