Resources
Last updated
Last updated
The Resources tab contains all the information your organization needs to use Fast-Weigh, including the customers, products, and locations which you will be ticketing on.
The Customer view will show a snapshot of all of your customers, and allow you to add, edit, or delete them as needed.
If you are migrating your customer base to Fast Weigh from another system, you can use the + External Customer import option. You can view a sample of the import format here ____.
When adding a new or potential Customer to Fast Weigh, this area allows you to insert key information useful to managing their account, such as contacts within their organization, billing terms and tax codes, and their preferred payment method.
The Products & Pricing sub-menu allows you to setup products, pricing templates, assign locations, or apply a surcharge. Products are setup in the Product Listing to contain a product ID and a unit of measurement. If you have created a product category, you can assign this category to each product. This is helpful as a reference for products that you may not use often or are entered as measurements.
The Product Location is used to assign a product to a single location or multiple, allowing the product to be used when ticketing at those locations.
Pricing Templates are used when you are setting up the Product Pricing. After creating the template in the Product Setup tab, you will select the Template from the dropdown menu, and then adjust the pricing.
Creating a Product Category will allow you to assign Products to a certain group. For example, you may be using multiple types of stone or gravel. Differentiating between the two when creating pricing becomes easier when a category for either is selected.
A Region can be associated with a state, business, or other geographical location. Think about this as a house, while the Locations would be the rooms, and the Yards would be the beds. Clicking Region will show the Locations associated with it.
A Location would be the primary location of the pit or quarry that operates within the Region. The Locations are tied to ticketing devices, which will need to be set up before the Fast Weigh Desktop Application can be used. Clicking into the Region will show the Locations associated with it, and clicking Locations will show the associated Yards.
Yards associated with each Location differ in the material being provided or received. Each Yard will need to have its own Product Pricing and Product Setup completed before Orders can be placed.
If you are using external accounting software, please refer to our Accounting Interfaces for assistance with the below terms.
Tax Codes are used internally when associated with a product or customer based on their Location. These can include a Material, Freight, or Surcharge. A Secondary Tax Rate can be used to associate any VAT, city, or local taxes. This can be enabled in the Portal Settings.
Payment Terms are used in Billing to associate with Customers billing periods. After creating the term, you will associate them with the Customer.
Billing Modes are used within each Customer profile to further isolate records selected during a billing cycle. Adding a particular Billing Mode to a profile allows you to select tickets for billing based on the assigned method.
With Price Adjustments, you can easily establish pricing adjustments and add them to multiple order and quote products. Price Adjustments can be set up using multiple calculations, and then up to three can be applied per product.
The Price Adjustments module is an additional module. To add this to your Fast-Weigh subscription, please contact us at 865-219-2980 or support@tacinsight.com
Invoice Adjustments are used when applying a percentage charge or credit on an invoice. For example, a Tax Exempt Credit Card Processing Fee, Late Payment Fee, or a Payment Discount.
Customer Payment Information such as Credit Card or ACH can be stored to use as Default payment types.
Pay To User Assignment is used to associate payment terminals to customer or users. Fast-Weigh recommends Basys payment systems. Please contact the Fast-Weigh support team to assist with this integration.
Truck Types can be entered as defaults when setting up new Trucks for customers or Haulers. This will apply the Weight, Volume, and Tare when selected.
This section allows you to add and manage members of your team assigned to submit quotes, orders, and customers, as well as reports.
This section allows you to add and manage Inspectors, granting them access to your Web Portal as well as approve or deny Proof of Delivery tickets.
