General description #

Logistic employees are the users in an organisation that function as logistics people that is, they are responsible for tracking the orders and their movements from source to destination and other logistic operations.

In Qbil-Trade, you can assign logistic employees to relations, who will be responsible for handling all orders created for those relations. The users with the function “logistics/back office” are available for selection in the drop-down logistic employee for a relation.

More than one logistic employee can be assigned to a relation.

These assigned logistic employees to a relation are auto-filled in the field “Internal contact person” when a new contract(sales or purchase) and sales offer are created for the relations. You can also override these values and add another user as the Internal contact person for a contract.
The user with a function set to “logistics” can be added as an “internal contact person” for a contract.

The internal contact person selected for a contract is auto-filled in the “Person responsible for order” of the order screen when the order has been created from the planning screen. This can be overridden also. Multiple persons responsible for the order can be assigned to an order.

Usage of Logistic employee #

The logistic employee in Qbil-Trade assigned to contracts and orders serves the following purposes.

• The person responsible for order is displayed on the order overview screen and thus helps in filtering the orders easily based on the person responsible for the order associated.
• You can use the person responsible for order or internal contact person to filter the orders and contracts associated with these logistic employees in various reports like open order overview reports, sales planning, purchase planning, dummy contracts, profit loss, and many more.
• The planning screen also offers a filter where you can filter the orders using the “person responsible for order.”