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On this page
  • Order/Ticket Settings
  • Password/Security Settings
  • Freight Settings
  • Quote Settings
  • Hauler Pay Settings
  • Load-Out Settings
  • Proof of Delivery Settings
  • Other Settings
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  1. References
  2. Web Portal
  3. Account and Administration

Portal Settings

Last updated 1 year ago

Billing Settings

The Billing Settings allow adjustments for the information requested and presented in the Billing tab. The options provided and their relation are as follows:

  • Starting Invoice #: Devices the starting invoice number to be used during Billing.

    • Note: This setting will not affect the invoice number sequence past the very first invoice

  • Default Invoice Break: Defines when to create a new invoice number for a group of tickets. This sequence must begin with Customer, then subsequent break settings can be selected in any order of the following:

    • Order: Creates a new invoice for each customer order.

    • PO: Creates a new invoice number for each purchase order established on an order.

    • Tax Code: Creates a new invoice number for each tax code set on the ticket.

    • Product: Creates a new invoice for each different version of a Product on an Order

    • Yard: Creates a new invoice for each yard.

    • Ticket UDFs: Creates a new invoice for each different entry of your User Defined Fields.

  • Billing Export Format: Choose your third-party accounting system to define how Fast-Weigh billing data will interface.

  • Optional Invoice Prefix: If using direct accounting integration, you may add a short prefix to your invoices to avoid any duplicate invoice numbers being created in your third-party accounting system.

  • Company Codes: This three=digit company code corresponds to the one used with your accounting system. If your accounting system doesn't use a three-digit company code, you can simply use the first three letters of your company name instead.

  • GL AR Account: Corresponds to the GL AR Account used in your third-party accounting system.

  • AR Tax: Corresponds to the AR tax code used in your third-party accounting system.

  • External Tax Service: Used to connect a third-party service, like Avalara, to control Tax Codes.


Order/Ticket Settings

The Order/Ticket settings allows adjustment of select information when reviewing tickets, orders, and products.

  • Default Tax Code By: Used to determine the order of Tax Code Defaults.

    • Customer: New Order-Products use the Products default tax code if it is set first, then use the Customer if no Product default is set.

      • Ex: Used when you primarily control tax by Customer, but have some products that are always exempt.

    • Product: New Order-Products use the Customer default tax code if it is set first, then use the Product if no default is set.

      • Ex: Used when you primarily control tax by the Product and Location, but have some Customers that are always exempt.


Password/Security Settings

  • Minimum Password Length: Set the minimum password length required.

  • Password Expiration: Set a password expiration date, which forces users to change their passwords at that time.

  • Use Strong Passwords: Requires a combination of special charcters, uppercase, and digits.

  • Trusted Device Login Period: Default period until users are auto-logged out.


Freight Settings

  • Freight Code Our Truck: The Product Code or SKU for your Freight rates.

  • Freight Code Hired Truck: The Product Code or SKU for your Hauler rates.

  • Freight Description: Optional field to correspond with any freight rate product or SKU description.

  • Surcharge Code: Any additional fee codes

  • Use Freight Haul Zones: Allows use of Haul Zones when building orders.


Quote Settings


Hauler Pay Settings

  • Statement Break: Defines when to create a new invoice number for a group of tickets. This sequence must begin with Hauler, then subsequent break settings can be selected in any order of the following:

    • Truck: Creates a new invoice for each truck.

    • Order: Creates a new invoice for each order.

    • Ticket: Creates a new invoice for each ticket.

  • Include Zero Amounts: Allows zero dollar amounts to be included.


Load-Out Settings

Used with the Load-Out module, these settings allow you to adjust the time and assignment rules for trucks.

  • Turn Around Minutes: Minimum time between the same truck being tared and marked in-yard.


Proof of Delivery Settings

This allows you to enter a Proof of Delivery disclaimer notice for Acceptance and Rejection, and a link to your Terms and Condition URL.


Other Settings

These additional settings provide adjustments across the Web Portal.

  • Dashboard - Show Last: The default range the Dashboard data is available. Setting to zero results in the current days data only.

  • Use Metric Lables: Switch U.S. Imperial measurement units to Metric units.

  • Use Secondary Tax: Enables the use of Secondary Tax Codes.

Units of Measure: Defined global units of measurement used during .

Controls and enforces password requirements for .

Freight Settings are primarily used in relation to your system.

Note: Freight rates, hauler rates, and surcharges are set up when .

Default Quote Expiration Days: Default number of days from the on a Quote that is used to auto-fill the Expiration field.

Used with the module, these settings allow you to adjust the statement, similar to the Billing settings above.

Clear Truck Assignment: Auto-clear the with a Ticket is created.

Product Setup
third-party accounting
building orders
Create Date
Hauler Pay
Truck Order Assignment
users created within your Web Portal