Operations overview

Good morning, Max

Consignment performance

Bills to Xero00 imported
Invoices to Xero00 imported

Weekly Activity

Service Mix

Job Health

Top Customers

Top Carriers

Top Lanes

Despatch Dashboard

Jobs scheduled for today and tomorrow.

Unallocated
0 jobs
Date Connote Client Reference Pickup Delivery Service Status
Delivery Today
0 jobs
Pickup Delivery Connote Client Reference From To Carrier Service Status Call
Despatch Today
0 jobs
Connote Client Reference Pickup Delivery Carrier Service Status Call
Despatch Tomorrow
0 jobs
Connote Client Reference Pickup Delivery Carrier Service Status Call

New Consignment

Unallocated freight request
Pickup
Delivery
Freight Details

Consumables

Create a consumables consignment with catalogue pricing.
Delivery
Order Details
Items

Airfreight Booking

Create the customer invoice line plus pickup, airline and delivery carrier legs.
Pickup
Delivery
Carrier Legs
$0.00 total buy

Unallocated

Consignments waiting on carrier booking and pricing.

Date Connote Client Reference Pickup Delivery Service Status

Recurring Consignments

Manage automatic weekly jobs and manually create saved recurring consignments.

Manual Recurring Jobs

Select saved jobs and create allocated consignments for the chosen date.

Client Pickup Delivery Carrier Service Buy Sell Actions

Automatic Weekly Jobs

These create next week's consignments when the Wednesday automation runs.

Day Client / Ref Pickup Delivery Carrier / Service Pricing Active Actions

Saved Address

Customer address book for pickup and delivery locations.

Client Address Name Address Contact Notes Actions

Pending Consignments

Consignments up to today with client or carrier names that need fixing before billing.

Date Connote Client Client Exists Carrier Carrier Exists Service Buy Sell

Job Health

Ops cleanup checks before finance approves bills and customer invoices.

Issue Date Connote Client Reference Carrier Service Buy Sell Why it matters

Bill Approval

Review carrier bill status and approve original or additional carrier charges.

Date Connote Client Pickup Delivery Carrier Service Bill Status Projex Buy

Bill Check

Compare a carrier bill total against all approved Projex bill lines.

Date Connote Client Pickup Delivery Service Projex Buy Bill Amount Approved Notes

Non-Invoiced

Consignments cleared for the next customer invoice run.

Date Connote Client Pickup Delivery Carrier Service Bill Invoice Buy Sell

Bill Import to Xero

Approved carrier bills formatted for Xero bills.

Xero Connection Checking...
Carrier Bill No. Bill Date Due Date Connote Client Amount Tax Carrier Tracking Customer Tracking

Invoice Import to Xero

Ready customer invoices formatted for Xero sales invoices.

Xero Connection Checking...
Customer Invoice No. Invoice Date Due Date Connote Carrier Amount Tax Carrier Tracking Customer Tracking

Custom Invoice Lines

Ready invoice lines for customers marked as custom invoicing.

Customer Invoice Date Due Date Connote Carrier Amount Tax Carrier Tracking Customer Tracking

Customers

Manage Xero-backed contacts used across Projex.

Xero Connection Checking...
Name Account Email Phone Account Code Tracking Custom Invoicing

Users

Manage staff and future customer logins.

Name Email Access Client Status

Consumables

Manage consumable products and current customer pricing.

Name SKU Carrier Cost Sell Margin Status

Consignment

Coming Next

This menu item has been added to the rebuild checklist and is ready to be implemented.