Bilty creation and drafts
Create a Bilty through the three-step form, autosave safely, resolve missing information and recover drafts.
Bilty Management
Code-inspected guidance for Britixo Bilty Management v1.0.0 covering three-step Bilty creation, autosave, issue and transit, finance, bilingual English/Urdu PDFs, tenant branding, QR verification, receiver e-sign/POD, WhatsApp automation, reports, REST API, webhooks and tamper-evident audit evidence.
Open guide →GuideStart a new Bilty draft
Start a new Bilty draftBegin a clean Bilty draft and allow the module to create its draft reference only after the first autosave.
Bilty ManagementOpen guide →GuideSelect the Booking Client
Select the Booking ClientUse live CRM customer search to select the client responsible for booking the Bilty.
Bilty ManagementOpen guide →GuideQuick-add a Booking Client
Quick-add a Booking ClientCreate a customer from the Bilty screen with company, contact, telephone and optional email, then select the new record automatically.
Bilty ManagementOpen guide →GuideSelect the Sender
Select the SenderChoose the consignor/sender from the native Britixo customer database so the issued Bilty stores the linked party and snapshot.
Bilty ManagementOpen guide →GuideSelect the Receiver
Select the ReceiverChoose the consignee/receiver from the native Britixo customer database; this party is also used for receiver e-sign workflows.
Bilty ManagementOpen guide →GuideChoose or add a material type
Choose or add a material typeSelect Liquid, Solid or a tenant-created material type, or create a new reusable material type from the same screen.
Bilty ManagementOpen guide →GuideEnter Bilty weight details
Enter Bilty weight detailsRecord the shipment weight description in the flexible weight field used by the Bilty, PDF and API resource.
Bilty ManagementOpen guide →GuideAdd a DC or SO reference
Add a DC or SO referenceEnter the delivery-challan or sales-order reference used to connect the Bilty to upstream operational records.
Bilty ManagementOpen guide →GuideChoose the Bilty delivery type
Choose the Bilty delivery typeSelect Doorstep / Godown Delivery or Goods Transport Adda Delivery for the shipment.
Bilty ManagementOpen guide →GuideEnter the approved freight cost
Enter the approved freight costRecord the quoted or approved freight amount that forms the base commercial value of the Bilty.
Bilty ManagementOpen guide →GuideChoose Credit, To Pay or Cash Bilty type
Choose Credit, To Pay or Cash Bilty typeSelect the commercial mode that controls billing client, outstanding status and the availability of Cash-only charges.
Bilty ManagementOpen guide →GuideSelect the Credit or Billing Client
Select the Credit or Billing ClientFor a Credit Bilty, select the CRM customer responsible for billing before issue.
Bilty ManagementOpen guide →GuideAdd Cash upfront payment and Cash-only charges
Add Cash upfront payment and Cash-only chargesFor a Cash Bilty, record the upfront paid amount and optional Labour, TT and Other charges.
Bilty ManagementOpen guide →GuideUse Fix It for missing Bilty information
Use Fix It for missing Bilty informationAfter an Issue attempt identifies missing required information, use Fix It to open the correct step, highlight the field and focus the control.
Bilty ManagementOpen guide →GuideRecover and continue an autosaved Bilty draft
Recover and continue an autosaved Bilty draftOpen a saved draft from the Drafts register and continue from the latest stored version and completion state.
Bilty ManagementOpen guide →GuideResolve a concurrent Bilty draft edit conflict
Resolve a concurrent Bilty draft edit conflictReload the latest draft when the version or editing lock shows that another session changed the record.
Bilty ManagementOpen guide →