Creating & Managing Orders πŸŽ₯

Fast-Weigh 10 Web Portal

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

CREATING & MANAGING ORDERS

Establishing New Orders

To build a new Order, navigate to Orders >> Orders and click the [+ New Order ] button.

This will bring you to the order creation screen.

1. 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 can be ticketed and their tickets can be billed from the Billing module
    • Inactive orders can not be ticketed on. However, their tickets can still be billed.
    • Closed orders cannot be ticketed or billed.

  • 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
    • Cash, Credit Card, or Check

  • 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.
  • PO Number - Customer-assigned purchase order number.
  • Default Job - You may enter a customer job number as a reference.
    NOTE: If you are a Viewpoint Vista or Spectrum user, click here for a guide on configuring Viewpoint jobs and phases during order setup in Fast-Weigh 10.
  • 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.

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

Assigning Products to an Order

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 sell price.
  • 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 for given product.
  • 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.
    NOTE: If you are a Viewpoint Vista or Spectrum user, click here for a guide on configuring Viewpoint jobs and phases during order setup in Fast-Weigh 10.
  • Cost Type: Integrates directly with any cost types used in your third-party accounting system.

(required)

After you have added the desired Products, click Save.

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.