Training Guide

    Invoicing

    Guide One

    Understanding Service Orders

    A Service Order (SO) in Blupath represents a service or product delivered to a customer. Blupath offers two default Service Order types: LOAD and SORD, the former for load-related items and the latter for non-load related services. Whenever a Load is generated through the Transportation Management System (TMS), a corresponding Service Order is automatically generated. These Service Orders play a crucial role in invoicing clients for the provided services or products.

    Guide Two

    Understanding Item Master

    Service Orders help organize items you can charge for, and you set them up in the Item Master menu. For example, under a Service Order like 'Load,' you can specify 'Forklift' as a specific item, so when you send an invoice for a load, the forklift service can be listed as a separate charge.

    Guide Three

    Invoicing a Single Service Order

    Service Orders are used to Invoice clients for goods and services provided.​ 

    Guide Four

    How to invoice multiple SO​

    To generate a consolidated invoice from multiple service orders, ensure they share the same order type, customer, and, if applicable, purchase order (PO) number. In case a service order lacks a PO number, you can add one directly from the Invoice screen.