Frakt24 - FleetX Academy
Finance · Level 1 · Getting started

Pricing orders in practice

Learn to check the price on orders and get them ready to invoice.

New 15 min
1

Goals and why

What you will learn

  • read the price lines on the order and add a new line with the right price code
  • find orders that are not ready to invoice, using the two reports
  • change what the driver gets for a job, with Revenue and cost distribution
  • check a price with Price check without creating an order

How to get there

  1. Click the magnifying glass at the top right, and search for the order number.
  2. Click the order in the results to open it with the price area.
  3. The two reports are under Reports, in the Orders group.
  4. You open the price check with the dollar sign at the top right.

Most orders get their price automatically from the product rules. Your job is to check that the price is right, and that everything to be invoiced is included.

The invoice run only includes orders that are delivered, priced and set to Ready to invoice, the switch that says the order can be invoiced. If any of this is missing, the order is left behind without an invoice.

2

Key terms

Price lineOne cost the customer is invoiced for. The left side is the customer's price. The RES. columns are the resource base, the amount the driver or subcontractor is paid from.
Price codeThe code you choose on the price line. It fills in price, VAT and resource share from the price list. VAT is the tax added to the price. Choose a code instead of typing free text.
Ready to invoiceThe switch that lets the order into the invoice run. It locks once the order is invoiced.
Revenue and cost distributionThe panel that splits revenue and cost between departments and resources. You can change it even after invoicing, until the order is in a resource settlement. The resource settlement is the payout to drivers and subcontractors.
Price checkA price estimate from the price lists. You see the price without creating an order.
3

Show me

The images show the price area of the order, the distribution, the two invoice reports and the price check. Click a part of the image to see what it is used for.

Try it yourself in Steptour

An interactive walkthrough recorded in Frakt24. You click through the steps yourself, and it opens on top of this page.

4

Try it yourself

An order is finished but has no price. It is in the Orders not ready to invoice report. What do you do?
5

Check yourself

All correct completes the lesson
Answer all correctly to complete the lesson You see which answers are wrong, and you can try as many times as you like. This lesson counts towards the level 1 badge in Finance: 0 of 6 complete.
1. Why should you choose a price code instead of typing free text on the price line?

2. The RES. percentage on a price line is 0. What does the resource get?

3. Which orders does the invoice run include?

4. An order is invoiced, but the driver's settlement needs changing. Is that possible?

5. You open the distribution on an order, and the amount by To driver is shown in red. What does it mean?

6. You add a price line for waiting time. The customer price goes up, but the resource base doesn't change. What is the most likely reason?

7. The customer asks what a transport from Oslo to Drammen will cost under their agreement. How do you find the price without creating an order?

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Trainer notesOnly shown when trainer mode is on
  • The client setting “New order default ready to invoice” decides whether new orders are created as ready. Check it when onboarding the customer.
  • Common support case: “the order wasn't included”. Almost always the price or Ready to invoice is missing.