New

On clicking the “New” button you will first need to enter a recognisable name for this Supplier/Driver, this will need to be a unique name, if the driver name already exists in Journease a pop-up warning will show asking you to change the name. You will then be shown the details screen (Fig 1.2). N.B. The set up is the same for suppliers of multiple drivers and single drivers.

In the Supplier type drop down menu you can select whether this Supplier is a Sub Contractor or an Employee.

Next fill in the address and contact details for this supplier, the Def. Driver, Def. Vehicle and Depot boxes is for you to place their default driver, vehicle and depot, these fields can be left blank if there are no defaults. If they have multiple drivers, vehicles and depots this should reflect the ones that you will be using most often.

N.B. Vehicle and Depot can be entered as new entry or selected from the vehicles / Depots saved in the respective forms.

Click on the Add Veh. Button to create a new entry (the Add All button will add all the vehicle types currently in your vehicle type list).

This will add a new entry below for you to put in the vehicles details. The Vehicle Type drop down box and the Service Type drop down box will only accept Vehicle types and Services that have been created using their relevant windows, but you can add Supplier specific costs per vehicle / Service Type.

Accounts / Costs / Other Settings

Here you can set up extra costs relating to this Supplier as well as Account settings for payment to the Supplier. Default Matrices for Jobs and Additional Costs and Wait times / costs are selected from previously created matrices using the drop-down boxes, these in turn can be configured using the Matrices section found in Lookup/Finance/Matrices. If the supplier takes a percentage of the sales price this can be set here and can apply to manual prices only or across the board.