Module · TMS
Closing a trip
Closing a trip
Objective:
Closing a trip allows you toofficially mark the end of it, once all logistical operations (loading, transport, unloading) have been completed. This facilitates thefollow up, therebilling, and thearchivingtrips.
Steps to close a trip:
1. Access the trip list
From the main menu, open the “Travels” interface where all recorded trips are displayed.
2. Identify the trip to close
Browse the list to find the trip in question (based on number, customer, date, etc.).
3. Click on the edit button
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On the line of the trip to be closed, click on the button"..."(three vertical points).
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In the drop-down menu, select the option“To modify”.
4. Enter closing date
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Once in the trip editing form, locate the field“Closing date”.
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Select or enter theexact dateat which the journey was completed.
5. Save changes
Click on the button“Save”to validate the closure of the trip.
Expected result:
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The trip is now marked asfencein the list.
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Thereclosing dateis visible in the corresponding column.
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The trip status may change accordingly (for example: "End of unloading").
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This step allows you tounblock billingor other administrative processing.
Important note:
Thereend of a tripis an essential step before launching invoicing. It certifies that the transport has been completed and that all information is complete.

