Receipt Details

Use the Receipt Details tab to create an equipment, service, or rental traffic ticket, print a traffic ticket, close an equipment, service, or rental traffic ticket or reverse a traffic ticket.

To open the Receipt Details tab, click a Receipt Number on the Traffic Management screen.

If the traffic ticket is a location transfer and the tables are set up properly, the system creates a journal entry and changes the inventory account on the stock number automatically.

Delivery receipts that were generated at a different location are generally not changeable. The exceptions to this are location transfer receipts that are being shipped to your current location. On these, the status code is changeable so that you can indicate that the item has been received.

Tip: A good practice to ensure that equipment stays in balance with the general ledger is to set up the inventory accounts by location so that a journal is performed when moving values from one inventory account to the other in the IntelliDealer traffic system.

The Information fields on the Receipt Details tab are:

Information
Field Description
Receipt Number The receipt number.
Source

Indicates the system where the traffic ticket was created.
Created by The user who created the receipt.

The fields appear on the Receipt Details tab are:

Field Description
From The location, vendor, or customer address the unit is being shipped from.
City

The city the unit is being shipped from.

This field is editable if the unit is being shipped from a customer address.
To The location, vendor, or customer address on the unit is being shipped to.
City

The city the unit is being shipped to.

This field is editable if the unit is being shipped to a customer address.
Contact The name of the contact person associated with the movement.
Phone Number The contact's phone number.
Contract

The contract number associated with this shipment.

The original system transaction number appears in the Contract field for traffic tickets created from another system. For example, if the receipt is generated from Job Jacket, the job jacket number is imported automatically. If the receipt is generated in the Rental system, the rental contract number is imported automatically.
Department The name of the department associated with the traffic movement.
Salesperson The salesperson associated with the movement of the unit.
Printed Indicates the number of times this traffic ticket has been printed.
Point-of-Sale Device

Indicates the point-of-sale device selected to capture your customer's signature via an installed point-of-sale device.

Click on the Point-of-Sale Device link to open the Point-of-Sale Device screen. You can use the Point-of-Sale Device screen to search for and select an alternate device.
Status

Defines the current status of the delivery receipt. Status values include:

  • Pending—the ticket has been created and can be edited or moved to any other status.
  • Held—the unit is on hold at the location where it is currently, so that no one can transfer it to another location. Only outbound pending tickets can be held, and you cannot hold a purchase, service, trade-in, in transit, re-rent or miscellaneous ticket.
  • Being Shipped—any required fields for the type of ticket you are processing will now be validated. All units on the ticket are checked to see if they are already being shipped on other tickets.
  • Received—the item is received at the location. If the ticket goes directly from Pending to Received, the same edit checks for the Being Shipped status are performed and the system processes all the updates that normally happened when it was shipped. If a location transfer ticket is received (or completed without receiving), the equipment gets sent out to the location. Any add-ons or attachments are split off onto their own individual, completed status tickets, so that there is a record of their movements that can be easily accessed from the equipment profile.
  • Comp/Auth Pay—the transfer is completed and you are authorized to pay. A screen appears asking for the shipping charge.
  • Cancel—if a ticket is cancelled before it has been shipped, the equipment profile is not updated. If it is cancelled after being shipped, the system attempts to reset the unit's In/Out entry back to whatever it would have been from the most recent ticket before this one.
Pickup/Delivery Whether this item will be picked up or delivered.
Shipping Date The shipping date for the unit. If it is not entered, it defaults to the current date.
Time The time the item is shipped.
Urgency Urgency level of the delivery of the unit.
Return Date An optional entry field for the return date.
Type Indicates the type of movement.
Trucker The shipping company used for the delivery.
Driver A two character code to identifying the driver assigned to the delivery. This is a free-form field.
Priority A two digit code indicating shipment priority. This is a free-form field.
Stock Number

The stock number of the unit being shipped.

Description

The brief description of the unit.

The description, serial number and model of the machine are populated automatically from the equipment profile.

Serial Number The serial number of the unit.
Model The model number of the unit.
Trade Returning (OPTIONAL) Whether there is a trade unit returning.
Trade Description (OPTIONAL) A brief description of the trade unit.
Billing Comments (OPTIONAL) A comment here regarding the billing of the movement.
Hours The amount of hours on the unit's hour meter.
Units Number of equipment units that are being shipped as a part of this receipt.
Group A group code for the unit.

The following report is produced:

DELRCPT

Delivery Receipt

The Deliver To address always appears first, and the Coming From address always appears second on the traffic ticket.

Use these buttons to complete your work on the Receipt Details tab:

Button Function
Print

Prints the selected delivery receipt.

No changes are made to addresses printed on inbound traffic tickets.
Reverse Reverses the selected movement by automatically creating an opposite traffic ticket. For example, creates an inbound ticket to reverse an outbound ticket.
Save Saves changes made on the Receipt Details tab.
Save/Exit Saves changes made on the Receipt Details tab and returns to the Traffic Management screen.
Close Closes the Receipt Details tab and returns to the Traffic Management screen.

Printed Addresses

The following table shows how addresses are printed on outbound traffic tickets. You must ensure that the traffic overlays being used at your dealership reflect the address changes outlined in this table.

No changes are made to addresses printed on inbound traffic tickets.

Ticket Type Upper Address Lower Address
Outbound Demo/ Loaner Customer Ship To or Job Site Dealership Address
Outbound Rental Customer Ship To or Job Site Dealership Address
Outbound Location Transfer Dealership To Address Dealership From Address
Outbound Equipment Sales Customer Ship To or Job Site Dealership Address
Outbound Service Customer Ship To or Job Site Dealership Address
Customer and Job Site Transfers Customer Ship To or Job Site Customer Ship To or Job Site
Outbound Misc/ Re-rents Customer Ship To or Job Site Dealership Address

Data Source: CGIDR

Security: 804 - Product Support, Traffic

Revision: 2025.04