# Resources 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.
*** ## Customers The Customer view will show a snapshot of all of your customers, and allow you to add, edit, or delete them as needed. ### External Customers 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](https://uploads-ssl.webflow.com/5c1000dd4a45852cc0a84c82/5ede758158c141792e3b2514_CustomerImportTemplate060220.xlsx). ### New Customer 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. *** ## Products ### Products & Pricing 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. ### Product Categories 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. *** ## Locations ### Regions 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. ### Locations 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 **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. *** ## Billing {% hint style="info" %} *If you are using external accounting software, please refer to our Accounting Interfaces for assistance with the below terms.* {% endhint %} ### Tax Codes **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**](https://help.tacinsight.com/fast-weigh-knowledge-base/references/web-portal/account-and-administration/portal-settings). ### Pay Terms **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. ### Price Adjustments 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. {% hint style="info" %} *The Price Adjustments module is an additional module. To add this to your Fast-Weigh subscription, please contact us at 865-219-2980 or * {% endhint %} ### Invoice Adjustments **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 Info **Customer Payment Information** such as Credit Card or ACH can be stored to use as Default payment types. ### Pay to User Assignment **Pay To User Assignment** is used to associate payment terminals to customer or users. Fast-Weigh recommends [Basys payment systems](https://basyspro.com/software-program-pages/fast-weigh/). Please contact the Fast-Weigh support team to assist with this integration. *** ## Truck Types **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. *** ## Salespeople This section allows you to add and manage members of your team assigned to submit quotes, orders, and customers, as well as reports. *** ## Inspectors 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.