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Virtual invoice for Logistics

hey everyone it's Joe with the daily Logistics and today I wanted to show you one of our uh features in the new a daily 2.0 and today we're just going to go over one quick feature and that's how to build invoices or estimates or drafts in the new software and so we'll go over some other features in other videos but today we're just going to talk about creating invoices and saving those and so to do that you're just going to log into your daily account here and you'll notice a menu on the left hand side with a bunch of different options and you're going to select the second option down it's called invoices and depending on your particular account when you log in it may say invoices it may say transactions or sales but essentially it will be the same regardless of the verbiage so just go ahead and click on that and when you do you're going to get a list of all of the transactions that are in your account um so you can select from these or you can search them by customer or invoice number or whatever the case may be or you can click the button in the top right corner to start a new invoice or a new transaction so we're going to actually do that we're going to click on new invoice and it's going to pull up a view where you can start adding things to this order so the first thing you're going to do is you're going to select your customer and that's done up here in the top left corner you'll click this and it'll have a drop down of your current customers you can search for an existing customer or you can create a new customer I'm going to go ahead and create a new customer and you'll notice a bunch of fields here that you can do you can fill out all of them or you can just do maybe the first name and the last name and the company name foreign and you can hit generate display name to combine these two to give you a name here and then I'm just going to hit add customer now if I wanted I could go back in here and edit the billing address the shipping address but if I'm just doing something quick on the fly I can just put their name and their company name and call it good once I've done that I'm going I'm ready to start um putting this order together so the first thing that you're going to want to know is what is the rental range so when is when are the items going to be leaving the warehouse and when are they going to be coming back so I'll click the start date and let's say the customer wants these starting today and they want them through the weekend through next Monday the 30th so that's all I'll select those as my range and then here I'll select my due date you can select whatever day you want typically the day that we deliver is the due date but your policy May differ once you've done that you'll notice that it calculates a five-day rental by default this can be can be applied automatically to all of the invoices that you add or you can manually select how many days you're charging for each of these items as you add them so let me show you how that's done to add an item we're just going to click this add item button and you'll notice that a line pops up here in the invoice so you'll click on the item and you'll have a drop down of all of the items that you've added in your account or you can create a new item on the Fly I'm going to go ahead and just type in a 20 by 20 frame tent and it's going to populate that for me you'll notice a few different things we have the description here the name we have a little button here indicating that it's a bundle item so not only is this a 20 by 20 frame tent which we're keeping track of inventory wise but we're also tracking all of the individual components of this tent for inventory purposes we don't want to show that or display it on the invoice all of the different parts you know the poles or the tent tops or anything but we do want to know where what all is included in this so we can keep track of the inventory so if I hover over this bundle I can see all of the items that are associated with this 20 by 20 tent and how many quantity wise for each one of those items is required to build this tent if I were overbooked on any of these items these buttons here would show would indicate so they would either be they would be red if I was overbooked on any of these components so here I know I'm renting a 20 by 20 frame tent for the 25th through the 30th and I do have all of the items available because it's not throwing me any warnings or errors so then I select the quantity of the tens that I want to rent let's say I want to rent two of these and then I choose my rate so you can create as many rates as you would like I have here a daily an hourly a weekly or a monthly so I'm just going to charge them for one week and apply my duration of one week and you'll notice that it applies here for two tenths 400 per week one week eight hundred dollars and then they'll probably gonna want some tables so I'll add some 16-inch round tables four of those and let's just say for example I wanted to keep a daily rate on these ones and charge them for five days I could do that and I could do the same thing for my chairs 40 chairs here charge them for five days okay now at this point I can go ahead and decide if I'm going to give this customer a discount I can calculate discounts based off of a percentage or a number so let's say I wanted to give them a five percent discount for being an awesome new customer and it Go and it calculates it for you there tax rates are here I can edit the tax rate if I want to and select a different rate I'm going to keep it the same at seven percent once I've done all of this now I'm ready to figure out what's going to happen as far as delivering these items or how are they going to leave the warehouse so my receive and return details the first thing I'm going to do is indicate what's going to happen on the day that the items leave is the customer going to receive them by delivery meaning our company is going to deliver them or are they going to pick up the items from our warehouse I'm going to select delivery and then from there I can actually specify a time or time range that I'm going to deliver these items so on the start I'll say I'm going to deliver it between 9 am and 5 PM so that's my time range that I'm indicating of when these items are going to be delivered then I can decide whether I want to use the customer shipping address which I never added a shipping address in the customer information so I don't have any or I can enter a custom address so I can put one down here say one two three spilling okay and then I'm going to deal with the return of these items so are they being returned by me picking them up on site or our company doing an on-site pickup or is the customer going to return them themselves so since this is a tent we'll definitely want to pick these up ourselves um and I'll specify another time range the same way that I just did and again we will use it use a delivery address now if I wanted to I could actually if this was a situation where I was renting something and delivering it here but then picking it up to a different location I could actually do that in this case so I could enter a different address in for the pickup as I did uh for the delivery so there is some customization and options available to you there we don't you aren't you aren't tied into a specific delivery address and then you have to deliver it there and pick it up there because we know that things do get complicated in rentals depending on how you run your business or what type of items you're renting and so we wanted to make this as flexible as possible after that you've finished importing all of the data you need for your receiving return details you can add any notes that you want to this order maybe the customer requests um items be or shares be stacked on the back patio so then this note would show up on your order for your drivers when they deliver it so at this point I'm finished putting in my uh all the data that I need for my invoice and now I have some options I can either just save this as a draft or I can save it as an estimate and send it to the customer to review I can save it as an invoice meaning I'm going to book it and the items are going to go out of my available inventory during those days or I can save invoice and send it to the customer so I can and then outside of that I can also save and receive a payment we'll go over receiving payments in a different video so for right now I'm actually just going to save this invoice and we're done so now you see my invoice shows up here as uh invoice to Bob Saget there's my invoice number the start date is May 25th I have a Time indicated that it's starting it's leaving at 9am and it's scheduled to come back by 5 PM on May 30th and it's a five-day rental and that's it guys that's how you create an invoice I will see you in the next video