Fast-Weigh 10 Help Center | TAC Insight

Creating & Managing Orders πŸŽ₯

Fast-Weigh 10 Web Portal

 

Ticketing cannot be done until there is an order in the system to ticket for. Before an Order can be complete, it must have a Region, Description, Customer, and at least one Product added to it.

CREATING & MANAGING ORDERS

1.  Establishing New Orders

orders

  • To build a new Order, navigate to Orders >> Orders and click the [+ New Order ] button.
  • This will bring you to the order setup screen.

order setup

 

Fill out the fields as needed (Description, Region, and Customer are required fields.) and click Save. The various Order fields are defined as follows:

  • Order Number - Automatically assigned by the system. This field cannot be filled or changed by the user.
  • Description (required) - Create a name, title, or other description of the Order here.
  • Status - Mark the Order active, inactive, or closed.
      • Active orders are currently being ticketed.
      • Inactive orders cannot be ticketed for, but they may be reactivated at some point. 
      • Closed orders cannot be ticketed and are generally closed permanently.
  • Review Required: If this checkbox is checked, any tickets made for that order cannot be billed or added to a hauler pay statement until the order is reviewed and the Review Required box is unchecked.
  • Region (required) - Orders must be linked to a particular Region of operations.
  • Direction - Used for the scale house to determine if weighing inbound (e.g. dumping) or outbound (e.g. material sales).
  • Ticket Source - Specify which Devices will have access to the Order for a given scale house Location.
  • Pay Type - Select the payment style for the Order:
      • Charge Show $ / Charge Hide $: Charged to an account with the dollar amount either shown or hidden on the ticket
      • Cash, Credit Card, or Check: All of these options display the dollar amount on the ticket.
  • Delivery Location - Delivery instructions which can be printed on driver weigh tickets.
  • Open Order - Used to establish an open order for a Customer for all Products in a given Region. When Open Order is checked, it unlocked the [+ Add All Products ] button below. With the Add All Products feature, you can set up all Products within a Region at the customer-assigned price level for each Product.
    • NOTE: Marking an order as "open" also allows you to include that order in any future mass price updates.
  • PO Number - Customer-assigned purchase order number.
  • Default Job - You may enter a customer job number as a reference.
  • Load Settings
      • Amount Minimum: This is a minimum dollar amount to charge on a ticket at the scale house.
      • Load Default: This allows for default load values or truck capacity values to be added to the Order. Defaults all loads to the given value. Typically used when selling material by cubic yard.
      • Use Truck Capacity: Use truck volume defined in the Truck setup table.

Once the order setup form is completed, click Save to gain access to the [+Add Product ] button.

 

2.  Assigning Products to an Order (required for ticketing!)

Fast-Weigh 10 allows you to assign an unlimited number of Products to an Order. Products can be assigned from any of the Locations/Yards within the given Order Region.

NOTE: If you click [+Add Product], but the product you need is not in the list, please return to Resources >> Products and make sure the product has pricing set up for the chosen location. Then edit the order and try adding it again.


Add Product fields defined:

  • Location (required): Select a Location where this Order Product will be accessible.
  • Yard (required): Select Yard where this Order Product will be accessible.
  • Product (required): Select the Product for the given Yard.
  • Unit Price: Material rate. By default, Fast-Weigh will load your default pricing.
  • Freight Rate: Freight charge rate.
  • Hauler Rate: Hauler pay rate.
  • Freight Type: Select freight charge type per load or unit.
  • Tax Code: Select appropriate material tax code.
  • Surcharge: Surcharge amount or miscellaneous charge or fee
  • Surcharge Type: Select surcharge type per load or unit.
  • Order Quantity: Define the number of tons or loads you wish to ticket for given product.
    • Fast-Weigh has the ability to warn your operator or prevent ticketing entirely once an order has reached either a load or unit quantity threshold. For this to work, "evaluate order quantity" must be enabled in the Settings for the Desktop Ticketing Application as well.
  • Status: Define status of product on an order (active, inactive, or closed).
  • Active Date: The Product will not show for ticketing until this date is reached. This feature is linked to a Product on an Order, not the Order itself.
  • Expiration Date: After this date, the product will become inactive and cannot be used for ticketing on the Order, in a scale house, or in a ticketing device.
  • Delivery Date: The target date for delivery of the product.
  • Default Phase: If you have a third-party accounting system that uses accounting phases, the Default Phase field integrates directly with those phases.
  • Cost Type: Integrates directly with any cost types used in your third-party accounting system.

After you have added the desired Products, click Save.

 

3.  Notes & Documents

Clicking the Note & Documents tab will allow you to add any internal notes or upload files to use for reference. Attached files are viewable from the Order Setup screen only, but your Notes field can be mapped to a custom report if required.

notes and docs

 

4.  Editing an Existing Order

Navigate to Orders >> Orders. Locate the desired Order and click the Edit button.


When you have finished editing the Order, click Save & Close.