How do I fill out the Agency Worksheet?
1) Go to the Agency tab and click +New Worksheet
2) The Dept and Type fields are optional and used for report segmentation.
3) The Order Date is an optional field that can be used to represent the date that the load was requested by your Customer. The Ship-Date is the expected shipping date of the load from your Supplier.
4) The Logistics dropdown can be used in conjunction with the Inbox workflow.
5) The Posting Date will default to the date you set the worksheet in Invoiced Status.
6) The Status field is used to indicate where in the workflow this worksheet is.
7) Select your Customer under the Sold To. Use the Lookup button to link a Sales Order.
8) The Payment Terms and Sales Rep will automatically populate from the Counterparty (if they have been set) and the Due-Date will calculate based on the Ship-Date and the Payment Terms selected.
9) Select your Supplier under the Purchased From section. Use the Lookup button to select a Purchase Order.
10) Use the Shipping References section to enter additional information as it is received.
11) If you linked a Sales or Purchase Order, the grad detail lines will have populated. If you did not, you can click +Add Item to select a product, pricing, and quantity.
NOTE: pricing is just a placeholder since these will not affect your financials.
12) Under Expenses, you can list any expense associated with this transaction, such as freight or your own commission.
13) Under Invoice Notes, Shipping Instructions, and Pickup Instructions you can create templates or enter instructions.
14) Click Save at the top right of the worksheet.
If you have additional questions, please contact the Support Team via email