Load carriers
What the Load carriers section tracks
The Load carriers section records reusable load-carrier movements and calculates balances for each customer.
Create a load-carrier movement
- Create an entry, select the customer, and enter loading and unloading dates, addresses, Reference, and document numbers.
- At each point, record quantities given, received, and damaged for each load-carrier type.
Load-carrier balance formula
For each load-carrier type, balance equals given minus received minus damaged.
Select rows for group actions
Select rows with checkboxes for group actions. The following conditions apply:
- Customer — Pay, Add payment, and email require all selected rows to belong to the same customer.
- Balance — action availability also depends on the combined balance of the selected rows.
Create an invoice or record a return
- For a positive balance, Pay opens a new invoice draft with the customer and selected movements and quantities. Check prices and tax before creating it; the created invoice is linked to the source operations.
- For a negative balance, Add payment lets you enter the customer return/payment number and quantities. Saving creates a settlement row that changes the balance.
Open, copy, and delete rows
A load-carrier movement row can be opened, edited, and copied. A row linked to an Invoice opens that Invoice, while a customer-payment row opens the payment details. Deletion requires confirmation.
Attachments, email, PDF, and CSV
Attach source files and use selected email, PDF, or CSV when the required customer, date, and Reference details are present. Invoice PDFs and source attachments can be included only in the combinations offered by the email dialog.