How to enter NEW Unpackt Job to granot
1. Go to granot MAIN MENU SCREEN
2. In ADVANCE SEARCH enter Unpackt’s Job #
3. If no file found, go to QUICK SEARCH and enter the “Unpackt”
4. Open matching file:
5. In ENTRY FORM screen: add customer contact info, leave broker info on.
6. If file not found:
7. Go to NEW ESTIMATE to create a new Broker file.
8. Select department “B”
9. Click on Local/Long Distance
10. Enter Client contact info (yellow fields are required). Always ensure you spell correctly and enter ALL phone numbers correctly and spell email address as listed on Unpackt order!
11. In “how you heard about us” field, enter “Upackt”
12. Click “Continue to Charges” button.
13. Zero out the “per cf/lbs” field. This field should be “0” and total should now be $0.
14. Click on “Submit Charges” button to save.
15. Still in CHARGES SCREEN: Update pick up date/date spread.
16. Click BOOK THIS JOB.
17. In “others” fields- enter the charges exactly as shown on the Unpackt order.
18. In “discounts field - enter the discount exactly as shown on the Unpackt order.
19. On the printed Unpackt order – Write Granot’s order #and highlight in yellow. 20. Go to PAYMENT screen:
21. Enter “Paid to Unpackt” and amount as listed on Unpackt’s order for service.
22. Click Save
23. File the order in the calendar folder, by first pick up date spread.