Adding & Managing Products

Fast-Weigh 10 Web Portal


Product Categories

Product categories are useful if your company has a large number of products that need to be organized by grouping. Categories can be used to separate reports and invoicing totals by each group to show broader sales comparisons. 

To set up a new category, navigate to Resources >> Product Categories and click the [+New Product Category] button.

**Product categories are not required to set up products.


Adding and Managing Products

To add or edit a product, navigate to Resources >> Products and click the [+New Product] button on the Product List table at left.

**If your organization will be using direct QuickBooks Online integration, click here for instructions on how to add products directly from QBO.

  • (Required) Product ID: This should be a short-hand code no more than 15 characters in length
  • (Required) Product Descripion: Here, you may put the full product name
  • (Required) Unit: How your product is measured. *Note: Aggregate materials measured in pounds at the scale will automatically be converted to tons on the Web Portal. Please choose tons for these.
  • (Optional) Choose a Category
  • (Optional) Assign a DOT (Department of Transportation) name if this applies. In most cases, this is left blank.

Click Update when finished. 

NOTE: Products will not be available for ticketing until 1] pricing has been set up for each location (see below) and 2] the products have been added to an order.


Setting Up Product Pricing

Before you can add products to an order, they must have default pricing set up for the locations where those orders will be ticketed. Remember: the default pricing set up on the Products screen is not completely inflexible. The final place where product pricing can be edited is at the Order level. This means you can create order-level pricing by creating/editing an order and then editing the products on that order. Any pricing changes you make there will override any default pricing you set up under Resources >> Products.

Step-By-Step Guide to Setting Up Product Prices by Location:

  1. Go to Resources >> Products. You will see two tables. In the left table (the "Product List" table), click on a product you have put in the global product list. It will highlight blue.
  2. Now look to the table on the right (the "Default Pricing by Location" table). You will see a [+New Price] button. 

  3. Click that button and fill in the RegionLocation, and Yard drop-down fields.
  4. Put the default retail price in the Level 1 field. You may either leave the other levels as 0, or use them for your discounted prices. Then click Update. Your pricing for that product is now set. You will need to do this for each product in your product list.
     
    * *If you have multiple locations, you will need to set up pricing for each location before they will be visible on orders associated with those locations.

For each Product, you may set up to 5 Price Levels, which can then be assigned to specific customers in their customer profiles (if you don't assign a customer a price level, the system will default their order products to Price Level 1).

  • Example: Price Level 1 is $11.00. Price Level 2 for the same product is a discount - $10.50. If you have a special customer who always gets the discounted rate for all products, you can go to Resources >> Customers and edit that customer. Set their Price Level to "2" and save the customer. Now, all products on new orders assigned to that customer will use Price Level 2.

IMPORTANT: If you do not set up pricing for a product, the product will not be available to add to an order, and therefore cannot be ticketed on.

 


The Open Order Price Update Tool

This button allows you to run a mass price update for products on Open Orders. See our  Open Order Price Update Tool guide before using this feature.

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